Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Loomis Sayles SmCp Grw Fnd N Mutual fund - in their Schedule of Assets, totaling $192K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KOFILE, INC. KOFILE, INC. 401(K) PLAN | DALLAS TX | 649 | $14.3M | $178K |
| 2 | BAYWA R.E. SOLAR SYSTEMS, LLC BAYWA R.E. SOLAR SYSTEMS 401(K) PROFIT SHARING PLAN | SANTA FE NM | 131 | $4.9M | $14K |
