Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Loomis Sayles SmCp Grw Fnd N Registered Investment Company in their Schedule of Assets, totaling $587K 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 | COOPER MACHINERY SERVICES, LLC COOPER MACHINERY SERVICES, LLC 401(K) PLAN | HOUSTON TX | 599 | $35.1M | $372K |
| 2 | RESEARCH SQUARE AJE, LLC RESEARCH SQUARE AJE, LLC 401(K) PLAN | DURHAM NC | 86 | $18.7M | $212K |
| 3 | CHILDREN'S AID COLLEGE PREP CHARTER SCHOOL |
BRONX NY |
| 107 |
| $2.2M |
| $3K |
