Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Loomis Small Cap Growth Fund in their Schedule of Assets, totaling $3.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | STAN KOCH & SONS TRUCKING, INC. KOCH COMPANIES 401(K) RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 1,435 | $53.6M | $807K |
| 2 | CARYLON CORPORATION CARYLON CORPORATION 401(K) RETIREMENT PLAN | CHICAGO IL | 775 | $32.6M | $674K |
| 3 | KOCH SERVICES, INC. KOCH COMPANIES 401(K) RETIREMENT SAVINGS PLAN |
MINNEAPOLIS MN |
| 1,274 |
| $57.3M |
| $639K |
| 4 | NORTH STATE BANK NORTH STATE BANK 401K PLAN AND ESOP | RALEIGH NC | 201 | $30.9M | $588K |
| 5 | ST LUKE'S HOSPITAL OF DULUTH ST. LUKE'S HOSPITAL OF DULUTH SAVINGS PLAN | DULUTH MN | 3,095 | $422.9M | $315K |
| 6 | MOUSER CABINETRY LLC MOUSER CABINETRY LLC | ELIZABETHTOWN KY | 332 | $21.3M | $172K |
| 7 | SILVER CROSS MANAGEMENT SERVICES ORGANIZATION SILVER CROSS MANAGEMENT SERVICES ORGANIZATION 401(K) PLAN | NEW LENOX IL | 199 | $12.4M | $146K |
| 8 | ROCHESTER SENSORS, LLC ROCHESTER SENSORS, LLC | COPPELL TX | 185 | $10.2M | $44K |
