Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Markets Z Loomis Sayles Loomis Sayles Small Cap Gr Instl N/R in their Schedule of Assets, totaling $151K 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 | CLARION HOSPITAL CLARION HOSPITAL 403(B) PLAN | CLARION PA | 346 | $11.2M | $151K |
