Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Natixis Investment Managers Loomis Small Cap Growth Fund N N/R in their Schedule of Assets, totaling $1.3M 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 | EXCELA HEALTH EXCELA HEALTH 403(B) RETIREMENT PLAN | GREENSBURG PA | 3,712 | $364.9M | $1.3M |
