Congress Holdings

Most held

LSSNX

Loomis Sayles Small Cap Growth Fd Cl N

Listed by 1 member on their latest annual reports (1 row: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Morgan Luttrell TX-8 Spouse LabCorp 401(k) through Fidelity โ‡’ Loomis Sayles Small Cap Growth Fd Cl N (LSSNX) MF $1,001 - $15,000 August 13, 2026
filing 10081366, p. 2

How the count is made: see Most held.