Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding GM Loomis Sayles Invmt Grade Bond A Loomis Sayles 0 in their Schedule of Assets, totaling $1.1M 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 | LOCKWOOD PARTNERS, LLC LOCKWOOD PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN | HOUSTON TX | 42 | $6.0M | $643K |
| 2 | RJ ACQUISITION CORP AD ART COMPANY 401(K) PLAN | VERNON CA | 85 | $2.1M | $351K |
| 3 | INNOVATIVE LEARNING, INC. INNOVATIVE LEARNING, INC. 403(B) RETIREMENT PLAN |
ANNAPOLIS MD |
| 214 |
| $21.9M |
| $153K |
