Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Invesco Trust Co. Loomis Sayles Intermediate Fund in their Schedule of Assets, totaling $15.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HEWLETT PACKARD ENTERPRISE HEWLETT PACKARD ENTERPRISE 401(K)PLAN | SPRING TX | 14,550 | $8.8B | $15.9M |
