Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding LOOMIS GLOBAL BOND INSTITUTIONAL Mutual Fund in their Schedule of Assets, totaling $45K 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 | WM. T. BURNETT HOLDING LLC WM. T. BURNETT EMPLOYEE SAVINGS PLAN | BALTIMORE MD | 266 | $2.6M | $39K |
| 2 | WM. T. BURNETT HOLDING LLC WM. T. BURNETT 401(K) RETIREMENT PLAN | BALTIMORE MD | 381 | $25.7M | $6K |
