Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding LOOMIS INVEST GRADE BOND -Y in their Schedule of Assets, totaling $9.1M 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 | ASHFIELD HEALTHCARE, LLC INIZIO RETIREMENT PLAN | FT WASHINGTON PA | 2,200 | $139.8M | $4.2M |
| 2 | ASHFIELD HEALTHCARE COMM. INIZIO EMPLOYEE SAVINGS PLAN | FORT WASHINGTON PA | 717 | $134.2M | $3.6M |
| 3 | FLINN SCIENTIFIC, INC. FLINN SCIENTIFIC, INC. 401(K) PLAN |
BATAVIA IL |
| 175 |
| $12.8M |
| $366K |
| 4 | POWERTEK CORPORATION POWERTEK CORPORATION 401(K) PLAN | ROCKVILLE MD | 24 | $8.8M | $274K |
| 5 | BANESCO USA BANESCO USA 401(K) PLAN | MIAMI FL | 292 | $25.9M | $253K |
| 6 | TACO JOHNS INTERNATIONAL, INC. TACO JOHN'S INTERNATIONAL EMPLOYEE RETIREMENT PLAN | MINNEAPOLIS MN | 112 | $9.3M | $183K |
| 7 | ED STIVERS FORD, INC. ED STIVERS FORD, INC. 401(K) PLAN | WAUKEE IA | 134 | $6.0M | $119K |
| 8 | CONCERTO HEALTH AI SOLUTIONS, LL CONCERTO HEALTH AI SOLUTIONS 401 (K) PLAN | PLYMOUTH MEETING PA | 403 | $63.2M | $41K |
| 9 | METCAM, INC. METCAM, INC.401(K) PLAN | ALPHARETTA GA | 111 | $2.4M | $3K |
| 10 | ANCHORAGE COMMUNITY MENTAL HEALT THE ALASKA BEHAVIORAL HEALTH PLAN | ANCHORAGE AK | 237 | $14.9M | $3K |
