Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Loomis Loomis Sayles Investment Grade Bond Fund in their Schedule of Assets, totaling $256K 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 | GREAT NECK TOOLS, INC. 401(K) PLAN GREAT NECK TOOLS, INC. 401(K) PLAN | MINEOLA NY | 421 | $20.5M | $201K |
| 2 | VALIANT MANAGEMENT, LLC AUTOMOTIVE TRANSPORT UNION PLAN | SIMPSONVILLE KY | 36 | $2.7M | $55K |
