Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Loomis Sayles Bond CL I Registered investment company in their Schedule of Assets, totaling $5.9M 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 | PROSKAUER ROSE LLP PROSKAUER ROSE LLP SAVINGS PLAN FOR STAFF AND PARTNERS | NEW YORK NY | 891 | $394.1M | $3.5M |
| 2 | PROSKAUER ROSE LLP PROSKAUER ROSE LLP SAVINGS PLAN FOR ASSOCIATES | NEW YORK NY | 540 | $176.8M | $1.3M |
| 3 | OREGON - COLUMBIA CHAPTER AGC NORTHWEST AGC CHAPTERS RETIREMENT PLAN |
WILSONVILLE OR |
| 3,426 |
| $328.1M |
| $1.1M |
