Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Loomis Sayles Bond Fund Institutional Class Mutual Fund - in their Schedule of Assets, totaling $8.0M 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 | SLALOM, INC. SLALOM 401(K) PLAN | SEATTLE WA | 8,341 | $1.6B | $7.9M |
| 2 | OCCUPATIONAL TRAINING CENTER OF BURLINGTON COUNTY, INC. THE 401(A) PROFIT SHARING PLAN OF OCCUPATIONAL TRAINING CENTER OF BURLINGTON COUNTY, INC. | BURLINGTON TOWNSHIP NJ | 702 | $7.3M | $53K |
| 3 | MATHESON TRUCKING, INC. |
SACRAMENTO CA |
| 1,035 |
| $28.2M |
| $12K |
