Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Loomis Sayles Bond Fund N in their Schedule of Assets, totaling $825K 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 | FIFTH GENERATION, INC FIFTH GENERATION, INC 401(K) PLAN | AUSTIN TX | 729 | $105.2M | $417K |
| 2 | R.G. REZIN, INC. R.G. REZIN GROUP 401(K) PROFIT SHARING PLAN | TOMAH WI | 132 | $9.1M | $212K |
| 3 | TARZANA TREATMENT CENTERS, INC. TARZANA TREATMENT CENTERS, INC. TAX DEFERRED SAVINGS PLAN |
TARZANA CA |
| 1,095 |
| $24.2M |
| $108K |
| 4 | SOFTWARE BROKERS OF AMERICA, INC INTCOMEX 401(K) PLAN | MEDLEY FL | 210 | $19.0M | $31K |
| 5 | LEE MICHAELS JEWELERS, LLC LEE MICHAELS JEWELERS 401K PROFIT SHARING PLAN AND TRUST | BATON ROUGE LA | 168 | $11.8M | $29K |
| 6 | BIG LANGUAGE SOLUTIONS LLC PROFESSIONAL TRANSLATING SERVICE INC. 401K PLAN | ATLANTA GA | 150 | $9.3M | $19K |
| 7 | GRACE KENNEDY FOODSUSA LLC DB GRACE KENNEDY USA INC. PROFIT SHARING PLAN | WOOD RIDGE NJ | 147 | $8.2M | $9K |
