Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Loomis Sayles & Co. Loomis Sayles Strategic Income in their Schedule of Assets, totaling $1.4M 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 | BOARD OF TRUSTEES NYSA-ILA MONEY PURCHASE PENSION FUND AND PLAN | JERSEY CITY NJ | 4,643 | $936.2M | $1.4M |
