Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Loomis, Sayles & Company, L.P. Loomis Sayles Global Equity and Income Y Fund in their Schedule of Assets, totaling $2.1M 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 | SAINT FRANCIS HEALTH SYSTEM INC SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS P | TULSA OK | 12,219 | $1.0B | $1.3M |
| 2 | SAINT FRANCIS HEALTH SYSTEM INC SAINT FRANCIS HEALTH SYSTEM, INC. 403(B) SAVINGS P | TULSA OK | 810 | $366.1M | $768K |
