Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Loomis, Sayles & Company Loomis Sayles Global Allocation A in their Schedule of Assets, totaling $5.3M 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 | OETIKER, INC. OETIKER RETIREMENT PLAN | MARLETTE MI | 366 | $52.3M | $2.0M |
| 2 | SUIT-KOTE CORPORATION SUIT-KOTE CORPORATION EMPLOYEES' RETIREMENT PLAN | CORTLAND NY | 721 | $83.7M | $1.8M |
| 3 | OETIKER, INC. OETIKER RETIREMENT PLAN | MARLETTE |
| 422 |
| $42.0M |
| $1.5M |
