Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Loomis Sayles Global Allocation A in their Schedule of Assets, totaling $152K 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 | COMMUNITY CARE, INC. COMMUNITY CARE, INC. 401(K) PLAN | MILWAUKEE WI | 1,021 | $60.8M | $77K |
| 2 | CITY FACILITIES MANAGEMENT (US) LLC CITY FACILITIES MANAGEMENT (US) LLC 401(K) PLAN | JACKSONVILLE FL | 608 | $45.4M | $60K |
| 3 | AMICA MUTUAL INSURANCE COMPANY AMICA 401(K) RETIREMENT SAVINGS PLAN |
PROVIDENCE RI |
| 3,514 |
| $988.7M |
| $15K |