Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Loomis Sayles Global Allocation Fund - in their Schedule of Assets, totaling $24.6M 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 | LOOMIS, SAYLES & COMPANY, L.P. LOOMIS, SAYLES & COMPANY, L.P. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | BOSTON MA | 776 | $647.5M | $21.8M |
| 2 | MARIO BADESCU SKIN CARE, INC. MARIO BADESCU SKIN CARE PROFIT SHARING 401(K) PLAN | EDISON NJ | 154 | $27.0M | $1.3M |
| 3 | MAR-JAC POULTRY, INC. |
GAINSVILLE GA |
| 2,251 |
| $89.2M |
| $522K |
| 4 | MATTCO FORGE, INC. MATTCO FORGE, INC. 401(K) PLAN | PARAMOUNT CA | 127 | $11.0M | $235K |
| 5 | TRIPLEPOINT MEP HOLDINGS, LLC TRIPLEPOINT MEP HOLDINGS, LLC 401(K) SAVINGS PLAN | CINCINNATI OH | 650 | $48.4M | $140K |
| 6 | PORT ERIE PLASTICS, INC. PORT ERIE PLASTICS, INC. RETIREMENT PLAN | HARBORCREEK PA | 338 | $18.0M | $124K |
| 7 | AQUA-CHEM, INC. AQUA-CHEM, INC. RETIREMENT & SAVINGS PLAN | KNOXVILLE TN | 256 | $16.0M | $115K |
| 8 | BROOKSHIRE BROTHERS, INC. BROOKSHIRE BROTHERS KSOP | LUFKIN TX | 3,030 | $134.4M | $112K |
| 9 | TP MECHANICAL CONTRACTORS, INC. TP MECHANICAL CONTRACTORS, INC. RETIREMENT SAVINGS PLAN | CINCINNATI OH | 501 | $39.1M | $89K |
| 10 | AMERISAVE MORTGAGE CORPORATION AMERISAVE 401(K) PLAN | SANDY SPRINGS GA | 770 | $26.4M | $84K |
