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 Fund Class A Mutual fund in their Schedule of Assets, totaling $2.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AG RX AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | OXNARD CA | 120 | $18.8M | $1.7M |
| 2 | VISIONET SYSTEMS INC VISIONET SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST | CRANBURY NJ | 264 | $21.7M | $515K |
| 3 | BLUE FORCE, INC. BLUE FORCE 401(K) PROFIT SHARING PLAN |
HAMPTON VA |
| 41 |
| $9.1M |
| $72K |
