Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Loomis Sayles Global Allocation Fund Mutual fund in their Schedule of Assets, totaling $2.0M 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 | COMMUNICATION INNOVATIONS LLC COMMUNICATION INNOVATIONS LLC 401(K) PROFIT SHARING PLAN & TRUST | FITCHBURG WI | 130 | $4.1M | $1.1M |
| 2 | THE SWAN GROUP, LLC THE SWAN GROUP RETIREMENT PLAN | RANDOLPH MA | 335 | $124.3M | $587K |
| 3 | TOTAL INDUSTRIES TOTAL INDUSTRIES |
LIVERMORE CA |
| 213 |
| $20.2M |
| $271K |
| 4 | STRACK, INCORPORATED STRACK, INC. 401(K) PROFIT SHARING PLAN | FAIRBURN GA | 284 | $14.7M | $73K |
| 5 | HOOD & STRONG LLP HOOD & STRONG 401(K) PLAN | SAN FRANCISCO CA | 112 | $56.2M | $17K |
| 6 | STERN & EISENBERG, PC STERN & EISENBERG, PC 401(K) PROFIT SHARING PLAN AND TRUST | WARRINGTON PA | 98 | $5.7M | $4K |
