Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Loomis Sayles Global Allocation Mutual fund in their Schedule of Assets, totaling $639K 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 | LEONARD HOLDING COMPANY LEONARD HOLDING COMPANY 401(K) PLAN | SAN ANTONIO TX | 473 | $18.5M | $613K |
| 2 | TREANOR INC. TREANOR INC. 401(K) PROFIT SHARING PLAN | LAWRENCE KS | 160 | $35.4M | $26K |
