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 N Loomis Sayles 0 in their Schedule of Assets, totaling $3.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INIT INNOVATIONS IN TRANSPORTATION, INC. INIT INNOVATIONS IN TRANSPORTATION, INC. 401(K) PROFIT SHARING PLAN | CHESAPEAKE VA | 150 | $16.3M | $998K |
| 2 | TOM O'BRIEN CO. O'BRIEN AUTOMOTIVE GROUP 401(K) PLAN | INDIANAPOLIS IN | 208 | $18.1M | $988K |
| 3 | MULTI-BANK SERVICES, LTD. |
SOUTHFIELD MI |
| 115 |
| $25.0M |
| $889K |
| 4 | CARREFOUR ASSOCIATES L.L.C CARREFOUR ASSOCIATES LLC P/S 401K PLAN | TULSA OK | 639 | $26.4M | $360K |
| 5 | AMERICARES FOUNDATION, INC. AMERICARES FOUNDATION, INC. DISC CONTRIB PLAN | STAMFORD CT | 277 | $36.9M | $155K |
| 6 | IHC CONSTRUCTION COMPANIES, L.L.C. IHC CONSTRUCTION COMPANIES LLC PS & SVGS PLAN | ELGIN IL | 96 | $25.5M | $135K |
| 7 | JENA CHOCTAW INDIAN GAMING AUTHORITY JENA CHOCTAW PINES CASINO 401(K) PLAN | DRY PRONG LA | 250 | $3.2M | $110K |
| 8 | MEMORIAL MEDICAL GROUP MEMORIAL MEDICAL GROUP 401(K) PLAN | MARYSVILLE OH | 149 | $9.5M | $109K |
| 9 | PALM SPRINGS MOTORS, INC. PALM SPRINGS MOTORS 401K PLAN & TRUST | CATHEDRAL CITY CA | 342 | $19.5M | $33K |
| 10 | SAMES NORTH AMERICA CORPORATION SAMES NORTH AMERICA CORPORATION 401(K) PLAN | PLYMOUTH MI | 93 | $16.8M | $25K |
