Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Loomis Sayles Global Allocation N in their Schedule of Assets, totaling $520K 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 | THE LIBERTY COMPANY INSURANCE BROKERS, INC. THE LIBERTY COMPANY 401(K) PLAN | WOODLAND HILLS CA | 767 | $29.9M | $126K |
| 2 | JOHN J JERUE TRUCK BROKER, INC. JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN | LAKELAND FL | 170 | $25.2M | $111K |
| 3 | MIZUNO USA, INC. |
PEACHTREE CORNERS GA |
| 313 |
| $44.0M |
| $108K |
| 4 | R.B. PAMPLIN CORPORATION R.B. PAMPLIN CORPORATION AND SUBSIDIARIES SAVINGS PLAN AND TRUST | PORTLAND OR | 760 | $51.4M | $72K |
| 5 | SNELL MOTOR COMPANY, INC. SNELL MOTOR COMPANY 401(K) PLAN | DALLAS TX | 362 | $11.7M | $69K |
| 6 | INSULATION DISTRIBUTORS, INC. INSULATION DISTRIBUTORS, INC. 401(K) PLAN | CHANHASSEN MN | 614 | $23.0M | $29K |
| 7 | SANGOMA US INC. SANGOMA US INC. 401K PLAN | SARASOTA FL | 399 | $40.0M | $5K |