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 Y Loomis Sayles 0 in their Schedule of Assets, totaling $308K 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 | THE AAGARD GROUP, LLC THE AAGARD GROUP, LLC. 401(K) PS PLAN | ALEXANDRIA MN | 314 | $25.8M | $240K |
| 2 | GARBER ELECTRICAL CONTRACTORS GARBER ELECTRICAL RETIREMENT PLAN | ENGLEWOOD OH | 236 | $6.7M | $68K |
