Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Loomis Sayles Global Allocation Y Mutual Fund in their Schedule of Assets, totaling $329K 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 | FOOD SAFETY NET SERVICES, LTD CERTIFIED GROUP 401(K) | SAN ANTONIO TX | 1,175 | $53.9M | $276K |
| 2 | HASSELL & HUGHES LUMBER COMPANY, INC. HASSELL & HUGHES LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | COLLINWOOD TN | 84 | $4.6M | $28K |
| 3 | EYE HEALTH AMERICA, LLC |
EASLEY SC |
| 1,186 |
| $45.3M |
| $24K |
