Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Loomis Sayles Global Allocation Y Mutual fund in their Schedule of Assets, totaling $376K 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 | FOOD SAFETY NET SERVICES, LTD CERTIFIED GROUP 401(K) | SAN ANTONIO TX | 1,175 | $53.9M | $276K |
| 2 | MORRIS & GARRITANO INSURANCE AGENCY, INC. MORRIS & GARRITANO INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN | SAN LUIS OBISPO CA | 134 | $17.3M | $48K |
| 3 | HASSELL & HUGHES LUMBER COMPANY, INC. |
COLLINWOOD TN |
| 84 |
| $4.6M |
| $28K |
| 4 | EYE HEALTH AMERICA, LLC EYE HEALTH AMERICA 401(K) PLAN | EASLEY SC | 1,186 | $45.3M | $24K |
