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 " in their Schedule of Assets, totaling $631K 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 | PASHMAN & STEIN, PC PASHMAN STEIN 401(K) PLAN | HACKENSACK NJ | 102 | $22.5M | $274K |
| 2 | VOYETRA TURTLE BEACH, INC. VOYETRA TURTLE BEACH 401(K) PLAN | VALHALLA NY | 135 | $19.3M | $198K |
| 3 | ATHENA HEALTH CARE ASSOCIATES, INC. ATHENA HEALTH CARE ASSOCIATES, INC. 401K PLAN |
FARMINGTON CT |
| 11,373 |
| $118.4M |
| $159K |
