Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Loomis Sayles Global Bond Class N in their Schedule of Assets, totaling $491K 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 | UOFL HEALTH, INC. UOFL HEALTH 401(K) PLAN | LOUISVILLE KY | 11,211 | $565.8M | $435K |
| 2 | UNIVERSITY MEDICAL CENTER, INC. DBA UOFL HOSPITAL UNIVERSITY HOSPITAL 403(B) PLAN | LOUISVILLE KY | 1,180 | $30.3M | $32K |
| 3 | UOFL HEALTH, INC. UNIVERSITY HOSPITAL 403(B) PLAN |
LOUISVILLE KY |
| 1,008 |
| $37.0M |
| $24K |