Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Loomis Sayles Global Bond Fund Cl I Mutual Fund in their Schedule of Assets, totaling $1.5M 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 | WARD AND SMITH, P.A. WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN | NEW BERN NC | 248 | $119.5M | $1.5M |
