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 Institutional Registered Investment Company in their Schedule of Assets, totaling $1.1M 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 | SCHRODER US HOLDINGS INC. SCHRODER US HOLDINGS INC. AND SUBSIDIARIES RETIREMENT PLAN | NEW YORK NY | 344 | $220.8M | $1.1M |
