Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Loomis Sayles Global Bond Fund N Loomis Sayles 0 in their Schedule of Assets, totaling $5.4M 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 | HOLDEN CONNER CONMAC, LLC CONMAC INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN | WEINER AR | 1,127 | $54.8M | $4.2M |
| 2 | ACCESS GROUP, INC. ACCESS GROUP, INC. 401(K) PLAN | LITTLE ROCK AR | 346 | $6.8M | $550K |
| 3 | CENTRAL ARKANSAS AREA AGENCY ON AGING, INC. CARELINK 401(K) PLAN |
NORTH LITTLE ROCK AR |
| 258 |
| $4.6M |
| $374K |
| 4 | B & R SUPERMARKET, INC. B & R SUPERMARKET, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MIAMI SPRINGS FL | 568 | $9.8M | $136K |
| 5 | H.C. EMPLOYEES, LLC HOME CREATIONS 401(K) PLAN | MOORE OK | 121 | $8.3M | $50K |
| 6 | EARTHWORKS, INC. EARTHWORKS, INC. 401(K) PLAN | ALVARADO TX | 147 | $4.5M | $12K |
| 7 | OCI HOLDINGS, LLC OCI HOLDINGS 401(K) PLAN | DALLAS TX | 441 | $6.7M | $11K |
| 8 | DECA DENTAL HOLDINGS, LLC DECA DENTAL GROUP 401(K) PLAN | DALLAS TX | 1,328 | $7.1M | $10K |
| 9 | BELLO MACHRE, INC BELLO MACHRE, INC 403(B) PLAN | GLEN BURNIE MD | 574 | $2.7M | $6K |
| 10 | SOUTHERN BOTANICAL, INC. SOUTHERN BOTANICAL 401(K) PLAN | DALLAS TX | 307 | $5.8M | $4K |
