Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Loomis Sayles Global Bond N - in their Schedule of Assets, totaling $4.1M 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 | ROCKLAND TRUST COMPANY ROCKLAND TRUST CO EE SAVINGS PS AND STOCK OWNERSHIP PLAN | HANOVER MA | 1,890 | $300.0M | $2.5M |
| 2 | EPS CORPORATION EPS CORPORATION 401(K) SAVINGS PLAN | TINTON FALLS NJ | 199 | $20.0M | $625K |
| 3 | INDEPENDENT EMERGENCY PHYSICIANS, P.C. INDEPENDENT EMERGENCY PHYSICIANS, P.C. 401(K) PROFIT SHARING PLAN |
FARMINGTON HILLS MI |
| 264 |
| $112.9M |
| $298K |
| 4 | BANCO ITAU INTERNATIONAL BANCO ITAU INTERNATIONAL 401(K) | MIAMI FL | 274 | $61.1M | $293K |
| 5 | STAYWELL HEALTH CARE, INC, D/B/A STAYWELL HEALTH CENTER 401(K) PLAN | WATERBURY CT | 218 | $22.0M | $143K |
| 6 | PROPARK, INC. PROPARK AMERICA, INC 401(K) PLAN | HARTFORD CT | 5,338 | $13.3M | $57K |
| 7 | DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A. DERMATOLOGY ASSOCIATES OF TALLAHASSEE P. A. PROFIT SHARING 401(K) PLAN | TALLAHASSEE FL | 295 | $27.9M | $34K |
| 8 | INTERCREDIT BANK, N.A. INTERCREDIT BANK, N.A. 401(K) PLAN | CORAL GABLES FL | 109 | $7.2M | $30K |
| 9 | ADVANTAGE MAILING, LLC ADVANTAGE MAILING, LLC 401(K) PLAN | ANAHEIM CA | 853 | $15.9M | $25K |
| 10 | GITI TIRE USA LTD. GITI TIRE USA LTD 401K PROFIT SHARING PLAN AND TRUST | CHARLOTTE NC | 827 | $15.7M | $15K |
