Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Loomis Sayles Global Equity and Income Mutual Fund - in their Schedule of Assets, totaling $138K 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 | CONTINUUM HEALTH SERVICES, INC. CONTINUUM HEALTH SERVICES, INC. 401(K) PLAN | AUBURN ME | 103 | $12.2M | $85K |
| 2 | THE MARET SCHOOL MARET SCHOOL SECTION 403(B) RETIREMENT SAVINGS PLAN | WASHINGTON DC | 149 | $54.7M | $53K |
