Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Loomis Sayles Inv Gr Bd N Fd Mutual Fund in their Schedule of Assets, totaling $3.4M 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 | ALBAUGH, LLC ALBAUGH, LLC 401(K) PROFIT SHARING PLAN | ANKENY IA | 322 | $72.0M | $2.8M |
| 2 | FIRSTFLEET, INC FIRSTFLEET, INC. 401(K) PLAN | MURFREESBORO TN | 3,181 | $48.4M | $409K |
| 3 | PALADIN CAPITAL, INC. DISTRIBUTING SERVICES 401(K) PLAN |
| 954 |
| $26.1M |
| $261K |
