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 in their Schedule of Assets, totaling $5.8M 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 | EICHLEAY, INC. EICHLEAY, INC. PENSION AND PROFIT SHARING PLAN | LARKSPUR CA | 186 | $85.4M | $4.8M |
| 2 | WINDSOR HOUSE, INC. WINDSOR HOUSE, INC. 401(K) SAVINGS PLAN | GIRARD OH | 1,143 | $17.9M | $653K |
| 3 | CARDIOVASCULAR INSTITUTE OF CENTRAL FLORIDA, LLC CARDIOVASCULAR INSTITUTE OF CENTRAL FLORIDA, LLC 401(K) PLAN |
OCALA FL |
| 137 |
| $9.1M |
| $326K |