Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding LOOMIS SAYLES INV GRADE BND A in their Schedule of Assets, totaling $9.2M 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 | ATLANTIC AUTOMOTIVE CORP. ATLANTIC AUTOMOTIVE CORP. 401(K) PLAN | TOWSON MD | 2,794 | $149.4M | $6.3M |
| 2 | ERVING INDUSTRIES, INC. ERVING INDUSTRIES, INC. 401(K) PLAN | ERVING MA | 121 | $21.9M | $1.1M |
| 3 | EMTEC GLOBAL SERVICES, LLC EMTEC GLOBAL SERVICES, LLC 401(K) PROFIT SHARING PLAN |
JACKSONVILLE FL |
| 233 |
| $43.3M |
| $652K |
| 4 | OEC FREIGHT NEW YORK INC. OEC FREIGHT NEW YORK INC. 401(K) PROFIT SHARING PLAN & TRUST | ROSEDALE NY | 323 | $26.9M | $626K |
| 5 | VISION GOVERNMENT SOLUTIONS, INC VISION GOVERNMENT SOLUTIONS, INC. 401(K) PLAN | HUDSON MA | 399 | $18.6M | $248K |
| 6 | SUNRISE CREDIT SERVICES, INC. SUNRISE CREDIT SERVICES, INC. 401(K) PLAN | MELVILLE NY | 187 | $14.1M | $181K |
| 7 | HNB NATIONAL BANK HNB NATIONAL BANK 401(K) RETIREMENT SAVINGS PLAN | HANNIBAL MO | 129 | $12.2M | $62K |
| 8 | WORLD EMBLEM INTERNATIONAL, INC. WORLD EMBLEM INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | FORT LAUDERDALE FL | 247 | $8.2M | $48K |
| 9 | QUORUM GROUP LLC DBA TAKE FORM TAKE FORM 401(K) PROFIT SHARING PLAN & TRUST | MEDINA NY | 205 | $8.0M | $27K |
