Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding LOOMIS SAYLES INV GRADE BND AD in their Schedule of Assets, totaling $1.2M 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 | MAINTECH INCORPORATED MAINTECH 401(K) RETIREMENT PLAN AND TRUST | CLARK NJ | 488 | $32.9M | $983K |
| 2 | PATRICK K WILLIS COMPANY INC P K WILLIS COMPANY INC 401K PLAN | EL DORADO HILLS CA | 302 | $7.7M | $168K |
| 3 | CG BUSINESS MANGEMENT, LLC CG BUSINESS MANGEMENT LLC 401(K) PROFIT SHARING PLAN |
CHESHIRE CT |
| 148 |
| $3.4M |
| $23K |
| 4 | MONCLER USA, INC MONCLER USA 401K PROFIT SHARING SHARING PLAN AND TRUST | NEW YORK NY | 404 | $11.6M | $10K |
| 5 | SKIN LAUNDRY SKIN LAUNDRY | EL SEGUNDO CA | 311 | $2.8M | $1K |