Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding LOOMIS SAYLES INV GRADE BND N Registered Investment Company in their Schedule of Assets, totaling $3.6M 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 | ROCKPOINT MANAGEMENT, LLC ROCKPOINT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | DALLAS TX | 197 | $60.8M | $1.9M |
| 2 | KREBER GRAPHICS, INC. KREBER GRAPHICS, INC. 401(K) PLAN | COLUMBUS OH | 107 | $19.4M | $1.7M |
