Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Loomis Sayles Inv Grade Bond A - in their Schedule of Assets, totaling $4.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SULLIVAN INVESTMENT CO., INC. SULLIVAN COMPANIES RETIREMENT TRUST | NORWELL MA | 1,331 | $102.9M | $2.1M |
| 2 | ACADEMY OF NUTRITION AND DIETETICS ACADEMY OF NUTRITION AND DIETETICS RETIREMENT PLAN | CHICAGO IL | 130 | $28.6M | $1.5M |
| 3 | AMY'S KITCHEN, INC. AMY'S KITCHEN, INC. 401(K) RETIREMENT PLAN |
PETALUMA CA |
| 2,037 |
| $158.8M |
| $590K |
