Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Loomis Sayles Inv Grade Bond N in their Schedule of Assets, totaling $8.7M 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 | NORITAKE U.S.A., INC. NORITAKE CO., INC. PENSION PLAN | GLENN ROCK NJ | 9 | $8.7M | $1.9M |
| 2 | PARTS AUTHORITY LLC PARTS AUTHORITY LLC PROFIT SHARE/401K PLAN | LAKE SUCCESS NY | 5,675 | $77.5M | $1.3M |
| 3 | EVANGELICAL SERVICES WESLEY ENHANCED LIVING RETIREMENT PLAN |
WARMINSTER PA |
| 878 |
| $31.0M |
| $781K |
| 4 | TOURNEAU LLC TOURNEAU/BUCHERER 401(K) PLAN | NEW YORK NY | 537 | $37.6M | $704K |
| 5 | UTILITY PIPELINE, LTD UTILITY PIPELINE, LTD 401(K) PROFIT SHARING PLAN | CANTON OH | 146 | $11.5M | $630K |
| 6 | VAYNERMEDIA VAYNERMEDIA 401(K) RETIREMENT PLAN AND TRUST | NEW YORK NY | 1,146 | $84.9M | $507K |
| 7 | KITSON & PARTNERS MANAGEMENT SER KITSON & PARTNERS MANAGEMENT SERVICES, INC. 401(K) PLAN | PALM BEACH GARDENS FL | 205 | $22.6M | $458K |
| 8 | WOODS HOLE GROUP WOODS HOLE GROUP 401(K) PROFIT SHARING PLAN | BOURNE MA | 90 | $15.2M | $423K |
| 9 | PENNY LANE CENTERS PENNY LANE 401(K) RETIREMENT PLAN | NORTH HOLLYWOOD CA | 499 | $21.3M | $420K |
| 10 | FAVOR TECHCONSULTING, LLC FAVOR TECHCONSULTING, LLC 401(K) PROFIT SHARING PLAN AND TRUST | VIENNA VA | 0 | $0 | $397K |
