Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Loomis Sayles Investment Grade Bond A Mutual fund in their Schedule of Assets, totaling $3.2M 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 | YONKERS CONTRACTING COMPANY, INC. YONKERS CONTRACTING COMPANY, INC. PROFIT SHARING AND INCENTIVE SAVINGS PLAN | YONKERS NY | 155 | $47.2M | $1.5M |
| 2 | EAGLE SYSTEMS, INC. EAGLE SYSTEMS INC. TAX DEFERRED SAVINGS PLAN & TRUST | CALIFORNIA MD | 256 | $44.4M | $1.4M |
| 3 | MAIN STREET PROPERTY GROUP LLC |
KIRKLAND WA |
| 123 |
| $9.3M |
| $228K |
| 4 | HEALTHRIGHT 360 HEALTHRIGHT 360 PROFIT SHARING PLAN | SAN FRANCISCO CA | 846 | $8.0M | $53K |
