Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Loomis Sayles Investment Grade Bond A Registered investment company in their Schedule of Assets, totaling $185K 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 | ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN | LAGUNA HILLS CA | 123 | $20.1M | $108K |
| 2 | CISO GLOBAL INC. FORMERLY CERBERUS CYBER SENTINEL CORPORATION CISO RETIREMENT PLAN | SCOTTSDALE AZ | 144 | $7.3M | $55K |
| 3 | EXCEPTIONAL FAMILY RESOURCES, INC. |
SYRACUSE NY |
| 343 |
| $3.3M |
| $22K |
