Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Loomis Sayles Investment Grade Bond Adm Pooled Separate Account in their Schedule of Assets, totaling $7.5M 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 | MEMBER COOPERATIVES OF CHS INC PENSION PLAN FOR COOPERATIVES | INVER GROVE HEIGHTS MN | 830 | $83.8M | $7.3M |
| 2 | SOUTHEAST FINANCIAL CREDIT UNION SOUTHEAST FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST | FRANKLIN TN | 123 | $16.0M | $227K |
