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 Class Y Registered investment company in their Schedule of Assets, totaling $1.9M 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 | CHINESE HOSPITAL CHINESE HOSPITAL 403(B) RETIREMENT PLAN | SAN FRANCISCO CA | 817 | $43.0M | $1.5M |
| 2 | CHINESE HOSPITAL CHINESE HOSPITAL 401(A) RETIREMENT PLAN & TRUST | SAN FRANCISCO CA | 171 | $9.4M | $357K |
