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 Fund Class A in their Schedule of Assets, totaling $1.2M 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 | ILLINOIS DERMATOLOGY INSTITUTE, LLC ILLINOIS DERMATOLOGY INSTITUTE, LLC 401(K) PROFIT SHARING PLAN | OAKBROOK IL | 190 | $20.6M | $1.1M |
| 2 | ENCORE HOLDINGS, LLC ENCORE HOLDINGS, LLC 401(K) PLAN | PAWTUCKET RI | 1,141 | $35.8M | $89K |
| 3 | 4-S MANUFACTURING TEXAS LLC DBA EAST TEXAS PRECAST |
HEMPSTEAD TX |
| 175 |
| $2.9M |
| $37K |
