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 Fund Class N Mutual fund in their Schedule of Assets, totaling $8.5M 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 | BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN | MONTGOMERY AL | 287 | $62.8M | $5.8M |
| 2 | AUTOSALES, INC. DBA SUMMIT RACING EQUIPMENT SUMMIT RACING EQUIPMENT RETIREMENT PLAN | TALLMADGE OH | 1,851 | $250.1M | $1.9M |
| 3 | SPINE WAVE, INC. |
SHELTON CT |
| 59 |
| $26.3M |
| $490K |
| 4 | SHEPLEY BULFINCH RICHARDSON AND ABBOTT SHEPLEY BULFINCH RICHARDSON AND ABBOTT, INCORPORATED PROFIT SHARING PLAN | BOSTON MA | 179 | $40.2M | $370K |
