Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Loomis Sayles Investment Grade Bond Fund Class Y Fixed Income Fund in their Schedule of Assets, totaling $968K 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 | V. SUAREZ & CO. INC. V. SUAREZ & CO., INC. RETIREMENT PLAN | SAN JUAN PR | 545 | $51.8M | $968K |
