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 Y in their Schedule of Assets, totaling $447K 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 | WEST FRASER, INC. WEST FRASER, INC. 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES | GERMANTOWN TN | 790 | $27.1M | $325K |
| 2 | OJO CALIENTE HOLDINGS, INC. OJO CALIENTE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN | OJO CALIENTE NM | 156 | $3.4M | $105K |
| 3 | ACI-HERZOG, A JOINT VENTURE |
GURABO PR |
| 99 |
| $2.4M |
| $17K |
