Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Loomis Sayles Investment Grade Bond Fund Mutual fund in their Schedule of Assets, totaling $5.4M 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 | FAMILY SECURITY CREDIT UNION FAMILY SECURITY CREDIT UNION CASH BALANCE NON-INTEGRATED DEFINED BENEFIT PLAN | DECATUR AL | 158 | $25.7M | $1.5M |
| 2 | BUILD-A-BEAR WORKSHOP, INC. BUILD-A-BEAR WORKSHOP, INC. EMPLOYEE SAVINGS TRUST | ST. LOUIS MO | 2,993 | $44.0M | $914K |
| 3 | CARLSON, BARBEE & GIBSON, INC. |
SAN RAMON CA |
| 116 |
| $31.3M |
| $659K |
| 4 | AER MANUFACTURING, L.P. AER MFG., INC. RETIREMENT SAVINGS PLAN AND TRUST | CARROLLTON TX | 831 | $48.9M | $574K |
| 5 | CEVA, INC. CEVA 401(K) PLAN | MOUNTAIN VIEW CA | 34 | $14.8M | $522K |
| 6 | STAFFPAY, INC. EMPLICITY 401(K) RETIREMENT SAVINGS PLAN | IRVINE CA | 3,170 | $66.3M | $386K |
| 7 | COUCHBASE, INC. COUCHBASE, INC. 401(K) PLAN | SAN JOSE CA | 345 | $59.2M | $375K |
| 8 | ABILENE MACHINE LLC ABILENE MACHINE LLC 401(K) AND PROFIT SHARING PLAN | SOLOMON KS | 122 | $9.1M | $286K |
| 9 | MINNESOTA POLICE & PEACE OFFICERS ASSOCIATION MINNESOTA POLICE AND PEACE OFFICERS ASSOCIATION LEGAL DEFENSE FUND | ST. PAUL MN | 10,984 | $1.9M | $108K |
| 10 | SANTEE SIOUX NATION COLLABORATIVE RETIREMENT TRUST | NIOBRABRA NE | 286 | $1.4M | $39K |
