Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Loomis Sayles Investment Grade Bond Fund N Mutual fund in their Schedule of Assets, totaling $804K 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 | METROPOLITAN CORP. METROPOLITAN CORPORATION 401(K) PLAN AND TRUST | MINNETONKA MN | 374 | $29.1M | $692K |
| 2 | AHEPA MANAGEMENT COMPANY, INC. AHEPA MANAGEMENT COMPANY, INC. 403(B) PLAN | FISHERS IN | 304 | $9.7M | $112K |
