Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Loomis Sayles Investment Grade Bond Mutual fund in their Schedule of Assets, totaling $15.6M 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 | BOYD CORPORATION, INC. BOYD CORPORATION 401(K) PLAN | PLEASANTON CA | 841 | $92.3M | $4.9M |
| 2 | MR. BULT'S, INC. MR. BULT'S INC. 401(K) PLAN | BURNHAM IL | 1,749 | $23.1M | $4.5M |
| 3 | GM NAMEPLATE, INC. GM NAMEPLATE, INC. PROFIT SHARING 401(K) PLAN |
BOCA RATON FL |
| 522 |
| $47.9M |
| $2.8M |
| 4 | BOYD CORPORATION INC. (WOBURN, INC.) BOYD CORPORATION INC. (WOBURN INC.) 401(K) PLAN | WOBURN MA | 265 | $37.7M | $2.3M |
| 5 | INTEVAC, INC. INTEVAC, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SANTA CLARA CA | 51 | $44.4M | $895K |
| 6 | HEALTHRIGHT 360 HEALTHRIGHT 360 403(B) RETIREMENT PLAN | SAN FRANCISCO CA | 742 | $24.1M | $220K |
| 7 | INTELLUM, INC. INTELLUM, INC. 401(K) PLAN | ATLANTA GA | 106 | $6.9M | $46K |
| 8 | COPELAND, COOK, TAYLOR AND BUSH, P.A. COPELAND, COOK, TAYLOR AND BUSH, P. A. SALARY REDUCTION PLAN | RIDGELAND MS | 61 | $19.3M | $23K |
| 9 | C.B. MANUFACTURING & SALES CO., INC. C.B. MANUFACTURING & SALES CO., INC. 401(K) PROFIT SHARING PLAN | MIAMISBURG OH | 101 | $9.2M | $2K |
