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 N Fund Mutual fund in their Schedule of Assets, totaling $603K 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 | SOFI TECHNOLOGIES SOCIAL FINANCE, INC. 401(K) PLAN | SAN FRANCISCO CA | 3,688 | $192.9M | $433K |
| 2 | CENTURY BANK CENTURY BANK 401(K) PLAN | SANTA FE NM | 138 | $24.5M | $152K |
| 3 | VENTURE MECHANICAL, INC. VENTURE MECHANICAL, INC. 401(K) PLAN |
| 138 |
| $24.7M |
| $18K |
