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 Mutual Fund N/A in their Schedule of Assets, totaling $1.7M 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 | NORTHWEST PIPE FITTINGS, INC. NORTHWEST PIPE FITTINGS, INC 401(K) PROFIT SHARING PLAN | BILLINGS MT | 159 | $14.2M | $1.2M |
| 2 | BLUE TECHNOLOGIES, INC. BLUE TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN & TRUST | CLEVELAND OH | 176 | $16.3M | $371K |
| 3 | FLINT HOLDINGS, INC. |
FARGO ND |
| 184 |
| $14.8M |
| $172K |
