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 N N/R in their Schedule of Assets, totaling $811K 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 | SAGICOR LIFE INSURANCE COMPANY SAGICOR LIFE INSURANCE COMPANY RETIREMENT SAVINGS PLAN | SCOTTSDALE AZ | 149 | $23.1M | $671K |
| 2 | MONDAY PROPERTIES SERVICES, LLC MONDAY PROPERTIES SERVICES, LLC.401(K) RETIREMENT PLAN | NEW YORK NY | 99 | $23.4M | $140K |
