Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Loomis Sayles Investment Grade Bond N Registered Investment Company in their Schedule of Assets, totaling $5.1M 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 | MARIN GENERAL HOSPITAL MARIN GENERAL HOSPITAL 403(B) RETIREMENT PLAN | GREENBRAE CA | 1,904 | $187.1M | $3.8M |
| 2 | AMERILIFE US, LLC INDEPENDENT ADMINISTRATIVE SERVICES, L.L.C. 401(K) PLAN | CLEARWATER FL | 2,391 | $101.7M | $626K |
| 3 | MOOR + SOUTH/PIER MANAGEMENT CO., L.P. |
SAN FRANCISCO CA |
| 252 |
| $31.1M |
| $616K |
| 4 | WORLDWIDE ELECTRIC CORPORATION WORLDWIDE ELECTRIC CORPORATION RETIREMENT PLAN | ROCHESTER NY | 176 | $14.1M | $60K |
