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 N in their Schedule of Assets, totaling $6.8M 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 | CONSOLIDATED ASSET MANAGEMENT SERVICES, LLC CAMS 401(K) PLAN | HOUSTON TX | 1,449 | $202.8M | $3.4M |
| 2 | LX HAUSYS AMERICA, INC. LX HAUSYS AMERICA, INC. SAVINGS PLAN | ALPHARETTA GA | 513 | $25.5M | $1.9M |
| 3 | THE PRESTWICK GROUP, INC. THE PRESTWICK GROUP, INC. 401(K) SAVINGS PLAN |
SUSSEX WI |
| 180 |
| $9.9M |
| $558K |
| 4 | WULCO, INC. WULCO, INC. RETIREMENT SAVINGS PLAN | CINCINNATI OH | 212 | $20.5M | $557K |
| 5 | FIRSTONSITE USA HOLDINGS, INC. FIRST ONSITE 401(K) PLAN | GREENWOOD VILLAGE CO | 1,417 | $67.4M | $248K |
| 6 | SQUAREPOINT SERVICES US LLC SQUAREPOINT SERVICES US LLC 401(K) PLAN | NEW YORK NY | 306 | $41.3M | $40K |
| 7 | MARSHALLTOWN COMPANY MARSHALLTOWN COMPANY 401(K) SAVINGS PLAN | MARSHALLTOWN IA | 596 | $37.1M | $33K |
| 8 | TRANSPORT REFRIGERATION INC. TRANSPORT REFRIGERATION INC. 401(K) PROFIT SHARING PLAN | DE PERE WI | 631 | $12.0M | $9K |
| 9 | TYBER MEDICAL LLC TYBER MEDICAL 401K PLAN | BETHLEHEM PA | 135 | $6.3M | $7K |
