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 Pooled Separate Accounts in their Schedule of Assets, totaling $355K 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 | PERSONAL HEALTHCARE MANAGEMENT, LLC PERSONAL HEALTHCARE MANAGEMENT, LLC 401(K) PLAN | TARRYTOWN NY | 1,758 | $5.9M | $214K |
| 2 | PIVOT INTERMEDIARY, INC. PIVOT INTERMEDIARY, INC 401(K) PROFIT SHARING PLAN AND TRUST | LENEXA KS | 226 | $19.9M | $141K |
