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 Registered investment company in their Schedule of Assets, totaling $1.5M 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 | BOARD OF TRUSTEES OF CHRISTIAN LABOR CHRISTIAN LABOR ASSN PENSION TRUST DEFINED BENEFIT PLAN | BRAINERD MN | 381 | $59.0M | $1.5M |
| 2 | NATIONAL CUSTOM CORPORATE SERVICES, INC. G&A MANAGERS, LLC RETIREMENT PLAN | ALPHARETTA GA | 350 | $6.6M | $36K |
