Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Loomis Sayles Investment Grade Bond Ret Opt Pooled separate account ‐ in their Schedule of Assets, totaling $6.9M 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 | NAUTILUS INTERNATIONAL HOLDING CORP NAUTILUS INTERNATIONAL HOLDING CORPORATION PENSION PLAN | LONG BEACH CA | 8 | $31.1M | $2.4M |
| 2 | DELAWARE CLAIMS PROCESSING FACILITY, LLC. DELAWARE CLAIMS PROCESSING FACILITY, LLC. 401K PLAN | WILMINGTON DE | 230 | $35.6M | $1.5M |
| 3 | MCDOUGALL AND SONS, INC. |
WENATCHEE WA |
| 866 |
| $29.3M |
| $1.4M |
| 4 | NAUTILUS INTERNATIONAL HOLDING CORPORATION NAUTILUS INTERNATIONAL HOLDING CORPORATION 401(K) PLAN | LONG BEACH CA | 357 | $17.7M | $914K |
| 5 | PREZERO US PACKAGING, LLC PREZERO US PACKAGING, LLC EMPLOYEES RETIREMENT SAVINGS 401K PLAN | OROVILLE CA | 0 | $0 | $303K |
| 6 | GORILLA CIRCUITS GORILLA CIRCUITS 401(K) PLAN | SAN JOSE CA | 279 | $16.2M | $225K |
| 7 | PAUL MILLER FORD, INC. PAUL MILLER FORD AND ASSOCIATES RETIREMENT & SAVINGS PLAN | LEXINGTON KY | 120 | $4.2M | $67K |
| 8 | STERLING BV, INC. STERLING BV, INC. 401(K) PLAN | SAN ANTONIO TX | 946 | $4.2M | $44K |
| 9 | REDBARN PET PRODUCTS, LLC REDBARN PET PRODUCTS 401(K) PROFIT SHARING PLAN | LONG BEACH CA | 223 | $7.5M | $43K |
| 10 | INFINITE VELOCITY AUTOMOTIVE, INC. DBA F.H. DAILEY CHEVROLET F.H. DAILEY CHEVROLET 401(K) PLAN | SAN LEANDRO CA | 88 | $4.5M | $3K |
