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 Y Mutual fund in their Schedule of Assets, totaling $2.4M 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 | STRATAS FOODS LLC STRATAS FOODS LLC RETIREMENT PLAN | CORDOVA TN | 1,003 | $82.8M | $2.2M |
| 2 | PARK FEDERAL CREDIT UNION PARK COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST | LOUISVILLE KY | 267 | $22.1M | $195K |
| 3 | GITSIT SOLUTIONS, LLC GITSIT SOLUTIONS, LLC 401(K) PLAN |
ORANGE CA |
| 74 |
| $10.9M |
| $29K |
| 4 | CHAIRMANS FOODS, LLC CHAIRMANS FOODS, LLC 401K PLAN | NASHVILLE TN | 351 | $4.8M | $15K |
