Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Loomis Sayles Investment Grade Bond Y in their Schedule of Assets, totaling $1.8M 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 | TRANSLOGIC CORPORATION SWISSLOG RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES | BROOMFIELD CO | 72 | $7.2M | $1.1M |
| 2 | COMPANIA CERVECERA DE PR, INC. COMPANIA CERVECERA DE P. R. RETIREMENT PLAN-UNION | MAYAGUEZ PR | 125 | $5.3M | $532K |
| 3 | KINGSWAY ARMS NURSING CENTER, INC. |
SCHENECTADY NY |
| 725 |
| $21.8M |
| $120K |
