Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Loomis Sayles Invmt Grade Bond A Loomis Sayles 0 in their Schedule of Assets, totaling $1.3M 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 | INNOVATIVE LEARNING, INC. INNOVATIVE LEARNING, INC. 403(B) RETIREMENT PLAN | ANNAPOLIS MD | 214 | $21.9M | $991K |
| 2 | A.H. MANAGEMENT GROUP, INC. A.H. MANAGEMENT GROUP, INC. EMPLOYEES' PROFIT SHARING TRUST | ROLLING MEADOWS IL | 199 | $11.9M | $318K |
| 3 | RJ ACQUISITION CORP |
VERNON CA |
| 85 |
| $2.1M |
| $5K |
| 4 | LOCKWOOD PARTNERS, LLC LOCKWOOD PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN | HOUSTON TX | 42 | $6.0M | $5K |
