Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Loomis Sayles Invmt Grade Bond N Loomis Sayles 0 in their Schedule of Assets, totaling $6.1M 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 | THE KNAPHEIDE MANUFACTURING COMPANY THE KNAPHEIDE MANUFACTURING COMPANY 401(K) CASH DEFERRED PLAN | QUINCY IL | 1,688 | $175.4M | $4.1M |
| 2 | THE PHILLIPS COLLECTION THE PHILLIPS COLLECTION TAX DEFERRED PLAN | WASHINGTON DC | 173 | $16.9M | $734K |
| 3 | BENCHMARK FINANCIAL GROUP, INC. |
AMHERST NY |
| 147 |
| $22.8M |
| $355K |
| 4 | URBAN JUSTICE CENTER URBAN JUSTICE CENTER 401(K) SAVINGS PLAN | NEW YORK NY | 144 | $12.3M | $305K |
| 5 | THE KNAPHEIDE MANUFACTURING COMPANY THE KNAPHEIDE COMPANY 401(K) RETIREMENT SAVINGS PLAN FOR HOURLY PRODUCTION EMPLOYEES | QUINCY IL | 654 | $23.9M | $285K |
| 6 | INIT INNOVATIONS IN TRANSPORTATION, INC. INIT INNOVATIONS IN TRANSPORTATION, INC. 401(K) PROFIT SHARING PLAN | CHESAPEAKE VA | 150 | $16.3M | $133K |
| 7 | SAMES NORTH AMERICA CORPORATION SAMES NORTH AMERICA CORPORATION 401(K) PLAN | PLYMOUTH MI | 93 | $16.8M | $126K |
| 8 | AOTCO METAL FINISHING LLC AOTCO METAL FINISHING LLC 401(K) PROFIT SHARING PLAN | BILLERICA MA | 116 | $6.3M | $57K |
| 9 | LAYERZERO POWER SYSTEMS, INC. LAYERZERO POWER SYSTEMS INC 401K PSP & TRUST | AURORA OH | 234 | $5.6M | $14K |
| 10 | PIERCE'S FLOORING, INC. PIERCE COMPANIES 401(K) PLAN | BILLINGS MT | 135 | $15.0M | $4K |
