Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Loomis Sayles Invmt Grade Bond Y Loomis Sayles 0 in their Schedule of Assets, totaling $791K 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 | MOODY INSURANCE AGENCY, INC. MOODY INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN | DENVER CO | 130 | $18.6M | $383K |
| 2 | ARDENT FEDERAL CREDIT UNION ARDENT FEDERAL CREDIT UNION 401(K) PLAN | PHILADELPHIA PA | 107 | $14.4M | $328K |
| 3 | TEXAS RETINA ASSOCIATES |
DALLAS TX |
| 263 |
| $40.3M |
| $80K |
