Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Loomis Sayles Loomis Sayles Global Allocation Fund Class N in their Schedule of Assets, totaling $107K 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 | PARKVIEW ORTHOPAEDIC GROUP, S.C. PARKVIEW ORTHOPAEDIC GROUP, S.C. PROFIT SHARING PLAN AND TRUST | PALOS HEIGHTS IL | 105 | $28.9M | $107K |
