Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Loomis Sayles Loomis Sayles Global Bond Fund in their Schedule of Assets, totaling $390K 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 | GAMMA TECHNOLOGIES, LLC GAMMA TECHNOLOGIES, LLC RETIREMENT PLAN | WESTMONT IL | 145 | $47.2M | $300K |
| 2 | KEMBA CREDIT UNION, INC. KEMBA CREDIT UNION PROFIT SHARING 401(K) PLAN AND TRUST | WEST CHESTER OH | 264 | $24.6M | $85K |
| 3 | SYNERGY INSPECTIONS, LLC SYNERGY INSPECTIONS LLC RETIREMENT PLAN |
CANONSBURG PA |
| 60 |
| $2.4M |
| $5K |
