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 Investment Grade Bond Fund Class N in their Schedule of Assets, totaling $4.8M 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 | GELLERT GLOBAL GROUP GELLERT GLOBAL GROUP RETIREMENT PLAN | ELIZABETH NJ | 1,834 | $85.3M | $4.5M |
| 2 | FNS, INC. FNS, INC. 401(K) PLAN | TORRANCE CA | 572 | $23.7M | $236K |
| 3 | WELLNESS COACHES USA LLC WELLNESS COACHES USA LLC 401(K) PROFIT SHARING PLAN & TRUST |
BLUE BELL PA |
| 170 |
| $10.8M |
| $7K |
