Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Loomis Sayles Loomis Sayles Investment Grade Bond Fund Class Y $ in their Schedule of Assets, totaling $32.6M 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 | DEWBERRY ENGINEERS INC. DEWBERRY 401(K)/PROFIT-SHARING PLAN | FAIRFAX VA | 2,662 | $511.3M | $31.3M |
| 2 | RETIREES OF VEYANCE TECHNOLOGIES, INC. HEALTH CARE TRUST RETIREES OF VEYANCE TECHNOLOGIES, INC. HEALTH CARE PLAN | PITTSBURGH PA | 0 | $14.0M | $1.2M |
