Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Loomis Sayles Loomis Sayles Investment Grade Bond Fund in their Schedule of Assets, totaling $4.1M 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 | ADTRAN NETWORKS NORTH AMERICA INC. ADTRAN NETWORKS NORTH AMERICA INC. 401(K) PLAN | NORCROSS GA | 297 | $121.0M | $2.0M |
| 2 | BEST PRACTICE ASSOCIATES, LLC TRIA FEDERAL 401(K) PLAN | ARLINGTON VA | 812 | $76.3M | $1.2M |
| 3 | NEIGHBORS FEDERAL CREDIT UNION NEIGHBORS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST |
BATON ROUGE LA |
| 217 |
| $20.3M |
| $299K |
| 4 | RADIOLOGICAL SOCIETY OF NORTH AMERICA RADIOLOGICAL SOCIETY OF NORTH AMERICA DEFINED CONTRIBUTION RETIREMENT PLAN | OAK BROOK IL | 273 | $80.1M | $210K |
| 5 | OHIO REAL TITLE AGENCY, LLC OHIO REAL TITLE AGENCY, LLC 401(K) PROFIT SHARING PLAN AND TRUST | CLEVELAND OH | 133 | $9.8M | $186K |
| 6 | RUSSO DEVELOPMENT, LLC RUSSO DEVELOPMENT 401(K) PLAN | CARLSTADT NJ | 221 | $15.7M | $163K |
| 7 | AERZEN USA CORP AERZEN USA CORP. 401(K) PROFIT SHARING PLAN | COATESVILLE PA | 226 | $17.8M | $66K |
| 8 | ARION CARE SOLUTIONS, LLC ARION CARE SOLUTIONS 401(K) RETIREMENT PLAN | CHANDLER AZ | 3,574 | $4.6M | $21K |
