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 N - in their Schedule of Assets, totaling $4.3M 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 | WOORI AMERICA BANK WOORI AMERICA BANK 401(K) PROFIT SHARING PLAN | NEW YORK NY | 257 | $31.8M | $1.5M |
| 2 | NATIONAL MULTIPLE SCLEROSIS SOCIETY NATIONAL MS SOCIETY 401(K) PLAN | NEW YORK NY | 701 | $94.6M | $959K |
| 3 | FOGELMAN PROPERTIES FOGELMAN PROPERTIES 401(K) PLAN |
MEMPHIS TN |
| 611 |
| $23.0M |
| $715K |
| 4 | FUCCILLO AUTOMOTIVE GROUP, INC. FUCCILLO AUTOMOTIVE GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | ADAMS NY | 50 | $10.3M | $465K |
| 5 | FASTENING SOLUTIONS, INC. FASTENING SOLUTIONS, INC. EMPLOYEE RETIREMENT PLAN | MONTGOMERY AL | 149 | $25.2M | $421K |
| 6 | PORTO'S BAKERY, INC. PORTO'S BAKERY, INC. 401(K) PLAN | BURBANK CA | 1,598 | $10.0M | $142K |
| 7 | GUARDIAN CREDIT UNION GUARDIAN CREDIT UNION 401(K) PLAN AND TRUST | OAK CREEK WI | 80 | $6.8M | $79K |
| 8 | GELEST, INC. GELEST HOLDINGS 401(K) PLAN | MORRISVILLE PA | 290 | $37.1M | $45K |
