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 Ret Opt in their Schedule of Assets, totaling $1.3M 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 | MOODY PRICE, LLC. MOODY PRICE, LLC 401(K) PROFIT SHARING PLAN | BATON ROUGE LA | 107 | $16.5M | $879K |
| 2 | RUBICON TECHNOLOGIES, LLC RUBICON TECHNOLOGIES, LLC 401(K) PLAN | ATLANTA GA | 248 | $14.3M | $375K |
