Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Loomis Sayles Loomis Sayles Investment Grade Bond Y # in their Schedule of Assets, totaling $5.3M 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 | LGE COMMUNITY CREDIT UNION LGE COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST | ATLANTA GA | 339 | $41.6M | $2.1M |
| 2 | LINCOLN INVESTMENT PLANNING, LLC LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN | FORT WASHINGTON PA | 467 | $116.5M | $1.5M |
| 3 | NASA FEDERAL CREDIT UNION |
BOWIE MD |
| 399 |
| $71.7M |
| $739K |
| 4 | FIRST SERVICE CREDIT UNION FIRST SERVICE CREDIT UNION 401(K) PLAN AND TRUST | HOUSTON TX | 269 | $17.1M | $551K |
| 5 | ALL IN FEDERAL CREDIT UNION ALL IN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | DALEVILLE AL | 448 | $29.7M | $225K |
| 6 | FIRST STATE BANK FIRST STATE BANK EMPLOYEE SAVINGS PLAN | LOUISE TX | 156 | $16.3M | $128K |
| 7 | EDUCATION FIRST FEDERAL CREDIT UNION EDUCATION FIRST F.C.U. EMPLOYEES SAVINGS PLAN | BEAUMONT TX | 137 | $9.4M | $17K |
