Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Loomis Sayles Loomis Sayles Strategic Income Y in their Schedule of Assets, totaling $689K 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 | EASTMAN & SMITH LTD. EASTMAN & SMITH LTD. PROFIT SHARING AND SAVINGS PLAN AND TRUST | TOLEDO OH | 119 | $106.2M | $689K |
