Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Loomis Sayles Ltd Term Govt & Agency Y Mutual Funds in their Schedule of Assets, totaling $6K 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 | PEERLESS BEVERAGE CO. PEERLESS BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN | UNION NJ | 125 | $40.9M | $6K |
