Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Loomis Sayles Ltd Term Govt And Agency Y in their Schedule of Assets, totaling $479K 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 | MARINER INVESTMENT GROUP, LLC MARINER INVESTMENT GROUP, LLC 401(K) PROFIT SHARING PLAN | HARRISON NY | 128 | $34.0M | $306K |
| 2 | BECKSTOFFER VINEYARDS BECKSTOFFER VINEYARDS SAFE HARBOR 401(K) RETIREMENT SAVINGS PLAN | RUTHERFORD CA | 132 | $19.3M | $173K |
