Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Loomis Sayles Strategic Income Fund in their Schedule of Assets, totaling $1.1M 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 | GROUP HEALTH COOPERATIVE OF EAU CLAIRE GROUP HEALTH COOPERATIVE OF EAU CLAIRE RETIREMENT PLAN | ALTOONA WI | 137 | $13.3M | $742K |
| 2 | MASTER CHEMICAL CORPORATION MASTER CHEMICAL CORPORATION SAVINGS PLAN | PERRYSBURG OH | 139 | $29.4M | $245K |
| 3 | NEW PROCESS STEEL, L.P. |
HOUSTON TX |
| 428 |
| $40.6M |
| $35K |
| 4 | SANDHURST APARTMENT MANAGEMENT, LLC SANDHURST APARTMENT MANAGEMENT, LLC 401K PLAN | CHARLOTTE NC | 209 | $2.4M | $12K |
| 5 | AMERICAN VISION WINDOWS, INC. AMERICAN VISION WINDOWS RETIREMENT PLAN | SIMI VALLEY CA | 174 | $4.9M | $11K |
| 6 | ALLISON-SMITH COMPANY, LLC ALLISON-SMITH COMPANY, LLC PS/401(K) PLAN | SMYRNA GA | 125 | $21.4M | $7K |
