Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Loomis Sayles Strategic Income Mutual Fund in their Schedule of Assets, totaling $2.2M 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 | MINNKOTA POWER COOPERATIVE, INC. MINNKOTA POWER COOPERATIVE, INC. EMPLOYEES PENSION PLAN -PLAN B | GRAND FORKS ND | 380 | $89.5M | $1.3M |
| 2 | PIOLAX CORPORATION PIOLAX CORPORATION 401(K) PLAN | CANTON GA | 230 | $15.6M | $538K |
| 3 | STAFFMARK GROUP, LLC STAFFMARK GROUP, LLC RETIREMENT SAVINGS PLAN FOR STAFF EMPLOYEES |
CINCINNATI OH |
| 0 |
| $42.8M |
| $310K |
