Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Loomis Sayles Strategic Income Y Loomis Sayles 0 in their Schedule of Assets, totaling $778K 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 | MOODY INSURANCE AGENCY, INC. MOODY INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN | DENVER CO | 130 | $18.6M | $708K |
| 2 | STAHL (USA) INC. STAHL (USA) 401(K) PLAN | ITASCA IL | 132 | $28.6M | $70K |
