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 Registered investment company in their Schedule of Assets, totaling $257K 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 | ROCKWELL AUTOMATION, INC. KALYPSO 401(K) PROFIT SHARING PLAN | MILWAUKEE WI | 0 | $0 | $139K |
| 2 | FIRST MONTGOMERY PAYROLL INC. FIRST MONTGOMERY PAYROLL INC 401(K) PLAN | HADDON TOWNSHIP NJ | 121 | $12.5M | $118K |
