Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Loomis Sayles in their Schedule of Assets, totaling $46.6M 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 | DIAMOND DRUGS, INC. DIAMOND DRUGS, INC. 401(K) PLAN | INDIANA PA | 827 | $47.5M | $8.0M |
| 2 | SPECTRUM BRANDS, INC. SPECTRUM BRANDS, INC. MERGED PENSION PLAN | MIDDLETON WI | 33 | $50.2M | $7.3M |
| 3 | CITGO PETROLEUM CORPORATION CITGO PETROLEUM CORPORATION DEFINED CONTRIBUTION MASTER TRUST |
HOUSTON TX |
| — |
| $1.3B |
| $6.7M |
| 4 | CITGO PETROLEUM CORPORATION CITGO PETROLEUM CORPORATION EMPLOYEES' RETIREMENT AND SAVINGS PLAN | HOUSTON TX | 2,429 | $1.0B | $5.1M |
| 5 | BEN HILL GRIFFIN INC BEN HILL GRIFFIN, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST AGREEMENT | FROSTPROOF FL | 128 | $34.3M | $3.4M |
| 6 | PROSPECT MEDICAL HOLDINGS, INC. PROSPECT MEDICAL RETIREMENT SAVINGS PLAN A | CULVER CITY CA | 10,198 | $551.6M | $2.8M |
| 7 | AMHERST SERVICES, CORP. AMHERST SERVICES CORP. 401(K) PROFIT SHARING PLAN | AUSTIN TX | 301 | $45.8M | $2.5M |
| 8 | NEW JERSEY HOSPITAL ASSOCIATION NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN | PRINCETON NJ | 108 | $23.7M | $2.1M |
| 9 | IMERYS USA INC. IMERYS 401(K) PLAN FOR BARGAINING EMPLOYEES | ROSWELL GA | 617 | $49.9M | $1.7M |
| 10 | CITGO PETROLEUM CORPORATION EMPLOYEES' THRIFT PLAN OF CITGO PETROLEUM CORPORATION | HOUSTON TX | 1,839 | $320.5M | $1.6M |
