Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding NON-CONVERTIBLE BOND Loomis Sayles Intermediate Duration Fixed Income Trust in their Schedule of Assets, totaling $27.0M 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 | TMT BAC LOCAL UNION #7 THE LOCAL 7 TILE INDUSTRY ANNUITY FUND | NEW YORK NY | 1,191 | $213.8M | $27.0M |
