Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Retirement Fund R4 Loomis Sayles Loomis Sayles Investment Grade Bond N/R in their Schedule of Assets, totaling $619K 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 | UNITED ENVELOPE, LLC UNITED ENVELOPE, LLC 401(K) PLAN | RIDGEFIELD NJ | 329 | $26.0M | $309K |
| 2 | UNITED ENVELOPE, LLC UNITED ENVELOPE, LLC 401(K) PLAN | RIDGEFIELD NJ | 329 | $26.0M | $309K |
