Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Management Trust Company Loomis Sayles Core Plus Bond Fund in their Schedule of Assets, totaling $1.0M 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 | CASTO MANAGEMENT SERVICES, INC. CASTO MANAGEMENT SERVICES, INC. SAVINGS AND RETIREMENT PLAN | COLUMBUS OH | 340 | $64.4M | $1.0M |
