Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding GM Loomis Sayles Core Plus Bond N Loomis Sayles 0 in their Schedule of Assets, totaling $6.1M 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 | CGI COMMUNICATIONS, INC. CGI COMMUNICATIONS, INC. 401(K) PS PLAN/TRUST | ROCHESTER NY | 244 | $16.4M | $2.4M |
| 2 | BIGOS MANAGEMENT INC. BIGOS MANAGEMENT INC., 401(K) PS PLAN | GOLDEN VALLEY MN | 335 | $18.3M | $1.9M |
| 3 | HENNESSY & ROACH P.C. HENNESSY & ROACH 401K SAVINGS PLAN |
CHICAGO IL |
| 168 |
| $26.7M |
| $1.1M |
| 4 | MORRISSEY HOSPITALITY COMPANIES, INC. MORRISSEY HOSPITALITY COMPANIES, INC. 401(K) | ST PAUL MN | 529 | $11.2M | $676K |
