Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding IGT Loomis Sayles Core Fixed Income Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . in their Schedule of Assets, totaling $88.8M 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 | PHILLIPS 66 COMPANY PHILLIPS 66 SAVINGS PLAN | HOUSTON TX | 12,051 | $7.7B | $33.3M |
| 2 | CAPITAL ONE FINANCIAL CORPORATION CAPITAL ONE FINANCIAL CORPORATION ASSOCIATE SAVINGS PLAN | MCLEAN VA | 45,199 | $12.0B | $24.6M |
| 3 | COX ENTERPRISES, INC. COX ENTERPRISES, INC. 401(K) PLAN |
ATLANTA GA |
| 42,495 |
| $8.1B |
| $24.4M |
| 4 | COMMUNITYAMERICA CREDIT UNION COMMUNITYAMERICA CREDIT UNION 401(K) SAVINGS PLAN | LENEXA KS | 1,067 | $577.8M | $6.6M |
