Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding LOOMIS CORE PL BD N Mutual fund in their Schedule of Assets, totaling $4.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TEXAS MEDICAL ASSOCIATION TEXAS MEDICAL ASSOCIATION EMPLOYEES 401(K) PROFIT SHARING PLAN | AUSTIN TX | 123 | $62.4M | $1.8M |
| 2 | PRIVIA MEDICAL GROUP WASHINGTON, PLLC PRIVIA MEDICAL GROUP WASHINGTON, PLLC 401K PLAN | WALLA WALLA WA | 256 | $51.3M | $1.0M |
| 3 | UNITED EDUCATORS MANAGEMENT COMPANY |
BETHESDA MD |
| 230 |
| $83.3M |
| $997K |
| 4 | AVIXA, INC. AVIXA SAVINGS & SALARY PLAN | FAIRFAX VA | 111 | $24.1M | $206K |
