Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Loomis Core Pl Bd Y Mutual Fund in their Schedule of Assets, totaling $1.9M 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 | LABATON KELLER SUCHAROW LLP LABATON KELLER SUCHAROW LLP 401(K) SAVINGS & PROFIT SHARING PLAN | NEW YORK NY | 167 | $51.5M | $1.2M |
| 2 | HEILIND ELECTRONICS, INC. HEILIND ELECTRONICS, INC. 401(K) PLAN | WILMINGTON MA | 1,012 | $68.2M | $646K |
| 3 | JOHNSON LAMBERT LLP JOHNSON LAMBERT LLP 401(K) PLAN |
RALEIGH NC |
| 237 |
| $50.3M |
| $38K |
