Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Loomis Core PL BD Y Mutual fund N/A in their Schedule of Assets, totaling $217K 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 | OQUIRRH MOUNTAIN LAW GROUP, PC OQUIRRH MOUNTAIN LAW GROUP, PC 401 (K) | SALT LAKE CITY UT | 37 | $3.4M | $109K |
| 2 | JOHN C. HEATH, ATTORNEY AT LAW, PLLC LEXINGTON LAW FIRM 401(K) PLAN | SALT LAKE CITY UT | 56 | $3.3M | $107K |
