Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Loomis Core Plus Bond Fund Mutual fund - in their Schedule of Assets, totaling $5.7M 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 | WITHUMSMITH+BROWN PC WITHUMSMITH+BROWN 401(K) EMPLOYEE SAVINGS PLAN | PRINCETON NJ | 1,995 | $326.1M | $3.6M |
| 2 | HIGH-PURITY SILICON AMERICA CORPORATION HIGH-PURITY SILICON AMERICA CORPORATION SAVINGS AND INVESTMENT PLAN | THEODORE AL | 146 | $59.5M | $1.1M |
| 3 | CARECENTRIX, INC. CARECENTRIX, INC. RETIREMENT SAVINGS PLAN | HARTFORD CT | 1,732 | $112.2M | $863K |
| 4 | K-SWISS K-SWISS INC. 401(K) AND PROFIT SHARING PLAN | GLENDALE CA | 103 | $21.3M | $118K |
| 5 | BACON FARMER WORKMAN RETIREMENT PLAN BACON, FARMER, WORKMAN ENGINEERING AND TESTING, INC. 401(K) RETIREMENT PLAN | PADUCAH KY | 174 | $22.8M | $43K |
