Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Loomis Loomis Sayles Core Plus Bond Fund - in their Schedule of Assets, totaling $2.1M 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 | G3 TECHNOLOGIES INC G3 TECHNOLOGIES INC 401(K) PLAN | COLUMBIA MD | 223 | $59.5M | $1.5M |
| 2 | UPTAKE TECHNOLOGIES, INC. UPTAKE TECHNOLOGIES, INC. RETIREMENT TRUST | CHICAGO IL | 53 | $14.5M | $685K |
| 3 | SMARTLINK, LLC SMARTLINK, LLC 401(K) PLAN |
ANNAPOLIS MD |
| 466 |
| $31.0M |
| $12K |
