Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Loomis, Sayles & Company, L.P. Loomis Sayles Core Plus Bond Fund, Class Y in their Schedule of Assets, totaling $2.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | G.O. CARLSON, INC. G.O. CARLSON, INC. SALARIED EMPLOYEES PENSION PLAN | OIL CITY PA | 144 | $33.4M | $2.3M |
