Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding LOOMIS SAYLES CORE FIXED INCOME FUN in their Schedule of Assets, totaling $19.8M 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 | BOARD OF TRUSTEES I.B.E.W. LOCAL 25 RETIREMENT FUND MASTER TRUST I.B.E.W. LOCAL 25 RETIREMENT FUND MASTER TRUST | HAUPPAUGE NY | — | $1.2B | $7.4M |
| 2 | TRUSTEES ELECTRICAL WORKERS LOCAL NO.292 DEFINED CONTRIBUTION AND 401K ELECTRICAL WORKERS LOCAL NO. 292 DEFINED CONTRIBUTION AND 401K PLAN | BROOKLYN PARK MN | 5,698 | $1.2B | $2.7M |
| 3 |
FARGO ND |
| 4,207 |
| $583.2M |
| $1.8M |
| 4 | TRUSTEES OF WISCONSIN NECA-IBEW WISCONSIN NECA-IBEW RETIREMENT PLAN | MADISON WI | 2,796 | $715.2M | $1.6M |
| 5 | MD ELECTRICAL INDUSTRY S&A FUND MARYLAND ELECTRICAL INDUSTRY SEVERANCE & ANNUITY FUND | ONA WV | 3,045 | $329.4M | $1.3M |
| 6 | IBEW LOCAL UNION 14 WESTERN WISCONSIN ELECTRICAL WORKERS RETIREMENT PLAN | FALL CREEK WI | 1,414 | $337.4M | $1.1M |
| 7 | BOARD OF TRUSTEES OF THE ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN | MADISON WI | 1,819 | $433.0M | $881K |
| 8 | BOARD OF TRUSTEES, CASCADE PENSION TRUST MONEY CASCADE PENSION TRUST MONEY PURCHASE PENSION PLAN | PORTLAND OR | 2,271 | $425.3M | $680K |
| 9 | IBEW LOCAL UNION 481 DEFINED CONTRIBUTION I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN | INDIANAPOLIS IN | 3,110 | $295.7M | $604K |
| 10 | GREEN BAY ELECTRICAL WORKERS GREEN BAY ELECTRICAL WORKERS PENSION PLAN | GREEN BAY WI | 869 | $176.2M | $474K |
