Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Loomis Sayles Core Pls Bd N Fd in their Schedule of Assets, totaling $9.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HOAR HOLDINGS, LLC HOAR HOLDINGS, LLC 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 870 | $128.1M | $7.2M |
| 2 | CRYSTAL FLASH, INC. CRYSTAL FLASH, INC. RETIREMENT SAVINGS PLAN | GRAND RAPIDS MI | 281 | $29.4M | $1.2M |
| 3 | PLANNED PARENTHOOD OF NORTHERN, CENTRAL AND SOUTHERN NEW JERSEY |
MORRISTOWN NJ |
| 176 |
| $16.1M |
| $343K |
| 4 | LAFAYETTE FEDERAL CREDIT UNION LAFAYETTE FEDERAL CREDIT UNION 401(K) PLAN | ROCKVILLE MD | 193 | $29.9M | $305K |
| 5 | SA SUPPORT SERVICES, INC. SA SUPPORT SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS MN | 525 | $12.5M | $233K |
| 6 | FROM THE HEART CHURCH MINISTRIES FROM THE HEART CHURCH MINISTRIES, INC. RETIREMENT PLAN AND TRUST | SUITLAND MD | 101 | $10.0M | $232K |
| 7 | GOLDENWEST DIAMOND CORPORATION GOLDENWEST DIAMOND CORPORATION 401(K) PLAN | TUSTIN CA | 167 | $8.7M | $736 |