Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Loomis Sayles Core Plus Bd F N Registered Investment Company in their Schedule of Assets, totaling $352K 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 | WINKLER, INC. WINKLER, INC. EMPLOYEES' PROFIT SHARING PLAN | DALE IN | 348 | $18.0M | $177K |
| 2 | THE CECILIAN BANK THE CECILIAN BANK 401(K) & PROFIT SHARING PLAN | ELIZABETHTOWN KY | 227 | $21.8M | $175K |
