Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Loomis Sayles Core Plus Bd N Mutual Fund in their Schedule of Assets, totaling $3.8M 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 | COOPER UNIVERSITY HOSPITAL CAPE REGIONAL CAPE REGIONAL MEDICAL CENTER DEFINED CONTRIBUTION RETIREMENT PLAN | CAPE MAY COURT HOUSE NJ | 1,093 | $108.6M | $3.5M |
| 2 | CAPE PHYSICIANS ASSOCIATES, PA CAPE PHYSICIANS ASSOCIATES 401(K) PLAN | CAPE MAY COURT HOUSE NJ | 225 | $19.1M | $310K |
| 3 | HAWAII PLANING MILL, LTD |
KEAAU HI |
| 581 |
| $22.1M |
| $29K |