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 Bond A Fund " in their Schedule of Assets, totaling $1.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PHILLIPS EXETER ACADEMY PHILLIPS EXETER ACADEMY RETIREMENT PLAN | EXETER NH | 980 | $242.2M | $1.9M |
| 2 | TENDER CORP TENDER CORPORATION 401(K) PROFIT SHARING PLAN | LITTLETON NH | 97 | $7.8M | $23K |
| 3 | LITTLE RIVER CASINO RESORT LITTLE RIVER CASINO RESORT 401(K) PLAN |
MANISTEE MI |
| 648 |
| $18.8M |
| $15K |
