Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Loomis Sayles Core Plus Bond A Loomis Sayles 0 in their Schedule of Assets, totaling $16.8M 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 | GREYSTAR MANAGEMENT SERVICES, LLC. GREYSTAR 401(K) PLAN | IRVING TX | 20,689 | $757.4M | $12.8M |
| 2 | INOAC USA, INC. INOAC USA 401(K) SAVINGS PLAN | BARDSTOWN KY | 1,145 | $89.2M | $3.6M |
| 3 | TRIAD MANUFACTURING, INC. TRIAD MANUFACTURING, INC. 401(K) & P/S PLAN |
ST. LOUIS MO |
| 336 |
| $18.8M |
| $177K |
| 4 | VOCATIONAL DEVELOPMENT CENTER, INC. VODEC 403(B) | COUNCIL BLUFFS IA | 303 | $3.5M | $120K |
| 5 | SAFARI CIRCUITS, LLC SAFARI CIRCUITS, LLC 401(K) PLAN | OTSEGO MI | 161 | $8.5M | $21K |
