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 Bond A Registered Investment Company in their Schedule of Assets, totaling $1.3M 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 | HARBOR LINX, INC. HARBOR LINX, INC. 401K PLAN | ALAMEDA CA | 166 | $38.5M | $1.1M |
| 2 | SYSTIMA TECHNOLOGIES, INC. SYSTIMA TECHNOLOGIES, INC. 401(K) PLAN | MUKILTEO WA | 220 | $11.9M | $187K |