Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Loomis Sayles Core Plus Bond A in their Schedule of Assets, totaling $5.3M 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 | SUMNERONE, INC. SUMNERONE, INC. 401(K)/PROFIT SHARING PLAN | ST LOUIS MO | 387 | $35.8M | $1.9M |
| 2 | DATAMAX, INC. DATAMAX, INC. 401(K)/PROFIT SHARING PLAN | ST LOUIS MO | 217 | $33.6M | $1.1M |
| 3 | LOWER GREAT LAKES KENWORTH, INC. LOWER GREAT LAKES KENWORTH, INC. 401(K) PLAN |
SOUTH BEND IN |
| 142 |
| $8.0M |
| $930K |
| 4 | SOMERSET PEDIATRIC GROUP, LLC SOMERSET PEDIATRIC GROUP PROFIT SHARING PLAN | RARITAN NJ | 221 | $21.0M | $423K |
| 5 | UNITED MIGRANT OPPORTUNITY SERVICES UMOS, INC. UNITED MIGRANT OPPORTUNITY SERVICES / UMOS, INC. 401(K) AND RETIREMENT PLAN | MILWAUKEE WI | 894 | $18.2M | $316K |
| 6 | BEUMER CORPORATION BEUMER 401(K) PLAN | SOMERSET NJ | 292 | $34.4M | $310K |
| 7 | ROECHLING AUTOMOTIVE USA LLP ROECHLING AUTOMOTIVE USA LLP 401K PLAN | DUNCAN SC | 444 | $20.5M | $153K |
| 8 | SNOHETTA ARCHITECTURE DESIGN PLA SNOHETTA ARCHITECTURE DESIGN PLANNING PC PROFIT SHARING PLAN | NEW YORK NY | 61 | $11.5M | $94K |
| 9 | BOONE DRUGS, INC. BOONE DRUGS, INC. SAVINGS PLUS PLAN | BOONE NC | 130 | $11.1M | $62K |
| 10 | CARDINAL POINT CAPTAINS, INC. CPC RETIREMENT PLAN | SAN DIEGO CA | 135 | $5.0M | $59K |
