Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Loomis Sayles Core Plus Bond A in their Schedule of Assets, totaling $2.4M 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 | LOWER GREAT LAKES KENWORTH, INC. LOWER GREAT LAKES KENWORTH, INC. 401(K) PLAN | SOUTH BEND IN | 142 | $8.0M | $930K |
| 2 | SOMERSET PEDIATRIC GROUP, LLC SOMERSET PEDIATRIC GROUP PROFIT SHARING PLAN | RARITAN NJ | 221 | $21.0M | $423K |
| 3 | UNITED MIGRANT OPPORTUNITY SERVICES UMOS, INC. |
MILWAUKEE WI |
| 894 |
| $18.2M |
| $316K |
| 4 | BEUMER CORPORATION BEUMER 401(K) PLAN | SOMERSET NJ | 292 | $34.4M | $310K |
| 5 | ROECHLING AUTOMOTIVE USA LLP ROECHLING AUTOMOTIVE USA LLP 401K PLAN | DUNCAN SC | 444 | $20.5M | $153K |
| 6 | SNOHETTA ARCHITECTURE DESIGN PLA SNOHETTA ARCHITECTURE DESIGN PLANNING PC PROFIT SHARING PLAN | NEW YORK NY | 61 | $11.5M | $94K |
| 7 | BOONE DRUGS, INC. BOONE DRUGS, INC. SAVINGS PLUS PLAN | BOONE NC | 130 | $11.1M | $62K |
| 8 | CARDINAL POINT CAPTAINS, INC. CPC RETIREMENT PLAN | SAN DIEGO CA | 135 | $5.0M | $59K |
| 9 | THE CURTIS INSTITUTE OF MUSIC THE CURTIS INSTITUTE OF MUSIC RETIREMENT PLAN | PHILADELPHIA PA | 66 | $13.5M | $41K |
| 10 | WORLD EMBLEM INTERNATIONAL, INC. WORLD EMBLEM INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | FORT LAUDERDALE FL | 247 | $8.2M | $6K |
