Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Loomis Sayles Core Plus Bond Fund; Class N Mutual fund in their Schedule of Assets, totaling $15.3M 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 | QUIDELORTHO CORPORATION QUIDELORTHO SAVINGS AND RETIREMENT PLAN | SAN DIEGO CA | 3,709 | $584.1M | $3.7M |
| 2 | APEX SYSTEMS, LLC APEX SYSTEMS, LLC 401(K) PLAN | GLEN ALLEN VA | 4,283 | $478.7M | $3.4M |
| 3 | THE ESAB GROUP, INC. THE ESAB GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN |
NORTH BETHESDA MD |
| 1,161 |
| $222.0M |
| $3.3M |
| 4 | FAST RETAILING USA, INC FAST RETAILING USA 401(K) SAVINGS PLAN | NEW YORK NY | 5,405 | $115.5M | $2.4M |
| 5 | PIVOT INTERIORS, INC. PIVOT INTERIORS, INC. SAVINGS & INVESTMENT PLAN | SANTA CLARA CA | 202 | $42.2M | $1.7M |
| 6 | PUEBLO OF POJOAQUE PUEBLO OF POJOAQUE 401(K) PLAN | SANTA FE NM | 701 | $16.4M | $413K |
| 7 | PHILHARMONIC SYMPHONY SOCIETY OF NEW YORK NEW YORK PHILHARMONIC 403(B) RETIREMENT PLAN | NEW YORK NY | 213 | $75.3M | $281K |
| 8 | CSS FARMS, LLC CSS FARMS, LLC 401K PLAN | KEARNEY NE | 299 | $17.7M | $100K |
| 9 | MOVEWORKS INC. MOVEWORKS INC. 401(K) PLAN | MOUNTAIN VIEW CA | 374 | $27.6M | $28K |
