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 Fund; Class N Registered Investment Company in their Schedule of Assets, totaling $24.9M 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 | B. BRAUN MEDICAL INC. B. BRAUN MEDICAL INC. SAVINGS PLAN | BETHLEHEM PA | 5,781 | $977.3M | $14.5M |
| 2 | ROLLER BEARING CO OF AMERICA, INC. ROLLER BEARING COMPANY OF AMERICA 401(K) PLAN | OXFORD CT | 3,247 | $280.4M | $7.1M |
| 3 | BACKOFFICE ASSOCIATES, LLC DBA SYNITI |
NEEDHAM MA |
| 428 |
| $93.0M |
| $2.0M |
| 4 | ROLLER BEARING CO OF AMERICA INC. ROLLER BEARING COMPANY OF AMERICA NONEXEMPT SECTION 401(K) PLAN | OXFORD CT | 254 | $14.6M | $912K |
| 5 | CHRISTIAN COMMUNITY CREDIT UNION CHRISTIAN COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST | SAN DIMAS CA | 118 | $38.3M | $362K |
