Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Loomis Sayles Core Plus Bond Fund ‐ Class Y in their Schedule of Assets, totaling $12.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CANTOR COLBURN LLP CANTOR COLBURN LLP 401(K) PROFIT SHARING PLAN | HARTFORD CT | 215 | $89.0M | $4.5M |
| 2 | ENERFLEX INC. ENERFLEX INC. AND SUBSIDIARIES MATCHED SAVINGS PLAN | HOUSTON TX | 1,257 | $124.4M | $2.9M |
| 3 | MARTIGNETTI COMPANIES OF CONNECTICUT, LLC D/B/A/ HARTLEY & PARKER |
TAUNTON MA |
| 167 |
| $31.8M |
| $2.3M |
| 4 | GREENSBORO TRANSIT MANAGEMENT INC. GREENSBORO TRANSIT MANAGEMENT INC. EMPLOYEES RETIREMENT PLAN | FORT WORTH TX | 131 | $11.0M | $1.4M |
| 5 | AMERICAN DIABETES ASSOCIATION AMERICAN DIABETES ASSOCIATION 403(B) RETIREMENT SAVINGS PLAN | ARLINGTON VA | 433 | $42.5M | $801K |
| 6 | SINAI HEALTH SYSTEM SINAI HEALTH SYSTEM CONSOLIDATED 403(B) PLAN | CHICAGO IL | 3,903 | $165.2M | $433K |
| 7 | CONCORD HOSPITAL, INC. CONCORD HOSPITAL 403(B) PLAN | CONCORD NH | 4,886 | $269.3M | $51K |
| 8 | SINAI HEALTH SYSTEM SINAI HEALTH SYSTEM RETIREMENT PLAN | CHICAGO IL | 1,835 | $37.1M | $21K |
