Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Loomis Sayles Core Plus Bond Fund; Class Y Mutual Fund in their Schedule of Assets, totaling $6.2M 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 | BUCKLEY LLP BUCKLEY LLP PROFIT SHARING AND SECTION 401(K) PLAN | WASHINGTON DC | 201 | $95.9M | $3.1M |
| 2 | RHI MAGNESITA THRIFT PLAN OF RHI MAGNESITA | YORK PA | 811 | $128.9M | $3.1M |
