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 funds in their Schedule of Assets, totaling $2.3M 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 | FIDELITY & GUARANTY LIFE BUSINESS SERVICES, INC. FIDELITY & GUARANTY LIFE 401(K) PLAN | DES MOINES IA | 1,341 | $177.2M | $1.4M |
| 2 | AKRS EQUIPMENT SOLUTIONS INC. AKRS EQUIPMENT SOLUTIONS INC. 401K PLAN | LINCOLN NE | 736 | $86.4M | $876K |
