Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Loomis Sayles Core Plus Bond Fund; Class Y Registered investment companies in their Schedule of Assets, totaling $2.0M 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 | LUMERIS HEALTHCARE OUTCOMES LUMERIS 401(K) PLAN | MARYLAND HEIGHTS MO | 909 | $165.6M | $913K |
| 2 | AMERICAN COLLEGE OF RADIOLOGY AMERICAN COLLEGE OF RADIOLOGY EMPLOYEES' PENSION PLAN AND TRUST | RESTON VA | 513 | $107.7M | $621K |
| 3 | AMERICAN COLLEGE OF RADIOLOGY AMERICAN COLLEGE OF RADIOLOGY 403(B) PLAN |
RESTON VA |
| 511 |
| $80.0M |
| $493K |
