Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Loomis Sayles Core Plus Bond Fund, mutual fund in their Schedule of Assets, totaling $25.0M 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 | OGE ENERGY CORP. OGE ENERGY CORP. EMPLOYEES' STOCK OWNERSHIP AND RETIREMENT SAVINGS PLAN | OKLAHOMA CITY OK | 2,284 | $834.1M | $12.8M |
| 2 | ALYESKA PIPELINE SERVICE COMPANY ALYESKA PIPELINE SERVICE COMPANY SAVINGS AND INVESTMENT PLAN FOR OPERATING COMPANY EMPLOYEES | ANCHORAGE AK | 729 | $405.0M | $4.5M |
| 3 | BAKER & HOSTETLER LLP |
CLEVELAND OH |
| 185 |
| $28.7M |
| $2.8M |
| 4 | ALEXANDRIA REAL ESTATE EQUITIES, INC. ALEXANDRIA REAL ESTATE EQUITIES, INC. 401(K) PROFIT SHARING PLAN | PASADENA CA | 537 | $207.5M | $1.8M |
| 5 | ASU ENTERPRISE PARTNERS ASU ENTERPRISE PARTNERS 401(K) PLAN | TEMPE AZ | 343 | $52.2M | $764K |
| 6 | HELLMAN & FRIEDMAN LLC HELLMAN & FRIEDMAN PROFIT SHARING & 401(K) SAVINGS PLAN | SAN FRANCISCO CA | 152 | $101.8M | $697K |
| 7 | SUOMINEN US HOLDING, INC. SUOMINEN 401(K) PLAN | WINDSOR LOCKS CT | 350 | $50.7M | $525K |
| 8 | MEGA INTERNATIONAL, LLC MEGA INTERNATIONAL, LLC 401(K) PLAN | BEVERLY HILLS CA | 1,134 | $17.8M | $368K |
| 9 | SUNVAIR AEROSPACE GROUP, INC. SUNVAIR AEROSPACE GROUP, INC. 401(K) PLAN | VALENCIA CA | 415 | $15.8M | $281K |
| 10 | PHE, INC. PHE, INC. EMPLOYEES 401(K) AND PROFIT SHARING PLAN AND TRUST | HILLSBOROUGH NC | 228 | $39.4M | $233K |
