Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Loomis Sayles Core Plus Bond Fund N in their Schedule of Assets, totaling $3.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SOUTHEASTERN REGIONAL MEDICAL CENTER SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN | LUMBERTON NC | 2,139 | $127.0M | $1.8M |
| 2 | FLSMIDTH INC. FLSMIDTH 401(K) PLAN TRUST | BETHLEHEM PA | 1,299 | $324.0M | $833K |
| 3 | HISCOX INC. HISCOX INC. 401(K) PROFIT SHARING PLAN | WHITE PLAINS NY | 482 | $82.1M | $443K |
| 4 | BLUECORE, INC BLUECORE, INC. RETIREMENT TRUST | NEW YORK NY | 219 | $16.3M | $31K |
