Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Loomis Sayles Core Plus Bond Fund Y in their Schedule of Assets, totaling $10.3M 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 | MASSACHUSETTS PROPERTY INSURANCE UNDERWRITING ASSOCIATION INSURANCE COMPANY SUPPORTED ORGANIZATIONS 401(K) SAVINGS PLAN | BOSTON MA | 132 | $58.9M | $4.0M |
| 2 | DAIKIN AMERICA, INC DAIKIN AMERICA, INC. 401(K) SAVINGS AND RETIREMENT PLAN | ORANGEBURG NY | 534 | $191.9M | $4.0M |
| 3 | NEW JERSEY PROPERTY-LIABILITY INSURANCE GUARANTY ASSOCIATION |
BASKING RIDGE NJ |
| 118 |
| $20.6M |
| $1.9M |
| 4 | CHINBURG BUILDERS, INC. 401(K) PROFIT SHARING AND TRUST CHINBURG BUILDERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEWMARKET NH | 132 | $9.9M | $411K |
| 5 | MUSIC REPORTS, INC. MUSIC REPORTS, INC. 401K RETIREMENT PLAN | WOODLAND HILLS CA | 121 | $13.1M | $32K |
