Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Loomis Sayles: Core Plus Bond Fund in their Schedule of Assets, totaling $47.8M 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 | LOOMIS, SAYLES & COMPANY, L.P. LOOMIS, SAYLES & COMPANY, L.P. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | BOSTON MA | 776 | $647.5M | $12.9M |
| 2 | MORGANITE INDUSTRIES INC. MORGAN US EMPLOYEES' 401(K) PLAN | RALEIGH NC | 2,315 | $289.8M | $12.4M |
| 3 | WOODS ROGERS VANDEVENTER BLACK PLC |
NORFOLK VA |
| 264 |
| $135.3M |
| $7.9M |
| 4 | CONNECTICUT ORTHOPAEDIC SPECIALISTS P.C. CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN | HAMDEN CT | 648 | $115.2M | $4.3M |
| 5 | NATIONAL COLLEGIATE ATHLETIC ASSOCIATION NCAA RETIREMENT PLAN | INDIANAPOLIS IN | 589 | $101.8M | $1.6M |
| 6 | KEY ENTERPRISES LLC KEY ENTERPRISES LLC EMPLOYEE 401(K) PLAN | ST PAUL MN | 126 | $37.8M | $1.6M |
| 7 | R.C. BIGELOW, INC. BIGELOW TEA EMPLOYEES 401(K) PLAN | FAIRFIELD CT | 444 | $74.6M | $1.6M |
| 8 | MEDICAL GROUP OF BEVERLY HILLS, INC. MEDICAL GROUP OF BEVERLY HILLS, INC. 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 261 | $146.7M | $1.0M |
| 9 | OBAYASHI CORPORATION OBAYASHI CORPORATION RETIREMENT SAVINGS PLAN | FOSTER CITY CA | 192 | $52.2M | $992K |
| 10 | VITOL INC. VITOL INC. 401(K) PLAN | HOUSTON TX | 443 | $165.4M | $894K |
