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 Mutual Fund n/a in their Schedule of Assets, totaling $1.3M 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 | THALHIMER, INC. THALHIMER, INC. 401(K) PLAN | GLEN ALLEN VA | 389 | $49.9M | $770K |
| 2 | QSC, LLC TRIVISTA COMPANIES, INC. EMPLOYEES' 401(K) PLAN | ALTOONA IA | 40 | $10.9M | $452K |
| 3 | R & H MECHANICAL, INC. R & H MECHANICAL,INC.401(K) RETIREMENT SAVINGS PLAN |
EAGLE CO |
| 187 |
| $6.3M |
| $42K |
