Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Loomis Sayles Core Plus Bond Mutual fund in their Schedule of Assets, totaling $14.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BARONA BAND OF MISSION INDIANS BARONA EMPLOYEES 401(K) RETIREMENT PLAN | LAKESIDE CA | 1,860 | $134.1M | $7.8M |
| 2 | SUSE, LLC. SUSE 401(K) PLAN | PLEASANT GROVE UT | 659 | $58.7M | $1.8M |
| 3 | CONCURRENT TECHNOLOGIES CORPORATION CONCURRENT TECHNOLOGIES CORPORATION RETIREMENT SAVINGS PLAN |
JOHNSTOWN PA |
| 418 |
| $226.2M |
| $1.8M |
| 4 | ZENDESK, INC. ZENDESK, INC. 401(K) PLAN | SAN FRANCISCO CA | 2,053 | $352.2M | $1.3M |
| 5 | PLAZA HOME MORTGAGE, INC. PLAZA HOME MORTGAGE, INC. 401(K) PLAN | SAN DIEGO CA | 436 | $44.1M | $695K |
| 6 | COLDSTREAM CAPITAL MANAGEMENT, INC. COLDSTREAM 401(K) PLAN | BELLEVUE WA | 185 | $32.6M | $571K |
| 7 | CONSOLIDATED BUS TRANSIT, INC. CONSOLIDATED BUS TRANSIT, INC. ESOP | BROOKLYN NY | 1,230 | $53.5M | $426K |
| 8 | PROSPECT MOLD AND DIE COMPANY PROSPECT MOLD AND DIE COMPANY THRIFT INCENTIVE PLAN | CUYAHOGA FALLS OH | 125 | $12.9M | $182K |
| 9 | MIDWEST MEDICAL CENTER MIDWEST MEDICAL CENTER 401(K) PLAN | GALENA IL | 265 | $17.4M | $146K |
| 10 | SSM GROUP, INC. SSM GROUP, INC. 401(K) PROFIT SHARING PLAN | READING PA | 74 | $14.0M | $102K |
