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 funds in their Schedule of Assets, totaling $3.5M 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 | ROQUETTE AMERICA, INC. ROQUETTE AMERICA, INC. RETIREMENT SYSTEM | KEOKUK IA | 449 | $140.2M | $3.1M |
| 2 | ROQUETTE AMERICA, INC. ROQUETTE AMERICA, INC. BARGAINING UNIT SAVINGS PLAN | KEOKUK IA | 224 | $31.3M | $346K |
| 3 | NPSG GLOBAL, LLC NPSG GLOBAL, LLC 401(K) PLAN |
MARIETTA GA |
| 468 |
| $8.0M |
| $67K |