Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Loomis Sayles Core Plus Bond N Loomis Sayles 0 in their Schedule of Assets, totaling $959K 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 | SILVER PINE MEDICAL GROUP, PLC SILVER PINE MEDICAL GROUP RETIREMENT PLAN | STERLING HEIGHTS MI | 153 | $18.7M | $353K |
| 2 | HENNESSY & ROACH P.C. HENNESSY & ROACH 401K SAVINGS PLAN | CHICAGO IL | 168 | $26.7M | $239K |
| 3 | ECAPITAL ADVISORS, LLC ECAPITAL ADVISORS LLC 401(K) PLAN SHARING PLAN AND TRUST |
BLOOMINGTON MN |
| 66 |
| $15.4M |
| $121K |
| 4 | BIGOS MANAGEMENT INC. BIGOS MANAGEMENT INC., 401(K) PS PLAN | GOLDEN VALLEY MN | 335 | $18.3M | $112K |
| 5 | MORRISSEY HOSPITALITY COMPANIES, INC. MORRISSEY HOSPITALITY COMPANIES, INC. 401(K) | ST PAUL MN | 529 | $11.2M | $89K |
| 6 | CGI COMMUNICATIONS, INC. CGI COMMUNICATIONS, INC. 401(K) PS PLAN/TRUST | ROCHESTER NY | 244 | $16.4M | $42K |
| 7 | 3E, LLC 3E, LLC 401(K) RETIREMENT PLAN | SCHAUMBURG IL | 715 | $13.7M | $3K |
