Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Loomis Sayles Core Plus Bond N Mutual fund in their Schedule of Assets, totaling $4.1M 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 | WILLIAM RAVEIS REAL ESTATE, INC. WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT | SHELTON CT | 392 | $34.8M | $1.3M |
| 2 | THERMO KING SALES & SERVICES, INC. THERMO KING SALES & SERVICES, INC. PROFIT SHARING PLAN | ST. PAUL MN | 207 | $10.9M | $769K |
| 3 | FOWLER PROPERTY ACQUISITIONS, LLC |
IRVINE CA |
| 171 |
| $22.2M |
| $629K |
| 4 | RED RIVER COMMODITIES, INC. EMPLOYEES PENSION PLAN OF RED RIVER COMMODITIES, INC. | FARGO ND | 28 | $4.3M | $478K |
| 5 | CMG CIT ACQUISITION LLC COREMEDICAL GROUP 401(K) PLAN | MANCHESTER NH | 868 | $29.4M | $316K |
| 6 | PREMIER COOPERATIVE PREMIER COOP 401(K) PLAN | MT. HOREB WI | 305 | $23.1M | $304K |
| 7 | STEPWORKS RECOVERY CENTERS, LLC STEPWORKS 401(K) PLAN | ELIZABETHTOWN KY | 122 | $5.4M | $212K |
| 8 | DONLEY COMPANIES, INC. DONLEY'S 401(K) RETIREMENT PLAN | CLEVELAND OH | 526 | $22.3M | $74K |
| 9 | SPRINGFIELD HOSPITAL SPRINGFIELD 401(K) PLAN | SPRINGFIELD VT | 579 | $36.9M | $36K |
| 10 | YOUTH DEVELOPMENT, INC. SECTION 403(B) RETIREMENT PLAN FOR YOUTH DEVELOPMENT, INC. | ALBUQUERQUE NM | 551 | $16.4M | $26K |
