Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Loomis Sayles Core Plus Bond N Mutual funds in their Schedule of Assets, totaling $2.7M 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 | CHESTNUT HILL REALTY CORP. CHESTNUT HILL REALTY CORP. 401K PLAN | CHESTNUT HILL MA | 218 | $43.3M | $1.6M |
| 2 | REAL FOUNDATIONS, INC. REAL FOUNDATIONS, INC. 401(K) PLAN | DALLAS TX | 122 | $31.4M | $781K |
| 3 | THE EVERGLADES CLUB, INC. THE EVERGLADES CLUB, INC. 401(K) PLAN |
PALM BEACH FL |
| 205 |
| $11.2M |
| $261K |
| 4 | MD RESTAURANT GROUP INC. MD RESTAURANT GROUP 401(K) PLAN | SCHAUMBURG IL | 274 | $3.0M | $36K |