Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Loomis Sayles Core Plus Bond N Registered Investment Company in their Schedule of Assets, totaling $15.7M 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 | HAYNES AND BOONE, LLP HAYNES AND BOONE RETIREMENT SAVINGS PLAN & INVESTMENT DIRECTED PS PLAN MASTER TRUST | DALLAS TX | — | $652.7M | $9.9M |
| 2 | PRETI, FLAHERTY, BELIVEAU & PACHIOS LLP PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP PROFIT SHARING PLAN | PORTLAND ME | 182 | $127.6M | $3.2M |
| 3 | AGILITECH |
BAKERSFIELD CA |
| 89 |
| $12.4M |
| $1.6M |
| 4 | ROTHSCHILD & CO NORTH AMERICA INC. ROTHSCHILD & CO NORTH AMERICA INC. 401(K) AND PROFIT SHARING PLAN | NEW YORK NY | 420 | $155.8M | $729K |
| 5 | EVERGREEN TREATMENT SERVICES EVERGREEN TREATMENT SERVICES 403(B) PLAN | SEATTLE WA | 316 | $13.0M | $280K |
