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** in their Schedule of Assets, totaling $46.2M 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 | NEW YORK COMMUNITY BANCORP, INC. THE RETIREMENT PLAN OF NEW YORK COMMUNITY BANCORP, INC. | HICKSVILLE NY | 234 | $254.6M | $24.5M |
| 2 | PENN MUTUAL LIFE INSURANCE COMPANY THE PENN MUTUAL RETIREMENT & SAVINGS PLAN | HORSHAM PA | 1,060 | $489.8M | $5.5M |
| 3 | DIRECT TRAVEL, INC. |
CENTENNIAL CO |
| 998 |
| $121.4M |
| $5.5M |
| 4 | PENN MUTUAL LIFE INSURANCE COMPANY PENN MUTUAL AGENTS' 401(K) PLAN | HORSHAM PA | 560 | $75.1M | $2.9M |
| 5 | PENN MUTUAL LIFE INSURANCE COMPANY PENN MUTUAL AGENTS' RETIREMENT PLAN | HORSHAM PA | 555 | $84.5M | $2.6M |
| 6 | BOARD OF TRUSTEES OF CALIFORNIA TEACHERS ASSOCIATION EMPLOYEES HEAL CALIFORNIA TEACHERS ASSOCIATION EMPLOYEES HEALTH AND WELFARE BENEFITS TRUST | STOCKTON CA | 482 | $21.0M | $2.4M |
| 7 | GABLES ENGINEERING, INC. GABLES ENGINEERING, INC. 401(K) PLAN | CORAL GABLES FL | 238 | $93.9M | $2.1M |
| 8 | PIZZA WHOLESALE OF LEXINGTON, INC. PIZZA WHOLESALE OF LEXINGTON, INC. 401(K)RETIREMENT SAVINGS PLAN | PARIS KY | 250 | $14.9M | $531K |
| 9 | KIMBALL MANAGEMENT KIMBALL MANAGEMENT 401(K) PLAN | SALT LAKE CITY UT | 169 | $7.1M | $102K |
| 10 | V. H. BLACKINTON & CO., INC. V. H. BLACKINTON & CO., INC. TAX DEFERRED SAVINGS PLAN | NORTH ATTLEBOROUGH MA | 158 | $14.7M | $30K |
