Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 53 U.S. retirement plans report holding Loomis Sayles Core Plus Bond N** in their Schedule of Assets, totaling $49.5M 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 | AMADEUS NORTH AMERICA, INC. AMADEUS NORTH AMERICA, INC. 401K PLAN | MIAMI FL | 2,216 | $484.9M | $8.6M |
| 2 | GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION, INC WETA 403(B) TAX DEFERRED SAVINGS PLAN | ARLINGTON VA | 411 | $109.3M | $8.1M |
| 3 | PENN MUTUAL LIFE INSURANCE COMPANY |
HORSHAM PA |
| 1,060 |
| $489.8M |
| $5.5M |
| 4 | DIRECT TRAVEL, INC. DIRECT TRAVEL 401(K) PLAN | CENTENNIAL CO | 998 | $121.4M | $5.5M |
| 5 | PENN MUTUAL LIFE INSURANCE COMPANY PENN MUTUAL AGENTS' 401(K) PLAN | HORSHAM PA | 560 | $75.1M | $2.9M |
| 6 | PENN MUTUAL LIFE INSURANCE COMPANY PENN MUTUAL AGENTS' RETIREMENT PLAN | HORSHAM PA | 555 | $84.5M | $2.6M |
| 7 | GABLES ENGINEERING, INC. GABLES ENGINEERING, INC. 401(K) PLAN | CORAL GABLES FL | 238 | $93.9M | $2.1M |
| 8 | STREAMLIGHT, INC. STREAMLIGHT, INC. 401(K) RETIREMENT PLAN | EAGLEVILLE PA | 352 | $74.0M | $1.8M |
| 9 | DELTA DENTAL OF IOWA DELTA DENTAL OF IOWA 401(K) PLAN | JOHNSTON IA | 178 | $37.8M | $1.6M |
| 10 | CALICO BRANDS, INC. CALICO BRANDS, INC. 401(K) PLAN | ONTARIO CA | 112 | $18.0M | $1.2M |
