Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 57 U.S. retirement plans report holding Loomis Sayles Core Plus Bond N** in their Schedule of Assets, totaling $77.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | 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 | AMADEUS NORTH AMERICA, INC. AMADEUS NORTH AMERICA, INC. 401K PLAN | MIAMI FL | 2,216 | $484.9M | $8.6M |
| 3 | GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION, INC |
ARLINGTON VA |
| 411 |
| $109.3M |
| $8.1M |
| 4 | PENN MUTUAL LIFE INSURANCE COMPANY THE PENN MUTUAL RETIREMENT & SAVINGS PLAN | HORSHAM PA | 1,060 | $489.8M | $5.5M |
| 5 | DIRECT TRAVEL, INC. DIRECT TRAVEL 401(K) PLAN | CENTENNIAL CO | 998 | $121.4M | $5.5M |
| 6 | PENN MUTUAL LIFE INSURANCE COMPANY PENN MUTUAL AGENTS' 401(K) PLAN | HORSHAM PA | 560 | $75.1M | $2.9M |
| 7 | PENN MUTUAL LIFE INSURANCE COMPANY PENN MUTUAL AGENTS' RETIREMENT PLAN | HORSHAM PA | 555 | $84.5M | $2.6M |
| 8 | 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 |
| 9 | GABLES ENGINEERING, INC. GABLES ENGINEERING, INC. 401(K) PLAN | CORAL GABLES FL | 238 | $93.9M | $2.1M |
| 10 | STREAMLIGHT, INC. STREAMLIGHT, INC. 401(K) RETIREMENT PLAN | EAGLEVILLE PA | 352 | $74.0M | $1.8M |
