Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Loomis Sayles Core Plus Bond Y Registered Investment Company in their Schedule of Assets, totaling $1.2M 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 | GARY MERLINO CONSTRUCTION COMPANY, INC. MERLINO COMPANIES PROFIT SHARING 401(K) PLAN | SEATTLE WA | 395 | $42.6M | $1.2M |
