Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Loomis Sayles Core Plus Bond - in their Schedule of Assets, totaling $43.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES OF THE PAINTING INDUSTRY ANNUITY FUND PAINTING INDUSTRY ANNUITY FUND | NEW YORK NY | 5,406 | $884.1M | $37.6M |
| 2 | SARAH LAWRENCE COLLEGE SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN | BRONXVILLE NY | 590 | $192.0M | $1.2M |
| 3 | DATAMAX, INC. DATAMAX, INC. 401(K)/PROFIT SHARING PLAN |
ST LOUIS MO |
| 217 |
| $33.6M |
| $1.1M |
| 4 | BOARD OF TRUSTEES OF BRICKLAYERS & STONEMASONS LOCAL 5 ANNUITY FUND BRICKLAYERS AND STONEMASONS LOCAL 5 ANNUITY FUND | CHERRY HILL NJ | 83 | $14.6M | $1.0M |
| 5 | LINAK U.S. INC. LINAK U.S. INC. 401(K) RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 276 | $26.0M | $971K |
| 6 | WATAUGA ORTHOPAEDICS, PLC WATAUGA ORTHOPAEDICS, PLC 401(K) PROFIT SHARING PLAN | JOHNSON CITY TN | 303 | $35.9M | $750K |
| 7 | WORLD CLASS INDUSTRIES INC. WORLD CLASS INDUSTRIES INC EMPLOYEE'S PS 401(K) PLAN | HIAWATHA IA | 241 | $28.8M | $414K |
| 8 | THOMAS M COOLEY LAW SCHOOL THOMAS M COOLEY LAW SCHOOL 403(B) TAX SHELTERED RETIREMENT PLAN | LANSING MI | 107 | $65.0M | $388K |
| 9 | THEISEN SUPPLY, INC. THEISEN'S ASSOCIATES 401(K) PLAN | DUBUQUE IA | 985 | $17.9M | $223K |
| 10 | GUTTENBERG INDUSTRIES, INC. GUTTENBERG INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | GARNAVILLO IA | 86 | $8.6M | $13K |
