Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Loomis Sayles Core Plus Fixed Income Fund in their Schedule of Assets, totaling $842.7M 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 | BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLAN ELEVATOR CONSTRUCTORS ANNUITY AND 401(K) RETIREMENT PLAN | NEWTOWN SQUARE PA | 28,341 | $7.3B | $526.9M |
| 2 | BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONAL BOILERMAKER-BLACKSMITH NATIONAL PENSION TRUST | KANSAS CITY MO | 27,660 | $7.5B | $297.6M |
| 3 | HARRIS TEETER SUPERMARKETS, INC. |
MATTHEWS NC |
| 35,407 |
| $1.4B |
| $15.1M |
| 4 | CMFG LIFE INSURANCE COMPANY CMFG LIFE INSURANCE COMPANY REPRESENTED PLAN QUALIFIED TRUST | MADISON WI | — | $409.8M | $3.1M |
