Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Loomis Sayles Core Plus Fixed Income Mutual Fund in their Schedule of Assets, totaling $287K 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 | BREAKTHRU BEVERAGE GROUP, LLC BREAKTHRU BEVERAGE MINNESOTA BEER, LLC LOCAL 792 401(K) PROFIT SHARING PLAN | NEW YORK NY | 174 | $24.3M | $169K |
| 2 | BREAKTHRU BEVERAGE GROUP, LLC BREAKTHRU BEVERAGE LOCALS 14, 26, 533, 710 401(K) PROFIT SHARING PLAN | NEW YORK NY | 360 | $19.8M | $117K |
