Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Loomis Sayles Core Plus Fixed Income in their Schedule of Assets, totaling $92.4M 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 - ADJUSTABLE PLAN OF THE UNITE HERE RETIREMENT FUND THE ADJUSTABLE PLAN OF THE UNITE HERE RETIREMENT | WHITE PLAINS NY | 49,655 | $449.9M | $35.4M |
| 2 | LAWRENCE LIVERMORE NATIONAL SECURITY LLC LLNS DEFINED CONTRIBUTION PLANS MASTER TRUST | LIVERMORE CA | — | $3.1B | $19.2M |
| 3 | CMFG LIFE INSURANCE COMPANY |
MADISON WI |
| — |
| $1.7B |
| $17.0M |
| 4 | WELLMARK, INC. WELLMARK, INC. SAVINGS AND INVESTMENT PLAN | DES MOINES IA | 1,930 | $467.9M | $8.8M |
| 5 | IRONWORKERS LOCAL 549-550 PENSION PLAN IRONWORKERS LOCAL 549-550 PENSION PLAN | ONA WV | 792 | $215.5M | $7.5M |
| 6 | 1ST FRANKLIN FINANCIAL CORPORATION 1ST FRANKLIN FINANCIAL 401(K) RETIREMENT PLAN | TOCCOA GA | 1,651 | $111.7M | $4.4M |
