Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Loomis Sayles Loomis Sayles Core Plus Bond Fund Class N in their Schedule of Assets, totaling $4.0M 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 | MILBANK LLP MILBANK RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,061 | $521.4M | $2.9M |
| 2 | HOLT LOGISTICS CORP. HOLT LOGISTICS CORP. 401(K) PLAN | GLOUCESTER CITY NJ | 416 | $44.8M | $931K |
| 3 | ACTIVECAMPAIGN, LLC ACTIVECAMPAIGN 401K PLAN | CHICAGO |
| 488 |
| $53.2M |
| $134K |
