Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Loomis Sayles Loomis Sayles Core Plus Bond Fund in their Schedule of Assets, totaling $6.2M 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 | ITERIS, INC. ITERIS, INC 401(K) AND STOCK OWNERSHIP PLAN | SANTA ANA CA | 503 | $97.8M | $2.5M |
| 2 | FREEWAY CORPORATION FREEWAY CORPORATION RETIREMENT PLAN | CLEVELAND OH | 160 | $11.9M | $1.1M |
| 3 | SIBELCO NORTH AMERICA, INC. SIBELCO NORTH AMERICA RETIRMENT SAVINGS PLAN |
CHAROLETTE NC |
| 383 |
| $45.4M |
| $957K |
| 4 | CSA AMERICA STANDARDS, INC. CSA AMERICA STANDARDS, INC. RETIREMENT SAVINGS PLAN | CLEVELAND OH | 379 | $85.4M | $843K |
| 5 | SEKO WORLDWIDE, LLC SEKO WORLDWIDE EMPLOYEES' 401(K) RETIREMENT SAVINGS PLAN | SCHAUMBURG IL | 591 | $26.8M | $326K |
| 6 | BROWN STRAUSS, INC. BROWN STRAUSS, INC. 401(K) SAVINGS PLAN | AURORA CO | 207 | $30.2M | $296K |
| 7 | M & H ENTERPRISES, INC. M & H ENTERPRISES, INC. 401(K) PLAN | SPRING TX | 94 | $26.5M | $121K |
| 8 | CHARTER OAK HEALTH CENTER, INC. CHARTER OAK HEALTH CENTER, INC. 403(B) PROFIT SHARING PLAN | HARTFORD CT | 197 | $6.1M | $61K |
