Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Loomis Sayles Loomis Sayles Core Plus Bond in their Schedule of Assets, totaling $14.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GLENS FALLS HOSPITAL THE GLENS FALLS HOSPITAL PARTNERSHIP PLAN | GLENS FALLS NY | 2,305 | $277.5M | $7.6M |
| 2 | TRIJICON, INC. TRIJICON, INC. 401(K) PROFIT SHARING PLAN AND TRUST | WIXOM MI | 522 | $60.3M | $3.6M |
| 3 | REGUS MANAGEMENT GROUP, LLC REGUS MANAGEMENT GROUP, LLC 401(K) SAVINGS PLAN |
ADDISON TX |
| 2,561 |
| $130.6M |
| $3.6M |
| 4 | NORTHERN LOGISTICS, INC. NORTHERN LOGISTICS, INC. 401(K) PLAN | CLARE MI | 321 | $4.8M | $7K |