Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Loomis Sayles Registered Investment Company Loomis Sayles Core Plus Bond Fund in their Schedule of Assets, totaling $908K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PETERSON CONTRACTORS, INC. PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN | REINBECK IA | 699 | $76.4M | $908K |
