Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Natixis Funds Loomis Sayles Core Plus Bond Fund in their Schedule of Assets, totaling $3.3M 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 | WOODARD & CURRAN, INC. WOODARD & CURRAN, INC. 401(K) PROFIT SHARING PLAN | PORTLAND ME | 1,358 | $259.0M | $2.5M |
| 2 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY NATIONAL GUARDIAN LIFE SAVINGS PLAN | MADISON WI | 358 | $65.0M | $766K |
| 3 | CURRAX PHARMACEUTICALS LLC |
BRENTWOOD TN |
| 149 |
| $15.4M |
| $43K |
