Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Natixis Loomis Sayles Core Plus Bond Y in their Schedule of Assets, totaling $77.3M 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 | VANDERBILT UNIVERSITY MEDICAL CENTER VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN | NASHVILLE TN | 37,327 | $4.7B | $54.4M |
| 2 | VANDERBILT UNIVERSITY VANDERBILT UNIVERSITY RETIREMENT PLAN | NASHVILLE TN | 8,410 | $2.5B | $22.4M |
| 3 | CENTREX DISTRIBUTORS, LLC |
WEST GREENWICH RI |
| 99 |
| $7.7M |
| $509K |