Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding s Loomis Core Plus Bond fund in their Schedule of Assets, totaling $33.5M 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 | TRUSTEES OF BOSTON UNIVERSITY BOSTON UNIVERSITY RETIREMENT PLAN | BOSTON MA | 8,863 | $3.0B | $19.6M |
| 2 | TRUSTEES OF BOSTON UNIVERSITY BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN | BOSTON MA | 13,557 | $1.7B | $13.9M |