DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
unclassified
Loomis Sayles High Yield Fund
unclassified
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
2 allocators
- Securian Financial Group, Inc. Retirement Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
- Food Pantry, Ltd. Pension Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
Schedule C rows
22 rows, $2.2M direct compensation as filed
What changed
- Long Corp Disciplined Alpha Trust appears on The Children's Aid Society Retirement Plan's Schedule C as investment manager (plan year 2025 vs 2024)with Loomis Sayles High Yield Fundaskebsa.dol.gov
- Loomis Sayles Trust Company appears on Food Pantry, Ltd. Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Loomis Sayles High Yield Fundaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedSappi North America, Inc. Retirement Plan for Salaried EmployeesLoomis Sayles Trust Company appears on Sappi North America, Inc. Retirement Plan for Salaried Employees's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Sayles High Yield Fundaskebsa.dol.gov
- Loomis Sayles High Yield Fund appears on Securian Financial Group, Inc. Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Loomis Sayles High Yield Fundaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceRetirement Plan for Employees of Highland Hospital of Rochester, NYLoomis Sayles Trust Company, LLC no longer appears on Retirement Plan for Employees of Highland Hospital of Rochester, NY's Schedule C as investment manager (plan year 2023 vs 2022)with Loomis Sayles High Yield Fundaskebsa.dol.gov