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
Schedule C rows
22 rows, $2.2M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
The Children's Aid Society Retirement Plan202528 99NONE$22,225
Local 338 Retirement Fund202428 51NONE$161,106
B.A.C. Local No. 3 Pension Plan202451NONE$76,962
Western Unite Here and Employers Pension Fund202428 51NONE$67,056
Sappi North America, Inc. Retirement Plan for Salaried Employees202428INVESTMENT MANAGER$17,430
Food Pantry, Ltd. Pension Plan202427 50INVESTMENT ADVISOR$7,209
Securian Financial Group, Inc. Retirement Plan202427 50INVESTMENT ADVISORY$7,102
Southern Nevada Culinary and Bartenders Pension Plan202328 51NONE$304,261
Northern California Tile Industry Defined Benefit Pension Plan202328 51 68NONE$164,082
Local 338 Retirement Fund202328 51NONE$110,246
B.A.C. Local No. 3 Pension Plan202351NONE$73,183
Detroit Free Press, Inc. Newspaper Guild of Detroit Pension Plan202328NONE$37,791
Warehouse Employees Union Local No. 730 Pension Trust Fund202328 51NONE$35,816
Automatic Data Processing Inc Pension Retirement Plan202351INVESTMENT MANAGEMENT
Southern Nevada Culinary and Bartenders Pension Plan202228 51 52NONE$688,763
Northern California Tile Industry Defined Benefit Pension Plan202228 51NONE$181,530
Local 338 Retirement Fund202228 51NONE$87,256
B.A.C. Local No. 3 Pension Plan202251NONE$56,376
I.B.E.W. Local 38 Pension Plan202228INVESTMENT MANAGER$45,049
Warehouse Employees Union Local No. 730 Pension Trust Fund202228 51NONE$42,867
Detroit Free Press, Inc. Newspaper Guild of Detroit Pension Plan202228NONE$27,383
Retirement Plan for Employees of Highland Hospital of Rochester, NY202228 51NONE$15,659
What changed