DFX Intelligence
Loomis, Sayles & Company, L.P.
unclassified· MA
unclassified
51 more Schedule C rows
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
No advisory client relationship on the tape.
Other roles
2 allocators
- Tidewater Electrical Industry Pension Fund Custodianthrough Dec 31, 2022
- Elliot Health System Pension Plan Trusteethrough Dec 31, 2022
Schedule C rows
54 rows, $6.5M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| The Children's Aid Society Retirement Plan | 2025 | 28 99 | NONE | $22,225 |
| Western Pennsylvania Teamsters and Employers Pension Fund | 2024 | 28 51 | NONE | $615,011 |
| Electrical Workers Pension Trust Fund of Local Union No. 58 - Ibew | 2024 | 28 50 | NONE | $212,140 |
+51 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Manager relationship startedLocal Union No. 9 I.B.E.W. and Outside Contractors Pension FundLoomis Sayles & Company appears on Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis, Sayles & Company, L.P.askebsa.dol.gov
- Loomis Sayles & Co no longer appears on Vassar Brothers Hospital Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis, Sayles & Company, L.P.askebsa.dol.gov
- Vassar Brothers Hospital Pension Plan no longer reports Loomis Sayles Credit Asset Trust (Loomis, Sayles & Company, L.P.) (last held $8M at 2022-12-31; absent from the 2023-12-31 filing)with Loomis, Sayles & Company, L.P.askebsa.dol.gov
- Loomis Sayles & Company L.P. no longer appears on Juan de la Cruz Farm Workers Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Loomis, Sayles & Company, L.P.askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceLocal Union No. 9 I.B.E.W. and Outside Contractors Pension FundLoomis Sayles & Company no longer appears on Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Loomis, Sayles & Company, L.P.askebsa.dol.gov