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.

Fund

Loomis Sayles Core Plus Fixed Incom

collective trust (Form 5500 Schedule D)

A direct filing entity on Form 5500. Each row is a plan’s interest in the vehicle at its plan year end as filed on Schedule D Part I, a holding value and never a commitment amount; the sponsor printed on the schedule is the manager when a node carries its EIN.

Public LPs
24
distinct allocators on the tape
Rows
62
across successive reports
Held, latest filings
$2.1B
one row per plan
Latest
Jul 31, 2025
effective date
Plans holding an interest
24 allocators

One line per allocator, folded across every filing, report and board record that names this vehicle, so an allocator that reported the same commitment in eight annual filings counts once. A line is closed only when a closing date exists; held means the allocator reports the position with no closing date on this graph. The dollars are what the allocators that print a number disclosed (0 of 24), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Alaska Electrical Pension Plann/aheld--Dec 31, 2024
Boilermaker-Blacksmith National Pension Trustn/aheld--Dec 31, 2024
Chicago & Vicinity Laborers' District Council Pension Plann/aheld--May 31, 2025
Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plann/aheld--May 31, 2025
Cwa/itu Negotiated Pension Plann/aheld--Dec 31, 2024
Edison Pension Plann/aheld--Dec 31, 2022
Gallo Pension Plan for Non-Union Employeesn/aheld--Dec 31, 2024
Hagerstown Motor Carriers and Teamsters Pension Plann/aheld--Jun 30, 2025
Ibew 332 Pension Plan - Part an/aheld--Dec 31, 2022
Local 697 I.B.E.W. and Electrical Industry Pension Plann/aheld--Dec 31, 2024
Maryland Electrical Industry Pension Plann/aheld--Dec 31, 2024
Ohio Operating Engineers Pension Plann/aheld--Jul 31, 2025
Oregon Laborers-Employers Pension Plann/aheld--Dec 31, 2024
Pension Fund of Cement Masons Union Local No. 502n/aheld--Dec 31, 2024
Pension Plan for Hourly Paid Employees of the Gallo Glass Companyn/aheld--Dec 31, 2024
Plumbers' Pension Fund, Local 130, U.A.n/aheld--May 31, 2025
Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plann/aheld--Dec 31, 2024
Sheet Metal Workers' Local 73 Pension Fundn/aheld--Jun 30, 2025
Steptoe LLP Cash Balance Pension Plann/aheld--Dec 31, 2024
The Citigroup Pension Plann/aheld--Dec 31, 2023
The General Pension Plan of the International Union of Operating Engineersn/aheld--Dec 31, 2024
Ufcw Int'l Union-Albertsons Variable Annuity Pension Fundn/aheld--Jun 30, 2025
Ufcw International Union-Industry Variable Annuity Pension Plann/aheld--Jun 30, 2025
Western States Office & Professional Employees Penn/aheld--Dec 31, 2023
Every row
62 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Jul 31, 2025Ohio Operating Engineers Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$245M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Sheet Metal Workers' Local 73 Pension FundLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$93.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Ufcw Int'l Union-Albertsons Variable Annuity Pension FundLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$18.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Ufcw International Union-Industry Variable Annuity Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$84.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Hagerstown Motor Carriers and Teamsters Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$36.8M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025Chicago & Vicinity Laborers' District Council Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$338M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025Plumbers' Pension Fund, Local 130, U.A.Loomis Sayles Core Plus Fixed Incomcollective trustFixed income$99.4M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025Construction Workers Pension Trust Fund - Lake County and Vicinity Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$74.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pension Fund of Cement Masons Union Local No. 502Loomis Sayles Core Plus Fixed Incomcollective trustFixed income$55.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Maryland Electrical Industry Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$15.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Alaska Electrical Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$118M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Boilermaker-Blacksmith National Pension TrustLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$298M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024The General Pension Plan of the International Union of Operating EngineersLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$73.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Gallo Pension Plan for Non-Union EmployeesLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$6.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Steptoe LLP Cash Balance Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$10.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pension Plan for Hourly Paid Employees of the Gallo Glass CompanyLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$43.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$188M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Cwa/itu Negotiated Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Local 697 I.B.E.W. and Electrical Industry Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$32.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Oregon Laborers-Employers Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$81.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Sheet Metal Workers' Local 73 Pension FundLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$81.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Ufcw Int'l Union-Albertsons Variable Annuity Pension FundLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$14.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Hagerstown Motor Carriers and Teamsters Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$34.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Ufcw International Union-Industry Variable Annuity Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$70.9M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Plumbers' Pension Fund, Local 130, U.A.Loomis Sayles Core Plus Fixed Incomcollective trustFixed income$94.5M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Chicago & Vicinity Laborers' District Council Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$264M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Construction Workers Pension Trust Fund - Lake County and Vicinity Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$60.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Western States Office & Professional Employees PenLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$56.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Citigroup Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$93.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Alaska Electrical Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$158M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Gallo Pension Plan for Non-Union EmployeesLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$5.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pension Plan for Hourly Paid Employees of the Gallo Glass CompanyLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$35.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Cwa/itu Negotiated Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$27.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Steptoe LLP Cash Balance Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$10.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$41.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Oregon Laborers-Employers Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$66.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pension Fund of Cement Masons Union Local No. 502Loomis Sayles Core Plus Fixed Incomcollective trustFixed income$54.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Boilermaker-Blacksmith National Pension TrustLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$294M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The General Pension Plan of the International Union of Operating EngineersLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$75.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Maryland Electrical Industry Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$14.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Hagerstown Motor Carriers and Teamsters Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$24.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Ufcw International Union-Industry Variable Annuity Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$54.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Sheet Metal Workers' Local 73 Pension FundLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$54.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Ufcw Int'l Union-Albertsons Variable Annuity Pension FundLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$6.9M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Plumbers' Pension Fund, Local 130, U.A.Loomis Sayles Core Plus Fixed Incomcollective trustFixed income$93.0M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Construction Workers Pension Trust Fund - Lake County and Vicinity Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$55.9M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Chicago & Vicinity Laborers' District Council Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$185M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Alaska Electrical Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$83.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pension Fund of Cement Masons Union Local No. 502Loomis Sayles Core Plus Fixed Incomcollective trustFixed income$43.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The General Pension Plan of the International Union of Operating EngineersLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$75.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$39.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ibew 332 Pension Plan - Part aLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$38.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Steptoe LLP Cash Balance Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$10.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Western States Office & Professional Employees PenLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$52.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Oregon Laborers-Employers Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$62.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Boilermaker-Blacksmith National Pension TrustLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$276M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Cwa/itu Negotiated Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$43.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Citigroup Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$87.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pension Plan for Hourly Paid Employees of the Gallo Glass CompanyLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$47.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Edison Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$16.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Gallo Pension Plan for Non-Union EmployeesLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$7.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Maryland Electrical Industry Pension PlanLoomis Sayles Core Plus Fixed Incomcollective trustFixed income$13.9M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.