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 Multisector Full Disc

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
21
distinct allocators on the tape
Rows
49
across successive reports
Held, latest filings
$639M
one row per plan
Latest
Aug 31, 2025
effective date
Plans holding an interest
21 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 21), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Construction Industry and Laborers Joint Pension Trust for So Nevada, Plan an/aheld--Dec 31, 2024
Food Pantry, Ltd. Pension Plann/aheld--Dec 31, 2024
Foodland Super Market, Ltd. Pension Plann/aheld--Dec 31, 2024
International Union of Operating Engineers Local Union No. 478, A-C-D-E Pension Plann/aheld--Dec 31, 2024
Local 338 Retirement Fundn/aheld--Dec 31, 2024
Local 810 Affliated Pension Plann/aheld--Dec 31, 2024
Local 854 Pension Fundn/aheld--Aug 31, 2025
Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plann/aheld--Dec 31, 2024
Maryland Electrical Industry Pension Plann/aheld--Dec 31, 2024
NBA Pension Plan for Coaches, Assistant Coaches and Trainersn/aheld--May 31, 2025
Nurses and Local 813 Ibt Retirement Plann/aheld--Dec 31, 2024
Pennsylvania State Education Association Pension Plann/aheld--Jun 30, 2025
Plumbers Local 9 Pension Plann/aheld--Jun 30, 2025
Sheet Metal Workers Local Union No. 28 Pension Fundn/aheld--Dec 31, 2024
Siemens Energy, Inc. Pension Plann/aheld--Dec 31, 2024
Southern California Local 831 - Employer Pension Fundn/aheld--Dec 31, 2024
Southern Nevada Culinary and Bartenders Pension Plann/aheld--Dec 31, 2022
Steamfitters Local #449 Pension Plann/aheld--Dec 31, 2024
United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fundn/aheld--Dec 31, 2024
United Wire, Metal & Machine Pension Fundn/aheld--Dec 31, 2024
Western States Office & Professional Employees Penn/aheld--Dec 31, 2024
Every row
49 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Aug 31, 2025Local 854 Pension FundLoomis Sayles Multisector Full Disccollective trustPooled vehicles$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Plumbers Local 9 Pension PlanLoomis Sayles Multisector Full Disccollective trustPooled vehicles$16.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Pennsylvania State Education Association Pension PlanLoomis Sayles Multisector Full Disccollective trustPooled vehicles$18.9M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025NBA Pension Plan for Coaches, Assistant Coaches and TrainersLoomis Sayles Multisector Full Disccollective trustPooled vehicles$7.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024International Union of Operating Engineers Local Union No. 478, A-C-D-E Pension PlanLoomis Sayles Multisector Full Disccollective trustPooled vehicles$95.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Western States Office & Professional Employees PenLoomis Sayles Multisector Full Disccollective trustPooled vehicles$69.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Maryland Electrical Industry Pension PlanLoomis Sayles Multisector Full Disccollective trustPooled vehicles$7.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Foodland Super Market, Ltd. Pension PlanLoomis Sayles Multisector Full Disccollective trustPooled vehicles$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Food Pantry, Ltd. Pension PlanLoomis Sayles Multisector Full Disccollective trustPooled vehicles$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Siemens Energy, Inc. Pension PlanLoomis Sayles Multisector Full Disccollective trustPooled vehicles$32.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Local 338 Retirement FundLoomis Sayles Multisector Full Disccollective trustPooled vehicles$26.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement PlanLoomis Sayles Multisector Full Disccollective trustPooled vehicles$75.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension FundLoomis Sayles Multisector Full Disccollective trustPooled vehicles$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Steamfitters Local #449 Pension PlanLoomis Sayles Multisector Full Disccollective trustPooled vehicles$47.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024United Wire, Metal & Machine Pension FundLoomis Sayles Multisector Full Disccollective trustPooled vehicles$19.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Nurses and Local 813 Ibt Retirement PlanLoomis Sayles Multisector Full Disccollective trustPooled vehicles$36.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Local 810 Affliated Pension PlanLoomis Sayles Multisector Full Disccollective trustPooled vehicles$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Southern California Local 831 - Employer Pension FundLoomis Sayles Multisector Full Disccollective trustPooled vehicles$13.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Construction Industry and Laborers Joint Pension Trust for So Nevada, Plan aLoomis Sayles Multisector Full Disccollective trustPooled vehicles$62.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Sheet Metal Workers Local Union No. 28 Pension FundLoomis Sayles Multisector Full Disccollective trustPooled vehicles$19.0M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024Local 854 Pension FundLoomis Sayles Multisector Full Disccollective trustPooled vehicles$4.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Pennsylvania State Education Association Pension PlanLoomis Sayles Multisector Full Disccollective trustPooled vehicles$17.2M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024NBA Pension Plan for Coaches, Assistant Coaches and TrainersLoomis Sayles Multisector Full Disccollective trustPooled vehicles$6.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023United Wire, Metal & Machine Pension FundLoomis Sayles Multisector Full Disccollective trustPooled vehicles$18.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Sheet Metal Workers Local Union No. 28 Pension FundLoomis Sayles Multisector Full Disccollective trustPooled vehicles$13.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Siemens Energy, Inc. Pension PlanLoomis Sayles Multisector Full Disccollective trustPooled vehicles$30.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023International Union of Operating Engineers Local Union No. 478, A-C-D-E Pension PlanLoomis Sayles Multisector Full Disccollective trustPooled vehicles$90.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Southern California Local 831 - Employer Pension FundLoomis Sayles Multisector Full Disccollective trustPooled vehicles$12.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Steamfitters Local #449 Pension PlanLoomis Sayles Multisector Full Disccollective trustPooled vehicles$35.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension FundLoomis Sayles Multisector Full Disccollective trustPooled vehicles$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement PlanLoomis Sayles Multisector Full Disccollective trustPooled vehicles$71.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Construction Industry and Laborers Joint Pension Trust for So Nevada, Plan aLoomis Sayles Multisector Full Disccollective trustPooled vehicles$46.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Local 810 Affliated Pension PlanLoomis Sayles Multisector Full Disccollective trustPooled vehicles$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Local 338 Retirement FundLoomis Sayles Multisector Full Disccollective trustPooled vehicles$24.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Maryland Electrical Industry Pension PlanLoomis Sayles Multisector Full Disccollective trustPooled vehicles$7.0M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023Local 854 Pension FundLoomis Sayles Multisector Full Disccollective trustPooled vehicles$4.5M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023NBA Pension Plan for Coaches, Assistant Coaches and TrainersLoomis Sayles Multisector Full Disccollective trustPooled vehicles$6.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Southern California Local 831 - Employer Pension FundLoomis Sayles Multisector Full Disccollective trustPooled vehicles$11.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Local 338 Retirement FundLoomis Sayles Multisector Full Disccollective trustPooled vehicles$14.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Steamfitters Local #449 Pension PlanLoomis Sayles Multisector Full Disccollective trustPooled vehicles$23.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022United Wire, Metal & Machine Pension FundLoomis Sayles Multisector Full Disccollective trustPooled vehicles$16.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Local 810 Affliated Pension PlanLoomis Sayles Multisector Full Disccollective trustPooled vehicles$3.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Construction Industry and Laborers Joint Pension Trust for So Nevada, Plan aLoomis Sayles Multisector Full Disccollective trustPooled vehicles$23.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sheet Metal Workers Local Union No. 28 Pension FundLoomis Sayles Multisector Full Disccollective trustPooled vehicles$12.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension FundLoomis Sayles Multisector Full Disccollective trustPooled vehicles$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Southern Nevada Culinary and Bartenders Pension PlanLoomis Sayles Multisector Full Disccollective trustPooled vehicles$79.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022International Union of Operating Engineers Local Union No. 478, A-C-D-E Pension PlanLoomis Sayles Multisector Full Disccollective trustPooled vehicles$73.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement PlanLoomis Sayles Multisector Full Disccollective trustPooled vehicles$65.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Maryland Electrical Industry Pension PlanLoomis Sayles Multisector Full Disccollective trustPooled vehicles$6.4M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.