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 High Yield Conservati

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
16
distinct allocators on the tape
Rows
37
across successive reports
Held, latest filings
$269M
one row per plan
Latest
Dec 31, 2025
effective date
Plans holding an interest
16 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 16), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
B.A.C. Local No. 3 Pension Plann/aheld--Jun 30, 2024
Central Pennsylvania Teamsters Defined Benefit Plann/aheld--Dec 31, 2024
I.A.T.S.E. Local 16 Pension Plann/aheld--Dec 31, 2022
Iron Workers Pension Plan of Western Pennsylvanian/aheld--Dec 31, 2022
Iuoe Local 30 Pension Fundn/aheld--Dec 31, 2025
Iuoe Local 98 Pension Plann/aheld--Dec 31, 2023
N. Atlantic States Carp. Pension Fundn/aheld--Dec 31, 2022
Painters and Allied Trades District Council No. 35 Pension Fundn/aheld--Jun 30, 2025
Plumbers Local Union No. 690 Pension Fundn/aheld--Jun 30, 2025
Sign Pictorial & Display Industry Pension Plann/aheld--Dec 31, 2022
Stone and Marble Masons of Metropolitan Washington D.C. Pension Fundn/aheld--Jun 30, 2025
Ufcw Local One Pension Fundn/aheld--Dec 31, 2024
Ufcw Unions and Participating Employers Pension Plann/aheld--Dec 31, 2024
Union Mutual Fund Pension Plann/aheld--Dec 31, 2024
Warehouse Employees Union Local No. 730 Pension Trust Fundn/aheld--Dec 31, 2024
Windstream Pension Plann/aheld--Dec 31, 2023
Every row
37 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2025Iuoe Local 30 Pension FundLoomis Sayles High Yield Conservaticollective trustFixed income$21.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Painters and Allied Trades District Council No. 35 Pension FundLoomis Sayles High Yield Conservaticollective trustFixed income$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Plumbers Local Union No. 690 Pension FundLoomis Sayles High Yield Conservaticollective trustFixed income$21.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Stone and Marble Masons of Metropolitan Washington D.C. Pension FundLoomis Sayles High Yield Conservaticollective trustFixed income$9.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ufcw Unions and Participating Employers Pension PlanLoomis Sayles High Yield Conservaticollective trustFixed income$4.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ufcw Local One Pension FundLoomis Sayles High Yield Conservaticollective trustFixed income$11.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Iuoe Local 30 Pension FundLoomis Sayles High Yield Conservaticollective trustFixed income$19.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Warehouse Employees Union Local No. 730 Pension Trust FundLoomis Sayles High Yield Conservaticollective trustFixed income$10.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Union Mutual Fund Pension PlanLoomis Sayles High Yield Conservaticollective trustFixed income$6.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Central Pennsylvania Teamsters Defined Benefit PlanLoomis Sayles High Yield Conservaticollective trustFixed income$80.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Stone and Marble Masons of Metropolitan Washington D.C. Pension FundLoomis Sayles High Yield Conservaticollective trustFixed income$8.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Painters and Allied Trades District Council No. 35 Pension FundLoomis Sayles High Yield Conservaticollective trustFixed income$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Plumbers Local Union No. 690 Pension FundLoomis Sayles High Yield Conservaticollective trustFixed income$19.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024B.A.C. Local No. 3 Pension PlanLoomis Sayles High Yield Conservaticollective trustFixed income$16.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ufcw Unions and Participating Employers Pension PlanLoomis Sayles High Yield Conservaticollective trustFixed income$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Warehouse Employees Union Local No. 730 Pension Trust FundLoomis Sayles High Yield Conservaticollective trustFixed income$7.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ufcw Local One Pension FundLoomis Sayles High Yield Conservaticollective trustFixed income$10.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Windstream Pension PlanLoomis Sayles High Yield Conservaticollective trustFixed income$3.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Iuoe Local 98 Pension PlanLoomis Sayles High Yield Conservaticollective trustFixed income$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Iuoe Local 30 Pension FundLoomis Sayles High Yield Conservaticollective trustFixed income$17.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Central Pennsylvania Teamsters Defined Benefit PlanLoomis Sayles High Yield Conservaticollective trustFixed income$68.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Union Mutual Fund Pension PlanLoomis Sayles High Yield Conservaticollective trustFixed income$6.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Stone and Marble Masons of Metropolitan Washington D.C. Pension FundLoomis Sayles High Yield Conservaticollective trustFixed income$7.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023B.A.C. Local No. 3 Pension PlanLoomis Sayles High Yield Conservaticollective trustFixed income$14.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Painters and Allied Trades District Council No. 35 Pension FundLoomis Sayles High Yield Conservaticollective trustFixed income$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Plumbers Local Union No. 690 Pension FundLoomis Sayles High Yield Conservaticollective trustFixed income$11.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Iuoe Local 30 Pension FundLoomis Sayles High Yield Conservaticollective trustFixed income$15.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Windstream Pension PlanLoomis Sayles High Yield Conservaticollective trustFixed income$4.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Iuoe Local 98 Pension PlanLoomis Sayles High Yield Conservaticollective trustFixed income$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Union Mutual Fund Pension PlanLoomis Sayles High Yield Conservaticollective trustFixed income$5.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Warehouse Employees Union Local No. 730 Pension Trust FundLoomis Sayles High Yield Conservaticollective trustFixed income$7.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022I.A.T.S.E. Local 16 Pension PlanLoomis Sayles High Yield Conservaticollective trustFixed income$10.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022N. Atlantic States Carp. Pension FundLoomis Sayles High Yield Conservaticollective trustFixed income$26.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ufcw Unions and Participating Employers Pension PlanLoomis Sayles High Yield Conservaticollective trustFixed income$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Central Pennsylvania Teamsters Defined Benefit PlanLoomis Sayles High Yield Conservaticollective trustFixed income$61.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sign Pictorial & Display Industry Pension PlanLoomis Sayles High Yield Conservaticollective trustFixed income$29.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Iron Workers Pension Plan of Western PennsylvaniaLoomis Sayles High Yield Conservaticollective trustFixed income$10.3M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.