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.
Manager
Loomis Sayles
EIN 846391546
Public LPs on the tape
122
distinct allocators disclosing a fund
Commitment rows
324
0 dated closings
Disclosed commitments
n/a
sum of the LPs' own amounts; repeats across reports
Re-ups / new
0 / 0
the plans' own words
Corporate plans
178
Schedule C investment manager rows
Who backs this manager
120 allocators
Funds on the tape
20 vehicles
- Loomis Sayles Core Plus Fixed Incom62 rows
- Loomis Sayles Large Cap Growth Trus53 rows
- Loomis Sayles Multisector Full Disc49 rows
- Loomis Sayles High Yield Conservati37 rows
- LS Core Plus Full Discretion Trust34 rows
- Loomis Sayles Small Midcap Core Tru14 rows
- Loomis Sayles Small/mid Cap Growth12 rows
- Loomis-Sayles Nhit Strategic Alpha11 rows
- Loomis Sayles Global Growth Trust9 rows
- Loomis Sayles Core Disc. Alpha Fund7 rows
- Loomis Sayles All Cap Growth Trust6 rows
- Loomis Sayles Global Cit6 rows
- Loomis Sayles Inv Grade Total4 rows
- Loomis Sayles Core Plus Fxd Inc Fnd4 rows
- Loomis Sayles Core Plus Fixed Incom3 rows
- Loomis Sayles Long Corp Disc Alpha3 rows
- Loomis Sayles Core Fixed Income Fd3 rows
- Loomis Sayles Strategic Alpha Trust3 rows
- Loomis Sayles Credit Asset Trust2 rows
- Loomis Sayles High Yield Cons.2 rows
Corporate and Taft-Hartley plans (Schedule C)
178 plans
- National Electrical Benefit Fundplan years 2025
- Relx Inc. US Retirement Planplan years 2025
- Retirement Plan for Employees of Puget Sound Energy, Inc.plan years 2025
- Liuna Staff and Affiliates Pension Fundplan years 2025
- NEW England Teamsters Pension Fundplan years 2025
- Local Union 786 Building Material Pension Fundplan years 2025
- Lumber Employees Local 786 Retirement Fundplan years 2025
- Local Union No. 124 I. B. E. W. Pension Trust Fundplan years 2025
- Buffalo Laborers Pension Fundplan years 2025
- Idaho Operating Engineers Employers Pension Planplan years 2025
- Southern California Ibew-Neca Pension Planplan years 2025
- United Association Plumbers Local 773 Pension Planplan years 2025
- Heavy and General Laborers' Local Unions 472 and 172 of New Jersey Pension Fundplan years 2025
- Pension Plan for Employees of Southern New Hampshire Medical Centerplan years 2025
- Road Carriers Local 707 Pension Fundplan years 2025
- Felra & Ufcw Pension Planplan years 2024
- Northern California Tile Industry Defined Benefit Pension Planplan years 2024
- Local 305 Cio Pension Fundplan years 2024
- Wells Fargo & Company Cash Balance Planplan years 2024
- University Hospitals Health System, Inc. Retirement Planplan years 2024
- Pension Fund of Local No. One of I. a. T. S. E.plan years 2024
- Bakery & Confectionery Union & Industry International Pension Fundplan years 2024
- UA Local 290 Plumber, Steamfitter & Shipfitter Pension Planplan years 2024
- Automatic Data Processing Inc Pension Retirement Planplan years 2024
- National Integrated Group Pension Planplan years 2024
- United Food and Commercial Workers Unions & Employers Midwest Pension Fundplan years 2024
- Local 917 Pension Fundplan years 2024
- League - Atpam Pension Fundplan years 2024
- Cmta-Gmpp & Allied Workers Local 164b Pension Trustplan years 2024
- Local 584 Pension Trust Fundplan years 2024
- I.B.E.W. Pacific Coast Pension Fundplan years 2024
- Teamsters Local 617 Pension Fundplan years 2024
- Southern California Local 831 - Employer Pension Fundplan years 2023
- Management-Labor Pension Fund Local 1730 Ilaplan years 2023
- Pension Plan for Employees of Dartmouth-Hitchcockplan years 2023
- I.A.T.S.E. Local No. 33 Pension Trust Fundplan years 2023
- Central States, Southeast & Southwest Areas Pension Planplan years 2023
- Northwell Health Pension Planplan years 2023
- NEW York State Teamsters Conference Pension & Retirement Fundplan years 2023
- The Retirement Plan of Central Georgia Health Systems, Inc.plan years 2023
- United Food and Commercial Workers Unions and Employers Pension Planplan years 2023
- Electrical Workers Pension Plan Local 103 I.B.E.W.plan years 2023
- Elevator Division Retirement Benefit Planplan years 2023
- Aedc Contractors Employee Pension Planplan years 2023
- Automotive Machinists Pension Planplan years 2023
- Sound Retirement Trustplan years 2023
- LSC Communications Pension Planplan years 2023
- Bethesda Retirement Planplan years 2023
- RTS Packaging, LLC Consolidated Pension Planplan years 2023
- ST. Paul Electrical Construction Pension Planplan years 2023
- Westrock Company Consolidated Pension Planplan years 2023
- Jacksonville Plumbers and Pipefitters Pension Planplan years 2023
- Plumbers & Steamfitters Local 577 Pension Planplan years 2023
- League - Atpam Pension Fundplan years 2023
- Wisconsin Laborers' Pension Fundplan years 2023
- Michigan Laborers' Pension Planplan years 2023
- Uanpf Staff Retirement Planplan years 2023
- The 2017 Employees' Pension Plan of Battelle Memorial Instituteplan years 2023
- Laborers Local 57 Industrial Pension Planplan years 2023
- United Association National Pension Fundplan years 2023
- Plumbers & Steamfitters Local 21 Pension Fundplan years 2023
- U. a. Local 38 Defined Benefit Pension Planplan years 2023
- Beth Israel Lahey Health Defined Benefit Plan Iplan years 2023
- Western Glaziers Retirement Planplan years 2023
- Plumbers Local Union No. 690 Pension Fundplan years 2023
- United Mine Workers of America 1974 Pension Planplan years 2023
- Ilwu-Pma Pension Planplan years 2023
- Operating Engineers Local No. 825 Pension Fundplan years 2023
- Ufcw International Union-Industry Variable Annuity Pension Planplan years 2023
- Northwest Ironworkers Retirement Planplan years 2023
- National Elevator Industry Pension Planplan years 2023
- United Food & Commercial Workers Intl Union - Industry Pension Fundplan years 2023
- Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Instituteplan years 2023
- NEW York District Council of Carpenters Pension Plplan years 2023
- Mid-America Carpenters Regional Council Pension Fundplan years 2023
- Sheet Metal Workers Local Union No 71 Pension Planplan years 2023
- Arizona Pipe Trades Pension Planplan years 2023
- Ohio Carpenters' Pension Planplan years 2023
- Cement Masons Union Local 592 Pension Planplan years 2023
- Iron Workers Local 17 Pension Fundplan years 2023
- Building Laborers Local 310 Pension Fundplan years 2023
- Graphic Communications National Pension Fundplan years 2023
- Northwest Sheet Metal Workers Pension Planplan years 2023
- United Union of Roofers, Waterproofers and Allied Workers, Local No. 44 Pension Planplan years 2023
- Paintmakers Pension Planplan years 2023
- Texas Iron Workers' Pension Planplan years 2023
- Laborers Agc Pension Trust of Montanaplan years 2023
- Eighth District Electrical Pension Fundplan years 2023
- Minneapolis Retail Meat Cutters and Food Handlers Pension Fundplan years 2023
- Pipefitters Union Local No. 537 Pension Fundplan years 2023
- Central Pension Fund of the Iuoe & Participating Employersplan years 2023
- Opeiu Locals 30 & 537 Retirement Fundplan years 2023
- Hawaii Sheet Metal Workers Pension Fundplan years 2023
- Pension Plan for Employees of American Water Works Company, Inc. & Its Designated Subsidiariesplan years 2022
- Eastern Atlantic States Carpenters Pension Fundplan years 2022
- Midwest Pension Planplan years 2022
- Ufcw Unions and Participating Employers Pension Planplan years 2022
- Ufcw Union Local 919 & Contributing Employers' Food Pension Fundplan years 2022
- Memorial Health System Employee Pension Planplan years 2022
- N. Atlantic States Carp. Pension Fundplan years 2022
- 3m Employee Retirement Income Planplan years 2022
- Hanford Multi-Employer Pension Planplan years 2022
- WA State Plumbing and Pipefitting Industry Pension Planplan years 2022
- Iron Workers District Council of Tn Valley & Vicinity Pension Planplan years 2022
- Michigan Electrical Employees' Pension Planplan years 2022
- IBT Consolidated Pension Planplan years 2022
- Operating Engineers Local No 37 Pension Fundplan years 2022
- Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Planplan years 2022
- N. Atlantic States Carp. Guaranteed Annuity Fundplan years 2022
- Southern California Lumber Industry Retirement Fundplan years 2022
- NEW York State Nurses Association Pension Planplan years 2022
- Cwa/itu Negotiated Pension Planplan years 2022
- Tronox Incorporated Retirement Planplan years 2022
- DSM North America Consolidated Pension Planplan years 2022
- Pension Plan for Hourly Paid Employees of the Gallo Glass Companyplan years 2022
- Boca Raton Regional Hospital Employees Pension Planplan years 2022
- Oncor Retirement Planplan years 2022
- Northeast Carpenters Pension Fundplan years 2022
- The Estee Lauder Companies Retirement Growth Account Planplan years 2022
- OCE Employees' Cash Accumulation Planplan years 2022
- Toyota Motor Sales, U.S.A., Inc. Pension Planplan years 2022
- Gallo Pension Plan for Non-Union Employeesplan years 2022
- Western Conference of Teamsters Pension Planplan years 2022
- Harley-Davidson Retirement Planplan years 2022
- Pipe Fitters Local Union No. 120 Pension Planplan years 2022
- Massachusetts Laborers' Pension Fundplan years 2022
- Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fundplan years 2022
- Harte Hanks, Inc. Pension Plan IIplan years 2022
- Sign Pictorial & Display Industry Pension Planplan years 2022
- Tidalhealth Pension Planplan years 2022
- Minnesota Laborers Pension Fundplan years 2022
- Maryland Electrical Industry Pension Planplan years 2022
- Harte Hanks, Inc. Pension Plan Iplan years 2022
- The Southern California Edison Company Retirement Planplan years 2022
- Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trustplan years 2022
- Cement and Concrete Workers Dc Pension Fundplan years 2022
- Hess Corporation Employees' Pension Planplan years 2022
- U. S. Retirement Planplan years 2022
- Nysa-Ila Pension Trust Fund & Planplan years 2022
- UBS Financial Services Inc. Pension Planplan years 2022
- The Bank of New York Mellon Corporation Pension Planplan years 2022
- Gannett Fleming, Inc. Pension Planplan years 2022
- Jpmorgan Chase Retirement Planplan years 2022
- Pepsico, Inc. Employees Retirement Plan Hplan years 2022
- Pepsico Employees Retirement Plan Iplan years 2022
- Pepsico Employees Retirement Plan aplan years 2022
- Abbott - Abbvie Multiple Employer Pension Planplan years 2022
- Steelworkers Pension Trustplan years 2022
- International Union of Operating Engineers Local 4 Pension Fundplan years 2022
- Windstream Pension Planplan years 2022
- IBM Personal Pension Planplan years 2022
- Marsh & Mclennan Companies Retirement Planplan years 2022
- Pension Fund of Cement Masons Union Local No. 502plan years 2022
- Liuna National (industrial) Pension Fundplan years 2022
- Teledyne Technologies Incorporated Pension Planplan years 2022
- Construction Laborers Pension Trust Fund for Southern Californiaplan years 2022
- Vassar Brothers Hospital Pension Planplan years 2022
- Resilient Floor Covering Pension Fundplan years 2022
- Torrance Health Association Employees Retirement Planplan years 2022
- Laborers Local Union No. 158 Pension Planplan years 2022
- Construction Industry and Laborers Joint Pension Trust for So Nevada, Plan aplan years 2022
- Loomis-Sayles Funded Pension Planplan years 2022
- Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008plan years 2022
- Celanese Americas Retirement Pension Planplan years 2022
- Curtiss Wright Corporation Retirement Planplan years 2022
- Ibew 332 Pension Plan - Part aplan years 2022
- BAY Area Painters & Tapers Pension Trustplan years 2022
- Gciu - Employer Retirement Benefit Planplan years 2022
- Hollow Metal Pension Fundplan years 2022
- Steptoe LLP Cash Balance Pension Planplan years 2022
- Northern Mn-Wi Area Retail Clerks Pension Fundplan years 2022
- BAC Local No. 1 Washington Pension Trustplan years 2022
- Ufcw Local One Pension Fundplan years 2022
- Western States Office & Professional Employees Penplan years 2022
- Oregon Laborers-Employers Pension Planplan years 2022
- I.A.T.S.E. Local 16 Pension Planplan years 2022
- Detroit Medical Center Consolidated Pension Planplan years 2022
- Oregon Retail Employees Pension Planplan years 2022
Commitment rows
324 rows
What changed
- Los Angeles City Employees' Retirement System (LACERS) places on watch Loomis Sayles (high yield fixed income)with Loomis Sayleslacers.org
- Loomis Sayles & Company, LP no longer appears on Midwest Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)with Loomis Saylesaskebsa.dol.gov
- Sep 30, 2025Holding endedinferenceNEW Orleans Employers-International Longshoremen's Association,afl-Cio,pension PlanNEW Orleans Employers-International Longshoremen's Association,afl-Cio,pension Plan no longer reports Loomis Sayles High Yield Cons. (Loomis Sayles) (last held $12M at 2024-09-30; absent from the 2025-09-30 filing)with Loomis Saylesaskebsa.dol.gov
- Local Union No. 124 I. B. E. W. Pension Trust Fund first reports an interest in Loomis Sayles Core Plus Fxd Inc Fnd (Loomis Sayles): $16M at 2025-08-31with Loomis Saylesaskebsa.dol.gov
- Ohio Operating Engineers Pension Plan first reports an interest in Loomis Sayles Core Plus Fixed Incom (Loomis Sayles): $245M at 2025-07-31with Loomis Saylesaskebsa.dol.gov
- B.A.C. Local No. 3 Pension Plan no longer reports Loomis Sayles High Yield Conservati (Loomis Sayles) (last held $16M at 2024-06-30; absent from the 2025-06-30 filing)with Loomis Saylesaskebsa.dol.gov
- Buffalo Laborers Pension Fund first reports an interest in LS Core Plus Full Discretion Trust (Loomis Sayles): $5M at 2025-06-30with Loomis Saylesaskebsa.dol.gov
- Plumbers Local 9 Pension Plan first reports an interest in Loomis Sayles Multisector Full Disc (Loomis Sayles): $17M at 2025-06-30with Loomis Saylesaskebsa.dol.gov
- Paintmakers Pension Plan no longer reports LS Core Plus Full Discretion Trust (Loomis Sayles) (last held $1M at 2024-03-31; absent from the 2025-03-31 filing)with Loomis Saylesaskebsa.dol.gov
- Paintmakers Pension Plan first reports an interest in Loomis Sayles Small Midcap Core Tru (Loomis Sayles): $1M at 2025-03-31with Loomis Saylesaskebsa.dol.gov
- Eighth District Electrical Pension Fund no longer reports LS Core Plus Full Discretion Trust (Loomis Sayles) (last held $53M at 2024-03-31; absent from the 2025-03-31 filing)with Loomis Saylesaskebsa.dol.gov
- Local 697 I.B.E.W. and Electrical Industry Pension Plan first reports an interest in Loomis Sayles Core Plus Fixed Incom (Loomis Sayles): $32M at 2024-12-31with Loomis Saylesaskebsa.dol.gov
- Sappi North America, Inc. Retirement Plan for Salaried Employees first reports an interest in Loomis Sayles Core Disc. Alpha Fund (Loomis Sayles): $14M at 2024-12-31with Loomis Saylesaskebsa.dol.gov
- Foodland Super Market, Ltd. Pension Plan first reports an interest in Loomis Sayles Multisector Full Disc (Loomis Sayles): $3M at 2024-12-31with Loomis Saylesaskebsa.dol.gov
- Western States Office & Professional Employees Pen first reports an interest in Loomis Sayles Multisector Full Disc (Loomis Sayles): $69M at 2024-12-31with Loomis Saylesaskebsa.dol.gov
- Nurses and Local 813 Ibt Retirement Plan first reports an interest in Loomis Sayles Multisector Full Disc (Loomis Sayles): $36M at 2024-12-31with Loomis Saylesaskebsa.dol.gov
- Northern Mn-Wi Area Retail Clerks Pension Fund first reports an interest in LS Core Plus Full Discretion Trust (Loomis Sayles): $10M at 2024-12-31with Loomis Saylesaskebsa.dol.gov
- Securian Financial Group, Inc. Retirement Plan first reports an interest in Loomis Sayles Core Disc. Alpha Fund (Loomis Sayles): $8M at 2024-12-31with Loomis Saylesaskebsa.dol.gov
- The Citigroup Pension Plan no longer reports Loomis Sayles Core Plus Fixed Incom (Loomis Sayles) (last held $93M at 2023-12-31; absent from the 2024-12-31 filing)with Loomis Saylesaskebsa.dol.gov
- Western Conference of Teamsters Pension Plan no longer reports Loomis Sayles Credit Asset Trust (Loomis Sayles) (last held $1.0B at 2023-12-31; absent from the 2024-12-31 filing)with Loomis Saylesaskebsa.dol.gov
- Sign Pictorial & Display Industry Pension Plan no longer reports Loomis Sayles High Yield Conservati (Loomis Sayles) (last held $29M at 2022-12-31; absent from the 2024-12-31 filing)with Loomis Saylesaskebsa.dol.gov
- Western States Office & Professional Employees Pen no longer reports Loomis Sayles Core Plus Fixed Incom (Loomis Sayles) (last held $56M at 2023-12-31; absent from the 2024-12-31 filing)with Loomis Saylesaskebsa.dol.gov
- Food Pantry, Ltd. Pension Plan first reports an interest in Loomis Sayles Multisector Full Disc (Loomis Sayles): $2M at 2024-12-31with Loomis Saylesaskebsa.dol.gov
- Sign Pictorial & Display Industry Pension Plan first reports an interest in Loomis Sayles Inv Grade Total (Loomis Sayles): $48M at 2024-12-31with Loomis Saylesaskebsa.dol.gov
- Iuoe Local 98 Pension Plan no longer reports Loomis Sayles High Yield Conservati (Loomis Sayles) (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)with Loomis Saylesaskebsa.dol.gov
- Plumbers Lu 690 Metal Trades Pension Plan first reports an interest in Loomis Sayles Small Midcap Core Tru (Loomis Sayles): $2M at 2024-12-31with Loomis Saylesaskebsa.dol.gov
- Windstream Pension Plan no longer reports Loomis Sayles High Yield Conservati (Loomis Sayles) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)with Loomis Saylesaskebsa.dol.gov
- Loomis, Sayles & Company Inc. appears on Southern California Ibew-Neca Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Saylesaskebsa.dol.gov
- Loomis Sayles appears on Local Union 786 Building Material Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Saylesaskebsa.dol.gov
- Loomis Sayles appears on Lumber Employees Local 786 Retirement Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Saylesaskebsa.dol.gov
- Loomis Sayles appears on NEW England Teamsters Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Saylesaskebsa.dol.gov
- Loomis Sayles no longer appears on Bethesda Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Saylesaskebsa.dol.gov
- Loomis Sayles no longer appears on Plumbers & Steamfitters Local 577 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Saylesaskebsa.dol.gov
- Loomis, Sayles & Co, LP appears on Local Union No. 124 I. B. E. W. Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Saylesaskebsa.dol.gov
- Loomis Sayles appears on Buffalo Laborers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Saylesaskebsa.dol.gov
- Loomis, Sayles & Company, LP appears on National Integrated Group Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Saylesaskebsa.dol.gov
- Loomis appears on Idaho Operating Engineers Employers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Saylesaskebsa.dol.gov
- Loomis Sayles appears on United Association Plumbers Local 773 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Saylesaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencePension Plan for Employees of American Water Works Company, Inc. & Its Designated SubsidiariesLoomis Sayles no longer appears on Pension Plan for Employees of American Water Works Company, Inc. & Its Designated Subsidiaries's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Saylesaskebsa.dol.gov
- Loomis Sayles & Company, LP appears on University Hospitals Health System, Inc. Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Saylesaskebsa.dol.gov