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 Trust Company
EIN 846391546
Public LPs on the tape
77
distinct allocators disclosing a fund
Commitment rows
211
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
126
Schedule C investment manager rows
Who backs this manager
77 allocators
Funds on the tape
22 vehicles
- Loomis Sayles World Bond Trust38 rows
- Nhit Credit Asset Trust25 rows
- Nhit Strategic Alpha Trust21 rows
- Nhit Multisector Full Discretion Tr19 rows
- Nhit World Credit Asset Trust17 rows
- Nhit Interm Duration Fixed Income13 rows
- Nhit Core Disciplined Alpha Trust9 rows
- Nhit Core Plus Fixed Income Trust9 rows
- Loomis Sayles Core Fixed Income Tru7 rows
- Loomis High Yield Conservative Trus6 rows
- Nhit Long Duration Government Credi6 rows
- Loomis Sayles High Yield Conser Tr6 rows
- Nhit High Yield Full Discr Trust6 rows
- Nhit Dynamic Fixed Income Trust6 rows
- Loomis Multisector Full Discretion5 rows
- Core Plus Full Discretion Trust5 rows
- Nhit Loomis Short Duration4 rows
- Nhit US High Yield Bond3 rows
- Global Emerging Markets Equity Trus2 rows
- Nhit Agency Mbs Trust2 rows
- Exeter Trust Company Collective Inv1 rows
- Loomis Caf1 rows
Corporate and Taft-Hartley plans (Schedule C)
126 plans
- International Brotherhood of Teamsters Union Local 710 Pension Fundplan years 2025
- Liuna National (industrial) Pension Fundplan years 2025
- I. B. E. W. Local 25 Pension Fundplan years 2025
- Plumbers Local Union No. 690 Pension Fundplan years 2025
- Pennsylvania State Education Association Pension Planplan years 2025
- Chicago & Vicinity Laborers' District Council Fund Office Staff Pension Planplan years 2025
- Eighth District Electrical Pension Fundplan years 2025
- I.B.E.W. Pacific Coast Pension Fundplan years 2025
- Paintmakers Pension Planplan years 2025
- Maryland Electrical Industry Pension Planplan years 2024
- Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd.plan years 2024
- Foodland Super Market, Ltd. Pension Planplan years 2024
- Chicago Tile Institute Pension Fundplan years 2024
- International Foundation Employees Retirement Planplan years 2024
- Warehouse Employees Union Local No. 730 Pension Trust Fundplan years 2024
- Local 810 Affliated Pension Planplan years 2024
- Iron Workers St. Louis District Council Pension Trustplan years 2024
- Teamsters Local 830 Pension Planplan years 2024
- Plumbers Local 9 Pension Planplan years 2024
- Building Laborers Local 310 Pension Fundplan years 2024
- I.B.E.W. Local 38 Pension Planplan years 2024
- IBT Consolidated Pension Planplan years 2023
- NEW Jersey Health Care Employers- Pension Planplan years 2023
- Local 111 Pension Fundplan years 2023
- Bakery Drivers & Salesmen Local 194 & Industry Pension Fundplan years 2023
- Greater Kansas City Laborers Pension Planplan years 2023
- Employers - Ila N.C. Ports Pension Planplan years 2023
- Georgia Stevedore Association International Longshoremen's Association Pension Planplan years 2023
- Painters District Council No. 3 Pension Fundplan years 2023
- Ameriprise Financial Retirement Planplan years 2023
- NEW Orleans Employers-International Longshoremen's Association,afl-Cio,pension Planplan years 2023
- Heating, Piping and Refrigeration Pension Fd Pension Fundplan years 2023
- Local 854 Pension Fundplan years 2023
- Operating Engineers Pension Trustplan years 2023
- Sheet Metal Workers' Local 73 Pension Fundplan years 2023
- United Mine Workers of America 1985 Construction Workers Pension Planplan years 2023
- Soft Drink and Brewery Workers Union Local 812 Retirement Fundplan years 2023
- Ibew Local 43 & Electrical Contractors Pension Fundplan years 2023
- Iron Workers District Council of Western New York and Vicinity Pension Planplan years 2023
- International Union of Operating Engineers Local 14-14b Pension Fdplan years 2023
- Indiana Electrical Workers Pension Planplan years 2023
- Standex International Corporation Pension Plansplan years 2023
- Painters and Allied Trades District Council No. 35 Pension Fundplan years 2023
- Beth Israel Lahey Health Defined Benefit Plan Iplan years 2023
- Beth Israel Lahey Health Defined Benefit Plan IIplan years 2023
- Metal Trades Branch Local 638 Pension Fundplan years 2023
- Boston Medical Center Pension Planplan years 2023
- Stone and Marble Masons of Metropolitan Washington D.C. Pension Fundplan years 2023
- Iron Workers L. No.12 Pension Fundplan years 2023
- Hagerstown Motor Carriers and Teamsters Pension Planplan years 2023
- 32bj School Workers Pension Fundplan years 2023
- Ufcw Int'l Union-Albertsons Variable Annuity Pension Fundplan years 2023
- Plumbers' Pension Fund, Local 130, U.A.plan years 2023
- International Brotherhood of Electrical Workers Local Union No. 252 Pension Planplan years 2023
- Indiana Laborers Pension Fundplan years 2023
- Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Planplan years 2023
- Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fundplan years 2023
- NBA Pension Plan for Coaches, Assistant Coaches and Trainersplan years 2023
- Chicago & Vicinity Laborers' District Council Pension Planplan years 2023
- Iron Workers' Local No. 25 Pension Fundplan years 2023
- Operating Engineers' Local 324 Pension Fundplan years 2023
- Electrical Workers Local No. 292 Pension Planplan years 2023
- Ufcw Intl Union Pension Plan for Employeesplan years 2023
- Midwest Operating Engineers Pension Trust Fundplan years 2023
- Bert Bell/pete Rozelle Nfl Player Retirement Planplan years 2023
- Ironworkers Local 549-550 Pension Planplan years 2023
- Teamsters Local Union No. 727 Pension Planplan years 2023
- The General Pension Plan of the International Union of Operating Engineersplan years 2022
- Star Tribune Retirement Plan aplan years 2022
- Amalgamated Retail Retirement Fundplan years 2022
- Boilermaker-Blacksmith National Pension Trustplan years 2022
- Star Tribune Retirement Plan Gplan years 2022
- Electrical Workers Local No. 26 Pension Trust Fundplan years 2022
- Star Tribune Retirement Plan Oplan years 2022
- Employees' Retirement Plan of the National Education Associationplan years 2022
- I.B.E.W. Local Union No. 90 Pension Fundplan years 2022
- The Retirement Plan of Central Georgia Health Systems, Inc.plan years 2022
- North Central States Regional Council of Carpenters Pension Fundplan years 2022
- Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Planplan years 2022
- Laborers Local Union No. 158 Pension Planplan years 2022
- Cottage Health Pension Planplan years 2022
- Sysco Corporation Retirement Planplan years 2022
- Sheet Metal Workers Local Union No. 28 Pension Fundplan years 2022
- United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fundplan years 2022
- International Association of Machinists and Aerospace Workers Pension Planplan years 2022
- Iron Workers District Council of New England Pension Fundplan years 2022
- United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Planplan years 2022
- N. Atlantic States Carp. Pension Fundplan years 2022
- Pension Plan of Steamfitters Pension Fund 475plan years 2022
- Northern Mn-Wi Area Retail Clerks Pension Fundplan years 2022
- Ufcw Consolidated Pension Fundplan years 2022
- Local 580 Pension Fundplan years 2022
- The Adjustable Plan of the Unite Here Retirementplan years 2022
- Mattel Cash Balance Planplan years 2022
- Iuoe Local 30 Pension Fundplan years 2022
- Operating Engineers Local 101 Pension Fundplan years 2022
- The Auto Club Group Cash Value Plan Pension Planplan years 2022
- Gannett Retirement Planplan years 2022
- United Association General Officers and Employees Pension Fundplan years 2022
- United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Planplan years 2022
- Joint Pension Fund of Local Union No 102plan years 2022
- 32bj Connecticut Pension Fundplan years 2022
- Edison Pension Planplan years 2022
- Central Pennsylvania Teamsters Defined Benefit Planplan years 2022
- Mcasf Local 725 Pension Planplan years 2022
- Masters Mates & Pilots Adjustable Pension Planplan years 2022
- Masters, Mates & Pilots Pension Planplan years 2022
- Iron Workers Pension Plan of Western Pennsylvaniaplan years 2022
- Milwaukee Drivers Pension Planplan years 2022
- Electrician's Retirement Fundplan years 2022
- National Fire Protection Association Employees' Retirement Planplan years 2022
- National Roofing Industry Pension Fundplan years 2022
- Iuoe Local 98 Pension Planplan years 2022
- Union Mutual Fund Pension Planplan years 2022
- Twin City Carpenters and Joiners Pension Fundplan years 2022
- Employees' Retirement Plan of Bose Corporationplan years 2022
- Teamsters Employers Local 945 Pension Fundplan years 2022
- International Union of Operating Engineers Local Union No. 478, A-C-D-E Pension Planplan years 2022
- Pipefitters Local 636 Defined Benefit Pension Fundplan years 2022
- American International Group, Inc. Retirement Planplan years 2022
- Herc Rentals Pension Planplan years 2022
- Steamfitters Industry Pension Fundplan years 2022
- Insulators Local No. 2 Pension Planplan years 2022
- Northwell Health Cash Balance Planplan years 2022
- The Revlon-Uaw Pension Planplan years 2022
- Revlon Employees' Retirement Planplan years 2022
Commitment rows
211 rows
What changed
- Greater Kansas City Laborers Pension Plan no longer reports Loomis Sayles World Bond Trust (Loomis Sayles Trust Company) (last held $23M at 2024-10-31; absent from the 2025-10-31 filing)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Teamsters Local 830 Pension Plan first reports an interest in Nhit Interm Duration Fixed Income (Loomis Sayles Trust Company): $14M at 2025-09-30with Loomis Sayles Trust Companyaskebsa.dol.gov
- Teamsters Local 830 Pension Plan no longer reports Loomis Sayles World Bond Trust (Loomis Sayles Trust Company) (last held $11M at 2024-09-30; absent from the 2025-09-30 filing)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Uanpf Staff Retirement Plan no longer reports Nhit Core Plus Fixed Income Trust (Loomis Sayles Trust Company) (last held $11M at 2024-06-30; absent from the 2025-06-30 filing)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Beth Israel Lahey Health Defined Benefit Plan I no longer reports Nhit Strategic Alpha Trust (Loomis Sayles Trust Company) (last held $7M at 2024-06-30; absent from the 2025-06-30 filing)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Ibew Local 43 & Electrical Contractors Pension Fund no longer reports Nhit Credit Asset Trust (Loomis Sayles Trust Company) (last held $6M at 2024-06-30; absent from the 2025-06-30 filing)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Beth Israel Lahey Health Defined Benefit Plan II no longer reports Nhit Strategic Alpha Trust (Loomis Sayles Trust Company) (last held $26M at 2024-06-30; absent from the 2025-06-30 filing)with Loomis Sayles Trust Companyaskebsa.dol.gov
- May 31, 2025Holding startedChicago & Vicinity Laborers' District Council Fund Office Staff Pension PlanChicago & Vicinity Laborers' District Council Fund Office Staff Pension Plan first reports an interest in Nhit Core Plus Fixed Income Trust (Loomis Sayles Trust Company): $10M at 2025-05-31with Loomis Sayles Trust Companyaskebsa.dol.gov
- Northwest Sheet Metal Workers Pension Plan no longer reports Nhit Agency Mbs Trust (Loomis Sayles Trust Company) (last held $39M at 2024-04-30; absent from the 2025-04-30 filing)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Ironworkers Local 549-550 Pension Plan first reports an interest in Exeter Trust Company Collective Inv (Loomis Sayles Trust Company): $17M at 2025-03-31with Loomis Sayles Trust Companyaskebsa.dol.gov
- Meba Pension Trust-Defined Benefit Plan first reports an interest in Nhit Credit Asset Trust (Loomis Sayles Trust Company): $10M at 2024-12-31with Loomis Sayles Trust Companyaskebsa.dol.gov
- International Foundation Employees Retirement Plan first reports an interest in Nhit Long Duration Government Credi (Loomis Sayles Trust Company): $10M at 2024-12-31with Loomis Sayles Trust Companyaskebsa.dol.gov
- Blue Cross and Blue Shield of Alabama Retirement Plan no longer reports Nhit Long Duration Government Credi (Loomis Sayles Trust Company) (last held $287M at 2023-12-31; absent from the 2024-12-31 filing)with Loomis Sayles Trust Companyaskebsa.dol.gov
- University Hospitals Health System, Inc. Retirement Plan no longer reports Core Plus Full Discretion Trust (Loomis Sayles Trust Company) (last held $23M at 2023-12-31; absent from the 2024-12-31 filing)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Loomis Sayles Trust Company, LLC no longer appears on Boston Medical Center Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Loomis Sayles Trust Company appears on Local 854 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Loomis Sayles Trust Company no longer appears on NEW Jersey Health Care Employers- Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedChicago & Vicinity Laborers' District Council Fund Office Staff Pension PlanLoomis, Sayles, & Company appears on Chicago & Vicinity Laborers' District Council Fund Office Staff Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Loomis Sayles Trust Company appears on Maryland Electrical Industry Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Loomis Sayles Trust Company no longer appears on Bert Bell/pete Rozelle Nfl Player Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Loomis Sayles Trust Company no longer appears on Twin City Carpenters and Joiners Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Loomis Sayles Trust Company no longer appears on Central Pennsylvania Teamsters Defined Benefit Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Loomis Sayles Trust Company no longer appears on Ironworkers Local 549-550 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Loomis Sayles Trust Company appears on Union Mutual Fund Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Loomis Sayles Trust Company no longer appears on Iuoe Local 30 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Loomis Sayles Nhit appears on International Foundation Employees Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Loomis Sayles Trust Company appears on Foodland Super Market, Ltd. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceThe General Pension Plan of the International Union of Operating EngineersLoomis Sayles Trust Company no longer appears on The General Pension Plan of the International Union of Operating Engineers's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Loomis Sayles no longer appears on Cottage Health Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Loomis Sayles Trust Co no longer appears on Iuoe Local 98 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Iron Workers St. Louis District Council Pension Trust first reports an interest in Nhit Credit Asset Trust (Loomis Sayles Trust Company): $36M at 2024-10-31with Loomis Sayles Trust Companyaskebsa.dol.gov
- Eighth District Electrical Pension Fund no longer reports Loomis Sayles World Bond Trust (Loomis Sayles Trust Company) (last held $51M at 2023-03-31; absent from the 2024-03-31 filing)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Teamsters Local Union No. 727 Pension Plan no longer reports Nhit World Credit Asset Trust (Loomis Sayles Trust Company) (last held $27M at 2023-02-28; absent from the 2024-02-29 filing)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceRetirement Plan for Employees of Highland Hospital of Rochester, NYRetirement Plan for Employees of Highland Hospital of Rochester, NY no longer reports Nhit Credit Asset Trust (Loomis Sayles Trust Company) (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Thompson Health Pension Plan no longer reports Nhit Credit Asset Trust (Loomis Sayles Trust Company) (last held $667,460 at 2022-12-31; absent from the 2023-12-31 filing)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Blue Cross and Blue Shield of Alabama Retirement Plan first reports an interest in Nhit Long Duration Government Credi (Loomis Sayles Trust Company): $287M at 2023-12-31with Loomis Sayles Trust Companyaskebsa.dol.gov
- Vencore, Inc. Pension Plan first reports an interest in Global Emerging Markets Equity Trus (Loomis Sayles Trust Company): $11M at 2023-12-31with Loomis Sayles Trust Companyaskebsa.dol.gov
- Liuna National (industrial) Pension Fund first reports an interest in Nhit World Credit Asset Trust (Loomis Sayles Trust Company): $42M at 2023-12-31with Loomis Sayles Trust Companyaskebsa.dol.gov
- Cottage Health Pension Plan no longer reports Loomis Caf (Loomis Sayles Trust Company) (last held $37M at 2022-12-31; absent from the 2023-12-31 filing)with Loomis Sayles Trust Companyaskebsa.dol.gov
- NEW Jersey Health Care Employers- Pension Plan no longer reports Nhit Credit Asset Trust (Loomis Sayles Trust Company) (last held $5M at 2022-12-31; absent from the 2023-12-31 filing)with Loomis Sayles Trust Companyaskebsa.dol.gov