135 more allocators, 37 more funds, 184 more corporate plans, 371 more commitment rows and 35 more dated events
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Loomis Sayles
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| Liuna Staff and Affiliates Pension Fund | 4 | 0 | Public equity | Dec 31, 2022 | Dec 31, 2025 | |
| Pension Plan of Steamfitters Pension Fund 475 | 4 | 0 | Fixed income, Pooled vehicles | Dec 31, 2023 | Dec 31, 2024 | |
| Maryland Electrical Industry Pension Plan | 4 | 0 | Pooled vehicles, Fixed income | Dec 31, 2023 | Dec 31, 2024 |
+135 more allocators back this manager
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- Loomis Sayles Core Plus Fixed Incom62 rows
- Loomis Sayles Large Cap Growth Trus53 rows
- Loomis Sayles Multisector Full Disc49 rows
+37 more funds on the tape
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- Lumber Employees Local 786 Retirement Fundplan years 2025
- Local Union 786 Building Material Pension Fundplan years 2025
- Metal Trades Branch Local 638 Pension Fundplan years
+184 more corporate plans name this manager on Schedule C
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| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | American Savings Foundation Inc | LOOMIS SAYLES GLOBAL ALLOCATION FUND N (LGMNX) 1,904,347.096 SHARES | Private equity | $49.0M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2025 | Iuoe Local 30 Pension Fund | Loomis Sayles High Yield Conservaticollective trust | Fixed income | $21.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Liuna National (industrial) Pension Fund | Loomis Sayles Large Cap Growth Truscollective trust | Public equity | $127M held | Disclosed holding | askebsa.dol.gov |
+371 more commitment rows
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- 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
+35 more dated events
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Loomis Sayles is the same institution as 1 record in Independent Sponsors.
The joined record opens with the product, beside every other relationship on this page.
Checking your plan…
Loomis Sayles sits on 243 traced paths of capital across the graphs.
DFX traced 243 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
›Connections
every published relationship on the graph
+214 connections on the graph
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