74 more allocators, 19 more funds, 123 more corporate plans, 208 more commitment rows and 35 more dated events

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Loomis Sayles Trust Company

Manager
EIN 846391546
No date on record · this record
Public LPs on the tape
77
distinct allocators disclosing a fund
Commitment rows
82
0 dated closings
Disclosed commitments
Not disclosed
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
AllocatorRowsRe-upsDisclosed $BucketsFirstLatest
Loomis-Sayles Funded Pension Plan90Fixed income, Pooled vehiclesDec 31, 2022Dec 31, 2024
International Brotherhood of Teamsters Union Local 710 Pension Fund80Pooled vehicles, Private creditJan 31, 2023Dec 31, 2025
Retirement Plan for Employees of Puget Sound Energy, Inc.40Fixed incomeDec 31, 2022Dec 31, 2025

+74 more allocators back this manager

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Funds on the tape
22 vehicles

+19 more funds on the tape

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Corporate and Taft-Hartley plans (Schedule C)
126 plans

+123 more corporate plans name this manager on Schedule C

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Commitment rows
211 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2025International Brotherhood of Teamsters Union Local 710 Pension FundNhit Loomis Short Durationcollective trustPooled vehicles$23.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Retirement Plan for Employees of Puget Sound Energy, Inc.Nhit Long Duration Government Credicollective trustFixed income$167M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Liuna National (industrial) Pension FundNhit World Credit Asset Trustcollective trustPrivate credit$48.4M heldDisclosed holdingaskebsa.dol.gov

+208 more commitment rows

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What changed
  • Oct 31, 2025Holding endedinferenceGreater Kansas City Laborers Pension Plan
    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
  • Sep 30, 2025Holding startedTeamsters Local 830 Pension Plan
    Teamsters Local 830 Pension Plan first reports an interest in Nhit Interm Duration Fixed Income (Loomis Sayles Trust Company): $14M at 2025-09-30
    with Loomis Sayles Trust Companyaskebsa.dol.gov
  • Sep 30, 2025Holding endedinferenceTeamsters Local 830 Pension Plan
    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
  • Jun 30, 2025Holding endedinferenceUanpf Staff Retirement Plan
    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
  • Jun 30, 2025Holding endedinferenceBeth Israel Lahey Health Defined Benefit Plan I
    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

+35 more dated events

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Capital chain

Loomis Sayles Trust Company sits on 88 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 88 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.

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›Connections

every published relationship on the graph

+131 connections on the graph

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