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Loomis Sayles

Matched across 168 name variants in the filings

Loomis Sayles summary

Loomis Sayles appears on 366 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $706.0B in assets for 9,419,448 participants. The median client plan holds $416M. Most client plans are sponsored in NY, PA and MD. The largest clients by plan assets are International Business Machines Corporation, Walmart Inc. and Trustees of Central States, SE and SW Areas Pension Fund. Plans reported $97.8M in direct and indirect compensation paid to Loomis Sayles. The median is $102K per plan.

Participants
9,419,448
Median plan assets
$416M
Median plan participants
4,111
Median fees per plan
$102K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
International Business Machines Corporation, plan 005NY$64.5B144,897
Walmart Inc.AR$50.8B1,970,230
Trustees of Central States, SE and SW Areas Pension FundIL$49.3B323,722
CVS Health CorporationRI$34.8B379,925
Board of Trustees of the CPF of the IUOE and Participating EmployersDC$27.4B233,478
Trustees of the National Electrical Benefit FundMD$22.5B736,031
International Business Machines Corporation, plan 001NY$18.9B146,564
Jpmorgan Chase Bank, National AssociationNJ$17.2B193,210
National Elevator Industry Pension Plan Plan Board of TrusteesPA$12.2B54,107
Trustees of Ilwu-Pma Pension PlanCA$10.8B25,317
American Express Company and Its Participating SubsidiariesNY$10.5B39,763
New England Teamsters Pension FundMA$9.1B71,322
3M CompanyMN$8.7B24,319
Wells Fargo & CompanyMN$8.5B157,353
Automatic Data Processing, Inc.NJ$8.5B46,770
Trustees of UFCW Int'L Union - Industry Pension FundIL$8.2B204,155
Hartford Fire Insurance CompanyCT$8.1B30,741
Steelworkers Pension TrustPA$8.1B124,466
Board of Trustees Boilermaker-Blacksmith NationalMO$7.8B80,906
Board of Trustees Eastern Atlantic States Carpenters Pension FundPA$7.8B65,862
B/O/T United Association National Pension FundVA$7.7B196,837
Sony Corporation of AmericaNY$7.1B26,732
Pepsico, Inc.NY$6.6B47,771
Altria Client Services LLCVA$6.6B25,094
Board of Trustees-New York State Nurses Association Pension PlanNY$6.6B47,291

Top client states

  • NY58 plans
  • PA30 plans
  • MD26 plans
  • CA25 plans
  • NJ23 plans

Frequently asked questions

Who uses Loomis Sayles?
366 retirement plans list Loomis Sayles as a service provider on Schedule C of Form 5500. The largest clients by plan assets include International Business Machines Corporation, Walmart Inc., Trustees of Central States, SE and SW Areas Pension Fund, CVS Health Corporation and Board of Trustees of the CPF of the IUOE and Participating Employers. Most client plans are sponsored in NY, PA and MD.
How many plans does Loomis Sayles serve?
Loomis Sayles serves 366 retirement plans with $706.0B in plan assets and 9,419,448 participants, based on the latest Form 5500 filings through 2024.
What does Loomis Sayles charge?
Plans reported $97.8M in total Schedule C compensation paid to Loomis Sayles. The median plan paid $102K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served366+9 YoYRank #75 of mapped providers
Assets under administration$706.0B0.7%Rank #17 by share of filed assets
Fees received$98MMedian $101,929/planSum across Schedule C direct + indirect
Net wins YoY+032 won - 32 lostPlan-level switch detection

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