Loomis Sayles
advisor141 known aliases resolved via the canonical alias map
Market position · 2024
Plans served249-2 YoYRank #87 of mapped providers
Assets under administration$580.1B0.6%Market share · rank #20
Fees received$75MMedian $131,656/planSum across Schedule C direct + indirect
Net wins YoY-223 won · 25 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Loomis Sayles plan look like?
Service mix · median fees per plan
Count of plans where Loomis Sayles ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by planCode 28 | 172 | $135,834 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 41 | $155,631 | |
Employee (plan); Direct payment from the planCode 30 | 15 | $48,732 | |
Investment management; Investment advisory (plan); Investment management fees paid directly by planCode 27 | 9 | $48,821 | |
Investment management fees paid directly by plan; Direct payment from the planCode 50 | 4 | $220,587 | |
Investment management; Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Investment advisory (plan); Custodial (other than securities); Employee (plan); Securities brokerage; Custodial (securities); Investment management fees paid directly by plan; Named fiduciaryCode 18 | 3 | $209,007 | |
Investment management; Custodial (securities)Code 19 | 3 | $75,917 | |
Trustee (bank, trust company, or similar financial institution)Code 21 | 3 | $28,996 |
Competitor overlap
Percent of Loomis Sayles's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Loomis Sayles.
| Sponsor | From | Assets |
|---|---|---|
WELLS FARGO & COMPANYMN · 410449260-001 | Prudential Investment Management | $8.3B |
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRYMD · 526118572-001 | SALARIES - MANAGEMENT | $6.6B |
TRUSTEES OF UFCW UNIONS & EMPLOYERS MIDWEST PENSION FUNDIL · 366508328-001 | Benesys, Inc. | $1.9B |
AUTOMATIC DATA PROCESSING, INC.NJ · 221467904-001 | Ninety One | $1.8B |
BOARD OF TRUSTEES OF NATIONAL INTEGRATED GROUP PENSION PLANPA · 226190618-001 | Prudential | $1.6B |
BOARD OF TRUSTEES, FELRA & UFCW PENSIONMD · 526128473-001 | Calibre CPA Group PLLC | $1.4B |
BOARD OF TRUSTEES, UNITED ASSOCIATION UNION LOCAL NO.OR · 936021114-001 | Brownstein Rask | $1.3B |
BOARD OF TRUSTEES OF THE SOUTHERN DISTRICT UBC DEFINED CONTRIBUTION FTN · 710851216-001 | Southern Benefit Administrators | $1.2B |
PAVERS & ROAD BUILDERS DC PENSIONNY · 131990171-074 | JOSEPH MONTELLE | $776M |
BOARD OF TRUSTEES OF STEAMFITTERS LU 420 PENSION PLANPA · 232004424-001 | Foundry Partners LLC | $644M |
Plans lost in 2024
Appeared last year under Loomis Sayles; not this year.
| Sponsor | To | Assets |
|---|---|---|
NOKIA OF AMERICA CORPORATIONNJ · 223408857-003 | JPMorgan Chase | $9.1B |
BOARD OF TRUSTEES SCREEN ACTORS GUILD - PRODUCERSCA · 952110997-001 | Reams Asset Management | $4.9B |
BOARD OF TRUSTEES,CONSTRUCTION LABORERS PENSION TRUST FOR SOUTHERN CACA · 436159056-001 | Calibre CPA Group PLLC | $3.3B |
JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OFWI · 396079856-001 | U.S. Real Estate Investment Fund | $1.7B |
LSC COMMUNICATIONS LLCIL · 853418344-004 | (new plan) | $1.5B |
COTTAGE HEALTHCA · 770431902-001 | Alvarez & Marsal | $835M |
AUTOMOTIVE MACHINISTS PENSION TRUSTWA · 916123687-001 | ULLICO Inc | $803M |
BATTELLE MEMORIAL INSTITUTEOH · 314379427-006 | Townsend Holdings LLC | $769M |
AMERICAN WATER WORKS CO., INC.NJ · 510063696-001 | Mercer | $703M |
BOARD OF TRUSTEES OF THE 32BJ SCHOOL WORKERS PENSION FUNDNY · 131957585-001 | Loomis Sayles Trust Company | $515M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-005 | $60.4B | 149,818 | $3M | 10y | - |
WALMART INC.AR · 710415188-003 | $50.8B | 1,970,230 | $2M | 10y | - |
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUNDIL · 366044243-001 | $48.2B | 332,020 | $1M | 2y | - |
CVS HEALTH CORPORATIONRI · 050494040-017 | $30.1B | 385,927 | $1M | 5y | 1 |
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | $27.4B | 233,478 | $2M | 10y | - |
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | $20.4B | 693,723 | $3M | 9y | - |
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | $17.9B | 144,666 | $976,124 | 10y | - |
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | $16.1B | 202,919 | $2M | 8y | - |
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $1M | 10y | 1 |
TRUSTEES OF ILWU-PMA PENSION PLANCA · 946068576-001 | $10.8B | 25,317 | $1M | 10y | - |
Flag exposure
95.2%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (141)
Raw Schedule C names collapsed into Loomis Sayles.
- EMPLOYEE CS
- EMPLOYEE CT
- EMPLOYEE D
- EMPLOYEE DA
- EMPLOYEE E
- EMPLOYEE F
- EMPLOYEE FA
- EMPLOYEE FILE NUMBER 000088
- EMPLOYEE FILE NUMBER 000100
- EMPLOYEE FILE NUMBER 000126
- EMPLOYEE FILE NUMBER 000133
- EMPLOYEE FILE NUMBER 000136
- EMPLOYEE FILE NUMBER 000141
- EMPLOYEE FILE NUMBER 000156
- EMPLOYEE FILE NUMBER 000159
- EMPLOYEE FILE NUMBER 000184
- LOOMAS, SAYLES & COMPANY, LP
- LOOMAS, SAYLES & COMPANY, LP.
- LOOMIS
- LOOMIS & SAYLES
- LOOMIS & SAYLES COMPANY
- LOOMIS & SAYLES COMPANY LP
- LOOMIS - SAYLES
- LOOMIS AND SAYLES
- LOOMIS ASSETS MANAGEMENT
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Loomis Sayles's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 4 | 1.61% | 7.76% | -6.16 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 5 | 2.01% | 1.71% | +0.29 pp |
| Failed to provide benefit | 1 | 0.40% | 0.14% | +0.26 pp |
| Corrective distributions | 4 | 1.61% | 1.76% | -0.15 pp |
| Loss discovered | 1 | 0.40% | 0.00% | +0.40 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Loomis Sayles. Compare to the incumbent market share (0.4%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.4 pp vs incumbent
Frequent partners by role
Who else shows up on Loomis Sayles's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Groom Law Group, Chartered | 12 | 4.8% |
| Kraw & Kraw Law Group | 11 | 4.4% |
| Morgan Lewis & Bockius LLP | 10 | 4.0% |
| Slevin & Hart PC | 10 | 4.0% |
| Barlow Coughran Morales & Josephson | 8 | 3.2% |
| Reinhart Boerner Van Deuren S.C. | 8 | 3.2% |
| O'Donoghue & O'Donoghue LLP | 7 | 2.8% |
| Proskauer Rose LLP | 7 | 2.8% |
| Seyfarth Shaw LLP | 6 | 2.4% |
| Turner, Stoeve & Gagliardi, P.S. | 6 | 2.4% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).