Loomis Sayles Funds
advisor19 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8Rank #1949 of mapped providers
Assets under administration$7.9B0.0%Market share · rank #1582
Fees received$522,866Median $6,539/planSum across Schedule C direct + indirect
Net wins YoY+04 won · 4 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 Funds plan look like?
Service mix · median fees per plan
Count of plans where Loomis Sayles Funds ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Shareholder servicing feesCode 28 | 6 | $2,988 | |
Investment advisory (plan); Direct payment from the planCode 27 | 2 | $7,900 |
Competitor overlap
Percent of Loomis Sayles Funds'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 Funds.
| Sponsor | From | Assets |
|---|---|---|
SECURIAN FINANCIAL GROUP, INC.MN · 411919752-001 | StanCorp Financial Group | $1.2B |
INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS, INC.WI · 391034021-003 | Segal Marco Advisors | $52M |
CORE POWER YOGA, LLCCO · 810653514-001 | T. Rowe Price | $5M |
PREGEL AMERICA, INC.NC · 562252404-001 | (new plan) | $3M |
Plans lost in 2024
Appeared last year under Loomis Sayles Funds; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES SCREEN ACTORS GUILD - PRODUCERSCA · 952110997-001 | Reams Asset Management | $4.9B |
AUTOMATIC DATA PROCESSING, INC.NJ · 221467904-001 | Loomis Sayles | $1.7B |
BREVARD PHYSICIAN ASSOCIATES, PLLCFL · 462439952-002 | Fidelity Investments | $101M |
BRANFORD FILTRATION, LLC DBA FIBRIX FILTRATIONNC · 852075925-001 | McConnell & Jones LLP | $7M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF MID-AMERICA CARPENTERS REGIONAL COUNCIL PENSION FIL · 366130207-001 | $6.4B | 37,623 | $488,066 | 7y | - |
SECURIAN FINANCIAL GROUP, INC.MN · 411919752-001 | $1.2B | 4,076 | $7,102 | 1y | - |
OTSUKA AMERICA PHARMACEUTICAL, INC.NJ · 521630683-002 | $133M | 408 | $8,698 | 7y | - |
BERWIND CORPORATIONPA · 230406815-001 | $99M | 447 | $5,975 | 9y | - |
INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS, INC.WI · 391034021-003 | $52M | 314 | $13,025 | 1y | - |
TRIAD MACHINERY, INC.OR · 931080138-001 | $11M | 119 | $0 | 2y | - |
CORE POWER YOGA, LLCCO · 810653514-001 | $5M | 8,216 | $0 | 1y | 2 |
PREGEL AMERICA, INC.NC · 562252404-001 | $3M | 127 | $0 | 1y | 1 |
Flag exposure
87.5%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 (19)
Raw Schedule C names collapsed into Loomis Sayles Funds.
- EMPLOYEE FILE NUMBER 000175
- EMPLOYEE FILE NUMBER 000195
- EMPLOYEE FILE NUMBER 000264
- LOOMIS - SAYLES FUNDS
- LOOMIS FUND
- LOOMIS FUNDS
- LOOMIS SAYLES FD II LTD TST GV&AG
- LOOMIS SAYLES FDS II LTD TST GVAG
- LOOMIS SAYLES FUNDS
- LOOMIS SAYLES HIGH YIELD FUND
- LOOMIS SAYLES HY FUND
- LOOMIS SAYLES INVESTMENT GRADE INT.
- LOOMIS SAYLES INVSMT
- LOOMIS SAYLES INVSMT GR BOND N
- LOOMIS SAYLES LARGE CAP GROWTH
- LOOMIS SAYLES NHIT
- LOOMIS SAYLES STRATEGIC INC FD A
- LOOMIS SAYLES STRATEGIC INCOME FD A
- LOOMIS SAYLES WORLD ASSET TRUST
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 Funds'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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 12.50% | 1.76% | +10.74 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Loomis Sayles Funds. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Loomis Sayles Funds'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 |
|---|---|---|
| McGann Ketterman & Rioux | 1 | 12.5% |
| McJessy, Ching & Thompson LLC | 1 | 12.5% |
| Reinhart Boerner Van Deuren S.C. | 1 | 12.5% |