LOOMIS SAYLES
165 known aliases resolved via the canonical alias map
Market position · 2024
Plans served361+4 YoYRank #76 of mapped providers
Assets under administration$666.7B0.7%Market share · rank #20
Fees received$93MMedian $100,205/planSum across Schedule C direct + indirect
Net wins YoY+032 won · 32 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 | 265 | $93,370 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 60 | $111,747 | |
Investment management fees paid indirectly by plan; Investment advisory (plan)Code 27 | 12 | $22,932 | |
Named fiduciary; Custodial (securities); Trustee (bank, trust company, or similar financial institution); Soft dollars commissions; Securities brokerage; Direct payment from the plan; Investment management fees paid directly by plan; Investment management; Investment advisory (plan); Employee (plan)Code 19 | 5 | $75,917 | |
Investment management fees paid directly by plan; Direct payment from the planCode 50 | 5 | $202,856 | |
Trustee (bank, trust company, or similar financial institution); Custodial (securities); Investment advisory (plan); Direct payment from the plan; Securities brokerage; Custodial (other than securities); Investment management; Employee (plan); Investment management fees paid directly by plan; Named fiduciaryCode 18 | 3 | $209,007 | |
Trustee (bank, trust company, or similar financial institution)Code 21 | 3 | $28,996 | |
Actuarial; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 11 | 2 | $428,943 |
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 RETIREMENT INSURANCE AND | $8.3B |
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRYMD · 526118572-001 | BLACKROCK | $6.6B |
TRUSTEES OF UFCW UNIONS & EMPLOYERS MIDWEST PENSION FUNDIL · 366508328-001 | BENESYS, INC. | $1.9B |
BOARD OF TRUSTEES OF NATIONAL INTEGRATED GROUP PENSION PLANPA · 226190618-001 | JPMORGAN INVEST HOLDINGS LLC | $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 LLP | $1.3B |
BOARD OF TRUSTEES OF THE SOUTHERN DISTRICT UBC DEFINED CONTRIBUTION FTN · 710851216-001 | SOUTHERN BENEFIT ADMINISTRATORS | $1.2B |
SECURIAN FINANCIAL GROUP, INC.MN · 411919752-001 | THE STANDARD | $1.2B |
PAVERS & ROAD BUILDERS DC PENSIONNY · 131990171-074 | WASMER, SCHROEDER & CO INC. | $776M |
BOARD OF TRUSTEES OF IRON WORKERS ST. LOUIS DISTRICT COUNCIL PENSIONMO · 436052659-001 | MORGAN STANLEY SMITH BARNEY | $644M |
Plans lost in 2024
Appeared last year under LOOMIS SAYLES; not this year.
| Sponsor | To | Assets |
|---|---|---|
NOKIA OF AMERICA CORPORATIONNJ · 223408857-003 | ARES MANAGEMENT LLC | $9.1B |
BOARD OF TRUSTEES,CONSTRUCTION LABORERS PENSION TRUST FOR SOUTHERN CACA · 436159056-001 | CALIBRE CPA GROUP PLLC | $3.3B |
BD. OF TRUSTEES OF MASS. LABORERS ANNUITY FUNDMA · 046553616-001 | ROBERT HALF | $2.2B |
BOARD OF TRUSTEES OF THE TWIN CITY CARPENTERS AND JOINERS PENSION FUNDMN · 416043137-001 | INVESCO | $1.9B |
LSC COMMUNICATIONS LLCIL · 853418344-004 | (new plan) | $1.5B |
COTTAGE HEALTHCA · 770431902-001 | UNICORN PARTNERS FUND IV, LP | $835M |
AUTOMOTIVE MACHINISTS PENSION TRUSTWA · 916123687-001 | ULLICO | $803M |
BATTELLE MEMORIAL INSTITUTEOH · 314379427-006 | THE TOWNSEND GROUP | $769M |
BOARD OF TRUSTEES LOCAL 580 ANNUITY FUNDNY · 136178512-001 | INSIGHT NORTH AMERICA LLC | $703M |
AMERICAN WATER WORKS CO., INC.NJ · 510063696-001 | MERCER | $703M |
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 | $844,857 | 10y | 1 |
TRUSTEES OF ILWU-PMA PENSION PLANCA · 946068576-001 | $10.8B | 25,317 | $1M | 10y | - |
Flag exposure
93.9%Market: 89.2%
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 (165)
Raw Schedule C names collapsed into LOOMIS SAYLES.
- LOOMAS, SAYLES & COMPANY, LP
- LOOMAS, SAYLES & COMPANY, LP.
- LOOMIS
- LOOMIS & SAYLES
- LOOMIS & SAYLES COMPANY
- LOOMIS & SAYLES COMPANY LP
- LOOMIS - SAYLES
- LOOMIS - SAYLES - NATIXIS
- LOOMIS - SAYLES - NATIXIS - HANSBER
- LOOMIS - SAYLES - NATIXIS FUNDS
- LOOMIS - SAYLES FUNDS
- LOOMIS AND SAYLES
- LOOMIS ASSETS MANAGEMENT
- LOOMIS C/O NATIXIS
- LOOMIS CORE PLUS
- LOOMIS CREDIT ASSET FUND
- LOOMIS FUND
- LOOMIS FUNDS
- LOOMIS SALYES & CO LP
- LOOMIS SALYES & COMPANY
- LOOMIS SALYES NATIXIS
- LOOMIS SALYES TRUST COMPANY, LLC
- LOOMIS SAYES AND CO LP
- LOOMIS SAYLE STRATEGIC ALPHA
- LOOMIS SAYLES
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 | 1.11% | 7.76% | -6.65 pp |
| Fidelity bond gap | 1 | 0.28% | 26.94% | -26.66 pp |
| Late contributions | 13 | 3.60% | 1.71% | +1.89 pp |
| Failed to provide benefit | 1 | 0.28% | 0.14% | +0.14 pp |
| Corrective distributions | 8 | 2.22% | 1.76% | +0.46 pp |
| Loss discovered | 1 | 0.28% | 0.00% | +0.27 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 (0.5%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.5 pp vs incumbent
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).