U.S. retirement plans whose Form 5500 Schedule of Assets reports a Loomis Saylesfund, parsed from filing PDFs and ranked by position size. A prospecting list you won’t find under $200/mo anywhere else.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Loomis Sayles position |
|---|---|---|---|---|---|
| 1 | INTERNATIONAL BUSINESS MACHINES CORPORATION IBM 401(K) PLAN | ARMONK NY | 49,030 | $60.4B | $1.4B |
| 2 | PACE INDUSTRY UNION-MANAGEMENT PENSION FUND PACE INDUSTRY UNION-MANAGEMENT PENSION FUND | NASHVILLE TN | 3,184 | $2.8B | $1.1B |
| 3 | BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLAN ELEVATOR CONSTRUCTORS ANNUITY AND 401(K) RETIREMENT PLAN | NEWTOWN SQUARE PA | 28,341 | $7.3B | $748.7M |
| 4 | CUMMINS INC. CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST | COLUMBUS IN | — | $6.4B | $493.5M |
| 5 | CUMMINS INC. CUMMINS RETIREMENT AND SAVINGS PLAN | COLUMBUS IN | 28,337 | $6.4B | $484.7M |
| 6 | LOOMIS, SAYLES & COMPANY, L.P. LOOMIS, SAYLES & COMPANY, L.P. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | BOSTON MA | 776 | $647.5M | $468.8M |
| 7 | HARTFORD FIRE INSURANCE COMPANY THE HARTFORD INVESTMENT AND SAVINGS PLAN | HARTFORD CT | 18,645 | $7.2B | $452.7M |
| 8 | BD OF TRUSTEES, CHICAGO & VICINITY LABORERS' DISTR. COUNCIL PENS FUND CHICAGO & VICINITY LABORERS' DISTRICT COUNCIL PENSION PLAN | WESTCHESTER IL | 11,313 | $5.2B | $337.9M |
| 9 | WESCO DISTRIBUTION, INC. WESCO DISTRIBUTION, INC. RETIREMENT SAVINGS PLAN | PITTSBURGH PA | 13,146 | $1.9B | $317.6M |
| 10 | CVS HEALTH CORPORATION CVS HEALTH FUTURE FUND 401(K) PLAN | WOONSOCKET RI | 313,966 | $30.1B | $313.4M |
