Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2,789 U.S. retirement plans report holding a Loomis Sayles fund in their Schedule of Assets, totaling $21.4B in parsed positions. The plans below are ranked by position size, parsed directly from each plan’s Form 5500 filing.
| # | 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 |
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 | HARTFORD FIRE INSURANCE COMPANY THE HARTFORD INVESTMENT AND SAVINGS PLAN | HARTFORD CT | 18,645 | $7.2B | $452.7M |
| 6 | 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 |
| 7 | WESCO DISTRIBUTION, INC. WESCO DISTRIBUTION, INC. RETIREMENT SAVINGS PLAN | PITTSBURGH PA | 13,146 | $1.9B | $317.6M |
| 8 | CVS HEALTH CORPORATION CVS HEALTH FUTURE FUND 401(K) PLAN | WOONSOCKET RI | 313,966 | $30.1B | $313.4M |
| 9 | SONY CORPORATION OF AMERICA SONY USA 401(K) PLAN | NEW YORK NY | 13,338 | $6.2B | $308.8M |
| 10 | LOOMIS, SAYLES & COMPANY, L.P. LOOMIS, SAYLES & COMPANY, L.P. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | BOSTON MA | 776 | $647.5M | $307.9M |
