Loomis Sayles Funds

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

488

Total plan assets

$289.3M

Filings (rows)

Direct comp

$23K

Indirect comp

Showing only "LOOMIS SAYLES FUNDS"

View all 32 variants aggregated →

LOOMIS SAYLES TRUST386 LOOMIS SAYLES &358 LOOMIS SAYLES285 LOOMIS SAYLES & L P148 LOOMIS SAYLES & CO79 LOOMIS SAYLES AND29 LOOMIS SAYLES TRUST CO21

SERVICES PROVIDED

Other service providers3

CITs / DFEs sponsored by this firm

Click a collective trust to see every plan that holds it.

Fund / entity	Plans holding
	33
	3
LOOMIS SAYLES STRATEGIC INCOME A	3
LOOMIS SAYLES CORE PLUS BOND Y	1
	1
	1

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Berwind Corporation Berwind Corporation Employees' Retirement Plan · all filings	PHILADELPHIA, PA	Other service providers	164	$99.6M	$7K	$0
Berwind Corporation Berwind Corporation Employees' Retirement Plan · all filings	PHILADELPHIA, PA	Other service providers	152	$99.4M	$6K	$0
Berwind Corporation Berwind Corporation Employees' Retirement Plan · all filings	PHILADELPHIA, PA	Other service providers	172	$90.3M	$10K	$0