Search public Form 5500 filings

Plans

• planLoomis Sayles Core Plus Fixed Income FundFinancial statement2023 filing
  $6.9Breported assets (EOY)
  Sponsor: Loomis Sayles Trust Company, LLC.EIN: 84-6391546Plan: 010Participants: not reported in the loaded datasetAssets: $6,882,046,897Net assets: $6.7BLocation: Boston, MALatest: 2023
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• planLoomis Sayles Large Cap Growth TrustFinancial statement2023 filing
  $5.5Breported assets (EOY)
  Sponsor: Loomis Sayles Trust Company, LLCEIN: 84-6391546Plan: 012Participants: not reported in the loaded datasetAssets: $5,490,880,870Net assets: $5.5BLocation: Boston, MALatest: 2023
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• planLoomis Sayles Intermediate Goverenment/Credit TrusFinancial statement2023 filing
  $2Breported assets (EOY)
  Sponsor: Loomis Sayles Trust Company, LLCEIN: 84-6391546Plan: 014Participants: not reported in the loaded datasetAssets: $2,016,549,380Net assets: $2BLocation: Boston, MALatest: 2023
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• planLoomis Sayles Core Plus Full Discretion TrustFinancial statement2023 filing
  $2Breported assets (EOY)
  Sponsor: Loomis Sayles Trust Company, LLCEIN: 84-6391546Plan: 001Participants: not reported in the loaded datasetAssets: $1,973,107,922Net assets: $2BLocation: Boston, MALatest: 2023
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• planLoomis Sayles Multisector Full Discretion TrustFinancial statement2023 filing
  $1.8Breported assets (EOY)
  Sponsor: Loomis Sayles Trust Company, LLCEIN: 84-6391546Plan: 007Participants: not reported in the loaded datasetAssets: $1,757,851,792Net assets: $1.8BLocation: Boston, MALatest: 2023
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• planLoomis Sayles Credit Asset TrustFinancial statement2023 filing
  $1.1Breported assets (EOY)
  Sponsor: Loomis Sayles Trust Company LLCEIN: 84-6391546Plan: 024Participants: not reported in the loaded datasetAssets: $1,072,152,295Net assets: $1BLocation: Boston, MALatest: 2023
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• planLoomis Sayles Small/Midcap Growth TrustFinancial statement2023 filing
  $908.5Mreported assets (EOY)
  Sponsor: Loomis Sayles Trust Company, LLCEIN: 84-6391546Plan: 016Participants: not reported in the loaded datasetAssets: $908,510,931Net assets: $899.6MLocation: Boston, MALatest: 2023
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• planLoomis Sayles Small Cap Growth TrustFinancial statement2023 filing
  $602Mreported assets (EOY)
  Sponsor: Loomis Sayles Trust Company, LLCEIN: 84-6391546Plan: 022Participants: not reported in the loaded datasetAssets: $602,002,256Net assets: $599.6MLocation: Boston, MALatest: 2023
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