The Southern California Edison Company Retirement Plan
Sponsored by Southern California Edison Company · EIN 951240335 · Plan #001 · Rosemead, CA
- Total assets
- $4.7B
- Net assets
- $4.4B
- Active participants
- 8,726
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Western Asset Management Company, Llc CRD 110441 | fuzzy_auto · 95% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Acuitas Investments, Llc CRD 155782 | fuzzy_auto · 99% | 2024 |
| Pacific Investment Management Company Llc CRD 104559 | fuzzy_auto · 96% | 2024 |
| Russell Investments Implementation Services, Llc CRD 329 | fuzzy_auto · 95% | 2024 |
| Payden & Rygel CRD 107160 | fuzzy_auto · 96% | 2024 |
| Russell Investment Management, Llc CRD 105734 | fuzzy_auto · 96% | 2024 |
| Marathon Asset Management, L.P. CRD 124613 | fuzzy_auto · 94% | 2024 |
| Ranger Investment Management,L.P. CRD 124414 | fuzzy_auto · 98% | 2024 |
| Dbl Management Llc CRD 174991 | fuzzy_auto · 95% | 2024 |
| Xponance Llc CRD 111126 | deterministic · 100% | 2024 |
| Cleargate Capital Management, Lp CRD 338526 | fuzzy_auto · 93% | 2024 |
| Mentor Capital Management Inc. CRD 123176 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gcm Grosvenor Strategic | Investment management, Investment management fees (direct) | $3,263,528 |
| Tsg8 Lp | Investment management, Investment management fees (direct) | $1,460,372 |
| Conduent Hr Services | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $1,290,351 |
| Pimco Bravo Fd Iii Onshore | Investment management, Investment management fees (direct) | $1,272,347 |
| The Bank Of New York Mellon | Custodial (securities), Trustee (institutional), Direct payment from the plan | $1,002,506 |
| Western Asset Mgmt Company | Investment management, Investment management fees (direct) | $862,952 |
| Tsg9 | Investment management, Investment management fees (direct) | $717,215 |
| Dodge & Cox | Investment management, Investment management fees (direct) | $616,671 |
| Russell Investments (Consulting) | Consulting (general), Direct payment from the plan | $523,202 |
| Acuitas Investment Llc | Investment management, Investment management fees (direct) | $516,776 |
| Pacific Investment Mgmt Co. | Investment management, Investment management fees (direct) | $467,484 |
| Russell Investment Implementation | Investment management fees (direct), Securities brokerage commissions, Investment management | $438,745 |
| Tsg7 A Lp | Investment management, Investment management fees (direct) | $418,094 |
| Payden & Rygel | Investment management, Investment management fees (direct) | $393,743 |
| Schroder Loan Opp Fund Lp | Investment management, Investment management fees (direct) | $334,397 |
| Pimco Interm Credit | Investment management, Investment management fees (direct) | $299,583 |
| Pimco Bravo Fd Iv | Investment management, Investment management fees (direct) | $284,643 |
| Willis Towers Watson Us Llc | Actuarial, Direct payment from the plan | $266,842 |
| Clearlake Capital Mgmt Vii, Lp | Investment management, Investment management fees (direct) | $262,960 |
| Russell Investment Mgmt | Investment management, Investment management fees (direct) | $211,415 |
| Adams St 2019 Global Fund Lp | Investment management, Investment management fees (direct) | $165,000 |
| Pimco Corp Opp Ii Oshr Fdr Lp | Investment management, Investment management fees (direct) | $164,728 |
| Blackrock Msci Acwi Imi Index | Investment management, Investment management fees (direct) | $149,813 |
| Marathon Asset Mgmt Llp | Investment management, Investment management fees (direct) | $146,134 |
| Clearlake Opp Partner Ii Lp | Investment management, Investment management fees (direct) | $143,408 |
| Southern California Edison Company | Plan administrator, Direct payment from the plan | $131,327 |
| Ranger Investment Management Lp | Investment management, Investment management fees (direct) | $96,432 |
| Dbl Partners Iii Lp | Investment management, Investment management fees (direct) | $81,250 |
| Xponance | Investment management, Investment management fees (direct) | $71,143 |
| Mcm Acwuexus | Investment management, Investment management fees (direct) | $64,217 |
| Clearlake Capital Partners V Lp | Investment management, Investment management fees (direct) | $62,417 |
| Tsg7 B Lp | Investment management, Investment management fees (direct) | $62,116 |
| Pricewaterhousecoopers Llp (Pwc) | Accounting, Direct payment from the plan | $50,000 |
| Mackenzie Emerging Markets Lp | Investment management, Investment management fees (direct) | $42,489 |
| Mellon Capital Management | Investment management, Investment management fees (direct) | $26,185 |
| Pimco Disco Iii Offshore Feed | Investment management, Investment management fees (direct) | $25,742 |
| Vasquez & Co., Llp | Accounting, Direct payment from the plan | $16,383 |