3 M Employee Retirement Income Plan
Sponsored by 3 M Company · EIN 410417775 · Plan #002
- Total assets
- $8.9B
- Net assets
- $8.2B
- Active participants
- 6,472
- 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 |
|---|---|---|
| Pacific Investment Management Company Llc CRD 104559 | fuzzy_auto · 97% | 2024 |
| Nb Alternatives Advisers Llc CRD 149822 | fuzzy_auto · 96% | 2024 |
| Independent Franchise Partners Llp CRD 150108 | fuzzy_auto · 98% | 2024 |
| Arsenal Capital Management Lp CRD 156896 | deterministic · 100% | 2024 |
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Acadian Asset Management (Singapore) Pte Ltd CRD 323400 | deterministic · 100% | 2024 |
| Doubleline Capital Lp CRD 152606 | deterministic · 100% | 2024 |
| Baillie Gifford Overseas Ltd CRD 110296 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Wellington Management Company Llp CRD 106595 | deterministic · 100% | 2024 |
| Innovation Partners Llc. CRD 146344 | fuzzy_auto · 93% | 2024 |
| Legal & General Investment Management America Inc. CRD 149156 | fuzzy_auto · 94% | 2024 |
| Rock Creek Group Llc CRD 125409 | deterministic · 100% | 2024 |
| T. Rowe Price Associates, Inc. CRD 105496 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Falcon Strategic Partners Iv | Investment management, Direct payment from the plan, Investment management fees (direct) | $4,506,670 |
| Pacific Investment Management Compa | Investment management, Direct payment from the plan, Investment management fees (direct) | $4,506,670 |
| Independent Franchise Partners | Investment management, Direct payment from the plan, Investment management fees (direct) | $2,693,841 |
| Willis Towers Watson | Recordkeeping, Direct payment from the plan | $2,245,114 |
| The Bank Of New York Mellon | Custodial (other), Direct payment from the plan | $2,193,485 |
| Crestview Iii, Llp | Investment management, Direct payment from the plan, Investment management fees (direct) | $2,034,492 |
| Nisa Investment Advisors, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,803,840 |
| Dodge & Cox | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,706,700 |
| Aon Consulting Inc. | Consulting (general), Direct payment from the plan | $1,640,699 |
| 3 M Company | Plan administrator, Direct payment from the plan | $1,544,220 |
| Bcp Energy Services | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,365,780 |
| Acadian Asset Management Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,349,702 |
| Doubleline Capital Lp | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,336,694 |
| Gso Energy Select | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,292,927 |
| Gso Capital Opp Fund Iii Lp | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,032,545 |
| Baillie Gifford Overseas Ltd | Investment management, Direct payment from the plan, Investment management fees (direct) | $999,986 |
| Oaktree Strategic Credit | Investment management, Direct payment from the plan, Investment management fees (direct) | $946,602 |
| Loomis Sayles & Company | Investment management, Direct payment from the plan, Investment management fees (direct) | $761,849 |
| Arsenal Capital Management Lp | Investment management, Direct payment from the plan, Investment management fees (direct) | $694,156 |
| Western Asset | Investment management, Direct payment from the plan, Investment management fees (direct) | $436,088 |
| Wellington Management Company, Llp | Investment management, Direct payment from the plan, Investment management fees (direct) | $376,624 |
| Nepc, Llc | Consulting (general), Direct payment from the plan | $331,583 |
| Kpmg | Other services, Direct payment from the plan | $327,279 |
| Innovation Lane Lp | Investment management, Direct payment from the plan, Investment management fees (direct) | $313,934 |
| Brentwood Associates Private | Investment management, Direct payment from the plan, Investment management fees (direct) | $299,947 |
| Legal & General Investment Manageme | Investment management, Direct payment from the plan, Investment management fees (direct) | $188,340 |
| Steven Douglas Associates, Llc | Consulting (general), Direct payment from the plan | $188,090 |
| Seyfarth Shaw Llp | Legal, Direct payment from the plan | $160,753 |
| Burgiss Group Llc | Consulting (general), Direct payment from the plan | $93,000 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $81,113 |
| Starwood X Management, Lp | Investment management, Direct payment from the plan, Investment management fees (direct) | $73,974 |
| The Rock Creek Group | Investment management, Direct payment from the plan, Investment management fees (direct) | $68,542 |
| Backstop Solutions Group, Llc | Direct payment from the plan, Other fees | $63,314 |
| Gso Capital Opps Ii | Investment management, Direct payment from the plan, Investment management fees (direct) | $54,097 |
| Bloomberg Finance Lp | Direct payment from the plan, Other fees | $50,800 |
| Mercer Investments Llc | Direct payment from the plan, Other fees | $47,362 |
| Starwood Ix Management Lp | Investment management, Direct payment from the plan, Investment management fees (direct) | $44,160 |
| P&M Holding Group Llp | Accounting, Direct payment from the plan | $37,750 |
| Deloitte Consulting Llp | Consulting (general), Direct payment from the plan | $31,654 |
| T. Rowe Price Associates, Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $23,764 |
| Factset Research Systems, Inc. | Direct payment from the plan, Other fees | $19,720 |
| Encap Energy Viii | Investment management, Direct payment from the plan, Investment management fees (direct) | $16,279 |
| Cvc Capital Vi | Investment management, Direct payment from the plan, Investment management fees (direct) | $10,283 |
| Hedge Fund Research, Inc. (Hfr, Inc | Direct payment from the plan, Other fees | $8,032 |
| Hr Advantage | Consulting (general) | $7,858 |
| Committee On Investment Of Employee | Consulting (general), Direct payment from the plan | $7,301 |
| Intelligo Group Usa Corp | Direct payment from the plan, Other fees | $6,557 |
| Ernst & Young U.S. Llp | Accounting, Consulting (general), Direct payment from the plan | $5,288 |
| Nxt Capital Senior Loan Fund V Fee | Investment management fees (indirect) | $0 |
| Nb Alternative Advisers, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $0 |
| Falcon Investment Advisors, Llc | Investment management fees (direct) | $0 |