AUMdb

Linde U.S. Pension Plan

Sponsored by Linde Inc. · EIN 061249050 · Plan #335

Total assets
$2.1B
Net assets
$2.1B
Active participants
6,808
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
Morgan Stanley Real Estate Advisor, Inc. CRD 127488 deterministic · 100% 2024
Mawer Investment Management Ltd. CRD 159100 deterministic · 100% 2024
Dodge & Cox CRD 104596 fuzzy_auto · 95% 2024
Towers Watson Investment Services, Inc. CRD 110473 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Morgan Stanley Real Estate Advisor Investment management, Investment management fees (direct) $1,573,658
Mawer Investment Management Ltd. Investment management, Investment management fees (direct) $1,080,929
Aon Recordkeeping, Direct payment from the plan $1,038,230
Shenkman Capital Investment management, Investment management fees (direct) $627,749
Northern Trust Company Trustee (institutional), Investment management fees (direct), Direct payment from the plan $361,987
Dodge & Cox Investment management, Direct payment from the plan $339,298
Prudential Investments Contract administrator, Direct payment from the plan $317,688
Mercer Investments Llc Investment management fees (direct), Direct payment from the plan $250,652
Jp Morgan Investments Investment management, Direct payment from the plan $180,512
Willis Towers Watson Direct payment from the plan, Actuarial $150,375
Towers Watson Investment Services Investment advisory (plan), Direct payment from the plan $122,305
Coronation Fund Managers Investment management, Investment management fees (direct), Investment management fees (indirect) $121,074
Cohnreznick Accounting, Direct payment from the plan $57,430
Omniprint Copying and duplicating, Direct payment from the plan $20,849
Groom Law Group Legal, Direct payment from the plan $12,268
Pension Benefit Information, Llc Direct payment from the plan, Other services $11,540