Pension Plan Of The Pacific Northwest Laboratories Battelle Memorial Institute
Sponsored by Battelle Memorial Institute · EIN 314379427 · Plan #005 · Columbus, OH
- Total assets
- $1.9B
- Net assets
- $1.9B
- Active participants
- 5,379
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lindsell Train Limited CRD 158323 | deterministic · 100% | 2024 |
| Massachusetts Financial Services Company CRD 110045 | deterministic · 100% | 2024 |
| Polaris Capital Management, Llc CRD 106278 | deterministic · 100% | 2024 |
| Baillie Gifford Overseas Ltd CRD 110296 | deterministic · 100% | 2024 |
| Black Creek Investment Management Inc. CRD 161344 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Parametric Portfolio Associates Llc CRD 114310 | deterministic · 100% | 2024 |
| Cambridge Associates, Llc CRD 104942 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Townsend Holdings Llc | Investment management fees (direct), Investment management fees (indirect) | $1,099,106 |
| Northern Trust Corporation | Trustee (institutional), Investment management fees (direct) | $877,268 |
| Telus Health (Us) Ltd. | Recordkeeping | $737,158 |
| Willis Towers Watson | Actuarial, Investment advisory (plan) | $699,508 |
| Lindsell Train Limited | Investment management, Investment management fees (direct) | $617,395 |
| Mercer | Actuarial, Consulting (pension) | $534,673 |
| Mfs Investment Management | Investment advisory (plan) | $500,666 |
| Polaris Capital Management Llc | Investment advisory (plan), Investment management, Investment management fees (direct) | $473,598 |
| Baillie Gifford Overseas, Ltd. | Investment management fees (direct), Investment management fees (indirect), Investment management | $334,036 |
| Black Creek Investment Management | Investment management | $238,910 |
| Battelle Memorial Institute | Plan administrator | $174,832 |
| Strategic Non Medical Solutions | Consulting (general) | $169,742 |
| Bricker Graydon Llp | Legal | $149,370 |
| Groom Law Group, Chartered | Legal | $93,313 |
| Wellington Trust Company | Investment management fees (direct) | $90,947 |
| Loomis Sayles & Company Lp | Investment management, Investment management fees (direct) | $81,094 |
| Crowe Llp | Accounting | $76,256 |
| State Street Global Advisors | Investment management fees (direct) | $67,254 |
| Agilis Partners Llc | Consulting (pension) | $53,998 |
| Meaden & Moore, Ltd. | Accounting | $48,500 |
| Fidelity Investments | Investment advisory (plan) | $42,861 |
| Parametric Portfolio Associates Llc | Investment management | $33,751 |
| Cambridge Associates Llc | Investment advisory (plan) | $31,058 |
| Clarion Lion Properties Fund | Investment management | $11,733 |