AUMdb

Motion Picture Industry Individual Account Plan

Sponsored by Board Of Directors, Motion Picture Industry Pension · EIN 950030749 · Plan #002

Total assets
$6.2B
Net assets
$6.1B
Active participants
61,140
With balances
108,671

Plan year beginning 01/01/2024 · Profit-sharing

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Aberdeen Wealth Management Llc CRD 108525 fuzzy_auto · 95% 2024
Boyd Watterson Asset Management, Llc CRD 107808 fuzzy_auto · 96% 2024
Brandywine Global Investment Management, Llc CRD 110783 fuzzy_auto · 97% 2024
Centersquare Investment Management Llc CRD 290078 fuzzy_auto · 94% 2024
Doubleline Capital Lp CRD 152606 deterministic · 100% 2024
Elliott Investment Management L.P. CRD 307151 fuzzy_auto · 98% 2024
Evoke Wealth, Llc CRD 300856 deterministic · 100% 2024
First Pacific Advisors, Lp CRD 141823 deterministic · 100% 2024
Grantham Mayo Van Otterloo & Co Llc CRD 106220 fuzzy_auto · 96% 2024
J.P. Morgan Investment Management Inc. CRD 107038 deterministic · 100% 2024
Marathon Asset Management, L.P. CRD 124613 fuzzy_auto · 97% 2024
Pacific Investment Management Company Llc CRD 104559 deterministic · 100% 2024
Walter Scott & Partners Limited CRD 112161 fuzzy_auto · 95% 2024
Wasatch Advisors Lp CRD 106081 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Arrowstreet Capital & Ltd. Investment management, Investment management fees (direct) $9,224,764
Pacific Investment Management Co. Investment management, Investment management fees (direct) $2,557,512
Wasatch Advisors Investment management, Investment management fees (direct), Investment management fees (indirect) $1,866,997
Bridgewater Associates Intermediate Investment management, Investment management fees (direct), Investment management fees (indirect) $1,255,111
Doubleline Capital, Lp Investment management, Investment management fees (direct), Investment management fees (indirect) $1,034,640
Grantham, Mayo, Van Oterloo Co. Investment management, Investment management fees (direct), Investment management fees (indirect) $896,037
Brandywine Global Investment Mgmt. Investment management, Investment management fees (direct), Investment management fees (indirect) $829,630
J.P. Morgan Investment Management Investment management, Investment management fees (direct), Investment management fees (indirect) $826,089
Aberdeen Asset Management, Inc. Investment management, Investment management fees (direct), Soft dollars commissions $803,659
Center Square Investment Management Investment management, Investment management fees (direct), Investment management fees (indirect) $741,842
Prisa (Prudential Real Estate Invt) Investment management, Investment management fees (direct), Investment management fees (indirect) $638,480
Metwest Investment management, Investment management fees (direct), Investment management fees (indirect) $606,445
First Pacific Advisors, Llc Investment management, Investment management fees (direct) $440,893
Northern Trust Trustee (institutional), Investment management fees (direct) $334,542
Artisan Partners Investment management fees (direct), Non-monetary compensation, Soft dollars commissions $303,508
Elliott Investment Management, Lp Investment management, Investment management fees (direct), Investment management fees (indirect) $298,395
Walter Scott & Partners Ltd. Investment management, Foreign entity, Investment management fees (direct) $297,784
Marathon Asset Management, Lp Trustee (institutional), Investment management, Investment management fees (direct) $262,058
Evoke Wealth, Llc Investment advisory (plan), Investment management fees (direct) $209,982
Miller Kaplan Arase Llp Accounting, Direct payment from the plan $147,162
Boyd Watterson Asset Mgmt, Llc Investment management, Investment management fees (direct) $85,002
Mitchell, Silberberg & Knupp, Llp Direct payment from the plan, Legal $56,718
Rael & Letson Actuarial, Direct payment from the plan, Consulting fees $6,998