The Bank Of New York Mellon Corporation Pension Plan
Sponsored by The Bank Of New York Mellon · EIN 135160382 · Plan #001
- Total assets
- $5.2B
- Net assets
- $5.2B
- Active participants
- 5,336
- 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 |
|---|---|---|
| River Road Asset Management, Llc CRD 134918 | deterministic · 100% | 2024 |
| Champlain Investment Partners, Llc CRD 132474 | deterministic · 100% | 2024 |
| Earnest Partners Llc CRD 107926 | deterministic · 100% | 2024 |
| Harding Loevner Lp CRD 104543 | deterministic · 100% | 2024 |
| Pgim, Inc. CRD 105676 | deterministic · 100% | 2024 |
| Fiera Capital Inc. CRD 113638 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Genesis Investment Management, Llp CRD 130949 | fuzzy_auto · 98% | 2024 |
| Metlife Investment Management, Llc CRD 142463 | deterministic · 100% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Templeton Investment Counsel, Llc CRD 111370 | deterministic · 100% | 2024 |
| Western Asset Management Company, Llc CRD 110441 | deterministic · 100% | 2024 |
| Loop Capital Markets Llc CRD 43098 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Buck Global, Llc | Actuarial, Consulting (general), Direct payment from the plan | $3,344,365 |
| River Road Asset Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,175,717 |
| Times Square Capital Mgmt | Investment management, Direct payment from the plan, Investment management fees (direct) | $871,708 |
| Champlain Investment Partners | Investment management, Direct payment from the plan, Investment management fees (direct) | $827,068 |
| Earnest Partners Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $704,566 |
| Harding Loevner, Lp | Investment management, Direct payment from the plan, Investment management fees (direct) | $686,145 |
| Pgim, Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $679,853 |
| Fiera Capital Inc | Investment management, Direct payment from the plan, Investment management fees (direct) | $658,760 |
| Loomis Sayles & Company, Lp | Investment management, Direct payment from the plan, Investment management fees (direct) | $655,303 |
| Baillie Gifford Int'l Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $637,321 |
| Genesis Investment Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $633,427 |
| Metlife Investment Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $615,169 |
| Wellington Group Holdings Llp | Investment management, Direct payment from the plan, Investment management fees (direct) | $583,301 |
| Dodge & Cox | Investment management, Direct payment from the plan, Investment management fees (direct) | $556,736 |
| Templeton Investment Counsel Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $547,626 |
| Western Asset Management Inc | Investment management, Direct payment from the plan, Investment management fees (direct) | $487,557 |
| Loop Capital Markets Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $220,106 |
| Axa Equitable Life Ins Co | Investment management, Direct payment from the plan, Investment management fees (direct) | $176,473 |
| Kpmg Llp | Accounting, Consulting (general), Direct payment from the plan | $105,162 |
| Aon Consulting, Inc. | Actuarial, Consulting (general), Direct payment from the plan | $91,000 |