American Federation Of Musicians And Employers' Pension Fund And Subsidiary
Sponsored by Board Of Trustees Of The American Federation Of Musicians And Employe · EIN 516120204 · Plan #001
- Total assets
- $3.2B
- Net assets
- $3.1B
- Active participants
- 19,513
- 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 |
|---|---|---|
| Cambridge Associates, Llc CRD 104942 | deterministic · 100% | 2024 |
| Hamilton Lane Advisors, L.L.C. CRD 107876 | fuzzy_auto · 96% | 2024 |
| Viking Global Investors Lp CRD 132272 | deterministic · 100% | 2024 |
| Cat Rock Capital Management Lp CRD 268817 | deterministic · 100% | 2024 |
| Davidson Kempner Capital Management Lp CRD 155680 | fuzzy_auto · 97% | 2024 |
| Centiva Capital, Lp CRD 286299 | fuzzy_auto · 96% | 2024 |
| Camford Capital Management, Llc CRD 308320 | fuzzy_auto · 95% | 2024 |
| Lakewood Capital Management, Lp CRD 156429 | deterministic · 100% | 2024 |
| Senator Investment Group Lp CRD 160935 | deterministic · 100% | 2024 |
| Soroban Capital Partners Lp CRD 157360 | deterministic · 100% | 2024 |
| Acadian Asset Management (Singapore) Pte Ltd CRD 323400 | deterministic · 100% | 2024 |
| Independent Franchise Partners Llp CRD 150108 | deterministic · 100% | 2024 |
| Matrix Capital Management Company, Lp CRD 160066 | deterministic · 100% | 2024 |
| Hs Management Partners, Llc CRD 145480 | fuzzy_auto · 99% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
| Orbis Investment Management Limited CRD 157571 | deterministic · 100% | 2024 |
| Doubleline Capital Lp CRD 152606 | deterministic · 100% | 2024 |
| Opus Investment Advisors, Llc CRD 122345 | deterministic · 100% | 2024 |
| Bas Capital Management Llc CRD 315253 | fuzzy_auto · 98% | 2024 |
| Pzena Investment Management Llc CRD 106847 | deterministic · 100% | 2024 |
| Constellation Investments, Inc. CRD 107528 | deterministic · 100% | 2024 |
| Inca Investments, Llc CRD 131194 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Associates Llc | Investment advisory (plan), Direct payment from the plan | $2,233,417 |
| Anthem Blue Cross And Blue Shield | Insurance agents and brokers, Direct payment from the plan | $1,299,752 |
| Milliman Inc | Actuarial, Consulting (pension), Direct payment from the plan | $877,966 |
| Hamilton Lane Advisors, Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $800,000 |
| The Bank Of New York Mellon | Custodial (securities), Direct payment from the plan, Recordkeeping fees | $732,635 |
| Proskauer Rose Llp | Legal, Direct payment from the plan | $626,316 |
| The Childrens Investment Fund | Investment management, Investment management fees (direct), Investment management fees (indirect) | $564,009 |
| Viking Global Investors Lp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $544,267 |
| Junto Offshore Fund Ltd | Investment management, Investment management fees (direct), Investment management fees (indirect) | $533,482 |
| Employee 1 | Employee (plan), Direct payment from the plan | $525,624 |
| Silchester Int'l Investors Llp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $461,709 |
| Cat Rock Capital Management Lp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $415,858 |
| Hbk Multi Strategy Offshore Fund | Investment management, Investment management fees (direct), Investment management fees (indirect) | $403,089 |
| Employee 2 | Employee (plan), Direct payment from the plan | $396,316 |
| Davidson Kempner Capital Mgmt Lp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $390,508 |
| Cevian Capital | Investment management, Investment management fees (direct), Investment management fees (indirect) | $389,757 |
| Two Sigma Advisers, Lp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $388,222 |
| Cohen Weiss And Simon Llp | Legal, Direct payment from the plan | $370,998 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $364,530 |
| Elliot International Limited | Investment management, Investment management fees (direct), Investment management fees (indirect) | $356,696 |
| Park Presidio | Investment management, Investment management fees (direct), Investment management fees (indirect) | $332,937 |
| Overlook Partners | Investment management, Investment management fees (direct), Investment management fees (indirect) | $281,787 |
| Artisan International Value Fund | Investment management, Investment management fees (direct), Investment management fees (indirect) | $264,609 |
| Indaba Capital Management, L.P. | Investment management, Investment management fees (direct), Investment management fees (indirect) | $245,011 |
| Employee 3 | Employee (plan), Direct payment from the plan | $239,314 |
| Employee 4 | Employee (plan), Direct payment from the plan | $239,112 |
| Employee 5 | Employee (plan), Direct payment from the plan | $232,251 |
| Employee 6 | Employee (plan), Direct payment from the plan | $229,947 |
| Camber Capital Management, Lp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $227,651 |
| Lakewood Capital Management Lp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $225,471 |
| Employee 7 | Employee (plan), Direct payment from the plan | $221,412 |
| Employee 8 | Employee (plan), Direct payment from the plan | $209,976 |
| Employee 9 | Employee (plan), Direct payment from the plan | $202,687 |
| Employee 10 | Employee (plan), Direct payment from the plan | $201,984 |
| Senator Investment Group Lp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $201,757 |
| Soroban Capital Partners Lp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $196,518 |
| Tiger Global | Investment management, Investment management fees (direct), Investment management fees (indirect) | $195,743 |
| Employee 11 | Employee (plan), Direct payment from the plan | $195,274 |
| Employee 12 | Employee (plan), Direct payment from the plan | $192,015 |
| Employee 13 | Employee (plan), Direct payment from the plan | $188,536 |
| Acadian Asset Management Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $186,352 |
| Aetos Capital Opport. Fd Cayman Lp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $184,979 |
| Malabar India Fund Lp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $181,237 |
| Independent Franchise Partners, Llp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $169,341 |
| Employee 14 | Employee (plan), Direct payment from the plan | $166,856 |
| Employee 15 | Employee (plan), Direct payment from the plan | $161,755 |
| Matrix Capital Management Company | Investment management, Investment management fees (direct), Investment management fees (indirect) | $156,629 |
| Employee 16 | Employee (plan), Direct payment from the plan | $148,331 |
| Employee 17 | Employee (plan), Direct payment from the plan | $143,338 |
| Hs Management Parnters, Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $137,537 |
| Wilshire Advisors Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $127,743 |
| The Guardian Life Insurance Co Of A | Insurance agents and brokers, Direct payment from the plan | $122,535 |
| Employee 18 | Employee (plan), Direct payment from the plan | $119,512 |
| Employee 19 | Employee (plan), Direct payment from the plan | $117,044 |
| Employee 20 | Employee (plan), Direct payment from the plan | $115,716 |
| Employee 21 | Employee (plan), Direct payment from the plan | $114,551 |
| Employee 22 | Employee (plan), Direct payment from the plan | $112,550 |
| Employee 23 | Employee (plan), Direct payment from the plan | $111,154 |
| Employee 24 | Employee (plan), Direct payment from the plan | $110,172 |
| Employee 25 | Employee (plan), Direct payment from the plan | $109,099 |
| Employee 26 | Employee (plan), Direct payment from the plan | $106,732 |
| Employee 27 | Employee (plan), Direct payment from the plan | $106,698 |
| Perfect Printing Solutions, Inc. | Copying and duplicating, Direct payment from the plan | $105,566 |
| Employee 28 | Employee (plan), Direct payment from the plan | $104,074 |
| Employee 29 | Employee (plan), Direct payment from the plan | $102,109 |
| Employee 30 | Employee (plan), Direct payment from the plan | $101,474 |
| Employee 31 | Employee (plan), Direct payment from the plan | $99,435 |
| Employee 32 | Employee (plan), Direct payment from the plan | $98,325 |
| Employee 33 | Employee (plan), Direct payment from the plan | $98,156 |
| Employee 34 | Employee (plan), Direct payment from the plan | $94,768 |
| Employee 35 | Employee (plan), Direct payment from the plan | $93,583 |
| Orbis Investment Management Limited | Investment management, Investment management fees (direct), Investment management fees (indirect) | $92,988 |
| Winmill Software Inc | Consulting (general), Other services, Direct payment from the plan | $92,387 |
| Employee 36 | Employee (plan), Direct payment from the plan | $85,509 |
| Doubleline Capital Lp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $80,700 |
| Employee 37 | Employee (plan), Direct payment from the plan | $80,615 |
| Employee 38 | Employee (plan), Direct payment from the plan | $78,693 |
| Employee 39 | Employee (plan), Direct payment from the plan | $76,806 |
| Employee 40 | Employee (plan), Direct payment from the plan | $76,095 |
| Employee 41 | Employee (plan), Direct payment from the plan | $75,876 |
| Employee 42 | Employee (plan), Direct payment from the plan | $74,656 |
| Employee 43 | Employee (plan), Direct payment from the plan | $74,307 |
| Opus Investment Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $72,004 |
| Employee 44 | Employee (plan), Direct payment from the plan | $71,462 |
| Employee 45 | Employee (plan), Direct payment from the plan | $69,185 |
| Harris Rand Lusk | Other services, Direct payment from the plan | $67,500 |
| Employee 46 | Employee (plan), Direct payment from the plan | $64,847 |
| Employee 47 | Employee (plan), Direct payment from the plan | $64,767 |
| Employee 48 | Employee (plan), Direct payment from the plan | $63,190 |
| Employee 49 | Employee (plan), Direct payment from the plan | $63,124 |
| Charles Lim Asia Global Limited | Investment management, Investment management fees (direct), Investment management fees (indirect) | $62,673 |
| Employee 50 | Employee (plan), Direct payment from the plan | $61,153 |
| Employee 51 | Employee (plan), Direct payment from the plan | $60,643 |
| Employee 52 | Employee (plan), Direct payment from the plan | $59,034 |
| The Sr Group Us, Inc | Other services, Direct payment from the plan | $58,955 |
| Bares Capital Management Inc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $54,645 |
| Employee 53 | Employee (plan), Direct payment from the plan | $53,709 |
| Pimco | Investment management, Investment management fees (direct), Investment management fees (indirect) | $52,295 |
| Cushman & Wakefield, Inc. | Other services, Direct payment from the plan | $50,000 |
| Blakeman Crest Advisors, Llc | Consulting (pension), Trustee (individual), Direct payment from the plan | $48,360 |
| Employee 54 | Employee (plan), Direct payment from the plan | $48,039 |
| Employee 55 | Employee (plan), Direct payment from the plan | $47,889 |
| Employee 56 | Employee (plan), Direct payment from the plan | $47,787 |
| Employee 57 | Employee (plan), Direct payment from the plan | $45,918 |
| Pzena Investment Management, Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $44,955 |
| Employee 58 | Employee (plan), Direct payment from the plan | $44,263 |
| Employee 59 | Employee (plan), Direct payment from the plan | $43,600 |
| Employee 60 | Employee (plan), Direct payment from the plan | $41,627 |
| Employee 61 | Employee (plan), Direct payment from the plan | $39,869 |
| Cloudfirst Technologies | Other services, Direct payment from the plan | $32,955 |
| Constellation Investments | Investment management, Investment management fees (direct), Investment management fees (indirect) | $31,425 |
| Employee 62 | Employee (plan), Direct payment from the plan | $31,196 |
| Employee 63 | Employee (plan), Direct payment from the plan | $29,368 |
| Employee 64 | Employee (plan), Direct payment from the plan | $29,261 |
| Inca Investments Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $25,036 |
| Levy Employment Law, Llc | Legal, Direct payment from the plan | $21,368 |
| Mig Llc | Recordkeeping, Direct payment from the plan | $21,048 |
| Nasdaq Inc | Other services, Direct payment from the plan | $16,777 |
| Promenet, Inc. | Consulting (general), Direct payment from the plan | $14,932 |
| Penn Square Global Real Estate Fund | Investment management, Investment management fees (direct), Investment management fees (indirect) | $13,221 |
| Esw Operations, Llc | Other services, Direct payment from the plan | $11,890 |
| Trustee 1 | Trustee (individual), Direct payment from the plan | $9,999 |
| Palmer Square Ultra Short Duration | Investment management, Investment management fees (direct), Investment management fees (indirect) | $9,011 |
| Altair Engineering Inc. | Other services, Direct payment from the plan | $8,852 |
| Trustee 2 | Trustee (individual), Direct payment from the plan | $8,828 |
| Trustee 3 | Trustee (individual), Direct payment from the plan | $8,762 |
| Trustee 4 | Trustee (individual), Direct payment from the plan | $7,441 |
| Trustee 5 | Trustee (individual), Direct payment from the plan | $7,004 |
| Trustee 6 | Trustee (individual), Direct payment from the plan | $5,835 |
| Trustee 7 | Trustee (individual), Direct payment from the plan | $5,441 |
| Trustee 8 | Trustee (individual), Direct payment from the plan | $5,341 |
| Segal Select Insurance Services Inc | Insurance agents and brokers, Insurance brokerage commissions | $0 |