Factory Mutual Insurance Company Pension Plan
Sponsored by Factory Mutual Insurance Company · EIN 050316605 · Plan #001
- Total assets
- $3.0B
- Net assets
- $3.0B
- Active participants
- 3,786
- 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 |
|---|---|---|
| Wellington Management Company Llp CRD 106595 | deterministic · 100% | 2024 |
| Great Hill Partners, Lp CRD 158158 | fuzzy_auto · 99% | 2024 |
| Blacksun Global Management Partners Lp CRD 333455 | fuzzy_auto · 94% | 2024 |
| Audax Management Company, Llc CRD 160483 | deterministic · 100% | 2024 |
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
| Fiduciary Wealth Management, Llc CRD 284324 | fuzzy_auto · 95% | 2024 |
| Brookfield Asset Management Pic Us, Llc CRD 151599 | fuzzy_auto · 96% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Pacific Investment Management Company Llc CRD 104559 | fuzzy_auto · 97% | 2024 |
| Apollo Capital Management, L.P. CRD 143161 | deterministic · 100% | 2024 |
| Tiger Global Management, Llc CRD 160318 | deterministic · 100% | 2024 |
| Goldman Sachs Asset Management, L.P. CRD 107738 | deterministic · 100% | 2024 |
| General Catalyst Group Management, Llc CRD 162548 | fuzzy_auto · 99% | 2024 |
| Jennison Associates Llc CRD 107959 | deterministic · 100% | 2024 |
| Berkshire Partners Llc CRD 160675 | deterministic · 100% | 2024 |
| Pgim, Inc. CRD 105676 | deterministic · 100% | 2024 |
| Thoma Bravo, L.P. CRD 157041 | deterministic · 100% | 2024 |
| Campbell Asset Management, Llc CRD 125052 | fuzzy_auto · 93% | 2024 |
| Rockpoint Group, L.L.C. CRD 156630 | deterministic · 100% | 2024 |
| Pinebridge Investments Llc CRD 285211 | deterministic · 100% | 2024 |
| Private Equity Investors, Inc CRD 160559 | fuzzy_auto · 94% | 2024 |
| Blackrock Financial Management, Inc CRD 107105 | deterministic · 100% | 2024 |
| Aip, Llc CRD 156878 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wellington Management Company Llp | Investment management, Investment management fees (direct) | $1,248,699 |
| Arrowstreet Capital L.P. | Investment management, Investment management fees (direct) | $977,757 |
| Great Hill Partners L.P. | Investment management, Investment management fees (direct) | $599,575 |
| Blackstone Inc. | Investment management, Investment management fees (direct) | $450,000 |
| Audax Management Co. Llc | Investment management, Investment management fees (direct) | $417,916 |
| Nisa Investment Advisors, Llc | Investment management, Investment management fees (direct) | $417,130 |
| Fiduciary Asset Management Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $415,915 |
| Jp Morgan Chase Bank | Custodial (other), Other services, Float revenue | $412,192 |
| Brookfield Asset Management | Investment management, Investment management fees (direct) | $394,118 |
| Lsv Asset Management | Investment management, Investment management fees (direct) | $390,779 |
| Pacific Investment Management Compa | Investment management, Investment management fees (direct) | $385,339 |
| Apollo Capital Management L.P. | Investment management, Investment management fees (direct) | $352,803 |
| Tiger Global Management, Llc | Investment management, Investment management fees (direct) | $347,900 |
| Willis Towers Watson, Llc | Actuarial, Direct payment from the plan | $298,153 |
| Goldman Sachs Asset Management, L.P | Investment management, Investment management fees (direct) | $297,450 |
| General Catalyst Group Management L | Investment management, Investment management fees (direct) | $292,172 |
| Jennison Associates Llc | Investment management, Investment management fees (direct) | $285,946 |
| Fidelity | Consulting (pension), Direct payment from the plan | $282,819 |
| Berkshire Partners | Investment management, Investment management fees (direct) | $267,643 |
| Jp Morgan Asset Management | Trustee (institutional), Investment advisory (plan), Investment management | $242,273 |
| Pgim | Investment management, Investment management fees (direct) | $211,363 |
| Thoma Bravo, L.P. | Investment management, Investment management fees (direct) | $207,657 |
| Carlyle Asset Management Llc | Investment management, Investment management fees (direct) | $206,250 |
| Rockpoint | Investment management, Investment management fees (direct) | $189,042 |
| Lexington Capital Partners X | Investment management, Investment management fees (direct) | $178,125 |
| Pinebridge Investments | Investment management, Investment management fees (direct) | $157,850 |
| Private Equity Partners | Investment management, Investment management fees (direct) | $136,901 |
| Blackrock Financial Management Inc | Investment management, Investment management fees (direct) | $65,713 |
| Kkr & Co. Inc. | Investment management, Investment management fees (direct) | $65,668 |
| American Industry Partners | Investment management, Investment management fees (direct) | $41,806 |
| Northern Trust | Investment management, Investment management fees (direct) | $29,764 |
| Groom Law | Investment management, Investment management fees (direct) | $28,714 |
| Conduent, Inc. | Recordkeeping, Direct payment from the plan | $11,082 |