Truist Financial Corporation Pension Plan
Sponsored by Truist Financial Corporation · EIN 560939887 · Plan #001
- Total assets
- $14.7B
- Net assets
- $14.7B
- Active participants
- 33,167
- 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 |
|---|---|---|
| Westfield Capital Management Company, L.P. CRD 146990 | fuzzy_auto · 100% | 2024 |
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
| Silvercrest Asset Management Group Llc CRD 118333 | deterministic · 100% | 2024 |
| Invesco Advisers, Inc. CRD 105360 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Consulting | Actuarial, Direct payment from the plan | $7,873,709 |
| Dodge & Cox Funds | Investment management, Direct payment from the plan | $1,359,361 |
| Franklin Templeton Llc | Investment management, Direct payment from the plan | $1,141,126 |
| Westfield Capital Management Co. | Investment management, Direct payment from the plan | $1,133,106 |
| Nisa Investment Advisors, Llc | Investment management, Direct payment from the plan | $1,105,594 |
| L&G Emerging Market | Investment management, Direct payment from the plan | $924,218 |
| Silvercrest Asset Management Group | Investment management, Direct payment from the plan | $815,064 |
| Nb Real Estate Secondary Opp Fd Lp | Investment management, Direct payment from the plan | $148,539 |
| Branch Banking And Trust Company | Trustee (institutional), Direct payment from the plan | $119,274 |
| Kilpatrick Townsend Attorneys | Legal, Direct payment from the plan | $87,100 |
| Private Markets Vii | Investment management, Direct payment from the plan | $78,444 |
| Invesco Advisers, Inc | Investment management, Direct payment from the plan | $29,933 |