Aarp Employees' Pension Plan
Sponsored by Aarp · EIN 951985500 · Plan #001 · Washington, DC
- Total assets
- $1.6B
- Net assets
- $1.6B
- Active participants
- 2,180
- 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 |
|---|---|---|
| Waud Capital Partners, Llc CRD 160632 | fuzzy_auto · 98% | 2024 |
| Brookfield Asset Management Pic Us, Llc CRD 151599 | fuzzy_auto · 96% | 2024 |
| Silversmith Management, L.P. CRD 281620 | fuzzy_auto · 97% | 2024 |
| Craft Ventures Management Lp CRD 292571 | fuzzy_auto · 99% | 2024 |
| Ampersand Management Llc CRD 161522 | deterministic · 100% | 2024 |
| Audax Management Company, Llc CRD 160483 | deterministic · 100% | 2024 |
| Primary Venture Management, Llc CRD 161884 | deterministic · 100% | 2024 |
| Ta Realty Llc CRD 108586 | deterministic · 100% | 2024 |
| Vitruvian Partners Llp CRD 162759 | fuzzy_auto · 96% | 2024 |
| Brown Capital Management, Llc CRD 174101 | deterministic · 100% | 2024 |
| Clearlake Capital Group, L.P. CRD 157920 | fuzzy_auto · 97% | 2024 |
| Axium Infrastructure Inc. CRD 286454 | deterministic · 100% | 2024 |
| Asia Alternatives Management Llc CRD 141481 | deterministic · 100% | 2024 |
| Arlington Management Employees, Llc CRD 160265 | fuzzy_auto · 93% | 2024 |
| Grain Management, Llc CRD 285045 | fuzzy_auto · 93% | 2024 |
| Harber Capital Llc CRD 158939 | fuzzy_auto · 97% | 2024 |
| Foundation Capital, Llc CRD 159838 | fuzzy_auto · 98% | 2024 |
| Carlyle Investment Management L.L.C. CRD 111128 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Arlington Capital | Investment management | $672,996 |
| Pimco | Investment management | $522,405 |
| Acadian | Investment management | $517,716 |
| Charles Bank Partners | Investment management | $427,395 |
| Clearlake Capital Group Lp | Investment management | $364,828 |
| Grain Management Capital | Investment management | $332,705 |
| Bank Of New York | Investment management | $326,237 |
| Brown Capital Management | Investment management | $303,686 |
| Ifm Global Infrastructure | Investment management | $266,719 |
| Waud Capital Partners Vi Lp | Investment management | $260,230 |
| Metlife | Investment management | $257,831 |
| Capvest Co Invesotr V Scsp | Investment management | $221,955 |
| Gridiron Capital Parallel Fund Lp | Investment management | $212,927 |
| Vitruvian Partners Lp | Investment management | $212,342 |
| T Rowe Price | Trustee (institutional) | $194,741 |
| Graham Partners Vi Lp | Investment management | $190,785 |
| Axium Infrastructure | Investment management | $189,771 |
| Ampersand Management Llc | Investment management | $185,642 |
| Ta Realty | Investment management | $176,634 |
| Eighth Cinven Fund (No. 2) Lp | Investment management | $173,650 |
| Hps Special Situat Opport Fund Ii | Investment management | $171,546 |
| Varde Fund Xiv Gp Lp | Investment management | $171,168 |
| Audax Management Co Llc | Investment management | $166,610 |
| Veritas Vii | Investment management | $162,423 |
| Aon Hewitt Associates Lp | Consulting (general) | $149,350 |
| Waud Capital Partners V | Investment management | $138,614 |
| Towers Watson | Actuarial, Consulting (pension), Trustee (institutional) | $137,295 |
| Primary Venture Management Llc | Investment management | $131,717 |
| Coalesce Capital Fund I Lp | Investment management | $120,755 |
| Dcp Cap Partners | Investment management | $120,083 |
| Genstar Capital Partners X Lp | Investment management | $113,075 |
| Greenspring | Investment management | $106,429 |
| William Mercer | Actuarial, Consulting (pension) | $103,801 |
| Genstar Capital Partners Xi Lp | Investment management | $102,738 |
| Ardian Sf Vii | Investment management | $100,068 |
| Jmi Equity | Investment management | $98,182 |
| Carlyle Group | Investment management | $95,030 |
| Prologis Targeted Us Logistics Lp | Investment management | $88,615 |
| Hps Specialty Loan Inter'l Fund Vi | Investment management | $70,967 |
| Thoma Bravo Advisors Lp | Investment management | $64,301 |
| Grant Thorton | Accounting | $54,000 |
| Silversmith Management Lp | Investment management | $42,000 |
| State Street Global Advisors | Investment management fees (direct), Investment management fees (indirect), Other fees | $40,952 |
| Foundation Capital X Lp | Investment management | $39,867 |
| Brookfield Asset Management | Investment management | $38,181 |
| Craft Venture Management | Investment management | $36,000 |
| Asia Alternatives Management Llc | Investment management | $34,337 |
| Stepstone Vc Global Partners Xi Lp | Investment management | $33,043 |
| Stepstone Vc Second Fund Vi Lp | Investment management | $18,057 |