Pension Plan For Employees At Ornl
Sponsored by Ut Battelle, Llc · EIN 621788235 · Plan #001
- Total assets
- $2.4B
- Net assets
- $2.4B
- Active participants
- 6,785
- 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 |
|---|---|---|
| Harrison Street Advisors, Llc CRD 157983 | deterministic · 100% | 2024 |
| Polaris Capital Management, Llc CRD 106278 | deterministic · 100% | 2024 |
| Parametric Portfolio Associates Llc CRD 114310 | deterministic · 100% | 2024 |
| Tcw Investment Management Company Llc CRD 106546 | deterministic · 100% | 2024 |
| Insight North America Llc CRD 145995 | deterministic · 100% | 2024 |
| Curcio Webb Llc CRD 109066 | deterministic · 100% | 2024 |
| Hamilton Lane Advisors, L.L.C. CRD 107876 | fuzzy_auto · 96% | 2024 |
| Jennison Associates Llc CRD 107959 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Harrison Street Advisors, Llc | Investment management, Investment management fees (indirect) | $1,606,725 |
| Polaris Capital Management, Llc | Investment management | $1,181,512 |
| State Street Bank & Trust Co | Investment management | $623,901 |
| Northern Trust Company | Trustee (institutional) | $623,519 |
| Jp Morgan Investment Management Inc | Investment management | $612,958 |
| Towers Watson | Actuarial | $298,558 |
| Metropolitan Life Insurance Company | Insurance services | $265,660 |
| Parametric Portfolio Associates Llc | Investment management | $227,943 |
| State Street Bank & Trust Co. | Investment management | $221,837 |
| Callan Llc | Consulting (pension) | $217,800 |
| Usi Consulting Group Inc | Actuarial | $162,306 |
| Tcw Investment Management Co. | Investment management | $103,953 |
| Groom Law | Legal | $87,909 |
| Insight North America Llc | Investment management | $81,232 |
| Curcio Webb | Investment management | $72,242 |
| Hamilton Lane Advisors, Llc | Investment management | $68,750 |
| Jennison Associates Llc | Investment management | $66,254 |
| Mcconnell And Jones Llp | Accounting | $54,680 |
| Prudential Insurance Company | Investment management | $48,727 |
| Kpmg | Accounting | $47,450 |
| Bricker Graydon | Legal | $40,577 |