BRIDGEWATER
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
73
Active participants
1,302,724
Total plan assets
$834.5B
Filings (rows)
73
Direct comp
$1.0B
Indirect comp
$0
Aggregating 6 name variants under "BRIDGEWATER"
SERVICES PROVIDED
Other66
Advisor / Consultant4
Broker3
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| BRIDGEWATER SHORT TERM INV FUND II | 22 |
| BRIDGEWATER PURE ALPHA FUNDS | 17 |
| ALL WEATHER PORTFOLIO FUND II | 15 |
| BRIDGEWATER PURE ALPHA MAJOR MARKET | 14 |
| BRIDGEWATER PURE ALPHA FUND | 9 |
| ALL WEATHER PORTFOLIO | 9 |
| BRIDGEWATER OPTIMAL PORTFOLIO | 8 |
| BRIDGEWATER PURE ALPHA MAJOR MKTLTD | 6 |
| BRIDGEWATER ALL WEATHER PORTFOLIO | 6 |
| BRIDGEWATER SHORT TRM INV FD II | 6 |
| BRIDGEWATER ALL WEATHER PORTFOLIO I | 4 |
| BRIDGEWATER ALL WEATHER | 4 |
| BRIDGEWATER ALL WEATHER PRTFLIO II | 3 |
| BRIDGEWATER SHORT TERM INV FUND | 3 |
| BRIDGEWATER PURE ALPHA MAJOR MK | 3 |
| CF BRIDGEWATER PURE ALPHA II FD | 3 |
| BRIDGEWATER ALL WEATHER PORT II | 3 |
| MFO BRIDGEWATER ALL WEATHER PORTFOL | 2 |
| BRIDGEWATER ST INVESTMENT FUND II | 2 |
| BRIDGEWATER PURE ALPHA FD II | 2 |
| BRIDGEWATER ALL-WEATHER PORTFOLIO L | 2 |
| CF ALL WEATHER 12 SER I ONLY | 2 |
| BRIDGEWATER PURE ALPHA FUND II | 1 |
| MFO BRIDGEWATER ALL WEATHER PORT II | 1 |
| BRIDGEWATER ALL WEATHER 103-12 | 1 |
Top plans served
All 73 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM 401(K) PLAN | ARMONK, NY | Other PARTY-IN-INTEREST | 49,030 | $60.4B | $1.6M |
| RTX CORPORATION RTX SAVINGS PLAN MASTER TRUST | FARMINGTON, CT | Other NONE | — | $58.3B | $616K |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM 401 (K) PLUS PLAN | ARMONK, NY | Other PARTY-IN-INTEREST | 52,674 | $57.4B | $2.0M |
| WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN | SEATTLE, WA | Other NONE | 231,156 | $57.4B | $1.7M |
| WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN | SEATTLE, WA | Other NONE | 229,511 | $53.7B | $2.0M |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM 401 (K) PLUS PLAN | ARMONK, NY | Other PARTY-IN-INTEREST | 54,912 | $53.4B | $2.2M |
| RTX CORPORATION RTX SAVINGS PLAN MASTER TRUST | FARMINGTON, CT | Other NONE | — | $52.4B | $231K |
| RAYTHEON TECHNOLOGIES CORPORATION RAYTHEON TECHNOLOGIES CORPORATION SAVINGS PLAN MASTER TRUST | FARMINGTON, CT | Other NONE | — | $48.6B | $225K |
| AT&T INC. SBC MASTER PENSION TRUST | DALLAS, TX | Other NONE | — | $44.6B | $34.6M |
| AT&T INC. SBC MASTER PENSION TRUST | DALLAS, TX | Other NONE | — | $32.9B | $5.5M |
| AT&T INC. SBC MASTER PENSION TRUST | DALLAS, TX | Other NONE | — | $30.6B | $1.9M |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM PERSONAL PENSION PLAN | ARMONK, NY | Other PARTY-IN INTEREST | 14,881 | $25.5B | $373K |
| NOKIA OF AMERICA CORPORATION LUCENT TECHNOLOGIES INC. MASTER PENSION TRUST | MOUNTAIN AVENUE, NJ | Other NONE | — | $24.1B | $7.7M |
| NOKIA OF AMERICA CORPORATION LUCENT TECHNOLOGIES INC. MASTER PENSION TRUST | MOUNTAIN AVENUE, NJ | Other NONE | — | $21.8B | $2.3M |
| NOKIA OF AMERICA CORPORATION LUCENT TECHNOLOGIES INC. MASTER PENSION TRUST | MURRAY HILL, NJ | Other NONE | — | $19.8B | $2.2M |
| BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN | RIVERSIDE, RI | Other NONE | 53,831 | $19.2B | $5.3M |
| BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN | RIVERSIDE, RI | Other NONE | 51,062 | $19.0B | $5.5M |
| BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN | RIVERSIDE, RI | Other NONE | 56,219 | $18.8B | $5.6M |
| FCA US LLC FCA US LLC MASTER RETIREMENT TRUST BALANCED POOL | AUBURN HILLS, MI | Other | — | $17.0B | $261K |
| ALL WEATHER PORTFOLIO LIMITED ALL WEATHER PORTFOLIO LIMITED | WESTPORT, CT | Other NONE | 0 | $13.8B | $48.2M |
| ALL WEATHER PORTFOLIO LIMITED ALL WEATHER PORTFOLIO LIMITED | WESTPORT, CT | Other NONE | 0 | $10.3B | $36.6M |
| BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSION MOTION PICTURE INDUSTRY INDIVIDUAL ACCOUNT PLAN | STUDIO CITY, CA | Other NONE | 61,140 | $6.2B | $1.3M |
| BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSION MOTION PICTURE INDUSTRY PENSION PLAN | STUDIO CITY, CA | Other NONE | 61,464 | $5.9B | $1.7M |
| BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSION MOTION PICTURE INDUSTRY INDIVIDUAL ACCOUNT PLAN | STUDIO CITY, CA | Other NONE | 67,842 | $5.9B | $992K |
| BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSION MOTION PICTURE INDUSTRY INDIVIDUAL ACCOUNT PLAN | STUDIO CITY, CA | Other NONE | 71,071 | $5.6B | $1.3M |
| BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSION MOTION PICTURE INDUSTRY PENSION PLAN | STUDIO CITY, CA | Other NONE | 62,656 | $5.3B | $1.8M |
| BOARD OF TRUSTEES SCREEN ACTORS GUILD - PRODUCERS SCREEN ACTORS GUILD - PRODUCERS PENSION PLAN | BURBANK, CA | Other NONE | 31,218 | $5.3B | $3.9M |
| BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSION MOTION PICTURE INDUSTRY PENSION PLAN | STUDIO CITY, CA | Other NONE | 68,019 | $4.9B | $1.8M |
| BOARD OF TRUSTEES SCREEN ACTORS GUILD - PRODUCERS SCREEN ACTORS GUILD - PRODUCERS PENSION PLAN | BURBANK, CA | Other NONE | 31,823 | $4.9B | $3.8M |
| BRIDGEWATER PURE ALPHA FUNDS, LTD. BRIDGEWATER PURE ALPHA FUNDS, LTD. | WESTPORT, CT | Other NONE | 0 | $4.8B | $233.4M |
| BRIDGEWATER PURE ALPHA FUNDS, LTD. BRIDGEWATER PURE ALPHA FUNDS, LTD. | WESTPORT, CT | Other NONE | 0 | $4.4B | $59.1M |
| BOARD OF TRUSTEES SCREEN ACTORS GUILD - PRODUCERS SCREEN ACTORS GUILD - PRODUCERS PENSION PLAN | BURBANK, CA | Other NONE | 33,798 | $4.4B | $26.2M |
| BRIDGEWATER PURE ALPHA MAJOR MARKETS, LTD. BRIDGEWATER PURE ALPHA MAJOR MARKETS, LTD. | WESTPORT, CT | Other NONE | 0 | $3.2B | $281.0M |
| BRIDGEWATER PURE ALPHA MAJOR MARKETS, LTD. BRIDGEWATER PURE ALPHA MAJOR MARKETS, LTD. | WESTPORT, CT | Other NONE | 0 | $2.8B | $56.7M |
| UNISYS CORPORATION UNISYS MASTER TRUST | BLUE BELL, PA | Other NONE | — | $2.5B | $4.9M |
| JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUND ALASKA ELECTRICAL PENSION PLAN | ANCHORAGE, AK | Other NONE | 3,855 | $2.1B | $7.5M |
| JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION PLAN ALASKA ELECTRICAL PENSION PLAN | ANCHORAGE, AK | Other NONE | 3,863 | $2.1B | $10.0M |
| JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUND ALASKA ELECTRICAL PENSION PLAN | ANCHORAGE, AK | Other NONE | 3,898 | $2.0B | $6.9M |
| UNISYS CORPORATION UNISYS MASTER TRUST | BLUE BELL, PA | Other NONE | — | $1.9B | $3.8M |
| BRIDGEWATER ALL WEATHER PORTFOLIO III, LTD. BRIDGEWATER ALL WEATHER PORTFOLIO III, LTD. | WESTPORT, CT | Other NONE | 0 | $1.6B | $771K |
| BRIDGEWATER ALL WEATHER PORTFOLIO III, LTD. BRIDGEWATER ALL WEATHER PORTFOLIO III, LTD. | WESTPORT, CT | Other NONE | 0 | $1.6B | $829K |
| BRIDGEWATER OPTIMAL PORTFOLIO, LTD. BRIDGEWATER OPTIMAL PORTFOLIO, LTD. | WESTPORT, CT | Other NONE | 0 | $1.5B | $31.0M |
| BRIDGEWATER ALL WEATHER PORTFOLIO II, LTD. BRIDGEWATER ALL WEATHER PORTFOLIO II, LTD. | WESTPORT, CT | Other NONE | 0 | $1.5B | $4.2M |
| BRIDGEWATER ALL WEATHER PORTFOLIO III, LTD. BRIDGEWATER ALL WEATHER PORTFOLIO III, LTD. | WESTPORT, CT | Other NONE | 0 | $1.5B | $776K |
| UNISYS CORPORATION UNISYS MASTER TRUST | BLUE BELL, PA | Other NONE | — | $1.4B | $2.1M |
| BW-M PA 24, LTD. BW-M PA 24, LTD. | WESTPORT, CT | Other NONE | 0 | $1.4B | $30.4M |
| ALL WEATHER@12%, LTD. ALL WEATHER@12%, LTD. | WESTPORT, CT | Other NONE | 0 | $1.2B | $10.4M |
| BW-M PA 24, LTD. BW-M PA 24, LTD. | WESTPORT, CT | Other NONE | 0 | $1.1B | $10.2M |
| BRIDGEWATER ALL WEATHER PORTFOLIO II, LTD. BRIDGEWATER ALL WEATHER PORTFOLIO II, LTD. | WESTPORT, CT | Other NONE | 0 | $980.4M | $2.9M |
| BRIDGEWATER OPTIMAL PORTFOLIO, LTD. BRIDGEWATER OPTIMAL PORTFOLIO, LTD. | WESTPORT, CT | Other NONE | 0 | $952.6M | $9.7M |
| VENABLE LLP VENABLE LLP 401(K) PLAN | BALTIMORE, MD | Other NONE | 1,670 | $765.8M | $14K |
| VENABLE LLP VENABLE LLP 401(K) PLAN A | BALTIMORE, MD | Other NONE | 1,629 | $629.2M | $11K |
| BRIDGEWATER DEFENSIVE ALPHA FUND, LTD. BRIDGEWATER DEFENSIVE ALPHA FUND, LTD. | WESTPORT, CT | Other NONE | 0 | $606.6M | $6.4M |
| ALL WEATHER@12%, LTD. ALL WEATHER@12%, LTD. | WESTPORT, CT | Other NONE | 0 | $581.7M | $4.1M |
| BRIDGEWATER OPTIMAL PORTFOLIO, LTD. BRIDGEWATER OPTIMAL PORTFOLIO, LTD. | WESTPORT, CT | Other NONE | 0 | $566.1M | $8.8M |
| BRIDGEWATER DEFENSIVE ALPHA FUND, LTD. BRIDGEWATER DEFENSIVE ALPHA FUND, LTD. | WESTPORT, CT | Other NONE | 0 | $531.9M | $3.6M |
| BRIDGEWATER ALL WEATHER PORTFOLIO II, LTD. BRIDGEWATER ALL WEATHER PORTFOLIO II, LTD. | WESTPORT, CT | Other NONE | 0 | $499.4M | $2.3M |
| BW-M PA 24, LTD. BW-M PA 24, LTD. | WESTPORT, CT | Other NONE | 0 | $467.0M | $10.0M |
| BRIDGEWATER DEFENSIVE ALPHA FUND, LTD. BRIDGEWATER DEFENSIVE ALPHA FUND, LTD. | WESTPORT, CT | Other NONE | 0 | $442.8M | $7.8M |
| VENABLE LLP VENABLE LLP 401(K) PLAN A | BALTIMORE, MD | Other NONE | 881 | $339.0M | $11K |
| SANSUM SANTA BARBARA MEDICAL CLINIC, INC. SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN | SANTA BARBARA, CA | Other NONE | 241 | $235.8M | $12K |
| SANSUM SANTA BARBARA MEDICAL CLINIC, INC. SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN | SANTA BARBARA, CA | Other NONE | 230 | $204.9M | $11K |
| SANSUM SANTA BARBARA MEDICAL CLINIC, INC. SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN | SANTA BARBARA, CA | Advisor / Consultant INVESTMENT ADVISOR | 222 | $184.5M | $10K |
| WILLIAMS & CONNOLLY LLP WILLIAMS & CONNOLLY LLP SAVINGS PLAN AND TRUST | WASHINGTON, DC | Other NONE | 651 | $162.4M | $17K |
| WILLIAMS & CONNOLLY LLP WILLIAMS & CONNOLLY LLP SAVINGS PLAN AND TRUST | WASHINGTON, DC | Other NONE | 645 | $146.5M | $18K |
| BRIDGEWATER AIA LABS MACRO FUND (CIC) II, LP BRIDGEWATER AIA LABS MACRO FUND (CIC) II, LP | WESTPORT, CT | Other NONE | 0 | $144.3M | $1.4M |
| WILLIAMS & CONNOLLY LLP WILLIAMS & CONNOLLY LLP SAVINGS PLAN AND TRUST | WASHINGTON, DC | Other NONE | 614 | $121.2M | $16K |
| MINTURN NUT CO., INC. MINTURN NUT CO., INC. 401(K) PLAN | LE GRAND, CA | Advisor / Consultant ADVISOR FEES | 146 | $6.0M | $22K |
| MINTURN NUT CO., INC. MINTURN NUT CO., INC. 401(K) PLAN | LE GRAND, CA | Advisor / Consultant ADVISOR FEES | 125 | $5.1M | $17K |
| MINTURN NUT CO., INC. MINTURN NUT CO., INC. 401(K) PLAN | LE GRAND, CA | Advisor / Consultant ADVISOR FEES | 116 | $4.0M | $15K |
| J. MARCHINI & SON, INC. J. MARCHINI & SON, INC. 401(K) PLAN | LEGRAND, CA | Broker BROKER | 543 | $2.9M | $13K |
| J. MARCHINI & SON, INC. J. MARCHINI & SON, INC. 401(K) PLAN | LEGRAND, CA | Broker BROKER | 546 | $2.4M | $10K |
| J. MARCHINI & SON, INC. J. MARCHINI & SON, INC. 401(K) PLAN | LEGRAND, CA | Broker BROKER | 542 | $1.8M | $9K |