PFM ASSET MANAGEMENT
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
50
Active participants
124,789
Total plan assets
$37.8B
Filings (rows)
50
Direct comp
$8.7M
Indirect comp
$0
SERVICES PROVIDED
Other45
Advisor / Consultant5
Top plans served
All 50 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SAVINGS BOARD OF THE NFL PLAYER SECOND CAREER SAVINGS PLAN NFL PLAYER SECOND CAREER SAVINGS PLAN MASTER TRUST | BALTIMORE, MD | Other NONE | — | $4.8B | $488K |
| SAVINGS BOARD OF THE NFL PLAYER SECOND CAREER SAVINGS PLAN NFL PLAYER SECOND CAREER SAVINGS PLAN MASTER TRUST | BALTIMORE, MD | Other NONE | — | $4.6B | $699K |
| SAVINGS BOARD OF THE NFL PLAYER SECOND CAREER SAVINGS PLAN NFL PLAYER SECOND CAREER SAVINGS PLAN | BALTIMORE, MD | Other NONE | 2,825 | $4.1B | $488K |
| SAVINGS BOARD OF THE NFL PLAYER SECOND CAREER SAVINGS PLAN NFL PLAYER SECOND CAREER SAVINGS PLAN | BALTIMORE, MD | Other NONE | 2,771 | $4.0B | $699K |
| SAVINGS BOARD OF THE NFL PLAYER SECOND CAREER SAVINGS PLAN NFL PLAYER SECOND CAREER SAVINGS PLAN MASTER TRUST | BALTIMORE, MD | Other NONE | — | $3.7B | $621K |
| SAVINGS BOARD OF THE NFL PLAYER SECOND CAREER SAVINGS PLAN NFL PLAYER SECOND CAREER SAVINGS PLAN | BALTIMORE, MD | Other NONE | 2,767 | $3.3B | $621K |
| ANNUITY BOARD OF THE NFL PLAYER ANNUITY PROGRAM NFL PLAYER ANNUITY PROGRAM | BALTIMORE, MD | Other NONE | 2,790 | $2.0B | $822K |
| ANNUITY BOARD OF THE NFL PLAYER ANNUITY PROGRAM NFL PLAYER ANNUITY PROGRAM | BALTIMORE, MD | Other NONE | 2,745 | $1.7B | $757K |
| ANNUITY BOARD OF THE NFL PLAYER ANNUITY PROGRAM NFL PLAYER ANNUITY PROGRAM | BALTIMORE, MD | Other NONE | 2,736 | $1.4B | $741K |
| CAP BOARD OF THE NFL PLAYER CAPITAL ACCUMULATION PLAN NFL PLAYER CAPITAL ACCUMULATION PLAN | BALTIMORE, MD | Other NONE | 2,759 | $706.8M | $78K |
| INDEPENDENCE BLUE CROSS, LLC PENSION PLAN OF INDEPENDENCE BLUE CROSS | PHILADELPHIA, PA | Other NONE | 1,245 | $705.1M | $150K |
| INDEPENDENCE BLUE CROSS, LLC PENSION PLAN OF INDEPENDENCE BLUE CROSS | PHILADELPHIA, PA | Other NONE | 1,292 | $702.5M | $150K |
| CAP BOARD OF THE NFL PLAYER CAPITAL ACCUMULATION PLAN NFL PLAYER CAPITAL ACCUMULATION PLAN | BALTIMORE, MD | Other NONE | 2,693 | $616.7M | $103K |
| GREATER PENNSYLVANIA CARPENTERS' ANNUITY AND SAVINGS FUND GREATER PENNSYLVANIA CARPENTERS' ANNUITY AND SAVINGS FUND | PITTSBURGH, PA | Other NONE | 16,943 | $592.2M | $22K |
| GREATER PENNSYLVANIA CARPENTERS' ANNUITY AND SAVINGS FUND GREATER PENNSYLVANIA CARPENTERS' ANNUITY AND SAVINGS FUND | PITTSBURGH, PA | Other NONE | 16,666 | $540.9M | $22K |
| GREATER PENNSYLVANIA CARPENTERS' ANNUITY AND SAVINGS FUND GREATER PENNSYLVANIA CARPENTERS' ANNUITY AND SAVINGS FUND | PITTSBURGH, PA | Other NONE | 17,854 | $490.1M | $22K |
| CAP BOARD OF THE NFL PLAYER CAPITAL ACCUMULATION PLAN NFL PLAYER CAPITAL ACCUMULATION PLAN | BALTIMORE, MD | Other NONE | 2,701 | $459.8M | $82K |
| GREATER PENNSYLVANIA CARPENTERS' MEDICAL PLAN GREATER PENNSYLVANIA CARPENTERS' MEDICAL PLAN | PITTSBURGH, PA | Other NONE | 7,663 | $435.1M | $56K |
| GREATER PENNSYLVANIA CARPENTERS' MEDICAL PLAN GREATER PENNSYLVANIA CARPENTERS' MEDICAL PLAN | PITTSBURGH, PA | Other NONE | 7,749 | $397.4M | $75K |
| GREATER PENNSYLVANIA CARPENTERS' MEDICAL PLAN GREATER PENNSYLVANIA CARPENTERS' MEDICAL PLAN | PITTSBURGH, PA | Other NONE | 7,925 | $357.3M | $75K |
| AMERIHEALTH CARITAS SERVICES, LLC AMERIHEALTH CARITAS PENSION PLAN | NEWTOWN SQUARE, PA | Other NONE | 1,335 | $186.3M | $164K |
| JOINT BOARD OF TRUSTEES ROOFERS LOCAL UNION 30 ROOFERS UNION LOCAL 30 COMBINED PENSION FUND | TROY, MI | Other NONE | 787 | $171.3M | $96K |
| AMERIHEALTH CARITAS SERVICES, LLC AMERIHEALTH CARITAS PENSION PLAN | NEWTOWN SQUARE, PA | Other NONE | 1,411 | $161.4M | $86K |
| JOINT BOARD OF TRUSTEES ROOFERS LOCAL UNION 30 ROOFERS UNION LOCAL 30 COMBINED PENSION FUND | TROY, MI | Other NONE | 759 | $156.9M | $91K |
| UNITED ASSOCIATION LOCAL 322 ANNUITY FUND U A LOCAL 322 ANNUITY FUND | HAMMONTON, NJ | Other NONE | 2,192 | $148.6M | $27K |
| JOINT BOARD OF TRUSTEES ROOFERS LOCAL UNION 30 ROOFERS UNION LOCAL 30 COMBINED PENSION FUND | TROY, MI | Other NONE | 769 | $141.9M | $85K |
| UNITED ASSOCIATION LOCAL 322 ANNUITY FUND U A LOCAL 322 ANNUITY FUND | HAMMONTON, NJ | Other NONE | 2,178 | $139.6M | $25K |
| MARY WASHINGTON HEALTHCARE MARY WASHINGTON HEALTHCARE DEFINED BENEFIT RETIREMENT PLAN | FREDERICKSBURG, VA | Advisor / Consultant INVESTMENT MANAGER | 428 | $132.3M | $53K |
| UNITED ASSOCIATION LOCAL 322 ANNUITY FUND U A LOCAL 322 ANNUITY FUND | HAMMONTON, NJ | Other NONE | 2,032 | $130.0M | $27K |
| TRUSTEES, U.A. LOCAL 322 PENSION FUND U.A. LOCAL UNION NO. 322 PENSION PLAN | HAMMONTON, NJ | Other NONE | 599 | $128.4M | $192K |
| MARY WASHINGTON HEALTHCARE MARY WASHINGTON HEALTHCARE DEFINED BENEFIT RETIREMENT PLAN | FREDERICKSBURG, VA | Advisor / Consultant INVESTMENT MANAGER | 294 | $128.0M | $180K |
| MARY WASHINGTON HEALTHCARE MARY WASHINGTON HEALTHCARE DEFINED BENEFIT RETIREMENT PLAN | FREDERICKSBURG, VA | Advisor / Consultant INVESTMENT MANAGER | 355 | $123.9M | $196K |
| WOODS SERVICES, INC. WOODS SERVICES, INC. PENSION PLAN | LANGHORNE, PA | Other NONE | 479 | $117.4M | $203K |
| TRUSTEES, U.A. LOCAL 322 PENSION FUND U.A. LOCAL UNION NO. 322 PENSION PLAN | HAMMONTON, NJ | Other NONE | 587 | $108.5M | $179K |
| IBEW LOCAL 269 WELFARE FUND IBEW LOCAL 269 WELFARE PLAN | WEST TRENTON, NJ | Other NONE | 819 | $48.5M | $10K |
| IBEW LOCAL 269 WELFARE FUND IBEW LOCAL 269 WELFARE PLAN | WEST TRENTON, NJ | Other NONE | 802 | $40.6M | $10K |
| IBEW LOCAL 269 WELFARE FUND IBEW LOCAL 269 WELFARE PLAN | WEST TRENTON, NJ | Other NONE | 777 | $35.1M | $10K |
| PLUMBERS AND PIPEFITTERS LOCAL 520 HEALTH & WELFARE FUND PLUMBERS AND PIPEFITTERS LOCAL 520 HEALTH AND WELFARE FUND | TROY, MI | Other NONE | 953 | $31.4M | $28K |
| PLUMBERS AND PIPEFITTERS LOCAL 520 HEALTH & WELFARE FUND PLUMBERS AND PIPEFITTERS LOCAL 520 HEALTH AND WELFARE FUND | TROY, MI | Other NONE | 980 | $27.8M | $17K |
| PLUMBERS AND PIPEFITTERS LOCAL 520 HEALTH & WELFARE FUND PLUMBERS AND PIPEFITTERS LOCAL 520 HEALTH AND WELFARE FUND | TROY, MI | Other NONE | 966 | $23.9M | $20K |
| LABORERS UNION LOCAL 1174 HEALTH AND WELFARE FUND LABORERS UNION LOCAL 1174 HEALTH AND WELFARE FUND | HARRISBURG, PA | Other NONE | 319 | $14.9M | $8K |
| I.B.E.W 269 SUPPLEMENTAL FUND SUPPLEMENTAL FUND IBEW LOCAL UNION 269 WELFARE AND SUPPLEMENTAL FUND | WEST TRENTON, NJ | Other NONE | 804 | $13.6M | $10K |
| LABORERS UNION LOCAL 1174 HEALTH AND WELFARE FUND LABORERS UNION LOCAL 1174 HEALTH AND WELFARE FUND | HARRISBURG, PA | Other NONE | 398 | $13.2M | $20K |
| I.B.E.W 269 SUPPLEMENTAL FUND SUPPLEMENTAL FUND IBEW LOCAL UNION 269 WELFARE AND SUPPLEMENTAL FUND | WEST TRENTON, NJ | Other NONE | 797 | $10.9M | $10K |
| I.B.E.W 269 SUPPLEMENTAL FUND SUPPLEMENTAL FUND IBEW LOCAL UNION 269 WELFARE AND SUPPLEMENTAL FUND | WEST TRENTON, NJ | Other NONE | 794 | $9.2M | $10K |
| PENSION PLAN OF INT'L UNION OF BRICKLAYE RS AND ALLIED CRAFTWORKERS, L PENSION PLAN OF INTERNATIONAL UNION OF BRICKLAYERS ALLIED CRAFTWORKERS, LOCAL #15 PA | SALEM, VA | Advisor / Consultant INVESTMENT CONSULTANT | 28 | $9.0M | $32K |
| PENSION PLAN OF INT'L UNION OF BRICKLAYE RS AND ALLIED CRAFTWORKERS, L PENSION PLAN OF INTERNATIONAL UNION OF BRICKLAYERS ALLIED CRAFTWORKERS, LOCAL #15 PA | SALEM, VA | Advisor / Consultant INVESTMENT CONSULTANT | 23 | $8.9M | $34K |
| TRUSTEES OF METAL LATHING IND. GEN PEN PLAN & GEN PEN FUND WOOD WIRE AND METAL LATHING IND. GENERAL PENSION PLAN & GENERAL PENSION FUND | WILMINGTON, DE | Other NONE | 0 | $4.6M | $20K |
| TRUSTEES OF METAL LATHING IND. GEN PEN PLAN & GEN PEN FUND WOOD WIRE AND METAL LATHING IND. GENERAL PENSION PLAN & GENERAL PENSION FUND | WILMINGTON, DE | Other NONE | 0 | $4.6M | $20K |
| TRUSTEES OF METAL LATHING IND. GEN PEN PLAN & GEN PEN FUND WOOD WIRE AND METAL LATHING IND. GENERAL PENSION PLAN & GENERAL PENSION FUND | WILMINGTON, DE | Other NONE | 0 | $4.5M | $20K |