DFX Intelligence
Pimco
unclassified· CA
unclassified
80 more Schedule C rows and 16 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
2 allocators
- Rayonier Advanced Materials Inc. Retirement Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
- Retirement Plan of Carilion Clinic Investment adviser (plan)through Sep 30, 2023 Form 5500
Other roles
1 allocator
- ONE Gas, Inc. Retirement Plan Custodianthrough Dec 31, 2022
Schedule C rows
83 rows, $23.1M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Pension Plan of Brooklyn Bureau of Community Service | 2025 | 52 | INVESTMENT PROVIDER | |
| The Pnc Financial Services Group, Inc. Pension Plan | 2024 | 28 50 51 | NONE | $1.2M |
| American Chemical Society Retirement Plan | 2024 | 28 50 | INV. MGT | $1.1M |
+80 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Pacific Investment Management Compa no longer appears on Stauffer Biscuit Company Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)with Pimcoaskebsa.dol.gov
- Pimco appears on Construction & General Laborers' Local 190 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Pimcoaskebsa.dol.gov
- Pimco Funds appears on The Pnc Financial Services Group, Inc. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Pimcoaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceTriple-S Management Corporation Non-Contributory Retirement PlanPacific Investment Mgmt Company no longer appears on Triple-S Management Corporation Non-Contributory Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Pimcoaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceThe York Water Company Pension Plan for General and Administrative EmployeesPacific Investment Company LLC no longer appears on The York Water Company Pension Plan for General and Administrative Employees's Schedule C as investment manager (plan year 2024 vs 2023)with Pimcoaskebsa.dol.gov
+16 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.