DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
OCIO
Pinebridge Investments LLC
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
46
filed May 11, 2026
ADV institutional RAUM
$40B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$66B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.52; discretionary RAUM $66B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
No advisory client relationship on the tape.
Other roles
1 allocators
- BD Retirement Plan Actuarythrough Sep 30, 2024
Schedule C rows
11 rows, $4.2M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Wells Fargo & Company Cash Balance Plan | 2024 | 28 50 51 52 | NONE | $1.0M |
| Factory Mutual Insurance Company Pension Plan | 2024 | 28 51 | NONE | $157,850 |
| Wells Fargo & Company Cash Balance Plan | 2023 | 28 50 51 52 | NONE | $740,908 |
| United Mine Workers of America 1974 Pension Plan | 2023 | 28 50 | NONE | $429,262 |
| Factory Mutual Insurance Company Pension Plan | 2023 | 28 51 | NONE | $112,958 |
| BD Retirement Plan | 2023 | 11 50 | ACTUARIAL | $43,139 |
| Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd. | 2023 | 28 51 | NONE | |
| Wells Fargo & Company Cash Balance Plan | 2022 | 28 50 51 52 | NONE | $1.1M |
| Factory Mutual Insurance Company Pension Plan | 2022 | 28 51 | NONE | $318,026 |
| Abbott - Abbvie Multiple Employer Pension Plan | 2022 | 28 50 51 | NONE | $180,480 |
| BD Retirement Plan | 2022 | 28 51 | INVESTMENT MANAGEMENT | $91,516 |
Form ADV readings
- government clients 23 May 11, 2026 reported
- institutional clients 46 May 11, 2026 reported
- pension plan clients 23 May 11, 2026 reported
- raum discretionary $66B May 11, 2026 reported
- raum institutional $40B May 11, 2026 reported
- raum total $77B May 11, 2026 reported
What changed
- Pinebridge Investments no longer appears on United Mine Workers of America 1974 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Pinebridge Investments LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceLocal 705 Int'l Brotherhood of Teamsters Pension Tr. Fd.Pinebridge Investments LLC no longer appears on Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd.'s Schedule C as investment manager (plan year 2024 vs 2023)with Pinebridge Investments LLCaskebsa.dol.gov
- Pinebridge Investments appears on United Mine Workers of America 1974 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Pinebridge Investments LLCaskebsa.dol.gov
- Pinebridge Investments no longer appears on BD Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Pinebridge Investments LLCaskebsa.dol.gov
- Pinebridge Investments LLC no longer appears on Abbott - Abbvie Multiple Employer Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Pinebridge Investments LLCaskebsa.dol.gov