Merrill Lynch,pierce,fenner & Smith
44 more corporate plans 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.
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Who backs this manager
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| Pathology & Billing Group Pension Plan | 1 | 0 | Pooled vehicles | Dec 31, 2022 | Dec 31, 2022 |
Funds on the tape
Corporate and Taft-Hartley plans (Schedule C)
- Westchester Teamsters Local 456 Pension Fundplan years 2025
- American Savings Bank Retirement Planplan years 2025
- Alliance for Audited Media Retirement Income Planplan years 2025
+44 more corporate plans name this manager on Schedule C
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitment rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | Pathology & Billing Group Pension Plan | Merrill a Bank of America Companyseparate account | Pooled vehicles | $931,680 held | Disclosed holding | askebsa.dol.gov |
What changed
- Merrill Lynch appears on American Savings Bank Retirement Plan's Schedule C as investment manager (plan year 2025 vs 2024)with Merrill Lynch,pierce,fenner & Smithaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceUnited Food & Commercial Workers Union Local 880 - Retail Food Employers Joint Pension FundMerrill Lynch no longer appears on United Food & Commercial Workers Union Local 880 - Retail Food Employers Joint Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Merrill Lynch,pierce,fenner & Smithaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceUnited Food & Commercial Workers Union - Employer Pension FundMerrill Lynch no longer appears on United Food & Commercial Workers Union - Employer Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Merrill Lynch,pierce,fenner & Smithaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceUnited Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension FundMerril Lynch no longer appears on United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Merrill Lynch,pierce,fenner & Smithaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMotion Pic. Lab. Techs and Film Editors Local 780 Pension FundMerrill Lynch appears on Motion Pic. Lab. Techs and Film Editors Local 780 Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Merrill Lynch,pierce,fenner & Smithaskebsa.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.
Merrill Lynch,pierce,fenner & Smith is the same institution as 1 record in Independent Sponsors.
The joined record opens with the product, beside every other relationship on this page.
Checking your plan…
Merrill Lynch,pierce,fenner & Smith sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
›Connections
every published relationship on the graph
+102 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.