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AllocatorsInvestment consultantocio providerocio

PFM Asset Management LLC

Allocators

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Search this name across graphsid dfx:al:7c309f96-323c-42a5-a9f2-2a00160936ec

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 6:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 3
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

PFM ASSET MANAGEMENT LLC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Plan clients: 7Form 5500 Schedule C
Public clients: 0
Advisory clients: 7
Institutional RAUM: $90BForm ADV
Discretionary RAUM: $176B
Pension plan clients (ADV): 14
Government clients (ADV): 702
Recommended commitments: 0derived
Latest client year end: Dec 31, 2023
CRD: 122141

Plan clients

plans naming this consultant on Form 5500 Schedule C or in their own reports

Plan	Role	From	To	Current	Evidence
Wood Wire and Metal Lathing Ind. General Pension Plan & General Pension Fund	Investment adviser	Jan 1, 2023	Dec 31, 2023	no	fact
Ibew Local No. 229 Pension Fund	Investment adviser	Jun 1, 2022	May 31, 2023	no	fact
Plumbers and Pipefitters Local 520 Pension Plan	Investment adviser	May 1, 2022	Apr 30, 2023	no	fact
Susquehanna Laborers Combined Pension Fund	Investment adviser	May 1, 2022	Apr 30, 2023	no	fact
Roofers Union Local 30 Combined Pension Fund	General consultant	Jan 1, 2022	Dec 31, 2022	no	fact
Amerihealth Caritas Pension Plan	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact
Mary Washington Healthcare Defined Benefit Retirement Plan	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (7)

→ U.A. Local Union No. 322 Pension PlanPlanInvestment management
Nov 1, 2022 to Oct 31, 2023factForm 5500
→ Pension Plan of International Union of Bricklayers Allied Craftworkers, Local #15 PAPlanInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Woods Services, Inc. Pension PlanPlanInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Laborers' Local No. 1174 Pension FundPlanInvestment management
Jun 1, 2022 to May 31, 2023factForm 5500
→ 143 Ibew Benefit Funds - Pension FundPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Wood Wire and Metal Lathing Ind. General Pension Plan & General Pension FundPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Ibew Local No. 143 Pension PlanPlanInvestment management
Jan 1, 2024 to Dec 31, 2024factForm 5500

Advised by (7)

← Roofers Union Local 30 Combined Pension FundPlanGeneral consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Susquehanna Laborers Combined Pension FundPlanInvestment adviser
May 1, 2022 to Apr 30, 2023factForm 5500
← Ibew Local No. 229 Pension FundPlanInvestment adviser
Jun 1, 2022 to May 31, 2023factForm 5500
← Plumbers and Pipefitters Local 520 Pension PlanPlanInvestment adviser
May 1, 2022 to Apr 30, 2023factForm 5500
← Amerihealth Caritas Pension PlanPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Mary Washington Healthcare Defined Benefit Retirement PlanPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Wood Wire and Metal Lathing Ind. General Pension Plan & General Pension FundPlanInvestment adviser
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

Occurred
Dec 31, 2024
Consultant changed
PFM Asset Management LLC no longer appears on Amerihealth Caritas Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship ended
PFM Asset Management LLC no longer appears on Woods Services, Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship ended
PFM Advisors no longer appears on Laborers' Local No. 1174 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 5 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:7c309f96-323c-42a5-a9f2-2a00160936ec
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.