How many plans does Brandywine Global Investment Mgmt serve?

Brandywine Global Investment Mgmt serves 25 retirement plans with $76.1B in plan assets and 1,216,882 participants, based on the latest Form 5500 filings through 2024.

What does Brandywine Global Investment Mgmt charge?

Plans reported $9.1M in total Schedule C compensation paid to Brandywine Global Investment Mgmt. The median plan paid $153K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Brandywine Global Investment Mgmt

Matched across 37 name variants in the filings

Brandywine Global Investment Mgmt summary

Brandywine Global Investment Mgmt appears on 25 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $76.1B in assets for 1,216,882 participants. The median client plan holds $1.0B. Most client plans are sponsored in CA, WA and NY. The largest clients by plan assets are American Express Company and Its Participating Subsidiaries, B/O/T United Association National Pension Fund and Board of Directors, Motion Picture Industry Pension. Plans reported $9.1M in direct and indirect compensation paid to Brandywine Global Investment Mgmt. The median is $153K per plan.

Participants: 1,216,882
Median plan assets: $1.0B
Median plan participants: 7,683
Median fees per plan: $153K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
American Express Company and Its Participating Subsidiaries	NY	$10.5B	39,763
B/O/T United Association National Pension Fund	VA	$7.7B	196,837
Board of Directors, Motion Picture Industry Pension	CA	$6.9B	108,417
Sutter Health	CA	$6.7B	69,518
Board of Directors, Motion Picture Industry Pension	CA	$6.7B	110,772
Board of Trustees-New York State Nurses Association Pension Plan	NY	$6.6B	47,291
BD of Trustees UFCW Consolidated Pension Fund	GA	$6.0B	337,777
Board of Trustees Laborers Pension Trust Fund for Northern California	CA	$5.5B	44,826
Abbott Laboratories	IL	$4.7B	22,860
Board of Trustees, Western Unite Here and Employers	CA	$4.0B	158,780
Board of Trustees, Locals 302 & 612 of the IUOE -	WA	$3.8B	21,271
Teamsters Joint Council No. 83 of Virginia Pension Fund	VA	$1.7B	7,683
Idaho Power Company	ID	$1.0B	4,833
Teco Holdings, Inc.	FL	$796M	6,879
Board of Trustees of the Hotel Union & Hotel Industry of Hawaii Pensio	HI	$763M	14,918
Board of Trustees of Nba Players' Pension Plan	IN	$725M	2,149
Board of Trustees, Cement Masons and Plasterers Retirement Trust	WA	$519M	3,135
BD Ttees Sheet Metal Workers' Local 100 Washington	OR	$392M	2,840
Board of Trustees, Texas Iron Workers' Pension Plan	TX	$264M	0
Wa-Id Laborers Employers Pension Trust	WA	$209M	4,292
BD of Trustees of Ibt Consolidated Pension Fund	WA	$197M	4,726
Board of Trustees Intermountain Ironworkers Pension Trust	UT	$162M	2,975
IBEW 648 Pension Plan	WV	$90.0M	935
Joint Board of Trustees of I.B.E.W. 490 Pension	NH	$70.0M	625
Dufresne Spencer Group Holdings, LLC	TN	$36.6M	2,780

American Express Company and Its Participating Subsidiaries$10.5B
NYParticipants 39,763
B/O/T United Association National Pension Fund$7.7B
VAParticipants 196,837
Board of Directors, Motion Picture Industry Pension$6.9B
CAParticipants 108,417
Sutter Health$6.7B
CAParticipants 69,518
Board of Directors, Motion Picture Industry Pension$6.7B
CAParticipants 110,772
Board of Trustees-New York State Nurses Association Pension Plan$6.6B
NYParticipants 47,291
BD of Trustees UFCW Consolidated Pension Fund$6.0B
GAParticipants 337,777
Board of Trustees Laborers Pension Trust Fund for Northern California$5.5B
CAParticipants 44,826
Abbott Laboratories$4.7B
ILParticipants 22,860
Board of Trustees, Western Unite Here and Employers$4.0B
CAParticipants 158,780
Board of Trustees, Locals 302 & 612 of the IUOE -$3.8B
WAParticipants 21,271
Teamsters Joint Council No. 83 of Virginia Pension Fund$1.7B
VAParticipants 7,683
Idaho Power Company$1.0B
IDParticipants 4,833
Teco Holdings, Inc.$796M
FLParticipants 6,879
Board of Trustees of the Hotel Union & Hotel Industry of Hawaii Pensio$763M
HIParticipants 14,918
Board of Trustees of Nba Players' Pension Plan$725M
INParticipants 2,149
Board of Trustees, Cement Masons and Plasterers Retirement Trust$519M
WAParticipants 3,135
BD Ttees Sheet Metal Workers' Local 100 Washington$392M
ORParticipants 2,840
Board of Trustees, Texas Iron Workers' Pension Plan$264M
TXParticipants 0
Wa-Id Laborers Employers Pension Trust$209M
WAParticipants 4,292
BD of Trustees of Ibt Consolidated Pension Fund$197M
WAParticipants 4,726
Board of Trustees Intermountain Ironworkers Pension Trust$162M
UTParticipants 2,975
IBEW 648 Pension Plan$90.0M
WVParticipants 935
Joint Board of Trustees of I.B.E.W. 490 Pension$70.0M
NHParticipants 625
Dufresne Spencer Group Holdings, LLC$36.6M
TNParticipants 2,780

Top client states

CA5 plans
WA4 plans
NY2 plans
VA2 plans
FL1 plan

Frequently asked questions

Who uses Brandywine Global Investment Mgmt?: 25 retirement plans list Brandywine Global Investment Mgmt as a service provider on Schedule C of Form 5500. The largest clients by plan assets include American Express Company and Its Participating Subsidiaries, B/O/T United Association National Pension Fund, Board of Directors, Motion Picture Industry Pension and Sutter Health. Most client plans are sponsored in CA, WA and NY.
How many plans does Brandywine Global Investment Mgmt serve?: Brandywine Global Investment Mgmt serves 25 retirement plans with $76.1B in plan assets and 1,216,882 participants, based on the latest Form 5500 filings through 2024.
What does Brandywine Global Investment Mgmt charge?: Plans reported $9.1M in total Schedule C compensation paid to Brandywine Global Investment Mgmt. The median plan paid $153K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served25+2 YoYRank #642 of mapped providers

Assets under administration$76.1B0.1%Rank #229 by share of filed assets

Fees received$9MMedian $153,033/planSum across Schedule C direct + indirect

Net wins YoY+27 won - 5 lostPlan-level switch detection

Plans served · 5-year trajectory

Plan count by year, with the share of all plans.

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Customer-base shape

Participant bands, asset bands, top states and top industries.

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