PineBridge Investments
advisor13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8-2 YoYRank #1773 of mapped providers
Assets under administration$16.0B0.0%Market share · rank #693
Fees received$2MMedian $124,275/planSum across Schedule C direct + indirect
Net wins YoY-12 won · 3 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical PineBridge Investments plan look like?
Service mix · median fees per plan
Count of plans where PineBridge Investments ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other investment fees and expenses; Investment management; Investment management fees paid directly by planCode 28 | 6 | $124,275 | |
Investment advisory (plan)Code 27 | 1 | $483,152 | |
Other services; Direct payment from the planCode 49 | 1 | $29,783 |
Competitor overlap
Percent of PineBridge Investments's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under PineBridge Investments.
| Sponsor | From | Assets |
|---|---|---|
UMWA 1974 PENSION TRUST BOARD OF TRUSTEESDC · 521050282-002 | JPMCB Strategic Property Fund | $3.5B |
CARGILL MEAT SOLUTIONS CORPORATIONKS · 751449430-001 | Finley & Cook | $120M |
Plans lost in 2024
Appeared last year under PineBridge Investments; not this year.
| Sponsor | To | Assets |
|---|---|---|
BD OF TRUSTEES LOCAL 705 I.B. OF T. PENSION TRUST FUNDIL · 366492502-001 | MIDWEST INSTITUTIONAL TRUST COMPANY | $1.7B |
BECTON DICKINSON AND COMPANYNJ · 220760120-004 | Alight | $1.5B |
UNIVERSITY HOSPITALS HEALTH SYSTEMOH · 340714775-333 | Wellington Group Holdings LLP | $891M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WELLS FARGO & COMPANYMN · 410449260-001 | $8.3B | 165,927 | $1M | 10y | - |
FACTORY MUTUAL INSURANCE COMPANYRI · 050316605-001 | $3.0B | 8,907 | $157,850 | 6y | - |
CARGILL, INCORPORATEDMN · 410177680-001 | $2.0B | 16,751 | $332,402 | 9y | - |
BOARD OF TRUSTEES OF OPERATING ENGINEERS LOCAL 101 PENSION FUNDMO · 436059213-001 | $1.0B | 7,502 | $29,783 | 2y | - |
CARGILL, INCORPORATEDMN · 410177680-004 | $598M | 13,465 | $18,465 | 9y | - |
SHELTER MUTUAL INSURANCE COMPANYMO · 430613000-002 | $596M | 3,330 | $483,152 | 3y | - |
CARGILL, INCORPORATEDMN · 410177680-003 | $396M | 0 | $90,700 | 9y | 1 |
CARGILL MEAT SOLUTIONS CORPORATIONKS · 751449430-001 | $120M | 0 | $5,671 | 7y | 1 |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (13)
Raw Schedule C names collapsed into PineBridge Investments.
- GOODWIN COMMUNITY HEALTH
- GOODWIN PRO TURF INC
- GOODWIN, MORRIS, ET AL
- PINEBRIDGE
- PINEBRIDGE - LIMITED PARTNERSHIP
- PINEBRIDGE CO
- PINEBRIDGE GEM PARTNERS LLC
- PINEBRIDGE INVESTMENT LLC
- PINEBRIDGE INVESTMENTS
- PINEBRIDGE INVESTMENTS LLC
- PINEBRIDGE SECONDARY
- PINEBRIDGE STRUCTURED
- SUP PINEBRIDGE US HY
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for PineBridge Investments's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 2 | 25.00% | 7.76% | +17.24 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with PineBridge Investments. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on PineBridge Investments's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Blake & Uhlig, P.A. | 1 | 12.5% |
| Groom Law Group, Chartered | 1 | 12.5% |
| Morgan Lewis & Bockius LLP | 1 | 12.5% |