Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Brandywine Global Investment Management Trust is a benefit plan reported by Brandywine Global Investment Mgmt, LLC under EIN 51-0412248 and plan number 017. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $3,266,876,928 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,266,876,928
- Total liabilities (EOY)
- $38,283,856
- Net assets (EOY)
- $3,228,593,072
- Net assets (BOY)
- $3,437,626,587
Income & contributions
- Participant contributions
- $532,517,075
- Total contributions
- $532,517,075
- Total income / additions
- $785,572,081
Expenses & distributions
- Benefits paid
- $992,490,385
- Administrative expenses
- $2,115,211
- Total expenses
- $994,605,596
- Net increase / (decrease)
- -$209,033,515