Pzena Investment Management — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Pzena Investment Management is reported as a service provider on 13 loaded Form 5500 filing(s) across 13 plan sponsor(s) and 13 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $7,461,277 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $7,461,277
- Reported indirect compensation
- $0
- Total reported compensation
- $7,461,277
- Filings
- 13
- Plan sponsors
- 13
- Plans
- 13
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Caterpillar Inc. | TX | 1 | $1,109,583 |
| Caterpillar Inc. | TX | 1 | $1,060,800 |
| International Paper Company | TN | 1 | $946,056 |
| Marriott International, Inc. | MD | 1 | $884,856 |
| Ameren Corporation | MO | 1 | $798,999 |
| Amgen Inc. | CA | 1 | $709,497 |
| The Aerospace Corporation | CA | 1 | $569,730 |
| The Board Of Trustees C/O Rachel Allen, Plan Manager | MO | 1 | $434,963 |
| Baker Hughes Holdings LLC | TX | 1 | $332,431 |
| Gannett Media Corp. | NY | 1 | $300,692 |
State footprint
Plans reporting Pzena Investment Management are sponsored in TX (3), CA (2), MO (2), IL (1), NJ (1), NY (1), PR (1), TN (1), MD (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Caterpillar Inc. | Caterpillar Inc. Master Retirement Trust | 2023 | $1,109,583 | $0 |
| Caterpillar Inc. | Caterpillar Inc. Investment Trust | 2023 | $1,060,800 | not reported in the loaded dataset |
| International Paper Company | The International Paper Co Retirement Plan Pension Account | 2023 | $946,056 | $0 |
| Marriott International, Inc. | Marriott International, Inc. Pooled Investment Trust For Participant Directed Accounts | 2023 | $884,856 | not reported in the loaded dataset |
| Ameren Corporation | Ameren Retirement Plan | 2023 | $798,999 | $0 |
| Amgen Inc. | Amgen Retirement And Savings Plan | 2023 | $709,497 | $0 |
| The Aerospace Corporation | The Aerospace Employees' Retirement Plan (Aerp) | 2023 | $569,730 | not reported in the loaded dataset |
| The Board Of Trustees C/O Rachel Allen, Plan Manager | St Louis Painters Pension Plan | 2023 | $434,963 | $0 |
| Baker Hughes Holdings LLC | Baker Hughes International Equity Fund | 2023 | $332,431 | not reported in the loaded dataset |
| Gannett Media Corp. | Gannett Retirement Plan | 2023 | $300,692 | $0 |
| Cleveland-Cliffs Steel LLC | Cleveland-Cliffs Steel LLC Pension Trust | 2023 | $152,506 | not reported in the loaded dataset |
| Board Of Trustees, United Food & Commercial Workers Union Local 152 | United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan | 2023 | $95,929 | not reported in the loaded dataset |
| Amgen Manufacturing Limited LLC | The Retirement And Savings Plan For Amgen Manufacturing Limited LLC | 2023 | $65,235 | $0 |
Related Form 5500 pages
- Caterpillar Inc. Master Retirement Trust (plan 019)
- Caterpillar Inc. — all reported plans
- Caterpillar Inc. Investment Trust (plan 032)
- Caterpillar Inc. — all reported plans
- The International Paper Co Retirement Plan Pension Account (plan 213)
- International Paper Company — all reported plans
- Marriott International, Inc. Pooled Investment Trust For Participant Directed Accounts (plan 003)
- Marriott International, Inc. — all reported plans
- Ameren Retirement Plan (plan 005)
- Ameren Corporation — all reported plans
- Amgen Retirement And Savings Plan (plan 001)
- Amgen Inc. — all reported plans
- The Aerospace Employees' Retirement Plan (Aerp) (plan 001)
- The Aerospace Corporation — all reported plans
- St Louis Painters Pension Plan (plan 002)
- The Board Of Trustees C/O Rachel Allen, Plan Manager — all reported plans
- Baker Hughes International Equity Fund (plan 037)
- Baker Hughes Holdings LLC — all reported plans
- Gannett Retirement Plan (plan 001)
- Gannett Media Corp. — all reported plans
- Cleveland-Cliffs Steel LLC Pension Trust (plan 201)
- Cleveland-Cliffs Steel LLC — all reported plans
- United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan (plan 001)
- Board Of Trustees, United Food & Commercial Workers Union Local 152 — all reported plans
- The Retirement And Savings Plan For Amgen Manufacturing Limited LLC (plan 001)
- Amgen Manufacturing Limited LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources