| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KEYSTONE HEALTH PLAN EAST | — | PHILADELPHIA, PA | NONE | $755K | — |
| INDEPENDENCE BLUE CROSS | 23-2184823 | PHILADELPHIA, PA | NONE | $405K | — |
| CHARTWELL INVESTMENTS | 23-2891243 | BERWYN, PA | NONE | $364K | — |
| BOYD WATTERSON ASSET MANAGEMENT LLC | — | CLEVELAND, OH | NONE | $312K | — |
| PERRY N. BLACKMAN, CPA | 23-2244789 | LANGHORNE, PA | NONE | $199K | — |
| FRED ALGER MANAGEMENT, LLC |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| — |
| NEW YORK, NY |
| NONE |
| $118K |
| — |
| WEDGE CAPITAL MANAGEMENT | 23-2981986 | CHARLOTTE, NC | NONE | $86K | — |
| ALICARE | — | WHITE PLAINS, NY | NONE | $77K | — |
| LOOP CAPITAL ASSET MANAGEMENT | — | PHILADELPHIA, PA | — | $70K | — |
| FIDELIO INSURANCE | 23-2346056 | GLENSIDE, PA | NONE | $66K | — |
| CLEARY JOSEM & TRIGIANI | — | PHILADELPHIA, PA | NONE | $63K | — |
| ALLIED TRADES | — | HANOVER, MD | NONE | $62K | — |
| RAE GROUP LLC | 83-4646394 | HORSHAM, PA | NONE | $46K | — |
| ALAN PARHAM | — | PHILADELPHIA, PA | EMPLOYEE | $44K | — |
| IRON MOUNTAIN RECORDS | — | COLLEGEVILLE, PA | — | $41K | — |
| INVESTMENT PERFORMANCE SERVICES | 58-1645832 | SAVANNAH, GA | NONE | $39K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES LLC | 52-1796473 | BALTIMORE, MD | NONE | $38K | — |
| MITCHELL & TITUS LLP | 13-2781641 | NEW YORK, NY | NONE | $37K | — |
| SUSANIN WIDMAN & BRENNAN PC | 23-2564550 | BERWYN, PA | NONE | $37K | — |
| LISSETTE NUNEZ | — | PHILADELPHIA, PA | EMPLOYEE | $35K | — |
| KEVIN GALE | — | PHILADELPHIA, PA | EMPLOYEE | $32K | — |
| ANTIONETTE HYNSON | — | PHILADELPHIA, PA | EMPLOYEE | $31K | — |
| AMERIHEALTH | — | PHILADELPHIA, PA | NONE | $29K | — |
| SIBLEY ROBINSON | — | PHILADELPHIA, PA | EMPLOYEE | $29K | — |
| CHRISTOPHER GUEST | — | PHILADELPHIA, PA | EMPLOYEE | $26K | — |
| GRANITE RUN TECHNOLOGY SOLUTIONS LL | — | MEDIA, PA | NONE | $23K | — |
| SMITH EDWARDS DUNLAP | — | PHILADELPHIA, PA | NONE | $18K | — |
| PNC BANK | 25-1211909 | CLEVELAND, OH | NONE | $16K | — |
| PAYCHEX INC | — | CAROL STREAM, IL | NONE | $14K | — |
| BOSTON PARTNERS | — | TOWSON, MD | — | $14K | — |
| ROBERT HALF INTERNATIONAL | — | LOS ANGELES, CA | — | $9K | — |
| SWARTZ CAMPBELL LLC | 23-2867909 | PHILADELPHIA, PA | NONE | $8K | — |
