| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TCW INVESTMENT MANAGEMENT | — | ALBUQUERQUE, NM | NONE | $43K | — |
| WELLESLY ASSET MANAGEMENT | — | WELLESLY, MA | NONE | $40K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 94-1702986 | DALLAS, TX | NONE | $2.5M | — |
| BAKER BOTTS | — | DALLAS, TX | NONE | $435K | — |
| UBS | — | ALBUQUERQUE, NM | NONE | $219K | — |
| SEGAL CONSULTING | 94-1503999 | AUSTIN, TX | NONE | $73K | — |
| EDWARDS AND LEATHERS, P.C. | 20-8739519 | BAYTOWN, TX | NONE | $57K | — |
| CONNER & WINTERS | — | HOUSTON, TX | NONE | $51K | — |
| WCM INVESTMENT | — | ALBUQUERQUE, NM | NONE | $42K | — |
| BAHL & GAYNOR | 31-1297139 | CINCINNATI, OH | NONE | $37K | — |
| BRANDS INVESTMENT | — | SAN DIEGO, CA | NONE | $31K | — |
| EATON VANCE | — | BOSTON, MA | NONE | $28K | — |
| SEGAL SELECT INSURANCE | — | NEW YORK, NY | NONE | $26K | — |
| KA SMID | — | ALBUQUERQUE, NM | NONE | $23K | — |
| CHARLES HILL | — | RICHARDSON, TX | NONE | $10K | — |
| UNIPLAN | — | ALBUQUERQUE, NM | NONE | $6K | — |
