| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | — | BOSTON, MA | NONE | $17K | — |
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY, LLC | 11-3658445 | — | NONE | $452K | — |
| LOOMIS, SAYLES & COMPANY, L.P. | 04-3200030 | — | NONE | $155K | — |
| RAEL & LETSON | 94-1701048 | — | NONE | $125K | — |
| ENERGY INCOME PARTNERS | — | WESTPORT, CT | NONE | $72K | — |
| RIVERBRIDGE PARTNERS LLC | 41-1930193 | — | NONE | $61K | — |
| JP MORGAN | — | NEW YORK CITY, NY | NONE | $60K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $53K | — |
| SILVERCREST | — | HOUSTON, TX | NONE | $50K | — |
| LAW FIRM OF JAMES P. BAKER | 87-3996649 | — | NONE | $47K | — |
| COPELAND | — | CONSHOHOCKEN, PA | NONE | $34K | — |
| ALLIANCE BERNSTEIN | 13-4064930 | — | NONE | $33K | — |
| POLEN CAPTIAL MANAGEMENT, LLC | 26-0319356 | — | NONE | $29K | — |
| KAYNE ANDERSON | — | LOS ANGELES, CA | NONE | $25K | — |
| AMERICAN CENTURY | — | KANSAS CITY, MO | NONE | $23K | — |
| SOLXSYS ADMINISTRATIVE SOLUTIONS | 83-2454243 | — | NONE | $22K | — |
| CONFLUENCE | — | PITTSBURGH, PA | NONE | $20K | — |
| PRO PRINT | 94-3260648 | — | NONE | $9K | — |
| LONGEVITY HOLDINGS, INC. | 82-4722389 | — | NONE | $5K | — |
| R.L. MILSNER | 94-2494656 | — | NONE | $0 | — |
