| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NUVEEN ASSET MANAGEMENT, LLC | — | CHICAGO, IL | NONE | $162K | — |
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 |
|---|---|---|---|---|---|
| BENESYS ADMINISTRATORS | 38-2383171 | — | NONE | $798K | — |
| DELTA DENTAL | 94-1461312 | — | NONE | $289K | — |
| ANTHEM BLUE CROSS | 95-3760980 | — | NONE | $189K | — |
| COLUMBIA MANAGEMENT | 41-1533211 | — | NONE | $185K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $152K | — |
| CRYSTAL CLEAR RX | 23-3009945 | — | NONE | $137K | — |
| SUZANNE NEEDHAM | — | SAN JOSE, CA | EMPLOYEE | $135K | — |
| NORTHWESTERN PLAN SERVICES | 91-2140506 | — | NONE | $123K | — |
| KRAW LAW GROUP | 77-0171216 | — | NONE | $107K | — |
| RAYMOND JAMES FINANCIAL INC | — | ST PETERSBURG, FL | NONE | $71K | — |
| CHANGE HEALTHCARE | — | NASHVILLE, TN | NONE | $56K | — |
| BEAT IT PROGRAM | 77-0111619 | — | NONE | $47K | — |
| SMART SOURCE LLC | — | SUWANEE, GA | NONE | $38K | — |
| SALTZMAN & JOHNSON LAW GROUP | 94-2376174 | — | NONE | $35K | — |
| BROADRIDGE MATRIX TRUST CO | 75-3182674 | — | NONE | $30K | — |
| HEALTH ADVOCATE SOLUTIONS | — | PLYMOUTH MEETING, PA | NONE | $26K | — |
| SEGAL | 13-1925125 | — | NONE | $21K | — |
| EIDE BAILLY LLP | 45-0250958 | — | NONE | $10K | — |
| AMERICAN HEALTH HOLDING, INC. | 31-1368946 | — | NONE | $6K | — |
| MARSH & MCLENNAN AGENCY LLC | 36-1436000 | — | NONE | $0 | — |
