Form 5500 Search

ALIGHT FINANCIAL

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
174
Active participants
2,845,207
Total plan assets
$871.2B
Filings (rows)
215
Direct comp
$244.9M
Indirect comp
$6.6M

SERVICES PROVIDED

Other112
Broker30
Advisor / Consultant27
Recordkeeper21

Top plans served

Showing top 215 of 174 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
FARMINGTON, CT
Other
NONE
$58.3B$0
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
FARMINGTON, CT
Other
NONE
$52.4B$0
RAYTHEON TECHNOLOGIES CORPORATION
RAYTHEON TECHNOLOGIES CORPORATION SAVINGS PLAN MASTER TRUST
FARMINGTON, CT
Other
NONE
$48.6B$0
ACCENTURE LLP
ACCENTURE UNITED STATES 401(K) MATCH AND SAVINGS PLAN
CHICAGO, IL
Broker
BROKER
67,240$21.3B$166K
ACCENTURE LLP
ACCENTURE UNITED STATES 401(K) MATCH AND SAVINGS PLAN
CHICAGO, IL
Advisor / Consultant
PPT INVESTMENT ADVISORY
67,240$21.3B$7.3M
ACCENTURE LLP
ACCENTURE UNITED STATES PROFIT SHARING AND 401(K) TRUST
CHICAGO, IL
Broker
BROKER
$20.3B$166K
ACCENTURE LLP
ACCENTURE UNITED STATES PROFIT SHARING AND 401(K) TRUST
CHICAGO, IL
Other
NONE
$20.3B$10.3M
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
EVENDALE, OH
Other
NONE
8,887$19.0B$471K
CATERPILLAR INC.
CATERPILLAR 401(K) SAVINGS PLAN
IRVING, TX
Other
NONE
44,489$18.8B$0
CATERPILLAR INC.
CATERPILLAR 401(K) SAVINGS PLAN
IRVING, TX
Other
NONE
44,489$18.8B$4.8M
ACCENTURE LLP
ACCENTURE UNITED STATES 401(K) MATCH SAVINGS PLAN
CHICAGO, IL
Advisor / Consultant
PPT INVESTMENT ADVISOR
66,965$17.6B$9.1M
ACCENTURE LLP
ACCENTURE UNITED STATES 401(K) MATCH SAVINGS PLAN
CHICAGO, IL
Broker
BROKER
66,965$17.6B$195K
ACCENTURE LLP
ACCENTURE UNITED STATES PROFIT SHARING AND 401(K) TRUST
CHICAGO, IL
Broker
BROKER
$17.2B$200K
ACCENTURE LLP
ACCENTURE UNITED STATES PROFIT SHARING AND 401(K) TRUST
CHICAGO, IL
Other
NONE
$17.2B$8.9M
CATERPILLAR INC.
CATERPILLAR 401(K) SAVINGS PLAN
IRVING, TX
Other
NONE
43,798$16.5B$0
CATERPILLAR INC.
CATERPILLAR 401(K) SAVINGS PLAN
IRVING, TX
Other
NONE
43,798$16.5B$4.1M
ACCENTURE LLP
ACCENTURE UNITED STATES 401(K) MATCH AND SAVINGS PLAN
CHICAGO, IL
Broker
BROKER
69,974$14.3B$200K
ACCENTURE LLP
ACCENTURE UNITED STATES 401(K) MATCH AND SAVINGS PLAN
CHICAGO, IL
Advisor / Consultant
PPPT INVESTMENT ADVISOR
69,974$14.3B$8.4M
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
BROOKLYN PARK, MN
Advisor / Consultant
INVESTMENT ADVISOR
$14.2B$8.7M
THE HOME DEPOT, INC.
THE HOME DEPOT FUTUREBUILDER
ATLANTA, GA
Advisor / Consultant
PART INVESTMENT ADVISORY
391,522$14.1B$8.2M
CATERPILLAR INC.
CATERPILLAR 401(K) SAVINGS PLAN
IRVING, TX
Other
NONE
41,360$13.8B$0
CATERPILLAR INC.
CATERPILLAR 401(K) SAVINGS PLAN
IRVING, TX
Other
NONE
41,360$13.8B$5.6M
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
INDIANAPOLIS, IN
Other
NONE KNOWN
21,803$13.1B$43K
THE HOME DEPOT, INC.
THE HOME DEPOT FUTUREBUILDER TRUST
ATLANTA, GA
Advisor / Consultant
PART INVESTMENT ADVISORY
$12.9B$7.3M
U.S. BANCORP
U.S. BANK 401(K) SAVINGS PLAN
MINNEAPOLIS, MN
Other
NONE
67,658$11.4B$5.9M
U.S. BANCORP
U.S. BANK 401(K) SAVINGS PLAN
MINNEAPOLIS, MN
Other
NONE
67,658$11.4B$27K
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
INDIANAPOLIS, IN
Other
NONE KNOWN
19,912$11.1B$43K
THE HOME DEPOT, INC.
THE HOME DEPOT FUTUREBUILDER TRUST
ATLANTA, GA
Advisor / Consultant
PART INVESTMENT ADVISORY
$10.6B$7.8M
U.S. BANCORP
U.S. BANK 401(K) SAVINGS PLAN
MINNEAPOLIS, MN
Other
NONE
72,919$10.3B$29K
U.S. BANCORP
U.S. BANK 401(K) SAVINGS PLAN
MINNEAPOLIS, MN
Other
NONE
72,919$10.3B$4.0M
UBS AG
UBS 401(K) PLAN TRUST
WEEHAWKEN, NJ
Broker
BROKER
24,260$10.2B$0
NOKIA OF AMERICA CORPORATION
NOKIA SAVINGS/401(K) PLAN
MURRAY HILL, NJ
Other
NONE
6,331$9.8B$545K
NOKIA OF AMERICA CORPORATION
NOKIA SAVINGS/401(K) PLAN
MURRAY HILL, NJ
Other
NONE
6,331$9.8B$2.3M
SIEMENS CORPORATION
MASTER TRUST FOR SIEMENS SAVINGS PLANS
ISELIN, NJ
Other
NONE
$9.7B$0
BAE SYSTEMS, INC.
BAE SYSTEMS EMPLOYEES' SAVINGS AND INVESTMENT PLAN
FALLS CHURCH, VA
Other
NONE
32,246$9.4B$4.0M
BAE SYSTEMS, INC.
BAE SYSTEMS EMPLOYEES' SAVINGS AND INVESTMENT PLAN
FALLS CHURCH, VA
Other
NONE
32,246$9.4B$0
NOKIA OF AMERICA CORPORATION
NOKIA SAVINGS/401(K) PLAN
MURRAY HILL, NJ
Other
NONE
7,104$9.1B$387K
NOKIA OF AMERICA CORPORATION
NOKIA SAVINGS/401(K) PLAN
MURRAY HILL, NJ
Other
NONE
7,104$9.1B$2.2M
UBS AG
UBS 401(K) PLAN TRUST
WEEHAWKEN, NJ
Broker
BROKER
21,342$9.0B$0
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
INDIANAPOLIS, IN
Other
NONE KNOWN
17,704$8.9B$49K
SIEMENS CORPORATION
MASTER TRUST FOR SIEMENS SAVINGS PLANS
ISELIN, NJ
Other
NONE
$8.9B$0
GLAXOSMITHKLINE LLC
GSK 401(K) PLAN
PHILADELPHIA, PA
Other
NONE
12,254$8.8B$3.3M
METLIFE GROUP, INC.
METLIFE 401(K) PLAN
BRIDGEWATER, NJ
Broker
BROKER
14,863$8.3B$9K
U.S. BANCORP
U.S. BANK 401(K) SAVINGS PLAN
ROBBINSDALE, MN
Other
NONE
68,145$8.3B$4.1M
U.S. BANCORP
U.S. BANK 401(K) SAVINGS PLAN
ROBBINSDALE, MN
Other
NONE
68,145$8.3B$35K
NOKIA OF AMERICA CORPORATION
NOKIA SAVINGS/401(K) PLAN
MURRAY HILL, NJ
Other
NONE
7,326$8.2B$2.4M
NOKIA OF AMERICA CORPORATION
NOKIA SAVINGS/401(K) PLAN
MURRAY HILL, NJ
Other
NONE
7,326$8.2B$492K
GLAXOSMITHKLINE LLC
GSK 401(K) PLAN
PHILADELPHIA, PA
Other
NONE
12,463$8.1B$3.4M
SIEMENS MEDICAL SOLUTIONS USA, INC.
MASTER TRUST FOR SIEMENS MEDICAL SOLUTIONS USA, INC. SAVINGS PLANS
MALVERN, PA
Other
NONE
$7.8B$0
METLIFE GROUP, INC.
METLIFE 401(K) PLAN
BRIDGEWATER, NJ
Other
NONE
14,717$7.7B$8K
SCHLUMBERGER LIMITED
SCHLUMBERGER MASTER PROFIT SHARING TRUST
HOUSTON, TX
Other
NONE
$7.7B$0
THE ALLSTATE CORPORATION
ALLSTATE 401(K) SAVINGS PLAN
DALLAS, TX
Other
NONE
39,454$7.6B$3.8M
SIEMENS CORPORATION
MASTER TRUST FOR SIEMENS SAVINGS PLANS
ISELIN, NJ
Other
NONE
$7.6B$0
UBS AG
UBS 401(K) PLAN TRUST
WEEHAWKEN, NJ
Broker
BROKER
21,584$7.4B$0
METLIFE GROUP, INC.
METLIFE 401(K) PLAN
BRIDGEWATER, NJ
Other
NONE
14,594$7.0B$8K
SCHLUMBERGER LIMITED
SCHLUMBERGER MASTER PROFIT SHARING TRUST
HOUSTON, TX
Other
NONE
$7.0B$0
GLAXOSMITHKLINE LLC
GSK 401(K) PLAN
PHILADELPHIA, PA
Other
NONE
11,917$7.0B$3.1M
THE ALLSTATE CORPORATION
ALLSTATE 401(K) SAVINGS PLAN
DALLAS, TX
Other
NONE
38,866$6.8B$3.2M
AON CORPORATION
AON SAVINGS PLAN
ATLANTA, GA
Broker
BROKER
13,470$6.7B$25K
AON CORPORATION
AON SAVINGS PLAN
ATLANTA, GA
Broker
BROKER
13,974$6.2B$35K
SCHLUMBERGER LIMITED
SCHLUMBERGER MASTER PROFIT SHARING TRUST
HOUSTON, TX
Other
NONE
$6.1B$0
THE ALLSTATE CORPORATION
ALLSTATE 401(K) SAVINGS PLAN
DALLAS, TX
Other
NONE
40,645$6.1B$3.0M
HUNTINGTON INGALLS INDUSTRIES, INC.
HII DC PLANS MASTER TRUST FUNDS
NEWPORT NEWS, VA
Other
NONE
$5.9B$3.1M
SIEMENS MEDICAL SOLUTIONS USA, INC.
MASTER TRUST FOR SIEMENS MEDICAL SOLUTIONS USA, INC. SAVINGS PLANS
MALVERN, PA
Other
NONE
$5.7B$0
AON CORPORATION
AON SAVINGS PLAN
LINCOLNSHIRE, IL
Other
NONE
14,010$5.4B$38K
SIEMENS MEDICAL SOLUTIONS USA, INC.
MASTER TRUST FOR SIEMENS MEDICAL SOLUTIONS USA, INC. SAVINGS PLANS
MALVERN, PA
Other
NONE
$5.1B$0
GENERAL MILLS, INC.
GENERAL MILLS 401(K) PLAN
MINNEAPOLIS, MN
Other
NONE
16,628$5.0B$1.8M
NEW YORK LIFE INSURANCE COMPANY
NEW YORK LIFE INSURANCE COMPANY EMPLOYEE PROGRESS SHARING INVESTMENT PLAN
NEW YORK, NY
Recordkeeper
AFFILIATE OF RECORDKEEPER
12,706$5.0B$1.5M
UPMC
UPMC 401(A) RETIREMENT SAVINGS PLAN
PITTSBURGH, PA
Advisor / Consultant
PARTICIPANT ADVISORY
98,498$4.9B$2.8M
UPMC
UPMC 403(B) RETIREMENT SAVINGS PLAN
PITTSBURGH, PA
Recordkeeper
RECORDKEEPER
79,337$4.7B$1.7M
UPMC
UPMC 403(B) RETIREMENT SAVINGS PLAN
PITTSBURGH, PA
Advisor / Consultant
PARTICIPANT ADVISORY
79,337$4.7B$2.6M
GEORGIA-PACIFIC LLC
GEORGIA-PACIFIC LLC 401(K) RETIREMENT SAVINGS PLAN
ATLANTA, GA
Recordkeeper
RECORDKEEPER
15,495$4.7B$36K
GENERAL MILLS, INC.
GENERAL MILLS 401(K) PLAN
MINNEAPOLIS, MN
Other
NONE
15,991$4.6B$2.0M
NEW YORK LIFE INSURANCE COMPANY
NEW YORK LIFE INSURANCE COMPANY EMPLOYEE PROGRESS SHARING INVESTMENT PLAN
NEW YORK, NY
Recordkeeper
AFFILIATE OF RECORDKEEPER
12,949$4.6B$1.3M
AMERICAN INTERNATIONAL GROUP, INC.
AMERICAN INTERNATIONAL GROUP, INC. INCENTIVE SAVINGS PLAN
NEW YORK, NY
Other
NONE
5,072$4.5B$1.2M
GEORGIA-PACIFIC LLC
GEORGIA-PACIFIC LLC 401(K) RETIREMENT SAVINGS PLAN
ATLANTA, GA
Recordkeeper
RECORDKEEPER
14,841$4.4B$1.1M
AMERICAN INTERNATIONAL GROUP, INC.
AMERICAN INTERNATIONAL GROUP, INC. INCENTIVE SAVINGS PLAN
NEW YORK, NY
Other
NONE
7,155$4.4B$1000K
KOCH COMPANIES, LLC
KOCH EMPLOYEES' SAVINGS PLAN
WICHITA, KS
Recordkeeper
RECORDKEEPER
11,749$4.3B$58K
NORDSTROM, INC.
NORDSTROM 401K PLAN
SEATTLE, WA
Other
NONE
58,257$4.3B$0
NORDSTROM, INC.
NORDSTROM 401K PLAN
SEATTLE, WA
Other
NONE
58,257$4.3B$2.9M
UPMC
UPMC 401(A) RETIREMENT SAVINGS PLAN
PITTSBURGH, PA
Advisor / Consultant
PARTICIPANT ADVISORY
91,121$4.3B$2.5M
UPMC
UPMC 403(B) RETIREMENT SAVINGS PLAN
PITTSBURGH, PA
Recordkeeper
RECORDKEEPER
72,264$4.2B$1.7M
UPMC
UPMC 403(B) RETIREMENT SAVINGS PLAN
PITTSBURGH, PA
Advisor / Consultant
PARTICIPANT ADVISORY
72,264$4.2B$355K
GENERAL MILLS, INC.
GENERAL MILLS 401(K) PLAN
MINNEAPOLIS, MN
Other
NONE
15,274$4.1B$1.8M
NEW YORK LIFE INSURANCE COMPANY
NEW YORK LIFE INSURANCE COMPANY EMPLOYEE PROGRESS-SHARING INVESTMENT PLAN
NEW YORK, NY
Recordkeeper
AFFILIATE OF RECORDKEEPER
12,759$4.1B$1.2M
SIEMENS ENERGY, INC.
SIEMENS ENERGY, INC. SAVINGS PLAN
ORLANDO, FL
Other
NONE
11,052$4.0B$0
GEORGIA-PACIFIC LLC
GEORGIA-PACIFIC LLC 401(K) RETIREMENT SAVINGS PLAN
ATLANTA, GA
Broker
BROKER
15,180$3.9B$120K
GEORGIA-PACIFIC LLC
GEORGIA-PACIFIC LLC 401(K) RETIREMENT SAVINGS PLAN
ATLANTA, GA
Advisor / Consultant
ADVISOR
15,180$3.9B$2.3M
NORDSTROM, INC.
NORDSTROM 401K PLAN
SEATTLE, WA
Other
NONE
58,225$3.9B$0
NORDSTROM, INC.
NORDSTROM 401K PLAN
SEATTLE, WA
Other
NONE
58,225$3.9B$2.6M
AMERICAN INTERNATIONAL GROUP, INC.
AMERICAN INTERNATIONAL GROUP, INC. INCENTIVE SAVINGS PLAN
NEW YORK, NY
Other
NONE
8,143$3.9B$1.7M
KOCH COMPANIES, LLC
KOCH EMPLOYEES' SAVINGS PLAN
WICHITA, KS
Recordkeeper
RECORDKEEPER
11,423$3.9B$601K
AMERIPRISE FINANCIAL, INC.
AMERIPRISE FINANCIAL 401(K) PLAN
MINNEAPOLIS, MN
Broker
BROKER
8,958$3.6B$75K
SIEMENS ENERGY, INC.
SIEMENS ENERGY, INC. SAVINGS PLAN
ORLANDO, FL
Other
NONE
10,564$3.5B$0
UPMC
UPMC 401(A) RETIREMENT SAVINGS PLAN
PITTSBURGH, PA
Advisor / Consultant
PARTICIPANT ADVISORY
87,260$3.5B$2.0M
UPMC
UPMC 403(B) RETIREMENT SAVINGS PLAN
PITTSBURGH, PA
Recordkeeper
RECORDKEEPER
69,147$3.5B$1.9M
UPMC
UPMC 403(B) RETIREMENT SAVINGS PLAN
PITTSBURGH, PA
Advisor / Consultant
PARTICIPANT ADVISORY
69,147$3.5B$1.9M
NORDSTROM, INC.
NORDSTROM 401K PLAN
SEATTLE, WA
Other
NONE
61,127$3.5B$2.6M
NORDSTROM, INC.
NORDSTROM 401K PLAN
SEATTLE, WA
Other
NONE
61,127$3.5B$0
KOCH INDUSTRIES, INC.
KOCH INDUSTRIES INC EMPLOYEES' SAVINGS PLAN
WICHITA, KS
Advisor / Consultant
ADVISOR
11,911$3.4B$990K
KOCH INDUSTRIES, INC.
KOCH INDUSTRIES INC EMPLOYEES' SAVINGS PLAN
WICHITA, KS
Broker
BROKER
11,911$3.4B$118K
S&P GLOBAL, INC.
S&P GLOBAL INC. SAVINGS PLAN COLLECTIVE INVESTMENT TRUST
NEW YORK, NY
Other
NONE
$3.3B$0
AMERIPRISE FINANCIAL, INC.
AMERIPRISE FINANCIAL 401(K) PLAN
MINNEAPOLIS, MN
Broker
BROKER
9,298$3.2B$63K
SIEMENS ENERGY, INC.
SIEMENS ENERGY, INC. SAVINGS PLAN
ORLANDO, FL
Other
NONE
9,777$3.1B$0
MUFG BANK, LTD
MUFG BANK LTD. 401(K) PLAN
NEW YORK, NY
Other
NONE
5,478$2.9B$40K
COREBRIDGE FINANCIAL, INC.
COREBRIDGE FINANCIAL, INC. RETIREMENT SAVINGS 401(K) PLAN
HOUSTON, TX
Other
NONE
5,142$2.8B$724K
AMERIPRISE FINANCIAL, INC.
AMERIPRISE FINANCIAL 401(K) PLAN
MINNEAPOLIS, MN
Broker
BROKER
9,313$2.7B$110K
COREBRIDGE FINANCIAL, INC.
COREBRIDGE FINANCIAL, INC. RETIREMENT SAVINGS 401(K) PLAN
HOUSTON, TX
Other
NONE
5,276$2.6B$647K
ALIGHT SOLUTIONS LLC
ALIGHT SOLUTIONS LLC 401(K) PLAN (FKA HEWITT ASSOCIATES LLC 401K PLAN)
CHICAGO, IL
Other
NONE
7,865$2.5B$572K
ALIGHT SOLUTIONS LLC
ALIGHT SOLUTIONS LLC 401(K) PLAN (FKA HEWITT ASSOCIATES LLC 401K PLAN)
CHICAGO, IL
Other
NONE
7,865$2.5B$0
ALIGHT SOLUTIONS LLC
ALIGHT SOLUTIONS LLC 401(K) PLAN (FKA HEWITT ASSOCIATES LLC 401K PLAN)
LINCOLNSHIRE, IL
Other
NONE
10,704$2.4B$897K
ALIGHT SOLUTIONS LLC
ALIGHT SOLUTIONS LLC 401(K) PLAN (FKA HEWITT ASSOCIATES LLC 401K PLAN)
LINCOLNSHIRE, IL
Other
NONE
10,704$2.4B$0
GENUINE PARTS COMPANY
GENUINE PARTS COMPANY 401(K) SAVINGS PLAN
ATLANTA, GA
Other
NONE
29,568$2.4B$2.5M
MEIJER, INC.
MEIJER 401K RETIREMENT PLAN MASTER TRUST
GRAND RAPIDS, MI
Broker
BROKER
$2.2B$24K
PENNEY OPCO, LLC
J. C. PENNEY CORPORATION, INC. SAFE HARBOR 401(K) SAVINGS PLAN
PLANO, TX
Other
NONE
43,488$2.2B$1.3M
WESTINGHOUSE ELECTRIC COMPANY LLC
WESTINGHOUSE ELECTRIC COMPANY SAVINGS PLAN
CRANBERRY TOWNSHIP, PA
Advisor / Consultant
INVESTMENT ADVISOR
12,540$2.1B$96K
GENUINE PARTS COMPANY
GENUINE PARTS COMPANY 401(K) SAVINGS PLAN
ATLANTA, GA
Other
NONE
29,019$2.1B$1.8M
PENNEY OPCO, LLC
J. C. PENNEY CORPORATION, INC. SAFE HARBOR 401(K) SAVINGS PLAN
PLANO, TX
Other
NONE
44,927$2.1B$1.2M
ALIGHT SOLUTIONS LLC
ALIGHT SOLUTIONS LLC 401(K) PLAN (FKA HEWITT ASSOCIATES LLC 401K PLAN)
LINCOLNSHIRE, IL
Other
NONE
10,913$2.0B$0
HOWMET AEROSPACE INC.
HOWMET AEROSPACE SAVINGS PLANS MASTER TRUST
PITTSBURGH, PA
Other
NONE
$2.0B$1.7M
AZOA SERVICES CORPORATION
ALLIANZ ASSET ACCUMULATION PLAN
MINNEAPOLIS, MN
Other
NONE
5,281$2.0B$0
AZOA SERVICES CORPORATION
ALLIANZ ASSET ACCUMULATION PLAN
MINNEAPOLIS, MN
Other
NONE
5,281$2.0B$424K
WESTINGHOUSE ELECTRIC COMPANY LLC
WESTINGHOUSE ELECTRIC COMPANY SAVINGS PLAN
CRANBERRY TOWNSHIP, PA
Other
NONE
9,557$1.9B$766K
PENNEY OPCO, LLC
J. C. PENNEY CORPORATION, INC. SAFE HARBOR 401(K) SAVINGS PLAN
PLANO, TX
Other
NONE
45,771$1.9B$1.2M
MEIJER, INC.
MEIJER 401K RETIREMENT PLAN MASTER TRUST
GRAND RAPIDS, MI
Broker
BROKER
$1.9B$39K
PENNEY OPCO, LLC
J.C. PENNEY CORPORATION, INC. SAVINGS PLANS MASTER TRUST
PLANO, TX
Other
NONE
$1.8B$1.2M
HOWMET AEROSPACE INC.
HOWMET AEROSPACE SAVINGS PLANS MASTER TRUST
PITTSBURGH, PA
Other
NONE
$1.8B$1.4M
AMERICAN NATIONAL RED CROSS
AMERICAN RED CROSS SAVINGS PLAN
WASHINGTON, DC
Other
NONE
17,892$1.7B$0
AZOA SERVICES CORPORATION
ALLIANZ ASSET ACCUMULATION PLAN
MINNEAPOLIS, MN
Other
NONE
5,134$1.7B$11K
AZOA SERVICES CORPORATION
ALLIANZ ASSET ACCUMULATION PLAN
MINNEAPOLIS, MN
Other
NONE
5,134$1.7B$888K
WESTINGHOUSE ELECTRIC COMPANY LLC
WESTINGHOUSE ELECTRIC COMPANY SAVINGS PLAN
CRANBERRY TOWNSHIP, PA
Other
NONE
4,803$1.6B$996K
HOWMET AEROSPACE INC.
HOWMET AEROSPACE SAVINGS PLANS MASTER TRUST
PITTSBURGH, PA
Other
NONE
$1.6B$1.5M
PACKAGING CORPORATION OF AMERICA
PACKAGING CORPORATION OF AMERICA RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES
LAKE FOREST, IL
Other
NONE
4,332$1.6B$0
MEIJER, INC.
MEIJER 401K RETIREMENT PLAN MASTER TRUST
GRAND RAPIDS, MI
Broker
BROKER
$1.5B$20K
AMERICAN NATIONAL RED CROSS
AMERICAN RED CROSS SAVINGS PLAN
WASHINGTON, DC
Other
NONE
17,926$1.5B$0
GEORGIA-PACIFIC LLC
GEORGIA-PACIFIC LLC HOURLY 401(K) PLAN
ATLANTA, GA
Recordkeeper
RECORDKEEPER
15,171$1.4B$546K
PACKAGING CORPORATION OF AMERICA
PACKAGING CORPORATION OF AMERICA RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES
LAKE FOREST, IL
Other
NONE
4,286$1.4B$628K
ALLEGHENY TECHNOLOGIES INCORPORATED
ALLEGHENY TECHNOLOGIES INCORPORATED MASTER TRUST
DALLAS, TX
Other
NONE
$1.3B$0
GEORGIA-PACIFIC LLC
GEORGIA-PACIFIC LLC HOURLY 401(K) PLAN
ATLANTA, GA
Advisor / Consultant
ADVISOR
16,894$1.3B$1.2M
GEORGIA-PACIFIC LLC
GEORGIA-PACIFIC LLC HOURLY 401(K) PLAN
ATLANTA, GA
Broker
BROKER
16,894$1.3B$72K
MOLEX, LLC
MOLEX RETIREMENT AND SAVINGS PLAN
LISLE, IL
Recordkeeper
RECORDKEEPER
6,224$1.3B$7K
PACKAGING CORPORATION OF AMERICA
PACKAGING CORPORATION OF AMERICA THRIFT PLAN FOR HOURLY EMPLOYEES
LAKE FOREST, IL
Other
NONE
11,794$1.3B$780K
PACKAGING CORPORATION OF AMERICA
PACKAGING CORPORATION OF AMERICA RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES
LAKE FOREST, IL
Other
NONE
4,458$1.2B$717K
MATTEL, INC.
MATTEL, INC. PERSONAL INVESTMENT PLAN
EL SEGUNDO, CA
Recordkeeper
RECORDKEEPER
3,779$1.2B$26K
NEW YORK LIFE INSURANCE COMPANY
NEW YORK LIFE INSURANCE COMPANY AGENTS PROGRESS- SHARING INVESTMENT PLAN
NEW YORK, NY
Recordkeeper
AFFILIATE OF RECORDKEEPER
11,418$1.2B$405K
MOLEX, LLC
MOLEX RETIREMENT AND SAVINGS PLAN
LISLE, IL
Recordkeeper
RECORDKEEPER
6,575$1.2B$193K
ALLEGHENY TECHNOLOGIES INCORPORATED
ALLEGHENY TECHNOLOGIES INCORPORATED MASTER TRUST
DALLAS, TX
Broker
BROKER
$1.2B$0
PACKAGING CORPORATION OF AMERICA
PACKAGING CORPORATION OF AMERICA THRIFT PLAN FOR HOURLY EMPLOYEES
LAKE FOREST, IL
Other
NONE
10,556$1.1B$989K
NEW YORK LIFE INSURANCE COMPANY
NEW YORK LIFE INSURANCE COMPANY AGENTS PROGRESS- SHARING INVESTMENT PLAN
NEW YORK, NY
Recordkeeper
AFFILIATE OF RECORDKEEPER
11,238$1.1B$372K
MOLEX LLC
THE MOLEX RETIREMENT AND SAVINGS PLAN
LISLE, IL
Advisor / Consultant
ADVISOR
7,355$1.0B$294K
MOLEX LLC
THE MOLEX RETIREMENT AND SAVINGS PLAN
LISLE, IL
Broker
BROKER
7,355$1.0B$30K
CARRIER GLOBAL CORPORATION
CARRIER RETIREMENT SAVINGS PLAN
PALM BEACH GARDENS, FL
Other
NONE
10,233$998.1M$0
ALLEGHENY TECHNOLOGIES INCORPORATED
ALLEGHENY TECHNOLOGIES INCORPORATED MASTER TRUST
DALLAS, TX
Broker
BROKER
$977.5M$0
PACKAGING CORPORATION OF AMERICA
PACKAGING CORPORATION OF AMERICA THRIFT PLAN FOR HOURLY EMPLOYEES
LAKE FOREST, IL
Other
NONE
10,792$976.0M$649K
GENWORTH FINANCIAL, INC
GENWORTH FINANCIAL INC. RETIREMENT AND SAVINGS PLAN
GLEN ALLEN, VA
Advisor / Consultant
PARTICIPANT INV. ADVISOR
2,802$955.5M$187K
THERMO FISHER SCIENTIFIC INC.
THERMO FISHER SCIENTIFIC INC. RETIREMENT PLAN
PITTSBURGH, PA
Recordkeeper
RECORDKEEPER
1,517$947.4M$5K
THERMO FISHER SCIENTIFIC INC.
THERMO FISHER SCIENTIFIC INC. RETIREMENT PLAN
PITTSBURGH, PA
Recordkeeper
RECORDKEEPER
1,679$937.0M$7K
NEW YORK LIFE INSURANCE COMPANY
NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN
NEW YORK, NY
Recordkeeper
AFFILIATE OF RECORDKEEPER
10,849$930.0M$360K
THERMO FISHER SCIENTIFIC INC.
THERMO FISHER SCIENTIFIC INC. RETIREMENT PLAN
PITTSBURGH, PA
Recordkeeper
RECORDKEEPER
1,313$894.2M$24K
ACCENTURE LLP
ACCENTURE UNITED STATES DISCRETIONARY PROFIT SHARING PLAN
CHICAGO, IL
Other
NONE
10,078$893.2M$10K
ACCENTURE LLP
ACCENTURE UNITED STATES DISCRETIONARY PROFIT SHARING PLAN
CHICAGO, IL
Other
NONE
10,078$893.2M$516K
GENWORTH FINANCIAL, INC
GENWORTH FINANCIAL INC. RETIREMENT AND SAVINGS PLAN
GLEN ALLEN, VA
Advisor / Consultant
PARTICIPANT INV. ADVISOR
2,583$847.3M$114K
CARRIER GLOBAL CORPORATION
CARRIER RETIREMENT SAVINGS PLAN
PALM BEACH GARDENS, FL
Other
NONE
12,184$791.0M$0
CATERPILLAR INC.
CATERPILLAR INC. TAX DEFERRED RETIREMENT PLAN
IRVING, TX
Other
NONE
6,852$748.9M$0
CATERPILLAR INC.
CATERPILLAR INC. TAX DEFERRED RETIREMENT PLAN
IRVING, TX
Other
NONE
6,852$748.9M$233K
GENWORTH FINANCIAL, INC
GENWORTH FINANCIAL INC. RETIREMENT AND SAVINGS PLAN
RICHMOND, VA
Advisor / Consultant
PARTICIPANT INV. ADVISOR
2,363$741.5M$49K
HALEON US HOLDINGS LLC
HALEON 401(K) PLAN
WARREN, NJ
Other
NONE
2,508$734.8M$280K
CATERPILLAR INC.
CATERPILLAR INC. TAX DEFERRED RETIREMENT PLAN
IRVING, TX
Other
NONE
7,176$678.5M$209K
CATERPILLAR INC.
CATERPILLAR INC. TAX DEFERRED RETIREMENT PLAN
IRVING, TX
Other
NONE
7,176$678.5M$0
HALEON US HOLDINGS LLC
HALEON 401(K) PLAN
WARREN, NJ
Other
NONE
2,756$644.7M$229K
ALCOA USA CORP.
SAVINGS PLANS MASTER TRUST FOR ALCOA USA CORP.
PITTSBURGH, PA
Broker
BROKER
$639.7M$7K
ALCOA USA CORP.
SAVINGS PLANS MASTER TRUST FOR ALCOA USA CORP.
PITTSBURGH, PA
Advisor / Consultant
PARTICIPANT INV ADVISORS
$639.7M$531K
ALCOA USA CORP.
SAVINGS PLANS MASTER TRUST FOR ALCOA USA CORP.
PITTSBURGH, PA
Advisor / Consultant
PARTICIPANT INV ADVISORS
$625.4M$515K
ALCOA USA CORP.
SAVINGS PLANS MASTER TRUST FOR ALCOA USA COPR.
PITTSBURGH, PA
Advisor / Consultant
PARTICIPANT INV ADVISORS
$595.8M$632K
ALCOA USA CORP.
SAVINGS PLANS MASTER TRUST FOR ALCOA USA COPR.
PITTSBURGH, PA
Broker
BROKER
$595.8M$14K
GUARDIAN INDUSTRIES HOLDINGS, LLC
FUTUREGUARD
AUBURN HILLS, MI
Recordkeeper
RECORDKEEPER
4,247$580.7M$304K
CATERPILLAR INC.
CATERPILLAR INC. TAX DEFERRED RETIREMENT PLAN
IRVING, TX
Other
NONE
7,079$578.1M$0
CATERPILLAR INC.
CATERPILLAR INC. TAX DEFERRED RETIREMENT PLAN
IRVING, TX
Other
NONE
7,079$578.1M$341K
CARRIER GLOBAL CORPORATION
CARRIER RETIREMENT SAVINGS PLAN
PALM BEACH GARDENS, FL
Other
NONE
12,104$527.6M$0
GUARDIAN INDUSTRIES HOLDINGS, LLC
FUTUREGUARD
AUBURN HILLS, MI
Broker
BROKER
4,495$519.6M$4K
GUARDIAN INDUSTRIES HOLDINGS, LLC
FUTUREGUARD
AUBURN HILLS, MI
Advisor / Consultant
ADVISOR
4,495$519.6M$173K
LILLY DEL CARIBE, INC.
THE SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO
CAROLINA, PR
Other
NONE KNOWN
1,145$519.3M$1K
GLAXOSMITHKLINE CONSUMER HEALTHCARE HOLDINGS (US), LLC
CONSUMER HEALTHCARE 401(K) PLAN
WARREN, NJ
Other
NONE
2,830$518.7M$77K
FORD MOTOR COMPANY
FORD MOTOR COMPANY TRUST FUND CASH
DEARBORN, MI
Other
NONE KNOWN
$511.7M$8.8M
HUNTINGTON INGALLS INDUSTRIES, INC.
HII DC PLANS MASTER BALANCED FUND
NEWPORT NEWS, VA
Other
NONE
$474.0M$266K
LILLY DEL CARIBE, INC.
THE SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO
CAROLINA, PR
Other
NONE KNOWN
1,172$441.9M$637
SOLAR TURBINES INCORPORATED
SOLAR SAVINGS AND INVESTMENT PLAN
SAN DIEGO, CA
Other
NONE
1,516$423.0M$0
SOLAR TURBINES INCORPORATED
SOLAR SAVINGS AND INVESTMENT PLAN
SAN DIEGO, CA
Other
NONE
1,516$423.0M$142K
SOLAR TURBINES INCORPORATED
SOLAR SAVINGS AND INVESTMENT PLAN
SAN DIEGO, CA
Other
NONE
1,494$375.3M$125K
SOLAR TURBINES INCORPORATED
SOLAR SAVINGS AND INVESTMENT PLAN
SAN DIEGO, CA
Other
NONE
1,494$375.3M$0
LILLY DEL CARIBE, INC.
THE SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO
CAROLINA, PR
Other
NONE KNOWN
1,093$335.9M$1K
SOLAR TURBINES INCORPORATED
SOLAR SAVINGS AND INVESTMENT PLAN
SAN DIEGO, CA
Other
NONE
1,162$318.1M$177K
SOLAR TURBINES INCORPORATED
SOLAR SAVINGS AND INVESTMENT PLAN
SAN DIEGO, CA
Other
NONE
1,162$318.1M$0
SIEMENS GAMESA RENEWABLE ENERGY, INC.
SIEMENS GAMESA RENEWABLE ENERGY, INC. SAVINGS PLAN
ORLANDO, FL
Other
NONE
1,915$296.4M$154K
FORD MOTOR COMPANY
FORD MOTOR COMPANY TRUST FUND CASH
DEARBORN, MI
Other
NONE KNOWN
$289.6M$10.0M
SIEMENS GAMESA RENEWABLE ENERGY, INC.
SIEMENS GAMESA RENEWABLE ENERGY, INC. SAVINGS PLAN
ORLANDO, FL
Other
NONE
1,970$260.0M$204K
SIEMENS GAMESA RENEWABLE ENERGY, INC.
SIEMENS GAMESA RENEWABLE ENERGY, INC. SAVINGS PLAN
ORLANDO, FL
Other
NONE
1,644$216.1M$0
FORD MOTOR COMPANY
FORD MOTOR COMPANY TRUST FUND CASH
DEARBORN, MI
Other
NONE KNOWN
$200.3M$7.1M
LEDVANCE LLC
LEDVANCE LLC 401K SAVINGS PLAN
WILMINGTON, MA
Other
NONE
333$171.5M$0
UBS FINANCIAL SERVICES INC.
UBS FINANCIAL SERVICES INC OF PUERTO RICO SAVINGS PLUS PLAN TRUST
WEEHAWKEN, NJ
Broker
BROKER
139$57.3M$0
UBS FINANCIAL SERVICES INC.
UBS FINANCIAL SERVICES INC OF PUERTO RICO SAVINGS PLUS PLAN TRUST
WEEHAWKEN, NJ
Broker
BROKER
149$53.3M$0
CATERPILLAR INC.
CATERPILLAR GLOBAL MINING LEGACY HOURLY EMPLOYEES' SAVINGS PLAN
IRVING, TX
Other
N0NE
295$51.5M$18K
CATERPILLAR INC.
CATERPILLAR GLOBAL MINING LEGACY HOURLY EMPLOYEES' SAVINGS PLAN
IRVING, TX
Other
N0NE
300$47.7M$15K
UBS FINANCIAL SERVICES INC.
UBS FINANCIAL SERVICES INC OF PUERTO RICO SAVINGS PLUS PLAN TRUST
WEEHAWKEN, NJ
Broker
BROKER
155$45.8M$0
CATERPILLAR INC.
CATERPILLAR GLOBAL MINING LEGACY HOURLY EMPLOYEES' SAVINGS PLAN
IRVING, TX
Other
N0NE
288$41.2M$22K
HOME DEPOT PUERTO RICO, INC.
THE HOME DEPOT FUTUREBUILDER FOR PUERTO RICO
ATLANTA, GA
Advisor / Consultant
PART INVESTMENT ADVISORY
3,026$37.0M$38K
PROGRESS RAIL LOCOMOTIVE INC.
CATERPILLAR RAIL DIVISION RETIREMENT SAVINGS PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES
LA GRANGE, IL
Other
NONE
57$17.2M$14K
PROGRESS RAIL LOCOMOTIVE INC.
CATERPILLAR RAIL DIVISION RETIREMENT SAVINGS PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES
LAGRANGE, IL
Other
NONE
55$16.9M$8K
AIG INSURANCE COMPANY-PUERTO RICO
AIG INSURANCE COMPANY-PUERTO RICO CAPITAL GROWTH PLAN
SAN JUAN, PR
Other
NONE
86$16.7M$12K
PROGRESS RAIL LOCOMOTIVE INC.
CATERPILLAR RAIL DIVISION RETIREMENT SAVINGS PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES
LAGRANGE, IL
Other
NONE
55$16.7M$8K
AIG INSURANCE COMPANY-PUERTO RICO
AIG INSURANCE COMPANY-PUERTO RICO CAPITAL GROWTH PLAN
SAN JUAN, PR
Other
NONE
84$15.6M$9K
ACCENTURE LLP
ACCENTURE UNITED STATES DISCRETIONARY PROFIT SHARING PLAN
CHICAGO, IL
Other
NONE
0$0$12K
ACCENTURE LLP
ACCENTURE UNITED STATES DISCRETIONARY PROFIT SHARING PLAN
CHICAGO, IL
Other
NONE
0$0$542K
FLINT HILLS RESOURCES, LLC
FLINT HILLS RESOURCES CHEMICALS SALARY DEFERRAL PLAN
WICHITA, KS
Advisor / Consultant
ADVISOR
0$0$6K
FLINT HILLS RESOURCES, LLC
FLINT HILLS RESOURCES CHEMICALS SALARY DEFERRAL PLAN
WICHITA, KS
Broker
BROKER
0$0$475
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