Aptitude Investment Management

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

Active participants

Total plan assets

$66.2B

Filings (rows)

Direct comp

$27.3M

Indirect comp

SERVICES PROVIDED

Investment manager6

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
FCA US LLC FCA US LLC Master Retirement Trust Balanced Pool · all filings	AUBURN HILLS, MI	Investment manager	—	$19.3B	$6.8M	$0
FCA US LLC FCA US LLC Master Retirement Trust Balanced Pool · all filings	AUBURN HILLS, MI	Investment manager	—	$17.3B	$7.5M	$0
FCA US LLC FCA US LLC Master Retirement Trust Balanced Pool · all filings	AUBURN HILLS, MI	Investment manager	—	$17.0B	$7.0M	$0
The Coca-Cola Company The Coca-Cola Company Master Retirement Trust · all filings	ATLANTA, GA	Investment manager	—	$4.4B	$1.7M	$0
The Coca-Cola Company The Coca-Cola Company Master Retirement Trust · all filings	ATLANTA, GA	Investment manager	—	$4.2B	$1.8M	$0
The Coca-Cola Company The Coca-Cola Company Master Retirement Trust · all filings	ATLANTA, GA	Investment manager	—	$3.9B	$2.6M	$0