Form 5500 Search

ARISTOTLE

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
189
Active participants
1,142,889
Total plan assets
$660.3B
Filings (rows)
194
Direct comp
$58.6M
Indirect comp
$136K

SERVICES PROVIDED

Other166
Advisor / Consultant23

CITs / DFEs sponsored by this firm

Fund / entityPlans holding
ARISTOTLE SMALL/MID CAP EQ CLASS B6
ARISTOTLE SMALL/MID CAP EQUITY FUND4
ARISTOTLE VALUE EQUITY CIT CLASS B4
ARISTOTLE SMID CAP EQUITY FUND4
ARISTOTLE VALUE EQTY CIT CLS B3
ARISTOTLE INTL EQ COLL TRUST CL O3
ARISTOTLE SMALL CAP INVESTMENT TRST3
ARISTOTLE VALUE EQUITY CIT B3
ARISTOTLE SMALL-CAP EQUITY FUND2
ARISTOTLE2
ARISTOTLE SMALL/MID CAP EQUITY2
ARISTOTLE VALUE EQUITY COLLECTION T1
ARISTOTLE VALUE EQUITY1
ARISTOTLE VALUE EQUITY COLLECTIVE T1
VALUE EQUITY COLLECTIVE TRUST1
PACIFIC ASSET MANAGEMENT LOAN FUND1

Top plans served

Showing top 194 of 189 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
BETHESDA, MD
Advisor / Consultant
INVESTMENT MANAGEMENT
$56.1B$2.5M
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
BETHESDA, MD
Advisor / Consultant
INVESTMENT MANAGEMENT
$51.8B$517K
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
BETHESDA, MD
Advisor / Consultant
INVESTMENT MANAGEMENT
$47.8B$421K
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
BASKING RIDGE, NJ
Other
NONE
$41.1B$1.7M
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
BASKING RIDGE, NJ
Other
NONE
$36.7B$2.6M
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
BASKING RIDGE, NJ
Other
NONE
$33.3B$2.9M
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
BASKING RIDGE, NJ
Other
NONE
63,563$29.4B$436K
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST
BETHESDA, MD
Advisor / Consultant
INVESTMENT MANAGEMENT
$24.9B$1.3M
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST
BETHESDA, MD
Advisor / Consultant
INVESTMENT MANAGEMENT
$24.6B$528K
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST
BETHESDA, MD
Advisor / Consultant
INVESTMENT MANAGEMENT
$23.7B$2.1M
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
RIVERSIDE, RI
Other
NONE
53,831$19.2B$543K
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
RIVERSIDE, RI
Other
NONE
51,062$19.0B$643K
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
RIVERSIDE, RI
Other
NONE
56,219$18.8B$574K
AMERICAN AIRLINES, INC. - RETIREMENT
AMERICAN AIRLINES INC., MASTER FIXED BENEFIT PENSION TRUST
FORT WORTH, TX
Other
NONE
0$12.6B$1.0M
AMERICAN AIRLINES, INC. - RETIREMENT
AMERICAN AIRLINES INC., MASTER FIXED BENEFIT PENSION TRUST
FORT WORTH, TX
Advisor / Consultant
INVESTMENT MANAGEMENT
0$12.5B$565K
AMERICAN AIRLINES, INC. - RETIREMENT
AMERICAN AIRLINES INC., MASTER FIXED BENEFIT PENSION TRUST
FORT WORTH, TX
Other
NONE
0$12.0B$920K
THE KROGER CO.
THE KROGER CO. DEFINED CONTRIBUTION PLAN MASTER TRUST
CINCINNATI, OH
Other
INVESTMENT
$10.8B$425K
THE KROGER CO.
THE KROGER CO. DEFINED CONTRIBUTION PLAN MASTER TRUST
CINCINNATI, OH
Other
INVESTMENT
$10.1B$388K
THE KROGER CO.
THE KROGER CO. DEFINED CONTRIBUTION PLAN MASTER TRUST
CINCINNATI, OH
Other
INVESTMENT
$9.6B$428K
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUND
SHEET METAL WORKERS' NATIONAL PENSION FUND
FALLS CHURCH, VA
Other
NONE
66,166$8.9B$628K
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUND
SHEET METAL WORKERS' NATIONAL PENSION FUND
FALLS CHURCH, VA
Other
NONE
63,530$8.3B$711K
SANOFI-AVENTIS US LLC
SANOFI US GROUP SAVINGS MASTER TRUST
BRIDGEWATER, NJ
Advisor / Consultant
INVESTMENT MANAGER
0$7.8B$382K
AMGEN INC.
AMGEN RETIREMENT AND SAVINGS PLAN
THOUSAND OAKS, CA
Other
NONE
14,965$7.7B$572K
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUND
SHEET METAL WORKERS' NATIONAL PENSION FUND
FALLS CHURCH, VA
Other
NONE
61,272$7.2B$720K
B/O/T UNITED ASSOCIATION NATIONAL PENSION FUND
UNITED ASSOCIATION NATIONAL PENSION FUND
ALEXANDRIA, VA
Other
NONE
88,454$7.1B$812K
AMGEN INC.
AMGEN RETIREMENT AND SAVINGS PLAN
THOUSAND OAKS, CA
Other
NONE
12,355$6.9B$695K
SANOFI-AVENTIS US LLC
SANOFI US GROUP SAVINGS MASTER TRUST
BRIDGEWATER, NJ
Advisor / Consultant
INVESTMENT MANAGER
0$6.8B$359K
B/O/T UNITED ASSOCIATION NATIONAL PENSION FUND
UNITED ASSOCIATION NATIONAL PENSION FUND
ALEXANDRIA, VA
Other
NONE
84,317$6.7B$697K
AMGEN INC.
AMGEN RETIREMENT AND SAVINGS PLAN
THOUSAND OAKS, CA
Other
NONE
12,714$6.0B$867K
BOARD OF TRUSTEES, CALIFORNIA IRONWORKERS FIELD PENSION TRUST FUN
CALIFORNIA IRONWORKERS FIELD PENSION TRUST
PASADENA, CA
Other
NONE
9,028$3.5B$267K
TRUSTEES OF CARPENTERS BENEFIT PLANS OF ST. LOUIS
CARPENTERS PENSION TRUST FUND OF ST. LOUIS
ST. LOUIS, MO
Other
NONE
11,875$3.4B$678K
BOARD OF TRUSTEES, CALIFORNIA IRONWORKERS FIELD PENSION TRUST FUN
CALIFORNIA IRONWORKERS FIELD PENSION TRUST
PASADENA, CA
Other
NONE
9,792$3.3B$524K
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
PHOENIX, AZ
Other
NONE
$3.3B$893K
TRUSTEES OF CARPENTERS BENEFIT PLANS OF ST. LOUIS
CARPENTERS PENSION TRUST FUND OF ST. LOUIS
ST. LOUIS, MO
Other
NONE
11,832$3.3B$419K
TRUSTEES OF CARPENTERS BENEFIT PLANS OF ST. LOUIS
CARPENTERS PENSION TRUST FUND OF ST. LOUIS
ST. LOUIS, MO
Other
NONE
11,420$3.3B$723K
BOARD OF TRUSTEES, CALIFORNIA IRONWORKERS FIELD PENSION TRUST FUN
CALIFORNIA IRONWORKERS FIELD PENSION TRUST
PASADENA, CA
Other
NONE
10,048$3.0B$496K
FLUOR CORPORATION MASTER RETIREMENT TRUST (DC)
FLUOR CORPORATION MASTER RETIREMENT TRUST (DC)
IRVING, TX
Other
NONE
$3.0B$196K
PAM BANK LOAN GP LLC
PACIFIC ASSET MANAGEMENT BANK LOAN FUND LP
NEWPORT BEACH, CA
Other
$2.6B$6.7M
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
PHOENIX, AZ
Other
NONE
$2.5B$682K
BRIDGESTONE AMERICAS, INC.
BRIDGESTONE AMERICAS, INC. MASTER PENSION TRUST
NASHVILLE, TN
Other
NONE
$2.2B$175K
BOARD OF TRUSTEES AUTOMOTIVE INDUSTRIES PENSION PLAN
AUTOMOTIVE INDUSTRIES PENSION PLAN
DUBLIN, CA
Other
NONE
2,999$2.1B$264K
BOARD OF TRUSTEES AUTOMOTIVE INDUSTRIES PENSION PLAN
AUTOMOTIVE INDUSTRIES PENSION PLAN
DUBLIN, CA
Other
NONE
3,054$2.1B$173K
BRIDGESTONE AMERICAS, INC.
BRIDGESTONE AMERICAS, INC. MASTER PENSION TRUST
NASHVILLE, TN
Other
NONE
$2.0B$156K
BOT OF IUOE STATIONARY ENGINEERS LOCAL 39 PENSION PLAN
IUOE STATIONARY ENGINEERS LOCAL 39 PENSION PLAN
DUBLIN, CA
Other
NONE
4,997$2.0B$494K
PAM BANK LOAN GP LLC
PACIFIC ASSET MANAGEMENT BANK LOAN FUND LP
NEWPORT BEACH, CA
Other
$1.8B$5.5M
BOT OF IUOE STATIONARY ENGINEERS LOCAL 39 PENSION PLAN
IUOE STATIONARY ENGINEERS LOCAL 39 PENSION PLAN
DUBLIN, CA
Other
NONE
5,166$1.8B$418K
BOT OF IUOE STATIONARY ENGINEERS LOCAL 39 PENSION PLAN
IUOE STATIONARY ENGINEERS LOCAL 39 PENSION PLAN
PLEASANTON, CA
Other
NONE
5,142$1.6B$404K
HARBOR CAPITAL ADVISORS, INC.
HARBOR CAPITAL GROUP TRUST FOR DEFINED BENEFIT PLANS
CHICAGO, IL
Other
NONE
$1.3B$96K
BOARD OF TRUSTEES, EIGHTH DISTRICT ELECTRICAL PENSION
EIGHTH DISTRICT ELECTRICAL PENSION FUND
LAS VEGAS, NV
Other
NONE
11,261$1.3B$362K
INTERNATIONAL MOTORS, LLC
NAVISTAR, INC. RETIREE HEALTH BENEFIT AND LIFE INSURANCE PLAN
LISLE, IL
Other
NONE
0$1.2B$351K
INTERNATIONAL MOTORS, LLC
NAVISTAR, INC. RETIREE HEALTH BENEFIT AND LIFE INSURANCE PLAN
LISLE, IL
Other
NONE
0$1.2B$236K
BOARD OF TRUSTEES, EIGHTH DISTRICT ELECTRICAL PENSION
EIGHTH DISTRICT ELECTRICAL PENSION FUND
LAS VEGAS, NV
Other
NONE
10,468$1.2B$308K
NAVISTAR, INC.
NAVISTAR, INC. RETIREE HEALTH BENEFIT AND LIFE INSURANCE PLAN
LISLE, IL
Other
NONE
0$1.2B$97K
NAVISTAR, INC.
NAVISTAR, INC. RETIREE HEALTH BENEFIT AND LIFE INSURANCE PLAN
LISLE, IL
Other
NONE
0$1.2B$117K
NAVISTAR, INC.
NAVISTAR, INC. RETIREE HEALTH BENEFIT AND LIFE INSURANCE PLAN
LISLE, IL
Other
NONE
0$1.2B$312K
NAVISTAR, INC.
NAVISTAR, INC. RETIREE HEALTH BENEFIT AND LIFE INSURANCE PLAN
LISLE, IL
Other
NONE
0$1.2B$211K
BOARD OF TRUSTEES NORTHERN CALI. PIPE TRADES PENSION TRUST
NORTHERN CALIFORNIA PIPE TRADES PENSION PLAN
CONCORD, CA
Other
NONE
2,266$1.1B$82K
BOARD OF TRUSTEES, EIGHTH DISTRICT ELECTRICAL PENSION
EIGHTH DISTRICT ELECTRICAL PENSION FUND
LAS VEGAS, NV
Other
NONE
10,090$1.1B$278K
CONSTRUCTION INDUSTRY LABORERS PENSION FUND
CONSTRUCTION INDUSTRY LABORERS PENSION FUND
KANSAS CITY, MO
Advisor / Consultant
INVESTMENT MANAGER
5,147$1.1B$402K
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND ACTIVE PLAN
PHOENIX, AZ
Other
NONE
49,732$993.4M$120K
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND ACTIVE PLAN
PHOENIX, AZ
Other
NONE
49,732$993.4M$141K
HARBOR CAPITAL ADVISORS, INC.
HARBOR CAPITAL GROUP TRUST FOR DEFINED BENEFIT PLANS
CHICAGO, IL
Other
NONE
$991.7M$67K
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND ACTIVE PLAN
PHOENIX, AZ
Other
NONE
49,997$963.4M$134K
TRUSTEES OF NAT'L STABILIZATION AGREEMENT OF THE SHEET METAL INDSTRY T
NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUSTRY ACTIVE EMPLOYEE PLAN
FALLS CHURCH, VA
Other
NONE
24,907$950.7M$167K
SANOFI-AVENTIS US LLC
SANOFI-AVENTIS US PENSION TRUST
BRIDGEWATER, NJ
Other
NONE
$938.4M$163K
SANOFI-AVENTIS US LLC
SANOFI-AVENTIS US PENSION TRUST
BRIDGEWATER, NJ
Other
NONE
$926.9M$161K
HARBOR CAPITAL ADVISORS, INC.
HARBOR CAPITAL GROUP TRUST FOR DEFINED BENEFIT PLANS
CHICAGO, IL
Other
NONE
$921.9M$52K
CONSTRUCTION INDUSTRY LABORERS PENSION FUND
CONSTRUCTION INDUSTRY LABORERS PENSION FUND
KANSAS CITY, MO
Advisor / Consultant
INVESTMENT MANAGER
5,274$905.2M$364K
BOARD OF TRUSTEES OF THE PAINTING INDUSTRY ANNUITY FUND
PAINTING INDUSTRY ANNUITY FUND
NEW YORK, NY
Other
NONE
5,406$884.1M$102K
TRUSTEES OF NAT'L STABILIZATION AGREEMENT OF THE SHEET METAL INDSTRY T
NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUSTRY ACTIVE EMPLOYEE PLAN
FALLS CHURCH, VA
Other
NONE
23,840$877.2M$222K
CEDARS-SINAI
CEDARS-SINAI DEFINED BENEFIT RETIREMENT PLAN
LOS ANGELES, CA
Other
NONE
2,473$823.6M$132K
TRUSTEES OF NAT'L STABILIZATION AGREEMENT OF THE SHEET METAL INDSTRY T
NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUSTRY ACTIVE EMPLOYEE PLAN
FALLS CHURCH, VA
Other
NONE
22,882$802.1M$240K
AMGEN MANUFACTURING LIMITED LLC
THE RETIREMENT AND SAVINGS PLAN FOR AMGEN MANUFACTURING LIMITED LLC
JUNCOS, PR
Other
NONE
2,589$779.5M$54K
LES SCHWAB WAREHOUSE CENTER, LLC
LES SCHWAB PROFIT SHARING RETIREMENT PLAN
BEND, OR
Advisor / Consultant
INDEPENDENT ADVISOR
5,290$770.3M$192K
CEDARS-SINAI MEDICAL CENTER
CEDARS-SINAI HEALTH SYSTEM DEFINED BENEFIT RETIREMENT PLAN
LOS ANGELES, CA
Other
NONE
2,336$751.4M$153K
AMGEN MANUFACTURING LIMITED LLC
THE RETIREMENT AND SAVINGS PLAN FOR AMGEN MANUFACTURING LIMITED LLC
JUNCOS, PR
Other
NONE
2,608$719.3M$67K
TRUSTEES OF NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUST
NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUSTRY RETIREE RULES AND REGULATIONS
FALLS CHURCH, VA
Other
NONE
4,345$699.0M$120K
CEDARS-SINAI MEDICAL CENTER
CEDARS-SINAI HEALTH SYSTEM DEFINED BENEFIT RETIREMENT PLAN
LOS ANGELES, CA
Other
NONE
2,151$677.9M$155K
TRUSTEES OF MICHIGAN CONFERENCE OF TEAMSTERS WELFARE FUND
MICHIGAN CONFERENCE OF TEAMSTERS WELFARE FUND MASTER TRUST
DETROIT, MI
Other
N/A
$664.0M$106K
TRUSTEES OF MICHIGAN CONFERENCE OF TEAMSTERS WELFARE FUND
MICHIGAN CONFERENCE OF TEAMSTERS WELFARE FUND MASTER TRUST
DETROIT, MI
Other
N/A
$634.0M$100K
JOHN MUIR HEALTH
JOHN MUIR HEALTH RETIREMENT PLAN
WALNUT CREEK, CA
Other
N/A
5,166$630.3M$66K
AMGEN MANUFACTURING, LIMITED
THE RETIREMENT AND SAVINGS PLAN FOR AMGEN MANUFACTURING, LIMITED
JUNCOS, PR
Other
NONE
2,713$610.7M$81K
JOHN MUIR HEALTH
JOHN MUIR HEALTH RETIREMENT PLAN
WALNUT CREEK, CA
Other
N/A
5,138$601.8M$58K
TRUSTEES OF NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUST
NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUSTRY RETIREE RULES AND REGULATIONS
FALLS CHURCH, VA
Other
NONE
3,879$583.4M$152K
JOHN MUIR HEALTH
JOHN MUIR HEALTH RETIREMENT PLAN
WALNUT CREEK, CA
Other
N/A
5,012$581.4M$75K
IBEW LOCAL 1249 PENSION FUND BOARD OF TRUSTEES
IBEW LOCAL 1249 PENSION PLAN
CICERO, NY
Other
NONE
3,243$571.9M$79K
TRUSTEES OF MICHIGAN CONFERENCE OF TEAMSTERS WELFARE FUND
MICHIGAN CONFERENCE OF TEAMSTERS WELFARE FUND MASTER TRUST
DETROIT, MI
Other
N/A
$553.0M$90K
JOINT BOARD OF TRUSTEES OF MI REG COUNCIL OF CARPENTERS ANNUITY FUND
MICHIGAN REGIONAL COUNCIL OF CARPENTERS' ANNUITY FUND
TROY, MI
Other
NONE
17,503$530.6M$542K
JOINT BOARD OF TRUSTEES OF MI REG COUNCIL OF CARPENTERS ANNUITY FUND
MICHIGAN REGIONAL COUNCIL OF CARPENTERS' ANNUITY FUND
TROY, MI
Other
NONE
17,855$500.5M$601K
IBEW LOCAL 1249 PENSION FUND BOARD OF TRUSTEES
IBEW LOCAL 1249 PENSION PLAN
CICERO, NY
Other
NONE
3,036$486.4M$99K
TRUSTEES OF NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUST
NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUSTRY RETIREE RULES AND REGULATIONS
FALLS CHURCH, VA
Other
NONE
4,061$472.4M$148K
JOINT BOARD OF TRUSTEES OF MI REG COUNCIL OF CARPENTERS ANNUITY FUND
MICHIGAN REGIONAL COUNCIL OF CARPENTERS' ANNUITY FUND
TROY, MI
Other
NONE
17,454$441.7M$541K
TRUSTEES OF SHEET METAL WORKERS LOCAL UNION NO. 80 PENSION FUND
SHEET METAL WORKERS LOCAL UNION NO. 80 PENSION FUND
TROY, MI
Other
NONE
1,348$421.7M$0
BOARD OF TRUSTEES L.A. CO. FIRE FIGHTERS LOCAL 1014 HEALTH AND WELF
LOS ANGELES COUNTY FIRE FIGHTERS LOCAL 1014 HEALTH AND WELFARE PLAN
EL MONTE, CA
Other
NONE
2,982$416.7M$595K
BOARD OF TRUSTEES OF THE SMART LOCAL UNIONS AND COUNCILS PENSION FUND
SMART LOCAL UNIONS AND COUNCILS PENSION FUND
FALLS CHURCH, VA
Other
NONE
995$396.8M$49K
TRUSTEES OF SHEET METAL WORKERS LOCAL UNION NO. 80 PENSION FUND
SHEET METAL WORKERS LOCAL UNION NO. 80 PENSION FUND
TROY, MI
Other
NONE
1,303$393.1M$0
BOARD OF TRUSTEES OF THE SMART LOCAL UNIONS AND COUNCILS PENSION FUND
SMART LOCAL UNIONS AND COUNCILS PENSION FUND
FALLS CHURCH, VA
Other
NONE
1,026$375.1M$57K
BOARD OF TRUSTEES L.A. CO. FIRE FIGHTERS LOCAL 1014 HEALTH AND WELF
LOS ANGELES COUNTY FIRE FIGHTERS LOCAL 1014 HEALTH AND WELFARE PLAN
EL MONTE, CA
Other
NONE
2,918$363.2M$509K
BOARD OF TRUSTEES OF THE SMART LOCAL UNIONS AND COUNCILS PENSION FUND
SMART LOCAL UNIONS AND COUNCILS PENSION FUND
FALLS CHURCH, VA
Other
NONE
938$348.8M$0
TRUSTEES OF SHEET METAL WORKERS LOCAL UNION NO. 80 PENSION FUND
SHEET METAL WORKERS LOCAL UNION NO. 80 PENSION FUND
TROY, MI
Other
NONE
1,202$345.9M$0
THE BOARD OF TRUSTEES USW INDUSTRY 401K FUND
USW INDUSTRY 401K PLAN
NASHVILLE, TN
Other
INVESTMENT PROVIDER
8,460$341.8M$0
ROOFERS LOCAL 149 PENSION FUND
ROOFERS LOCAL 149 PENSION FUND
TROY, MI
Other
NONE
1,102$334.2M$83K
RICELAND FOODS, INC.
RICELAND FOODS, INC. EMPLOYEE BENEFIT PENSION PLAN
STUTTGART, AR
Other
NONE
372$324.4M$36K
ROOFERS LOCAL 149 PENSION FUND
ROOFERS LOCAL 149 PENSION FUND
TROY, MI
Other
NONE
1,106$315.6M$22K
RICELAND FOODS, INC.
RICELAND FOODS, INC. EMPLOYEE BENEFIT PENSION PLAN
STUTTGART, AR
Other
NONE
412$308.1M$56K
MIDAMERICAN ENERGY COMPANY
MIDAMERICAN ENERGY COMPANY MASTER TRUST
DES MOINES, IA
Other
N/A
$281.9M$326K
MIDAMERICAN ENERGY COMPANY
MIDAMERICAN ENERGY COMPANY MASTER TRUST
DES MOINES, IA
Other
N/A
$230.3M$280K
MIDAMERICAN ENERGY COMPANY
MIDAMERICAN ENERGY COMPANY MASTER TRUST
DES MOINES, IA
Other
N/A
$230.3M$432K
MIDAMERICAN ENERGY COMPANY
MIDAMERICAN ENERGY COMPANY MASTER TRUST
DES MOINES, IA
Other
N/A
$226.4M$193K
O'MELVENY & MYERS LLP
O'MELVENY & MYERS LLP CASH BALANCE PLAN
LOS ANGELES, CA
Advisor / Consultant
INVESTMENT MANAGER
225$220.9M$52K
TRUSTEES OF LOCAL 697 I.B.E.W. & ELECT INDUSTRY PENSION FUND
LOCAL 697 I.B.E.W. AND ELECTRICAL INDUSTRY PENSION PLAN
MERRILLVILLE, IN
Other
NONE
855$209.0M$32K
PAINTING INDUSTRY INSURANCE FUND INDUSTRY
PAINTING INDUSTRY INSURANCE FUND
NEW YORK, NY
Other
NONE
4,871$195.2M$20K
SHEET METAL WORKERS LOCAL NO. 20 INDIANAPOLIS AREA, PENSION FUND
SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND
INDIANAPOLIS, IN
Advisor / Consultant
INVESTMENT MANAGER
886$194.2M$18K
PAINTING INDUSTRY INSURANCE FUND INDUSTRY
PAINTING INDUSTRY INSURANCE FUND
NEW YORK, NY
Other
NONE
4,988$192.9M$7K
O'MELVENY & MYERS LLP
O'MELVENY & MYERS LLP CASH BALANCE PLAN
LOS ANGELES, CA
Advisor / Consultant
INVESTMENT MANAGER
231$192.1M$39K
TEAMSTERS LOCAL 830 PENSION PLAN
TEAMSTERS LOCAL 830 PENSION PLAN
PHILADELPHIA, PA
Other
NONE
375$179.8M$0
SHEET METAL WORKERS LOCAL NO. 20 INDIANAPOLIS AREA, PENSION FUND
SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND
INDIANAPOLIS, IN
Advisor / Consultant
INVESTMENT MANAGER
832$174.2M$19K
BETHESDA HOSPITAL, INC.
BETHESDA RETIREMENT PLAN
BOYNTON BEACH, FL
Other
NONE
280$171.6M$8K
TEAMSTERS LOCAL 830 PENSION PLAN
TEAMSTERS LOCAL 830 PENSION PLAN
PHILADELPHIA, PA
Other
NONE
408$169.2M$0
BOARD OF TRUSTEES - SHEET METAL WORKERS LOCAL 98 PENSION FUND
SHEET METAL WORKERS LOCAL 98 PENSION FUND
ONA, WV
Other
PARTY-IN-INTEREST
883$168.7M$21K
IRON WORKERS DISTRICT COUNCIL OF TN VALLEY & VICINITY PENSION PLAN
IRON WORKERS DISTRICT COUNCIL OF TN VALLEY & VICINITY PENSION PLAN
GOODLETTSVILLE, TN
Other
NONE
1,502$166.8M$20K
BOARD OF TRUSTEES, SHEET METAL WORKERS LOCAL NO. 292 PENSION FUND
SHEET METAL WORKERS LOCAL NO. 292 PENSION FUND
TROY, MI
Other
NONE
608$166.4M$0
BOARD OF TRUSTEES, SHEET METAL WORKERS LOCAL NO. 292 PENSION FUND
SHEET METAL WORKERS LOCAL NO. 292 PENSION FUND
TROY, MI
Other
NONE
608$160.0M$0
BETHESDA HOSPITAL, INC.
BETHESDA RETIREMENT PLAN
BOYNTON BEACH, FL
Other
NONE
305$156.0M$6K
OMELVENY & MYERS LLP
OMELVENY & MYERS LLP CASH BALANCE PLAN
LOS ANGELES, CA
Advisor / Consultant
INVESTMENT MANAGER
215$152.3M$40K
IDAHO OPERATING ENGINEERS-EMPLOYERS PENS
IDAHO OPERATING ENGINEERS EMPLOYERS PENSION PLAN
SPOKANE, WA
Other
NONE
625$151.9M$88K
CONSTRUCTION & GENERAL LABORERS' LOCAL 190 PENSION FUND
CONSTRUCTION & GENERAL LABORERS' LOCAL 190 PENSION FUND
GLENMONT, NY
Other
NONE
751$150.7M$76K
IRON WORKERS DISTRICT COUNCIL OF TN VALLEY & VICINITY PENSION PLAN
IRON WORKERS DISTRICT COUNCIL OF TN VALLEY & VICINITY PENSION PLAN
GOODLETTSVILLE, TN
Other
NONE
1,530$147.2M$22K
BOARD OF TRUSTEES, SHEET METAL WORKERS LOCAL NO. 292 PENSION FUND
SHEET METAL WORKERS LOCAL NO. 292 PENSION FUND
TROY, MI
Other
NONE
590$145.9M$0
IDAHO OPERATING ENGINEERS-EMPLOYERS PENS
IDAHO OPERATING ENGINEERS EMPLOYERS PENSION PLAN
SPOKANE, WA
Other
NONE
489$143.3M$78K
IDAHO OPERATING ENGINEERS-EMPLOYERS PENS
IDAHO OPERATING ENGINEERS EMPLOYERS PENSION PLAN
SPOKANE, WA
Other
NONE
413$137.1M$67K
CONSTRUCTION & GENERAL LABORERS' LOCAL 190 PENSION FUND
CONSTRUCTION & GENERAL LABORERS' LOCAL 190 PENSION FUND
GLENMONT, NY
Other
NONE
706$131.6M$68K
IBEW LOCAL 1249 INSURANCE FUND
IBEW LOCAL 1249 INSURANCE FUND
CICERO, NY
Other
NONE
3,241$125.1M$16K
BOARD OF TRUSTEES - MIDWEST PENSION PLAN
MIDWEST PENSION PLAN
HILLSIDE, IL
Other
NONE
2,093$123.1M$52K
IBEW LOCAL 1249 INSURANCE FUND
IBEW LOCAL 1249 INSURANCE FUND
CICERO, NY
Other
NONE
3,043$112.1M$19K
ROOFERS LOCAL NO 20 PENSION PLAN
ROOFERS LOCAL NO 20 PENSION PLAN
RAYTOWN, MO
Advisor / Consultant
INVESTMENT MANAGER
540$110.5M$57K
OPERATIVE PLASTERERS & CEMENT MASONS OFF & EMP PENSION FUND TRSTE
OPERATIVE PLASTERERS & CEMENT MASONS OFFICERS & EMPLOYEES PENSION FUND
SPARKS, MD
Other
NONE
325$108.9M$16K
BOCA RATON REGIONAL HOSPITAL, INC.
BOCA RATON REGIONAL HOSPITAL EMPLOYEES PENSION PLAN
BOCA RATON, FL
Other
NONE
416$108.9M$9K
ROOFERS LOCAL NO. 20 PENSION PLAN
ROOFERS LOCAL NO. 20 PENSION PLAN
RAYTOWN, MO
Advisor / Consultant
INVESTMENT MANAGER
540$104.9M$60K
OPERATIVE PLASTERERS & CEMENT MASONS OFF & EMP PENSION FUND TRSTE
OPERATIVE PLASTERERS & CEMENT MASONS OFFICERS & EMPLOYEES PENSION FUND
SPARKS, MD
Other
NONE
338$98.7M$21K
ROOFERS LOCAL NO. 20 PENSION FUND
ROOFERS LOCAL NO. 20 PENSION FUND
RAYTOWN, MO
Advisor / Consultant
INVESTMENT MANAGER
504$96.2M$56K
BOARD OF TRUSTEES OF UNITED STEELWORKERS PENSION TRUST FUND
UNITED STEELWORKERS OF AMERICA, AFL-CIO-CLC HIGHWAY CONTRACTORS MULTI-EMPLOYER PENSION PLAN
LEXINGTON, KY
Advisor / Consultant
INVESTMENT MANAGER
340$94.6M$7K
OPERATIVE PLASTERERS & CEMENT MASONS OFF & EMP PENSION FUND TRSTE
OPERATIVE PLASTERERS & CEMENT MASONS OFFICERS & EMPLOYEES PENSION FUND
SPARKS, MD
Other
NONE
352$91.5M$20K
BOARD OF TRUSTEES OF UNITED STEELWORKERS PENSION TRUST FUND
UNITED STEELWORKERS OF AMERICA, AFL-CIO-CLC HIGHWAY CONTRACTORS MULTI-EMPLOYER PENSION PLAN
LEXINGTON, KY
Advisor / Consultant
INVESTMENT MANAGER
376$88.8M$19K
FEDERAL SIGNAL CORPORATION
FEDERAL SIGNAL CORPORATION RETIREMENT PLAN
OAK BROOK, IL
Other
NONE
321$87.2M$13K
LABORERS LOCAL 157 PENSION FUND
LABORERS' LOCAL #157 PENSION FUND
SCHENECTADY, NY
Other
NONE
516$84.1M$9K
CENTRAL STATES JOINT BOARD HEALTH & WELFARE TRUST FUND
CENTRAL STATES JOINT BOARD HEALTH AND WELFARE TRUST FUND
HILLSIDE, IL
Other
NONE
4,975$80.8M$27K
BOARD OF TRUSTEES, IBEW LOCAL 684 PENSION TRUST
IBEW LOCAL 684 PENSION TRUST
PLEASANTON, CA
Other
NONE
438$80.2M$12K
EMPLOYERS AND CEMENT MASONS LOCAL 90 PENSION PLAN
EMPLOYERS AND CEMENT MASONS LOCAL 90 PENSION PLAN
TROY, IL
Other
NONE
360$77.5M$35K
BOCA RATON REGIONAL HOSPITAL, INC.
BOCA RATON REGIONAL HOSPITAL EMPLOYEES PENSION PLAN
BOCA RATON, FL
Other
NONE
388$76.5M$9K
BOCA RATON REGIONAL HOSPITAL, INC.
BOCA RATON REGIONAL HOSPITAL EMPLOYEES PENSION PLAN
BOCA RATON, FL
Other
NONE
358$74.7M$7K
CENTRAL STATES JOINT BOARD HEALTH & WELFARE TRUST FUND
CENTRAL STATES JOINT BOARD HEALTH AND WELFARE TRUST FUND
HILLSIDE, IL
Other
NONE
4,882$74.1M$33K
EMPLOYERS AND CEMENT MASONS LOCAL 90 PENSION PLAN
EMPLOYERS AND CEMENT MASONS LOCAL 90 PENSION PLAN
TROY, IL
Other
NONE
302$73.9M$32K
CENTRAL STATES JOINT BOARD HEALTH AND WELFARE TRUST FUND
CENTRAL STATES JOINT BOARD HEALTH AND WELFARE TRUST FUND
HILLSIDE, IL
Other
NONE
4,689$72.1M$34K
SHEET METAL 7 ZONE 3 PENSION FUND
SHEET METAL 7 ZONE 3 PENSION FUND
TROY, MI
Advisor / Consultant
INVESTMENT MANAGER
227$65.6M$14K
SHEET METAL 7 ZONE 3 PENSION FUND
SHEET METAL 7 ZONE 3 PENSION FUND
TROY, MI
Other
INVESTMENT MGR
189$62.4M$13K
BOARD OF TRUSTEES, FLINT AREA SHEET METAL WORKERS LOCAL 7 ZONE 4
FLINT AREA SHEET METAL WORKERS LOCAL 7-4 PENSION FUND
TROY, MI
Other
NONE
203$61.8M$41K
SHEET METAL 7 ZONE 3 PENSION FUND
SHEET METAL 7 ZONE 3 PENSION FUND
TROY, MI
Other
INVESTMENT MGR
191$60.1M$11K
BOARD OF TRUSTEES, FLINT AREA SHEET METAL WORKERS LOCAL 7 ZONE 4
FLINT AREA SHEET METAL WORKERS LOCAL 7-4 PENSION FUND
TROY, MI
Other
NONE
210$59.6M$33K
BOARD OF TRUSTEES, FLINT AREA SHEET METAL WORKERS LOCAL 7 ZONE 4
FLINT AREA SHEET METAL WORKERS LOCAL 7-4 PENSION FUND
TROY, MI
Other
NONE
199$56.5M$24K
BOARD OF TRUSTEES LOCAL 580 EDUCATIONAL FUND
LOCAL 580 EDUCATIONAL FUND
NEW YORK, NY
Other
NONE
1,998$36.5M$18K
BOARD OF TRUSTEES, IATSE LOCAL 38 PENSION FUND
IATSE LOCAL 38 PENSION PLAN
TROY, MI
Other
NONE
1,002$36.2M$0
BOARD OF TRUSTEES, LOCAL 38 & 812 IATSE PENSION TRUST FUND
IATSE LOCAL 38 AND LOCAL 812 PENSION PLAN
TROY, MI
Other
NONE
1,238$36.1M$0
BOARD OF TRUSTEES OF ASBESTOS WORKERS LOCAL 42 PENSION FUND
ASBESTOS WORKERS LOCAL 42 PENSION FUND
ENGLEWOOD CLIFFS, NJ
Other
NONE
100$36.0M
BOARD OF TRUSTEES, IBEW LOCAL 445 PENSION FUND
PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND
MADISON HEIGHTS, MI
Other
NONE
249$33.8M$0
SHEET METAL WORKERS LOCAL NO. 80 INSURANCE TRUST FUND
SHEET METAL WORKERS LOCAL UNION NO. 80 INSURANCE TRUST FUND
TROY, MI
Other
NONE
1,429$30.4M$0
BOARD OF TRUSTEES, IBEW LOCAL 445 PENSION FUND
PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND
MADISON HEIGHTS, MI
Other
NONE
182$30.3M$0
SHEET METAL WORKERS LOCAL NO. 80 INSURANCE TRUST FUND
SHEET METAL WORKERS LOCAL UNION NO. 80 INSURANCE TRUST FUND
TROY, MI
Other
NONE
1,444$30.2M$0
BOARD OF TRUSTEES OF IBEW LOCAL 139 WELFARE
IBEW LOCAL 139 WELFARE PLAN
ELMIRA, NY
Other
NONE
224$28.4M$16K
BOARD OF TRUSTEES, IBEW LOCAL 445 PENSION FUND
PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND
MADISON HEIGHTS, MI
Other
NONE
212$27.7M$0
IRON WORKERS, RIGGERS & MACHINERY MOVERS LOCAL 405 ANNUITY FUND
IRON WORKERS, RIGGERS & MACHINERY MOVERS LOCAL 405 ANNUITY FUND
PHILADELPHIA, PA
Other
NONE
372$27.7M$14K
IRON WORKERS, RIGGERS & MACHINERY MOVERS LOCAL 405 ANNUITY FUND
IRON WORKERS, RIGGERS & MACHINERY MOVERS LOCAL 405 ANNUITY FUND
PHILADELPHIA, PA
Other
NONE
426$27.4M$13K
JOINT BOARD OF TRUSTEES
EDWARD W. SPARROW HOSPITAL ASSOCIATION MNA EMPLOYEES HEALTH REIMBURSEMENT ARRANGEMENT
LANSING, MI
Other
NONE
1,286$27.4M$0
BOARD OF TRUSTEES OF IBEW LOCAL 139 WELFARE
IBEW LOCAL 139 WELFARE PLAN
ELMIRA, NY
Other
NONE
242$26.8M$17K
SHEET METAL WORKERS LOCAL NO. 80 INSURANCE TRUST FUND
SHEET METAL WORKERS LOCAL UNION NO. 80 INSURANCE TRUST FUND
TROY, MI
Other
NONE
1,191$25.6M$0
JOINT BOARD OF TRUSTEES
EDWARD W. SPARROW HOSPITAL ASSOCIATION MNA EMPLOYEES HEALTH REIMBURSEMENT ARRANGEMENT
LANSING, MI
Other
NONE
1,688$25.0M$0
GLAZIERS LOCAL 387 PENSION PLAN
GLAZIERS LOCAL 387 PENSION PLAN
INDIANAPOLIS, IN
Other
NONE
54$22.9M$10K
JOINT BOARD OF TRUSTEES
EDWARD W. SPARROW HOSPITAL ASSOCIATION MNA EMPLOYEES HEALTH REIMBURSEMENT ARRANGEMENT
LANSING, MI
Other
NONE
1,532$22.2M$0
GLAZIERS LOCAL 387 PENSION PLAN
GLAZIERS LOCAL 387 PENSION PLAN
INDIANAPOLIS, IN
Other
NONE
59$20.8M$9K
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND
SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND
TROY, MI
Other
NONE
538$16.6M$0
SHEET METAL WORKERS LOCAL UNION 80 SUB FUND, BOARD OF TRUSTEES
SHEET METAL WORKERS LOCAL UNION NO. 80 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND
TROY, MI
Other
NONE
1,122$16.4M$0
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND
SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND
TROY, MI
Other
NONE
494$16.4M$0
SHEET METAL WORKERS LOCAL UNION 80 SUB FUND, BOARD OF TRUSTEES
SHEET METAL WORKERS LOCAL UNION NO. 80 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND
TROY, MI
Other
NONE
1,070$15.0M$0
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND
SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND
TROY, MI
Other
NONE
479$14.9M$0
SHEET METAL WORKERS LOCAL UNION 80 SUB FUND, BOARD OF TRUSTEES
SHEET METAL WORKERS LOCAL UNION NO. 80 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND
TROY, MI
Other
NONE
1,027$11.9M$0
SEIU MICHIGAN HEALTH AND WELFARE FUND BOARD OF TRUSTEES
SEIU MICHIGAN HEALTH AND WELFARE FUND
BINGHAM FARMS, MI
Other
NONE
628$11.3M$0
SEIU MICHIGAN HEALTH AND WELFARE FUND BOARD OF TRUSTEES
SEIU MICHIGAN HEALTH AND WELFARE FUND
BINGHAM FARMS, MI
Other
601$8.0M$0
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 292 S.U.B. FUND
SHEET METAL WORKERS LOCAL NO. 292 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND
TROY, MI
Other
NONE
673$2.9M$0
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 292 S.U.B. FUND
SHEET METAL WORKERS LOCAL NO. 292 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND
TROY, MI
Other
NONE
679$2.8M$0
SIGN, PICTORIAL AND DISPLAY UNION LOCAL 591 SUPPLEMENTAL PENSION
SIGN, PICTORIAL AND DISPLAY UNION LOCAL 591 SUPPLEMENTAL PENSION FUND
BINGHAM FARMS, MI
Other
49$2.7M$0
SIGN, PICTORIAL AND DISPLAY UNION LOCAL 591 SUPPLEMENTAL PENSION
SIGN, PICTORIAL AND DISPLAY UNION LOCAL 591 SUPPLEMENTAL PENSION FUND
BINGHAM FARMS, MI
Other
NONE
49$2.6M$0
SIGN, PICTORIAL AND DISPLAY UNION LOCAL 591 SUPPLEMENTAL PENSION
SIGN, PICTORIAL AND DISPLAY UNION LOCAL 591 SUPPLEMENTAL PENSION FUND
BINGHAM FARMS, MI
Other
30$2.6M$0
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 292 S.U.B. FUND
SHEET METAL WORKERS LOCAL NO. 292 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND
TROY, MI
Other
NONE
703$2.4M$0
T. D. WILLIAMSON, INC.
T.D. WILLIAMSON, INC. PENSION PLAN
TULSA, OK
Other
$627K$18K