AXA Rosenberg

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

$26.3B

Filings (rows)

Direct comp

$958K

Indirect comp

Aggregating 2 name variants under "AXA ROSENBERG"

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AXA ROSENBERG INVESTMENT MGMT1 AXA ROSENBERG INVESTMENT MANAGEMENT1

SERVICES PROVIDED

Investment manager2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Caterpillar Inc. Caterpillar Inc. Investment Trust · all filings	IRVING, TX	Investment manager	—	$13.8B	$133K	$0
Caterpillar Inc. Caterpillar Inc. Master Retirement Trust · all filings	IRVING, TX	Investment manager	—	$12.5B	$825K	$0