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"

Click a variant to view it alone

AXA ROSENBERG INVESTMENT MGMT1 AXA ROSENBERG INVESTMENT MANAGEMENT1

SERVICES PROVIDED

Investment manager2

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
CATERPILLAR INC. CATERPILLAR INC. INVESTMENT TRUST	IRVING, TX	Investment manager	—	$13.8B	$133K	$0
CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST	IRVING, TX	Investment manager	—	$12.5B