Form 5500 Search

BARCLAYS CAPITAL

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
63
Active participants
1,042,389
Total plan assets
$456.1B
Filings (rows)
64
Direct comp
$2.3M
Indirect comp
$622K

SERVICES PROVIDED

Other52
Broker11

Top plans served

Showing top 64 of 63 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
SEATTLE, WA
Other
NONE
231,156$57.4B$241K
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
SEATTLE, WA
Other
NONE
231,353$56.4B$164K
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
SEATTLE, WA
Other
NONE
229,511$53.7B$191K
GENERAL ELECTRIC COMPANY
GENERAL ELECTRIC PENSION TRUST
BOSTON, MA
Broker
SECURITIES BROKERAGE
$46.7B$0
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Broker
SECURITIES BROKERAGE
$46.2B$0
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Broker
SECURITIES BROKERAGE
$24.9B$56K
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
ARLINGTON, VA
Broker
BROKER
61,593$16.8B$0
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
ARLINGTON, VA
Broker
BROKER
60,192$15.0B$0
ALL WEATHER PORTFOLIO LIMITED
ALL WEATHER PORTFOLIO LIMITED
WESTPORT, CT
Other
NONE
0$13.8B$167K
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
ARLINGTON, VA
Broker
BROKER
60,023$13.0B$0
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
ARLINGTON, VA
Broker
BROKER
56,128$11.5B$0
ALL WEATHER PORTFOLIO LIMITED
ALL WEATHER PORTFOLIO LIMITED
WESTPORT, CT
Other
NONE
0$10.3B$177K
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
ARLINGTON, VA
Broker
BROKER
55,939$10.2B$0
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
ARLINGTON, VA
Broker
BROKER
53,861$9.4B$0
DOMINION ENERGY, INC.
DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST
RICHMOND, VA
Other
BROKG
$9.1B$0
DOMINION ENERGY, INC.
DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST
RICHMOND, VA
Other
BROKG
$8.8B$0
DOMINION ENERGY, INC.
DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST
RICHMOND, VA
Other
BROKG
$8.3B$0
DOMINION ENERGY, INC.
DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST
RICHMOND, VA
Other
BROKG
$8.3B$0
BRIDGEWATER PURE ALPHA FUNDS, LTD.
BRIDGEWATER PURE ALPHA FUNDS, LTD.
WESTPORT, CT
Other
NONE
0$4.8B$487K
BRIDGEWATER PURE ALPHA FUNDS, LTD.
BRIDGEWATER PURE ALPHA FUNDS, LTD.
WESTPORT, CT
Other
NONE
0$4.4B$232K
BRIDGEWATER PURE ALPHA MAJOR MARKETS, LTD.
BRIDGEWATER PURE ALPHA MAJOR MARKETS, LTD.
WESTPORT, CT
Other
NONE
0$3.2B$92K
ABERDEEN ASSET MANAGEMENT
EMERGING MARKETS EQUITY FUND, A SERIES OF THE ABERDEEN INSTITUTIONAL COMMINGLED FUNDS, LLC.
KANSAS CITY, MO
Other
NONE
$2.9B$0
ABERDEEN ASSET MANAGEMENT
EMERGING MARKETS EQUITY FUND, A SERIES OF THE ABRDN INSTITUTIONAL COMMINGLED FUNDS, LLC.
KANSAS CITY, MO
Other
NONE
$2.6B$0
BRIDGEWATER PURE ALPHA MAJOR MARKETS, LTD.
BRIDGEWATER PURE ALPHA MAJOR MARKETS, LTD.
WESTPORT, CT
Other
NONE
0$2.0B$51K
DOMINION ENERGY, INC.
DOMINION ENERGY RETIREE HEALTH & WELFARE PLAN
RICHMOND, VA
Other
BROKG
$1.8B$0
ABERDEEN ASSET MANAGEMENT
EMERGING MARKETS EQUITY FUND, A SERIES OF ABRDN INSTITUTIONAL COMMINGLED FUNDS, LLC.
KANSAS CITY, MO
Other
NONE
$1.6B$0
BRIDGEWATER ALL WEATHER PORTFOLIO III, LTD.
BRIDGEWATER ALL WEATHER PORTFOLIO III, LTD.
WESTPORT, CT
Other
NONE
0$1.6B$15K
BRIDGEWATER ALL WEATHER PORTFOLIO III, LTD.
BRIDGEWATER ALL WEATHER PORTFOLIO III, LTD.
WESTPORT, CT
Other
NONE
0$1.6B$19K
BRIDGEWATER OPTIMAL PORTFOLIO, LTD.
BRIDGEWATER OPTIMAL PORTFOLIO, LTD.
WESTPORT, CT
Other
NONE
0$1.5B$27K
BRIDGEWATER ALL WEATHER PORTFOLIO II, LTD.
BRIDGEWATER ALL WEATHER PORTFOLIO II, LTD.
WESTPORT, CT
Other
NONE
0$1.5B$81K
BRIDGEWATER ALL WEATHER PORTFOLIO III, LTD.
BRIDGEWATER ALL WEATHER PORTFOLIO III, LTD.
WESTPORT, CT
Other
NONE
0$1.5B$9K
BW-M PA 24, LTD.
BW-M PA 24, LTD.
WESTPORT, CT
Other
NONE
0$1.4B$61K
ALL WEATHER@12%, LTD.
ALL WEATHER@12%, LTD.
WESTPORT, CT
Other
NONE
0$1.2B$21K
BW-M PA 24, LTD.
BW-M PA 24, LTD.
WESTPORT, CT
Other
NONE
0$1.1B$73K
BRIDGEWATER ALL WEATHER PORTFOLIO II, LTD.
BRIDGEWATER ALL WEATHER PORTFOLIO II, LTD.
WESTPORT, CT
Other
NONE
0$980.4M$24K
BRIDGEWATER OPTIMAL PORTFOLIO, LTD.
BRIDGEWATER OPTIMAL PORTFOLIO, LTD.
WESTPORT, CT
Other
NONE
0$952.6M$27K
LSV ASSET MANAGEMENT
LSV INTERNATIONAL VALUE EQUITY TRUST
CHICAGO, IL
Other
NONE
$772.8M$0
NATIONAL FUEL GAS COMPANY
NATIONAL FUEL GAS COMPANY RETIREMENT PLAN
WILLIAMSVILLE, NY
Broker
BROKER
1,145$596.7M$0
LAZARD ASSET MANAGEMENT LLC
LAZARD GLOBAL LISTED INFRASTRUCTURE TRUST
KANSAS CITY, MO
Other
NONE
$571.3M$0
BRIDGEWATER OPTIMAL PORTFOLIO, LTD.
BRIDGEWATER OPTIMAL PORTFOLIO, LTD.
WESTPORT, CT
Other
NONE
0$566.1M$15K
BRIDGEWATER DEFENSIVE ALPHA FUND, LTD.
BRIDGEWATER DEFENSIVE ALPHA FUND, LTD.
WESTPORT, CT
Other
NONE
0$531.9M$16K
BW-M PA 24, LTD.
BW-M PA 24, LTD.
WESTPORT, CT
Other
NONE
0$467.0M$37K
CAUSEWAY CAPITAL MANAGEMENT LLC
CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES
LOS ANGELES, CA
Other
NONE
$447.4M$0
BOMBARDIER AEROSPACE (HOLDINGS) USA INC.
RETIREMENT PLAN FOR EMPLOYEES OF LEARJET INC., BOMBARDIER AEROSPACE CORPORATION AND AFFILIATES
Other
NONE
982$439.1M$0
CAUSEWAY CAPITAL MANAGEMENT LLC
CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES
LOS ANGELES, CA
Other
NONE
$424.2M$0
ABERDEEN ASSET MANAGEMENT
EAFE PLUS FUND, A SERIES OF THE ABERDEEN INSTITUTIONAL COMMINGLED FUNDS, LLC.
KANSAS CITY, MO
Other
NONE
$400.4M$0
CAUSEWAY CAPITAL MANAGEMENT LLC
CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES
LOS ANGELES, CA
Other
NONE
$354.0M$0
ABERDEEN ASSET MANAGEMENT
EAFE PLUS FUND, A SERIES OF THE ABRDN INSTITUTIONAL COMMINGLED FUNDS, LLC.
KANSAS CITY, MO
Other
NONE
$302.0M$0
LAZARD ASSET MANAGEMENT LLC
LAZARD GLOBAL LISTED INFRASTRUCTURE TRUST
KANSAS CITY, MO
Other
NONE
$292.3M$0
CAUSEWAY CAPITAL MANAGEMENT LLC
CAUSEWAY INTERNATIONAL OPPORTUNITIES GROUP TRUST
KANSAS CITY, MO
Other
NONE
$223.6M$0
CAUSEWAY CAPITAL MANAGEMENT LLC
CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES B
LOS ANGELES, CA
Other
NONE
$208.6M$0
BELL ASSET MANAGEMENT LTD.
BELL GLOBAL TRUST
KANSAS CITY, MO
Other
NONE
$208.5M$0
CAUSEWAY CAPITAL MANAGEMENT LLC
CAUSEWAY INTERNATIONAL OPPORTUNITIES GROUP TRUST
KANSAS CITY, MO
Other
NONE
$204.6M$0
CAUSEWAY CAPITAL MANAGEMENT LLC
CAUSEWAY INTERNATIONAL OPPORTUNITIES GROUP TRUST
KANSAS CITY, MO
Other
NONE
$201.3M$0
CAUSEWAY CAPITAL MANAGEMENT LLC
CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES B
LOS ANGELES, CA
Other
NONE
$198.0M$0
CAUSEWAY CAPITAL MANAGEMENT LLC
CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES B
LOS ANGELES, CA
Other
NONE
$164.7M$0
EPOCH INVESTMENT PARTNERS, INC.
AEON GLOBAL CHOICE FUND, LLC.
KANSAS CITY, MO
Other
NONE
$156.4M$0
LORD ABBETT & CO LLC
LORD ABBETT INTERNATIONAL SMALL CAP TRUST
KANSAS CITY, MO
Other
NONE
$139.7M$0
LORD ABBETT & CO LLC
LORD ABBETT INTERNATIONAL SMALL CAP TRUST
KANSAS CITY, MO
Other
NONE
$106.0M$0
LORD ABBETT & CO LLC
LORD ABBETT INTERNATIONAL SMALL CAP TRUST
KANSAS CITY, MO
Other
NONE
$104.4M$0
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
COLUMBIA INTEGRATED MICRO CAP CORE PRIVATE FUND
KANSAS CITY, MO
Other
NONE
$33.8M$0
TRUWEST COMPANY, LLC
TRUWEST COMPANY, LLC RETIREMENT SAVINGS PLAN
WESTLAKE, OH
Other
NONE
261$21.5M$2
TRUWEST COMPANY, LLC
TRUWEST COMPANY, LLC RETIREMENT SAVINGS PLAN
WESTLAKE, OH
Broker
BROKER
245$18.7M$7
EPOCH INVESTMENT PARTNERS, INC.
AEON GLOBAL CHOICE FUND, LLC.
KANSAS CITY, MO
Other
NONE
$216K$0
BARCLAYS CAPITAL — Form 5500 Service Provider Profile | Form 5500 Search