| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant | 17,444 | $16.8B | $48K | $0 |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant | 16,617 | $14.4B | $43K | $0 |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Investment manager | 14,959 | $11.8B | $29K | $0 |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | IRVING, TX | Investment manager | 11,679 | $11.6B | $42K | $0 |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Investment manager | 11,221 | $9.1B | $33K | $0 |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Investment manager | 32,145 | $8.9B | $29K | $0 |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Advisor / Consultant | 34,203 | $8.0B | $13K | $0 |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Investment manager | 11,088 | $7.9B | $6K | $0 |
| HUMANA INC. HUMANA RETIREMENT SAVINGS PLAN | LOUISVILLE, KY | Investment manager | 42,968 | $7.7B | $12K | $0 |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Investment manager | 9,692 | $7.6B | $26K | $0 |
| HUMANA INC. HUMANA RETIREMENT SAVINGS PLAN | LOUISVILLE, KY | Investment manager | 44,901 | $7.4B | $9K | $0 |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Advisor / Consultant | 33,913 | $6.6B | $6K | $0 |
| HUMANA INC. HUMANA RETIREMENT SAVINGS PLAN | LOUISVILLE, KY | Investment manager | 44,251 | $6.4B | $8K | $0 |
| FOLEY & LARDNER LLP FOLEY & LARDNER LLP DEFINED CONTRIBUTION RETIREMENT PLAN | MILWAUKEE, WI | Investment manager | 2,109 | $1.7B | $12K | $0 |
| MCDERMOTT WILL & EMERY LLP MW&E SAVINGS AND RETIREMENT PLAN | CHICAGO, IL | Investment manager | 1,979 | $1.4B | $19K | $0 |
| FORVIS MAZARS, LLP FORVIS MAZARS, LLP EMPLOYEES SAVINGS PLAN II | SPRINGFIELD, MO | Investment manager | 2,551 | $881.2M | $8K | $0 |
| FORVIS, LLP FORVIS, LLP EMPLOYEES' SAVINGS PLAN II | SPRINGFIELD, MO | Investment manager | 2,957 | $732.3M | $7K | $0 |
| NFP CORP. NFP CORP. 401(K) PLAN | NEW YORK, NY | Investment manager | 5,991 | $663.7M | $5K | $0 |
| GENESYS CLOUD SERVICES, INC. GENESYS RETIREMENT SAVINGS PLAN | MENLO PARK, CA | Advisor / Consultant | 2,678 | $587.1M | $117K | $0 |
| GENESYS CLOUD SERVICES, INC. GENESYS RETIREMENT SAVINGS PLAN | MENLO PARK, CA | Advisor / Consultant | 2,709 | $493.6M | $115K | $0 |
| HAYNES AND BOONE, LLP HAYNES AND BOONE RETIREMENT SAVINGS PLAN | DALLAS, TX | Investment manager | 1,097 | $360.5M | $17K | $0 |
| HAYNES AND BOONE, LLP HAYNES AND BOONE RETIREMENT SAVINGS PLAN | DALLAS, TX | Investment manager | 1,055 | $314.6M | $13K | $0 |
| LEWIS ROCA ROTHGERBER CHRISTIE LLP LEWIS ROCA ROTHGERBER CHRISTIE LLP RETIREMENT PLAN A | PHOENIX, AZ | Investment manager | 296 | $258.2M | $24K | $0 |
| HAYNES AND BOONE, LLP HAYNES AND BOONE RETIREMENT SAVINGS PLAN | DALLAS, TX | Investment manager | 1,010 | $251.3M | $13K | $0 |
| TIDEWATER PHYSICIANS MULTISPECIALTY GROUP, P.C. TIDEWATER PHYSICIANS MULTISPECIALTY GROUP, P.C. 401(K) PLAN | NEWPORT NEWS, VA | Investment manager | 1,105 | $168.9M | $17K | $0 |
| PACHULSKI STANG ZIEHL & JONES LLP PACHULSKI STANG ZIEHL & JONES LLP PROFIT SHARING PLAN | LOS ANGELES, CA | Investment manager | 111 | $148.2M | $16K | $0 |
| TIDEWATER PHYSICIANS MULTISPECIALTY GROUP, P.C. TIDEWATER PHYSICIANS MULTISPECIALTY GROUP, P.C. 401(K) PLAN | NEWPORT NEWS, VA | Investment manager | 1,091 | $146.3M | $14K | $0 |
| PACHULSKI STANG ZIEHL & JONES LLP PACHULSKI, STANG, ZIEHL, & JONES LLP PROFIT SHARING PLAN | LOS ANGELES, CA | Advisor / Consultant | 98 | $126.6M | $14K | $0 |
| REGIONAL CANCER CARE ASSOCIATES LLC REGIONAL CANCER CARE ASSOCIATES LLC 401(K) PROFIT SHARING PLAN | TEANECK, NJ | Investment manager | 521 | $125.7M | $10K | $0 |
| EISENHOWER MEDICAL ASSOCIATES INC. EISENHOWER MEDICAL ASSOCIATES 401K PROFIT SHARING PLAN | RANCHO MIRAGE, CA | Investment manager | 313 | $121.3M | $0 | $347K |
| TIDEWATER PHYSICIANS MULTISPECIALTY GROUP, P.C. TIDEWATER PHYSICIANS MULTISPECIALTY GROUP, P.C. 401(K) PLAN | NEWPORT NEWS, VA | Investment manager | 1,029 | $119.4M | $6K | $0 |
| PACHULSKI STANG ZIEHL & JONES LLP PACHULSKI, STANG, ZIEHL, & JONES LLP PROFIT SHARING PLAN | LOS ANGELES, CA | Advisor / Consultant | 99 | $103.6M | $10K | $0 |
| RETA TRUST RETA PLAN | WALNUT CREEK, CA | Investment manager | 23,680 | $101.4M | $88K | $0 |
| EISENHOWER MEDICAL ASSOCIATES INC. EISENHOWER MEDICAL ASSOCIATES 401K PROFIT SHARING PLAN | RANCHO MIRAGE, CA | Investment manager | 285 | $101.2M | $0 | $276K |
| RETA TRUST RETA PLAN | WALNUT CREEK, CA | Investment manager | 22,433 | $95.0M | $86K | $0 |
| STRADLING YOCCA CARLSON & RAUTH, P.C. SYCR 401(K) PROFIT SHARING PLAN | NEWPORT BEACH, CA | Advisor / Consultant | 128 | $93.3M | $33K | $0 |
| RETA TRUST RETA PLAN | WALNUT CREEK, CA | Investment manager | 21,890 | $90.5M | $83K | $0 |
| EISENHOWER MEDICAL ASSOCIATES INC. EISENHOWER MEDICAL ASSOCIATES 401K PROFIT SHARING PLAN | RANCHO MIRAGE, CA | Investment manager | 266 | $80.2M | $0 | $120K |
| OHIO ANESTHESIA GROUP, INC. OHIO ANESTHESIA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CANTON, OH | Advisor / Consultant | 80 | $60.6M | $24K | $0 |
| METROLINA NEPHROLOGY ASSOCIATES, P.A. METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN | CHARLOTTE, NC | Investment manager | 220 | $60.0M | $11K | $0 |
| METROLINA NEPHROLOGY ASSOCIATES, P.A. METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN | CHARLOTTE, NC | Investment manager | 198 | $56.1M | $5K | $0 |
| LAMMICO LAMMICO EMPLOYEE RETIREMENT PLAN | METAIRIE, LA | Advisor / Consultant | 120 | $48.9M | $6K | $0 |
| LAMMICO LAMMICO EMPLOYEE RETIREMENT PLAN | METAIRIE, LA | Advisor / Consultant | 120 | $45.0M | $23K | $0 |
| LAMMICO LAMMICO EMPLOYEE RETIREMENT PLAN | METAIRIE, LA | Advisor / Consultant | 115 | $43.4M | $23K | $0 |
| FLUID COMPONENTS INTERNATIONAL, LLC FLUID COMPONENTS INTERNATIONAL, LLC 401K PROFIT SHARING PLAN | SAN MARCOS, CA | Investment manager | 220 | $40.3M | $19K | $0 |
| THE ATHENIAN SCHOOL THE ATHENIAN SCHOOL 403(B) PLAN | DANVILLE, CA | Advisor / Consultant | 130 | $39.9M | $56K | $0 |
| FLUID COMPONENTS INTERNATIONAL, LLC FLUID COMPONENTS INTERNATIONAL, LLC 401K PROFIT SHARING PLAN | SAN MARCOS, CA | Investment manager | 72 | $38.4M | $15K | $0 |
| FLUID COMPONENTS INTERNATIONAL, LLC FLUID COMPONENTS INTERNATIONAL, LLC 401K PROFIT SHARING PLAN | SAN MARCOS, CA | Investment manager | 229 | $37.5M | $19K | $0 |
| ALEXANDER DAWSON FOUNDATION ALEXANDER DAWSON SCHOOL 401(K) PLAN | LAS VEGAS, NV | Advisor / Consultant | 273 | $36.8M | $36K | $0 |
| THE ATHENIAN SCHOOL THE ATHENIAN SCHOOL 403(B) PLAN | DANVILLE, CA | Advisor / Consultant | 129 | $35.7M | $47K | $0 |
| ALEXANDER DAWSON FOUNDATION THE ALEXANDER DAWSON SCHOOL 401(K) PLAN | LAS VEGAS, NV | Investment manager | 251 | $34.7M | $35K | $0 |
| RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A. EMPLOYEES' SAVINGS TRUST | ORLANDO, FL | Advisor / Consultant | 188 | $33.8M | $3K | $0 |
| GOODWILL INDUSTRIES OF ORANGE COUNTY, CALIFORNIA 403B THRIFT PLAN FOR GOODWILL INDUSTRIES OF ORANGE COUNTY, CA | SANTA ANA, CA | Advisor / Consultant | 1,574 | $31.6M | $45K | $0 |
| E.T. WHITEHALL SANTA MONICA PARTNERS, L.P. ETC HOTELS 401(K) PLAN | BEVERLY HILLS, CA | Advisor / Consultant | 564 | $31.6M | $70K | $0 |
| ALEXANDER DAWSON FOUNDATION ALEXANDER DAWSON SCHOOL 401(K) PLAN | LAS VEGAS, NV | Investment manager | 255 | $29.0M | $33K | $0 |
| GOODWILL INDUSTRIES OF ORANGE COUNTY, CALIFORNIA 403B THRIFT PLAN FOR GOODWILL INDUSTRIES OF ORANGE COUNTY, CA | SANTA ANA, CA | Advisor / Consultant | 1,597 | $28.1M | $40K | $0 |
| E.T. WHITEHALL SANTA MONICA PARTNERS, L.P. ETC HOTELS 401(K) PLAN | BEVERLY HILLS, CA | Advisor / Consultant | 564 | $28.1M | $60K | $0 |
| E.T. WHITEHALL SANTA MONICA PARTNERS, L.P. ETC HOTELS 401(K) PLAN | BEVERLY HILLS, CA | Advisor / Consultant | 557 | $23.2M | $61K | $0 |
| HOWARD BUILDING CORPORATION HOWARD BUILDING CORP 401(K) PROFIT SHARING PLAN | LOS ANGELES, CA | Advisor / Consultant | 150 | $22.8M | $49K | $0 |
| HOWARD BUILDING CORPORATION HOWARD BUILDING CORP 401(K) PROFIT SHARING PLAN | LOS ANGELES, CA | Advisor / Consultant | 142 | $19.2M | $41K | $0 |
| LONE STAR COMMUNICATIONS, INC. LONE STAR COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN | GRAND PRAIRE, TX | Advisor / Consultant | 227 | $19.1M | $26K | $0 |
| LONE STAR COMMUNICATIONS, INC. LONE STAR COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN | GRAND PRAIRE, TX | Advisor / Consultant | 230 | $17.5M | $12K | $0 |
| HOWARD BUILDING CORPORATION HOWARD BUILDING CORP 401(K) PROFIT SHARING PLAN | LOS ANGELES, CA | Advisor / Consultant | 156 | $16.3M | $43K | $0 |
| VIRA INSIGHT, LLC VIRA INSIGHT, LLC 401(K) PLAN | LEWISVILLE, TX | Advisor / Consultant | 201 | $12.2M | $29K | $7 |
| VIRA INSIGHT, LLC VIRA INSIGHT, LLC 401(K) PLAN | LEWISVILLE, TX | Advisor / Consultant | 173 | $10.9M | $15K | $3 |
| C & C MARINE AND REPAIR, L.L.C. C & C MARINE AND REPAIR, L.L.C. 401(K) SAVINGS PLAN | BELLE CHASSE, LA | Investment manager | 143 | $10.4M | $21K | $0 |
| NEWPORT DIVERSIFIED, INC. NEWPORT DIVERSIFIED, INC. PROFIT SHARING AND SAVINGS PLAN | NEWPORT BEACH, CA | Advisor / Consultant | 198 | $9.6M | $26K | $0 |
| TURNERS OUTDOORS INC. TURNERS OUTDOORS INC. 401K PLAN | RIALTO, CA | Investment manager | 736 | $9.4M | $0 | $41K |
| C & C MARINE AND REPAIR, L.L.C. C & C MARINE AND REPAIR, L.L.C. 401(K) SAVINGS PLAN | BELLE CHASSE, LA | Investment manager | 139 | $8.5M | $18K | $0 |
| TURNERS OUTDOORS INC. TURNERS OUTDOORS INC. 401K PLAN | RIALTO, CA | Investment manager | 665 | $7.9M | $0 | $33K |
| NEWPORT DIVERSIFIED, INC. NEWPORT DIVERSIFIED, INC. PROFIT SHARING AND SAVINGS PLAN | NEWPORT BEACH, CA | Advisor / Consultant | 156 | $7.1M | $22K | $0 |
| C & C MARINE AND REPAIR, L.L.C. C & C MARINE AND REPAIR, L.L.C. 401(K) SAVINGS PLAN | BELLE CHASSE, LA | Investment manager | 135 | $7.1M | $19K | $0 |
| TURNERS OUTDOORS INC. TURNERS OUTDOORS INC. 401K PLAN | RIALTO, CA | Investment manager | 564 | $6.4M | $0 | $31K |
| NORTHWOOD CLUB, INC. NORTHWOOD CLUB 401(K) PLAN | DALLAS, TX | Advisor / Consultant | 143 | $6.4M | $11K | $0 |
| NORTHWOOD CLUB, INC. NORTHWOOD CLUB 401(K) PLAN | DALLAS, TX | Advisor / Consultant | 118 | $5.6M | $11K | $0 |
| ADRIATIC MARINE, L.L.C. ADRIATIC MARINE, L.L.C. 401(K) RETIREMENT SAVINGS PLAN | RACELAND, LA | Investment manager | 135 | $4.3M | $8K | $0 |
| ADRIATIC MARINE, L.L.C. ADRIATIC MARINE, L.L.C. 401(K) RETIREMENT SAVINGS PLAN | RACELAND, LA | Investment manager | 122 | $3.3M | $6K | $0 |
| RAMKO MANUFACTURING, INC. RAMKO MANUFACTURING, INC. PROFIT SHARING PLAN | HEMET, CA | Advisor / Consultant | 163 | $2.8M | $14K | $0 |
| FAR WEST SERVICES, LLC FAR WEST SERVICES, LLC 401(K) PLAN | COSTA MESA, CA | Investment manager | 3,427 | $2.7M | $0 | $11K |
| ADRIATIC MARINE, L.L.C. ADRIATIC MARINE, L.L.C. 401(K) RETIREMENT SAVINGS PLAN | RACELAND, LA | Investment manager | 102 | $2.3M | $5K | $0 |
| JVS SOCAL JVS SOCAL 401(K) PLAN | LOS ANGELES, CA | Advisor / Consultant | 189 | $1.1M | $0 | $6K |
| FLEUR DE LIS ENERGY, L.L.C. FDL ENERGY 401(K) PLAN | DALLAS, TX | Advisor / Consultant | 0 | $1K | $12K | $0 |
