BOSTON ASSET
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
7
Active participants
59,200
Total plan assets
$26.7B
Filings (rows)
7
Direct comp
$3.1M
Indirect comp
$0
Aggregating 3 name variants under "BOSTON ASSET"
SERVICES PROVIDED
Other6
Advisor / Consultant1
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| BP LG CAP VAL EQ CIT | 3 |
| PE INTL CORE EQUITY FUND II | 2 |
| BP MD CAP VAL EQ CIT | 2 |
| PE US SM CAP OPPORTUNISTIC VALUE EQ | 2 |
Top plans served
All 7 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEES NATIONAL ELEVATOR INDUSTRY PENSION PLAN | NEWTOWN SQUARE, PA | Other NONE | 28,308 | $11.2B | $1.1M |
| NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEES NATIONAL ELEVATOR INDUSTRY PENSION PLAN | NEWTOWN SQUARE, PA | Other NONE | 27,434 | $10.4B | $978K |
| DTE ENERGY CORPORATE SERVICES, LLC DTE ENERGY COMPANY AFFILIATES EMPLOYEE BENEFIT PLANS MASTER TRUST | DETROIT, MI | Other NONE KNOWN | — | $4.4B | $194K |
| UTAH SHEET METAL PENSION TRUST UTAH SHEET METAL PENSION TRUST | MURRAY, UT | Other NONE OTHER THAN CONTRACT | 855 | $249.4M | $426K |
| UTAH SHEET METAL PENSION TRUST UTAH SHEET METAL PENSION TRUST | MURRAY, UT | Other NONE OTHER THAN CONTRACT | 757 | $204.2M | $353K |
| A.F.OF L.-A.G.C. BUILDING TRADES PENSION A.F.OF L.-A.G.C. BUILDING TRADES PENSION PLAN | MOBILE, AL | Advisor / Consultant INVESTMENT MANAGEMENT | 1,101 | $153.3M | $12K |
| BRD OF TRUSTEES OE 37 PENSION FUND OPERATING ENGINEERS LOCAL NO 37 PENSION FUND | BALTIMORE, MD | Other NONE | 745 | $131.4M | $37K |