BROADRIDGE
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
54
Active participants
380,284
Total plan assets
$294.8B
Filings (rows)
54
Direct comp
$2.0M
Indirect comp
$6
Aggregating 11 name variants under "BROADRIDGE"
SERVICES PROVIDED
Other45
Trustee6
Custodian2
Advisor / Consultant1
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| MANAGED RETIREMENT CONSERVATIVE | 3 |
| DFE | 3 |
| MANAGED RETIREMENT FUNDS BALANCED | 3 |
| MANAGED RETIREMENT FUNDS MODERATE | 3 |
| MANAGED RETIREMENT FUNDS GROWTH | 3 |
| MANAGED RETIREMENT FUNDS REAL ASSET | 3 |
| MANAGED RETIREMENT FUNDS AGGRESSIVE | 3 |
Top plans served
All 54 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| RAYTHEON TECHNOLOGIES CORPORATION RAYTHEON TECHNOLOGIES CORPORATION SAVINGS PLAN MASTER TRUST | FARMINGTON, CT | Other NONE | — | $48.6B | $165K |
| VERIZON COMMUNICATIONS INC. VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES | BASKING RIDGE, NJ | Other NONE | 63,563 | $29.4B | $46K |
| VERIZON COMMUNICATIONS INC. VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES | BASKING RIDGE, NJ | Other NONE | 69,218 | $27.8B | $23K |
| VERIZON COMMUNICATIONS INC. VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES | BASKING RIDGE, NJ | Other NONE | 78,072 | $25.2B | $23K |
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST | BETHESDA, MD | Other OTHER FEES | — | $24.9B | $6K |
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST | BETHESDA, MD | Other OTHER FEES | — | $24.6B | $6K |
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST | BETHESDA, MD | Other PROFESSIONAL | — | $23.7B | $6K |
| CITIGROUP INC. CITI RETIREMENT SAVINGS PLAN | STAMFORD, CT | Other NONE | 78,295 | $17.4B | $134K |
| VERIZON COMMUNICATIONS INC. BELL ATLANTIC MASTER TRUST | BASKING RIDGE, NJ | Other NONE | — | $16.2B | $14K |
| VERIZON COMMUNICATIONS INC. BELL ATLANTIC MASTER TRUST | BASKING RIDGE, NJ | Other NONE | — | $16.0B | $10K |
| VERIZON COMMUNICATIONS INC. BELL ATLANTIC MASTER TRUST | BASKING RIDGE, NJ | Other NONE | — | $7.9B | $11K |
| INTERNATIONAL PAPER COMPANY THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT | MEMPHIS, TN | Other NONE | — | $7.4B | $7K |
| INTERNATIONAL PAPER COMPANY THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT | MEMPHIS, TN | Other NONE | — | $6.4B | $14K |
| ANHEUSER-BUSCH COMPANIES, LLC ANHEUSER-BUSCH 401(K) SAVINGS AND RETIREMENT PLAN | ST LOUIS, MO | Other NONE | 13,288 | $3.6B | $13K |
| VERIZON COMMUNICATIONS INC. VERIZON SAVINGS SECURITY PLAN FOR MID-ATLANTIC ASSOCIATES | BASKING RIDGE, NJ | Other NONE | 11,674 | $3.4B | $5K |
| ANHEUSER-BUSCH COMPANIES, LLC ANHEUSER-BUSCH 401(K) SAVINGS AND RETIREMENT PLAN | ST LOUIS, MO | Other NONE | 14,148 | $3.4B | $13K |
| ANHEUSER-BUSCH COMPANIES, LLC ANHEUSER-BUSCH 401(K) SAVINGS AND RETIREMENT PLAN | ST LOUIS, MO | Other NONE | 15,250 | $3.1B | $13K |
| BOARD OF TRUSTEES OF THE U.A. LOCAL NO. 393 DEFINED CONTRIBUTION PLAN U. A. LOCAL NO. 393 DEFINED CONTRIBUTION PLAN | SAN JOSE, CA | Other NONE | 2,095 | $772.0M | $64K |
| JOINT BOARD OF TRUSTEES IBEW 332 PENSION PLAN - PART A IBEW 332 PENSION PLAN - PART A | SAN JOSE, CA | Other NONE | 2,182 | $720.7M | $158K |
| BOARD OF TRUSTEES OF THE U.A. LOCAL NO. 393 DEFINED CONTRIBUTION PLAN U. A. LOCAL NO. 393 DEFINED CONTRIBUTION PLAN | SAN JOSE, CA | Other NONE | 2,144 | $696.1M | $96K |
| AMERICAN UNITED LIFE INSURANCE COMPANY AMERICAN UNITED LIFE PROGRESS SHARING PLAN AND TRUST | INDIANAPOLIS, IN | Other NONE | 2,520 | $493.5M | $14K |
| AMERICAN UNITED LIFE INSURANCE COMPANY AMERICAN UNITED LIFE PROGRESS SHARING PLAN AND TRUST | INDIANAPOLIS, IN | Other NONE | 2,436 | $439.3M | $16K |
| INTEGRA IMAGING, P.S. HEALTHCARE ASSOCIATES PROFIT SHARING PLAN | SPOKANE, WA | Other NONE | 1,000 | $303.7M | $89K |
| BOARD OF TRUSTEES, IBEW LOCAL 405 DEFERRED SAVINGS PLAN IBEW LOCAL 405 DEFERRED SAVINGS PLAN | CEDAR RAPIDS, IA | Other NONE | 886 | $262.6M | $25K |
| INTEGRA IMAGING, P.S. HEALTHCARE ASSOCIATES PROFIT SHARING PLAN | SPOKANE, WA | Other NONE | 1,022 | $258.5M | $76K |
| BOARD OF TRUSTEES, IBEW LOCAL 405 DEFERRED SAVINGS PLAN IBEW LOCAL 405 DEFERRED SAVINGS PLAN | CEDAR RAPIDS, IA | Other NONE | 780 | $234.7M | $24K |
| INTEGRA IMAGING, P.S. HEALTHCARE ASSOCIATES PROFIT SHARING PLAN | SPOKANE, WA | Other NONE | 989 | $218.9M | $79K |
| BOARD OF TRUSTEES, IBEW LOCAL 405 DEFERRED SAVINGS PLAN IBEW LOCAL 405 DEFERRED SAVINGS PLAN | CEDAR RAPIDS, IA | Other NONE | 722 | $196.9M | $24K |
| BOARD OF TRUSTEES OF THE U.A. LOCAL NO. 393 HEALTH AND WELFARE TRUST U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN | SAN JOSE, CA | Other NONE | 2,058 | $195.3M | $30K |
| BOARD OF TRUSTEES OF THE U.A. LOCAL NO. 393 HEALTH AND WELFARE TRUST F U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN | SAN JOSE, CA | Other NONE | 2,082 | $185.3M | $27K |
| ION BANK RETIREMENT PLAN FOR EMPLOYEES OF ION BANK | NAUGATUCK, CT | Other NONE | 46 | $79.3M | $125K |
| JOHNSON AND JOHNSON JOHNSON AND JOHNSON SALARY MEDICAL VEBA | NEW BRUNSWICK, NJ | Other CONSULTING | — | $74.1M | $74K |
| ION BANK RETIREMENT PLAN FOR EMPLOYEES OF ION BANK | NAUGATUCK, CT | Other NONE | 47 | $71.0M | $118K |
| SAGE HOSPITALITY RESOURCES, LLC SAGE 401(K) RETIREMENT & SAVINGS PLAN | DENVER, CO | Advisor / Consultant INVESTMENT ADVISOR | 5,481 | $70.6M | $15K |
| ION BANK RETIREMENT PLAN FOR EMPLOYEES OF ION BANK | NAUGATUCK, CT | Other NONE | 38 | $58.2M | $102K |
| WILSON, ELSER, MOSKOWITZ, EDELMAN & DICKER LLP WILSON, ELSER, MOSKOWITZ, EDELMAN & DICKER LLP PARTNERS' DEFINED CONTRIBUTION PLAN | NEW YORK, NY | Trustee TRUSTEE | 314 | $57.9M | $52K |
| WILSON, ELSER, MOSKOWITZ, EDELMAN & DICKER LLP WILSON, ELSER, MOSKOWITZ, EDELMAN & DICKER LLP PARTNERS' DEFINED CONTRIBUTION PLAN | NEW YORK, NY | Trustee TRUSTEE | 295 | $53.6M | $48K |
| PRIVATE DIAGNOSTIC CLINIC PLLC PDC CASH BALANCE PENSION PLAN | DURHAM, NC | Other NONE | 283 | $50.5M | $15K |
| WILSON, ELSER, MOSKOWITZ, EDELMAN & DICKER LLP WILSON, ELSER, MOSKOWITZ, EDELMAN & DICKER LLP PARTNERS' DEFINED CONTRIBUTION PLAN | NEW YORK, NY | Trustee TRUSTEE | 282 | $49.4M | $51K |
| COLUMBIA COLLEGE CHICAGO COLUMBIA COLLEGE CHICAGO PENSION PLAN | CHICAGO, IL | Other NONE | 105 | $28.1M | $23K |
| BOARD OF TRUSTEES-OREGON LABORERS- EMPLOYERS PENSION TRUST FUND OREGON LABORERS-EMPLOYERS DEFINED CONTRIBUTION AND 401(K) PLAN | PORTLAND, OR | Other NONE | 4,003 | $21.0M | $11K |
| CENTREVILLE SAVINGS BANK PENSION PLAN FOR EMPLOYEES OF CENTREVILLE SAVINGS BANK | WEST WARWICK, RI | Trustee TRUSTEE | 25 | $19.9M | $5K |
| MONTANA RETIREMENT CHOICES MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORS MONTANA RETIREMENT CHOICES MULTIPLE EMPLOYER PLAN AS ADOPTED BY MANITO SUPER 1 FOODS, INC. | WHITE PLAINS, NY | Custodian CUSTODIAN | 640 | $19.7M | $6K |
| CENTREVILLE SAVINGS BANK PENSION PLAN FOR EMPLOYEES OF CENTREVILLE SAVINGS BANK | WEST WARWICK, RI | Trustee TRUSTEE | 24 | $19.4M | $6K |
| CENTREVILLE SAVINGS BANK PENSION PLAN FOR EMPLOYEES OF CENTREVILLE SAVINGS BANK | WEST WARWICK, RI | Trustee TRUSTEE | 28 | $19.2M | $5K |
| BOARD OF TRUSTEES-OREGON LABORERS- EMPLOYERS PENSION TRUST FUND OREGON LABORERS-EMPLOYERS DEFINED CONTRIBUTION AND 401(K) PLAN | PORTLAND, OR | Other NONE | 3,553 | $18.0M | $10K |
| HALE MAKUA HALE MAKUA-MASTER TRUST | KAHULUI, HI | Other NONE | — | $17.9M | $37K |
| HALE MAKUA HALE MAKUA-MASTER TRUST | KAHULUI, HI | Other NONE | — | $16.7M | $38K |
| HUTCHINSON SEALING SYSTEMS, INC. HUTCHINSON SEALING SYSTEMS, INC. RETIREMENT PLAN | AUBURN HILLS, MI | Other NONE | 111 | $4.9M | $9K |
| WIDENER UNIVERSITY INC. WIDENER UNIVERSITY INC. VEBA HEALTH SAVINGS PLAN | CHESTER, PA | Other NONE | 208 | $3.7M | $13K |
| JOHNSON AND JOHNSON JOHNSON AND JOHNSON HOURLY MEDICAL VEBA | NEW BRUNSWICK, NJ | Other CONSULTING | — | $2.0M | $7K |
| NR PARENTCO LLC NR PARENTCO LLC RETIREMENT PLAN | DENVER, CO | Custodian CUSTODIAN | 377 | $964K | $0 |
| HALE MAKUA HALE MAKUA-MASTER TRUST | KAHULUI, HI | Other NONE | — | $416K | $35K |
| HUTCHINSON SEALING SYSTEMS, INC. HUTCHINSON SEALING SYSTEMS, INC. RETIREMENT PLAN | AUBURN HILLS, MI | Other NONE | 0 | $0 | $0 |