Form 5500 Search

BROOKFIELD

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
78
Active participants
884,185
Total plan assets
$646.9B
Filings (rows)
98
Direct comp
$45.6M
Indirect comp
$5.3M

SERVICES PROVIDED

Other70
Advisor / Consultant8

Top plans served

Showing top 98 of 78 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
GENERAL ELECTRIC COMPANY
GENERAL ELECTRIC PENSION TRUST
BOSTON, MA
Advisor / Consultant
INVESTMENT MANAGER
$46.7B$330K
GENERAL ELECTRIC COMPANY
GENERAL ELECTRIC PENSION TRUST
BOSTON, MA
Advisor / Consultant
INVESTMENT MANAGER
$46.7B$1.9M
GENERAL ELECTRIC COMPANY
GENERAL ELECTRIC PENSION TRUST
BOSTON, MA
Advisor / Consultant
INVESTMENT MANAGER
$46.7B$424K
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Advisor / Consultant
INVESTMENT MANAGER
$46.2B$2.7M
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Advisor / Consultant
INVESTMENT MANAGER
$46.2B$442K
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
BASKING RIDGE, NJ
Other
NONE
$41.1B$90K
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
BASKING RIDGE, NJ
Other
NONE
$36.7B$554K
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
BASKING RIDGE, NJ
Other
NONE
$33.3B$964K
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI
Other
NONE
0$31.4B$0
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI
Other
NONE
0$30.8B$0
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI
Other
NONE
0$30.6B$0
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM PERSONAL PENSION PLAN
ARMONK, NY
Other
PARTY-IN-INTEREST
14,881$25.5B$258K
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Advisor / Consultant
INVESTMENT MANAGER
$24.9B$3.3M
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Advisor / Consultant
INVESTMENT MANAGER
$24.9B$820K
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Advisor / Consultant
INVESTMENT MANAGER
$24.9B$402K
DELTA AIR LINES, INC.
DELTA MASTER TRUST
ATLANTA, GA
Advisor / Consultant
INVESTMENT MANAGER
$20.3B$33K
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI
Other
NONE
0$19.8B$0
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI
Other
NONE
0$19.6B$0
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI
Other
NONE
0$19.3B$0
FCA US LLC
FCA US LLC MASTER RETIREMENT TRUST BALANCED POOL
AUBURN HILLS, MI
Other
$17.0B$7.8M
SOUTHERN COMPANY SERVICES, INC.
THE SOUTHERN COMPANY PENSION PLAN
ATLANTA, GA
Other
NONE
25,843$15.6B$103K
SOUTHERN COMPANY SERVICES, INC.
THE SOUTHERN COMPANY PENSION PLAN
ATLANTA, GA
Other
NONE
26,369$15.3B$370K
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI
Other
NONE
0$12.8B$0
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI
Other
NONE
0$12.7B$0
AMERICAN AIRLINES, INC. - RETIREMENT
AMERICAN AIRLINES INC., MASTER FIXED BENEFIT PENSION TRUST
FORT WORTH, TX
Other
NONE
0$12.6B$1.3M
AMERICAN AIRLINES, INC. - RETIREMENT
AMERICAN AIRLINES INC., MASTER FIXED BENEFIT PENSION TRUST
FORT WORTH, TX
Other
NONE
0$12.6B$1.0M
AMERICAN AIRLINES, INC. - RETIREMENT
AMERICAN AIRLINES INC., MASTER FIXED BENEFIT PENSION TRUST
FORT WORTH, TX
Other
NONE
0$12.6B$1.8M
AMERICAN AIRLINES, INC. - RETIREMENT
AMERICAN AIRLINES INC., MASTER FIXED BENEFIT PENSION TRUST
FORT WORTH, TX
Advisor / Consultant
INVESTMENT MANAGEMENT
0$12.5B$1.2M
AMERICAN AIRLINES, INC. - RETIREMENT
AMERICAN AIRLINES INC., MASTER FIXED BENEFIT PENSION TRUST
FORT WORTH, TX
Advisor / Consultant
INVESTMENT MANAGEMENT
0$12.5B$1.3M
AMERICAN AIRLINES, INC. - RETIREMENT
AMERICAN AIRLINES INC., MASTER FIXED BENEFIT PENSION TRUST
FORT WORTH, TX
Advisor / Consultant
INVESTMENT MANAGEMENT
0$12.5B$909K
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI
Other
NONE
0$12.4B$0
AMERICAN AIRLINES, INC. - RETIREMENT
AMERICAN AIRLINES INC., MASTER FIXED BENEFIT PENSION TRUST
FORT WORTH, TX
Other
NONE
0$12.0B$1.3M
AMERICAN AIRLINES, INC. - RETIREMENT
AMERICAN AIRLINES INC., MASTER FIXED BENEFIT PENSION TRUST
FORT WORTH, TX
Other
NONE
0$12.0B$1.0M
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEES
NATIONAL ELEVATOR INDUSTRY PENSION PLAN
NEWTOWN SQUARE, PA
Other
NONE
28,308$11.2B$1.0M
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEES
NATIONAL ELEVATOR INDUSTRY PENSION PLAN
NEWTOWN SQUARE, PA
Other
NONE
27,434$10.4B$1.0M
BD OF TRUSTEES UFCW CONSOLIDATED PENSION FUND
UFCW CONSOLIDATED PENSION FUND
ATLANTA, GA
Other
EXPENSE MANAGEMENT
166,161$5.6B$202K
BD OF TRUSTEES UFCW CONSOLIDATED PENSION FUND
UFCW CONSOLIDATED PENSION FUND
ATLANTA, GA
Other
NONE
184,887$5.5B$230K
BD OF TRUSTEES UFCW CONSOLIDATED PENSION FUND
UFCW CONSOLIDATED PENSION FUND
ATLANTA, GA
Other
NONE
184,887$5.5B$224K
BD OF TRUSTEES UFCW CONSOLIDATED PENSION FUND
UFCW CONSOLIDATED PENSION FUND
ATLANTA, GA
Other
NONE
191,597$5.4B$224K
NATIONAL ELEVATOR INDUSTRY HEALTH BENEFIT PLAN BOARD OF TRUSTEES
NATIONAL ELEVATOR INDUSTRY HEALTH BENEFIT PLAN
NEWTOWN SQUARE, PA
Other
NONE
26,202$3.4B$274K
NATIONAL ELEVATOR INDUSTRY HEALTH BENEFIT PLAN BOARD OF TRUSTEES
NATIONAL ELEVATOR INDUSTRY HEALTH BENEFIT PLAN
NEWTOWN SQUARE, PA
Other
NONE
25,761$3.1B$271K
FACTORY MUTUAL INSURANCE COMPANY
FACTORY MUTUAL INSURANCE COMPANY PENSION PLAN
JOHNSTON, RI
Other
NONE
3,786$3.0B$394K
FACTORY MUTUAL INSURANCE COMPANY
FACTORY MUTUAL INSURANCE COMPANY PENSION PLAN
JOHNSTON, RI
Other
NONE
3,656$2.9B$850K
NATIONAL ELEVATOR INDUSTRY HEALTH BENEFIT PLAN BOARD OF TRUSTEES
NATIONAL ELEVATOR INDUSTRY HEALTH BENEFIT PLAN
NEWTOWN SQUARE, PA
Other
NONE
25,987$2.8B$308K
FACTORY MUTUAL INSURANCE COMPANY
FACTORY MUTUAL INSURANCE COMPANY PENSION PLAN
JOHNSTON, RI
Other
NONE
3,478$2.7B$267K
BOARD OF TRUSTEES
NEW YORK HOTEL TRADES COUNCIL AND HOTEL ASSOCIATION OF NEW YORK CITY, INC. PENSION FUND
NEW YORK, NY
Advisor / Consultant
INVESTMENT MANAGER
27,574$2.6B$0
HEALTH CARE SERVICE CORPORATION A MUTUAL RESERVE CO
HCSC MASTER PENSION TRUST
RICHARDSON, TX
Advisor / Consultant
INVESTMENT MANAGEMENT
$2.5B$299K
BOARD OF TRUSTEES
NEW YORK HOTEL TRADES COUNCIL AND HOTEL ASSOCIATION OF NEW YORK CITY, INC. PENSION FUND
NEW YORK, NY
Advisor / Consultant
INVESTMENT MANAGER
25,208$2.3B$456K
SOUTHERN CALIFORNIA GAS COMPANY
SOUTHERN CALIFORNIA GAS COMPANY PENSION PLAN
SAN DIEGO, CA
Other
NONE
8,002$2.0B$203K
ARAMCO SHARED BENEFITS COMPANY
ARAMCO U.S. RETIREMENT INCOME PLAN
HOUSTON, TX
Other
NONE
1,416$1.8B$137K
ARAMCO SHARED BENEFITS COMPANY
ARAMCO U.S. RETIREMENT INCOME PLAN
HOUSTON, TX
Other
NONE
1,416$1.8B$147K
BATTELLE MEMORIAL INSTITUTE
PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE
COLUMBUS, OH
Other
NONE
5,310$1.8B$8K
ARAMCO SHARED BENEFITS COMPANY
ARAMCO U.S. RETIREMENT INCOME PLAN
HOUSTON, TX
Other
NONE
1,618$1.8B$613K
ARAMCO SHARED BENEFITS COMPANY
ARAMCO U.S. RETIREMENT INCOME PLAN
HOUSTON, TX
Other
NONE
1,618$1.8B$74K
AARP
AARP EMPLOYEES' PENSION PLAN
WASHINGTON, DC
Other
NONE
2,180$1.6B$38K
JOINT BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 324
OPERATING ENGINEERS' LOCAL 324 PENSION FUND
TROY, MI
Other
NONE KNOWN
7,993$1.6B$458K
AARP
AARP EMPLOYEES' PENSION PLAN
WASHINGTON, DC
Other
NONE
1,995$1.5B$170K
AARP
AARP EMPLOYEES' PENSION PLAN
WASHINGTON, DC
Other
NONE
1,957$1.3B$177K
HARBOR CAPITAL ADVISORS, INC.
HARBOR CAPITAL GROUP TRUST FOR DEFINED BENEFIT PLANS
CHICAGO, IL
Other
NONE
$1.3B$177K
HANFORD PENSION & SAVINGS PLANS COMMITTEE
HANFORD MULTI-EMPLOYER PENSION PLAN
RICHLAND, WA
Other
NONE
1,310$1.2B$28K
HANFORD PENSION & SAVINGS PLANS COMMITTEE
HANFORD MULTI-EMPLOYER PENSION PLAN
RICHLAND, WA
Other
NONE
1,432$1.2B$33K
CONSOLIDATED ELECTRICAL DISTRIBUTORS, INC.
EMPLOYEES' RETIREMENT PLAN OF CONSOLIDATED ELECTRICAL DISTRIBUTORS, INC.
IRVING, TX
Other
NONE
1,943$1.2B$19K
CONSOLIDATED ELECTRICAL DISTRIBUTORS, INC.
EMPLOYEES' RETIREMENT PLAN OF CONSOLIDATED ELECTRICAL DISTRIBUTORS, INC.
IRVING, TX
Other
NONE
1,665$1.2B$38K
HANFORD PENSION & SAVINGS PLANS COMMITTEE
HANFORD MULTI-EMPLOYER PENSION PLAN
RICHLAND, WA
Other
NONE
1,524$1.1B$37K
CONSOLIDATED ELECTRICAL DISTRIBUTORS, INC.
EMPLOYEES' RETIREMENT PLAN OF CONSOLIDATED ELECTRICAL DISTRIBUTORS, INC.
IRVING, TX
Other
NONE
1,798$1.1B$65K
ENBRIDGE EMPLOYEE SERVICES, INC.
ENBRIDGE EMPLOYEE SERVICES, INC. EMPLOYEES' PENSION PLAN
HOUSTON, TX
Other
NONE
5,354$1.1B$641K
PROVIDENCE HEALTH & SERVICES
PROVIDENCE HEALTH & SERVICES AND SWEDISH HEALTH SERVICES MASTER RETIREMENT TRUST
RENTON, WA
Other
NONE
$1.1B$281K
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST
BOSTON, MA
Other
NONE
2,901$910.6M$281K
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST
BOSTON, MA
Other
NONE
2,709$906.9M$284K
ENBRIDGE EMPLOYEE SERVICES, INC.
ENBRIDGE EMPLOYEE SERVICES, INC. EMPLOYEES' PENSION PLAN
HOUSTON, TX
Other
NONE
3,603$875.2M$592K
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST
BOSTON, MA
Other
NONE
2,586$867.5M$225K
ENBRIDGE EMPLOYEE SERVICES, INC.
ENBRIDGE EMPLOYEE SERVICES, INC. EMPLOYEES' PENSION PLAN
HOUSTON, TX
Other
NONE
3,482$846.1M$445K
SAN DIEGO GAS & ELECTRIC COMPANY
SAN DIEGO GAS & ELECTRIC COMPANY CASH BALANCE PLAN
SAN DIEGO, CA
Other
NONE
4,365$774.9M$51K
GENERAL MILLS, INC.
GENERAL MILLS GROUP TRUST - POOLED REAL ASSET FUND
MINNEAPOLIS, MN
Other
NONE
$722.9M$584K
GENERAL MILLS, INC.
GENERAL MILLS GROUP TRUST - POOLED REAL ASSET FUND
MINNEAPOLIS, MN
Other
NONE
$722.9M$548K
GENERAL MILLS, INC.
GENERAL MILLS GROUP TRUST - POOLED REAL ASSET FUND
MINNEAPOLIS, MN
Other
NONE
$722.9M$314K
GENERAL MILLS, INC.
GENERAL MILLS GROUP TRUST - POOLED REAL ASSET FUND
MINNEAPOLIS, MN
Other
NONE
$722.9M$250K
GENERAL MILLS, INC.
GENERAL MILLS GROUP TRUST - POOLED REAL ASSET FUND
MINNEAPOLIS, MN
Other
NONE
$586.7M$198K
GENERAL MILLS, INC.
GENERAL MILLS GROUP TRUST - POOLED REAL ASSET FUND
MINNEAPOLIS, MN
Other
NONE
$586.7M$317K
GENERAL MILLS, INC.
GENERAL MILLS GROUP TRUST - POOLED REAL ASSET FUND
MINNEAPOLIS, MN
Other
NONE
$586.7M$365K
DANA LIMITED
DANA LIMITED MASTER TRUST
MAUMEE, OH
Other
NONE
$537.6M$0
DANA LIMITED
DANA LIMITED MASTER TRUST
MAUMEE, OH
Other
NONE
$532.3M$0
GENERAL MILLS, INC.
GENERAL MILLS GROUP TRUST - POOLED REAL ASSET FUND
MINNEAPOLIS, MN
Other
NONE
$501.0M$364K
GENERAL MILLS, INC.
GENERAL MILLS GROUP TRUST - POOLED REAL ASSET FUND
MINNEAPOLIS, MN
Other
NONE
$501.0M$186K
GENERAL MILLS, INC.
GENERAL MILLS GROUP TRUST - POOLED REAL ASSET FUND
MINNEAPOLIS, MN
Other
NONE
$501.0M$250K
DANA LIMITED
DANA LIMITED MASTER TRUST
MAUMEE, OH
Other
NONE
$493.6M$0
JOINT BOARD OF TRUSTEES OF THE UA LOCAL 190 PENSION PLAN
UA LOCAL 190 PENSION PLAN
TROY, MI
Other
NONE
1,283$286.4M$78K
JOINT BOARD OF TRUSTEES OF THE UA LOCAL 190 PENSION PLAN
UA LOCAL 190 PENSION PLAN
TROY, MI
Other
NONE
1,254$263.9M$102K
METROPOLITAN OPERA ASSOCIATION, INC
METROPOLITAN OPERA ASSOCIATION RETIREMENT PLAN
NEW YORK, NY
Other
NONE
619$248.6M$0
SEMPRA
SEMPRA ENERGY CASH BALANCE PLAN
SAN DIEGO, CA
Other
NONE
717$210.0M$13K
BD OF TRUSTEES OF IBT CONSOLIDATED PENSION FUND
IBT CONSOLIDATED PENSION PLAN
SEATTLE, WA
Other
NONE
3,457$180.5M$26K
BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 16 PENSION PLAN
PLUMBERS LOCAL UNION NO. 16 PENSION PLAN
OMAHA, NE
Other
NONE
531$96.0M$50K
BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 16 PENSION PLAN
PLUMBERS LOCAL UNION NO. 16 PENSION PLAN
OMAHA, NE
Other
NONE
506$92.8M$41K
BEMIS MANUFACTURING COMPANY
BEMIS MANUFACTURING COMPANY EMPLOYEES PENSION PLAN
SHEBOYGAN FALLS, WI
Other
NONE
788$84.0M$19K
BEMIS MANUFACTURING COMPANY
BEMIS MANUFACTURING COMPANY EMPLOYEES PENSION PLAN
SHEBOYGAN FALLS, WI
Other
NONE
828$78.2M$136K
BEMIS MANUFACTURING COMPANY
BEMIS MANUFACTURING COMPANY EMPLOYEES PENSION PLAN
SHEBOYGAN FALLS, WI
Other
NONE
767$60.0M$16K
BOARD OF TRUSTEES SDC - LEAGUE PENSION FUND
SDC-LEAGUE PENSION FUND
NEW YORK, NY
Other
NONE
1,160$47.6M$71K
HAWORTH INTERNATIONAL, LTD.
HAWORTH MASTER PENSION TRUST
HOLLAND, MI
Other
$45K