CALLAN ASSOCIATES
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
94
Active participants
803,952
Total plan assets
$370.7B
Filings (rows)
94
Direct comp
$10.9M
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant51
Other43
Top plans served
All 94 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| NORTHROP GRUMMAN CORPORATION NORTHROP GRUMMAN SAVINGS PLAN | FALLS CHURCH, VA | Advisor / Consultant CONSULTANT | 99,799 | $39.5B | $59K |
| NORTHROP GRUMMAN CORPORATION NORTHROP GRUMMAN SAVINGS PLAN | FALLS CHURCH, VA | Advisor / Consultant CONSULTANT | 104,719 | $36.2B | $111K |
| NORTHROP GRUMMAN CORPORATION NORTHROP GRUMMAN SAVINGS PLAN | FALLS CHURCH, VA | Advisor / Consultant CONSULTANT | 97,987 | $32.6B | $59K |
| NOKIA OF AMERICA CORPORATION LUCENT TECHNOLOGIES INC. MASTER PENSION TRUST | MOUNTAIN AVENUE, NJ | Other NONE | — | $24.1B | $485K |
| NORTHROP GRUMMAN CORPORATION NORTHROP GRUMMAN PENSION PLAN | FALLS CHURCH, VA | Advisor / Consultant CONSULTANT | 12,678 | $19.1B | $258K |
| NORTHROP GRUMMAN CORPORATION NORTHROP GRUMMAN PENSION PLAN | FALLS CHURCH, VA | Advisor / Consultant CONSULTANT | 11,507 | $18.8B | $215K |
| NORTHROP GRUMMAN CORPORATION NORTHROP GRUMMAN PENSION PLAN | FALLS CHURCH, VA | Advisor / Consultant CONSULTANT | 13,674 | $18.3B | $212K |
| GENENTECH, INC. U.S. ROCHE 401(K) SAVINGS PLAN | SOUTH SAN FRANCISCO, CA | Advisor / Consultant CONSULTANT | 21,619 | $14.3B | $274K |
| GENENTECH, INC. U.S. ROCHE 401(K) SAVINGS PLAN | SOUTH SAN FRANCISCO, CA | Advisor / Consultant CONSULTANT | 22,986 | $12.9B | $267K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | IRVING, TX | Other NONE | 11,679 | $11.6B | $19K |
| GENENTECH, INC. U.S. ROCHE 401(K) SAVINGS PLAN | SOUTH SAN FRANCISCO, CA | Advisor / Consultant CONSULTANT | 23,512 | $10.9B | $248K |
| NORTHROP GRUMMAN CORPORATION NG SPACE&MISSION SYSTEMS CORP SALARIED PENSION PLA | FALLS CHURCH, VA | Advisor / Consultant CONSULTANT | 6,737 | $8.5B | $117K |
| NORTHROP GRUMMAN CORPORATION NG SPACE&MISSION SYSTEMS CORP SALARIED PENSION PLA | FALLS CHURCH, VA | Advisor / Consultant CONSULTANT | 6,030 | $8.4B | $94K |
| L3HARRIS TECHNOLOGIES, INC. L3HARRIS PENSION MASTER TRUST | MELBOURNE, FL | Other | — | $8.4B | $512K |
| L3HARRIS TECHNOLOGIES, INC. L3HARRIS PENSION MASTER TRUST | MELBOURNE, FL | Other | — | $8.1B | $519K |
| NORTHROP GRUMMAN CORPORATION NG SPACE&MISSION SYSTEMS CORP SALARIED PENSION PLA | FALLS CHURCH, VA | Advisor / Consultant CONSULTANT | 7,117 | $8.1B | $96K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 9,692 | $7.6B | $183K |
| L3HARRIS TECHNOLOGIES, INC. L3HARRIS PENSION MASTER TRUST | MELBOURNE, FL | Other | — | $7.2B | $505K |
| NORDSTROM, INC. NORDSTROM 401K PLAN | SEATTLE, WA | Advisor / Consultant CONSULTANT | 58,257 | $4.3B | $448K |
| NORDSTROM, INC. NORDSTROM 401K PLAN | SEATTLE, WA | Advisor / Consultant CONSULTANT | 58,225 | $3.9B | $359K |
| LINCOLN NATIONAL CORPORATION LNC EMPLOYEES' 401(K) SAVINGS PLAN | RADNOR, PA | Advisor / Consultant CONSULTANT | 9,981 | $3.5B | $139K |
| NORDSTROM, INC. NORDSTROM 401K PLAN | SEATTLE, WA | Advisor / Consultant CONSULTANT | 61,127 | $3.5B | $315K |
| LINCOLN NATIONAL CORPORATION LNC EMPLOYEES' 401(K) SAVINGS PLAN | RADNOR, PA | Advisor / Consultant CONSULTANT | 11,126 | $3.2B | $157K |
| HOFFMANN-LA ROCHE INC. CONSOLIDATED ROCHE RETIREMENT PLAN | LITTLE FALLS, NJ | Advisor / Consultant CONSULTANT | 1,965 | $3.2B | $55K |
| HOFFMANN-LA ROCHE INC. CONSOLIDATED ROCHE RETIREMENT PLAN | LITTLE FALLS, NJ | Advisor / Consultant CONSULTANT | 2,130 | $3.0B | $114K |
| HOFFMANN-LA ROCHE INC. CONSOLIDATED ROCHE RETIREMENT PLAN | LITTLE FALLS, NJ | Advisor / Consultant CONSULTANT | 1,760 | $2.9B | $131K |
| LINCOLN NATIONAL CORPORATION LNC EMPLOYEES' 401(K) SAVINGS PLAN | RADNOR, PA | Advisor / Consultant CONSULTANT | 11,410 | $2.8B | $198K |
| NORTHROP GRUMMAN CORPORATION NORTHROP GRUMMAN RETIREMENT PLAN B | FALLS CHURCH, VA | Advisor / Consultant CONSULTANT | 1,614 | $2.1B | $28K |
| HALLMARK CARDS, INC. BUSINESS PERFORMANCE SAVINGS PLAN OF HALLMARK CARDS, INCORPORATED | KANSAS CITY, MO | Other NONE | 5,031 | $2.1B | $42K |
| NORTHROP GRUMMAN CORPORATION NORTHROP GRUMMAN RETIREMENT PLAN B | FALLS CHURCH, VA | Advisor / Consultant CONSULTANT | 1,451 | $2.1B | $23K |
| HALLMARK CARDS, INC. BUSINESS PERFORMANCE SAVINGS PLAN OF HALLMARK CARDS, INCORPORATED | KANSAS CITY, MO | Other NONE | 4,850 | $2.0B | $40K |
| NORTHROP GRUMMAN CORPORATION NORTHROP GRUMMAN RETIREMENT PLAN B | FALLS CHURCH, VA | Advisor / Consultant CONSULTANT | 1,733 | $2.0B | $24K |
| HALLMARK CARDS, INC. BUSINESS PERFORMANCE SAVINGS PLAN OF HALLMARK CARDS, INCORPORATED | KANSAS CITY, MO | Other NONE | 5,013 | $2.0B | $44K |
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY EQUITABLE RETIREMENT PLAN | SYRACUSE, NY | Other NONE | 2,527 | $1.8B | $60K |
| THRIVENT FINANCIAL FOR LUTHERANS THRIVENT INDIVIDUAL PENSION ACCOUNT PLAN | MINNEAPOLIS, MN | Other NONE | 4,607 | $1.3B | $59K |
| HARBOR CAPITAL ADVISORS, INC. HARBOR CAPITAL GROUP TRUST FOR DEFINED BENEFIT PLANS | CHICAGO, IL | Other NONE | — | $1.3B | $150K |
| THRIVENT FINANCIAL FOR LUTHERANS THRIVENT INDIVIDUAL PENSION ACCOUNT PLAN | MINNEAPOLIS, MN | Other NONE | 4,467 | $1.2B | $34K |
| REGIONS FINANCIAL CORPORATION REGIONS FINANCIAL CORPORATION RETIREMENT PLAN | BIRMINGHAM, AL | Other CONSULTING | 292 | $1.2B | $86K |
| REGIONS FINANCIAL CORPORATION REGIONS FINANCIAL CORPORATION RETIREMENT PLAN | BIRMINGHAM, AL | Other CONSULTING | 282 | $1.2B | $222K |
| WILLIAM BLAIR & COMPANY, LLC WILLIAM BLAIR 401(K) AND PROFIT SHARING PLAN | CHICAGO, IL | Other NONE | 1,680 | $1.2B | $252K |
| THRIVENT FINANCIAL FOR LUTHERANS THRIVENT INDIVIDUAL PENSION ACCOUNT PLAN | MINNEAPOLIS, MN | Other NONE | 4,384 | $1.2B | $44K |
| REGIONS FINANCIAL CORPORATION REGIONS FINANCIAL CORPORATION RETIREMENT PLAN | BIRMINGHAM, AL | Other CONSULTING | 257 | $1.2B | $207K |
| WILLIAM BLAIR & COMPANY, LLC WILLIAM BLAIR 401(K) AND PROFIT SHARING PLAN | CHICAGO, IL | Other NONE | 1,719 | $1.1B | $247K |
| WILLIAM BLAIR & COMPANY, LLC WILLIAM BLAIR 401(K) AND PROFIT SHARING PLAN | CHICAGO, IL | Other NONE | 1,896 | $885.9M | $242K |
| PUGET SOUND ENERGY, INC. RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. | BELLEVUE, WA | Other NONE | 1,805 | $830.1M | $119K |
| LINCOLN NATIONAL CORPORATION LINCOLN NATIONAL CORPORATION RETIREMENT PLAN FOR EMPLOYEES HIRED PRIOR TO JANUARY 1 2008 | RADNOR, PA | Other NONE | 2,068 | $802.4M | $148K |
| LINCOLN NATIONAL CORPORATION LINCOLN NATIONAL CORPORATION RETIREMENT PLAN FOR EMPLOYEES HIRED PRIOR TO JANUARY 1 2008 | RADNOR, PA | Other NONE | 1,859 | $795.4M | $150K |
| PUGET SOUND ENERGY, INC. RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. | BELLEVUE, WA | Other NONE | 1,858 | $785.5M | $117K |
| LINCOLN NATIONAL CORPORATION LINCOLN NATIONAL CORPORATION RETIREMENT PLAN FOR EMPLOYEES HIRED PRIOR TO JANUARY 1 2008 | RADNOR, PA | Other NONE | 1,400 | $761.9M | $153K |
| REGIONS FINANCIAL CORPORATION REGIONS FINANCIAL CORPORATION RETIREMENT PLAN FOR ASSOCIATES | BIRMINGHAM, AL | Other CONSULTING | 2,240 | $716.3M | $148K |
| REGIONS FINANCIAL CORPORATION REGIONS FINANCIAL CORPORATION RETIREMENT PLAN FOR ASSOCIATES | BIRMINGHAM, AL | Other CONSULTING | 2,008 | $708.1M | $124K |
| REGIONS FINANCIAL CORPORATION REGIONS FINANCIAL CORPORATION RETIREMENT PLAN FOR ASSOCIATES | BIRMINGHAM, AL | Other CONSULTING | 2,395 | $700.2M | $57K |
| PUGET SOUND ENERGY, INC. RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. | BELLEVUE, WA | Other NONE | 1,911 | $696.9M | $115K |
| NORTHROP GRUMMAN CORPORATION NG ES UNION REPRESENTED EMPLOYEES PENSION PLAN | FALLS CHURCH, VA | Advisor / Consultant CONSULTANT | 867 | $635.9M | $8K |
| NORTHROP GRUMMAN CORPORATION NG ES UNION REPRESENTED EMPLOYEES PENSION PLAN | FALLS CHURCH, VA | Advisor / Consultant CONSULTANT | 801 | $631.9M | $7K |
| NORTHROP GRUMMAN CORPORATION NG ES - SPACE DIVISION CONSOLIDATED PENSION PLAN | FALLS CHURCH, VA | Advisor / Consultant CONSULTANT | 440 | $629.9M | $8K |
| NORTHROP GRUMMAN CORPORATION NG ES - SPACE DIVISION CONSOLIDATED PENSION PLAN | FALLS CHURCH, VA | Advisor / Consultant CONSULTANT | 384 | $623.2M | $7K |
| NORTHROP GRUMMAN CORPORATION NG ES UNION REPRESENTED EMPLOYEES PENSION PLAN | FALLS CHURCH, VA | Advisor / Consultant CONSULTANT | 940 | $601.2M | $7K |
| NATIONAL FUEL GAS COMPANY NATIONAL FUEL GAS COMPANY RETIREMENT PLAN | WILLIAMSVILLE, NY | Advisor / Consultant CONSULTANT | 1,145 | $596.7M | $94K |
| NORTHROP GRUMMAN CORPORATION NG ES - SPACE DIVISION CONSOLIDATED PENSION PLAN | FALLS CHURCH, VA | Advisor / Consultant CONSULTANT | 485 | $596.6M | $7K |
| THE QUEEN'S HEALTH SYSTEMS THE QUEEN'S HEALTH SYSTEMS PENSION PLAN | HONOLULU, HI | Advisor / Consultant INVESTMENT MANAGEMENT | 4,992 | $505.4M | $61K |
| AGILENT TECHNOLOGIES, INC. AGILENT TECHNOLOGIES, INC. RETIREMENT PLAN | SANTA CLARA, CA | Other N/A | 1,716 | $500.8M | $92K |
| THE QUEEN'S HEALTH SYSTEMS THE QUEEN'S HEALTH SYSTEMS PENSION PLAN | HONOLULU, HI | Advisor / Consultant INVESTMENT MANAGEMENT | 5,037 | $477.5M | $80K |
| THE QUEEN'S HEALTH SYSTEMS THE QUEEN'S HEALTH SYSTEMS PENSION PLAN | HONOLULU, HI | Advisor / Consultant INVESTMENT MANAGEMENT | 4,844 | $467.9M | $48K |
| PRINTPACK, INC. PRINTPACK INC SAVINGS & PROFIT SHARING PLAN | ATLANTA, GA | Other NONE | 2,477 | $447.6M | $68K |
| HALLMARK CARDS, INC. HALLMARK AFFILIATES EMPLOYEE SAVINGS PLAN | KANSAS CITY, MO | Other NONE | 2,303 | $442.9M | $9K |
| AGILENT TECHNOLOGIES, INC. AGILENT TECHNOLOGIES, INC. RETIREMENT PLAN | SANTA CLARA, CA | Other N/A | 1,967 | $435.6M | $135K |
| HALLMARK CARDS, INC. HALLMARK AFFILIATES EMPLOYEE SAVINGS PLAN | KANSAS CITY, MO | Other NONE | 2,451 | $413.5M | $8K |
| PRINTPACK INC. PRINTPACK INC SAVINGS & PROFIT SHARING PLAN | ATLANTA, GA | Other NONE | 2,736 | $412.0M | $100K |
| MIDFIRST BANK MIDLAND RETIREMENT PLAN | OKLAHOMA CITY, OK | Advisor / Consultant CONSULTANT | 3,151 | $406.5M | $54K |
| ROCHE RETIREE WELFARE BENEFITS MASTER TRUST ROCHE RETIREE WELFARE BENEFITS MASTER TRUST | LITTLE FALLS, NJ | Advisor / Consultant CONSULTANT | — | $381.5M | $29K |
| HALLMARK CARDS, INC. HALLMARK AFFILIATES EMPLOYEE SAVINGS PLAN | KANSAS CITY, MO | Other NONE | 2,438 | $369.9M | $7K |
| ROCHE RETIREE WELFARE BENEFITS MASTER TRUST ROCHE RETIREE WELFARE BENEFITS MASTER TRUST | LITTLE FALLS, NJ | Advisor / Consultant CONSULTANT | — | $356.5M | $30K |
| MIDFIRST BANK MIDLAND RETIREMENT PLAN | OKLAHOMA CITY, OK | Advisor / Consultant CONSULTANT | 2,908 | $334.9M | $105K |
| ROCHE RETIREE WELFARE BENEFITS MASTER TRUST ROCHE RETIREE WELFARE BENEFITS MASTER TRUST | LITTLE FALLS, NJ | Advisor / Consultant CONSULTANT | — | $304.1M | $29K |
| APEX TOOL GROUP, LLC APEX TOOL GROUP, LLC 401(K) SAVINGS PLAN | SPARKS, MD | Advisor / Consultant CONSULTANT | 1,196 | $276.3M | $72K |
| APEX TOOL GROUP, LLC APEX TOOL GROUP, LLC 401(K) SAVINGS PLAN | SPARKS, MD | Advisor / Consultant CONSULTANT | 1,178 | $269.9M | $108K |
| APEX TOOL GROUP, LLC APEX TOOL GROUP, LLC 401(K) SAVINGS PLAN | SPARKS, MD | Advisor / Consultant CONSULTANT | 1,396 | $252.1M | $72K |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY LNL AGENTS' 401(K) SAVINGS PLAN | RADNOR, PA | Advisor / Consultant CONSULTANT | 571 | $248.3M | $5K |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY LNL AGENTS' 401(K) SAVINGS PLAN | RADNOR, PA | Advisor / Consultant CONSULTANT | 390 | $226.3M | $3K |
| ALYESKA PIPELINE SERVICE COMPANY ALYESKA PIPELINE SERVICE COMPANY PENSION PLAN FOR OPERATING COMPANY EMPLOYEES | ANCHORAGE, AK | Other N/A | 671 | $160.2M | $108K |
| ALYESKA PIPELINE SERVICE COMPANY ALYESKA PIPELINE SERVICE COMPANY PENSION PLAN FOR OPERATING COMPANY EMPLOYEES | ANCHORAGE, AK | Other N/A | 668 | $158.9M | $117K |
| ALYESKA PIPELINE SERVICE COMPANY ALYESKA PIPELINE SERVICE COMPANY PENSION PLAN FOR OPERATING COMPANY EMPLOYEES | ANCHORAGE, AK | Other N/A | 667 | $152.4M | $101K |
| AMERICAN INSTITUTE OF PHYSICS DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS | COLLEGE PARK, MD | Other | 230 | $118.1M | $37K |
| ROCHE EMPLOYEE WELFARE BENEFITS MASTER TRUST ROCHE EMPLOYEE WELFARE BENEFITS MASTER TRUST | LITTLE FALLS, NJ | Advisor / Consultant CONSULTANT | — | $82.1M | $24K |
| AGILENT TECHNOLOGIES, INC. AGILENT TECHNOLOGIES, INC. DEFERRED PROFIT-SHARING PLAN | SANTA CLARA, CA | Other N/A | 264 | $81.2M | $26K |
| ROCHE EMPLOYEE WELFARE BENEFITS MASTER TRUST ROCHE EMPLOYEE WELFARE BENEFITS MASTER TRUST | LITTLE FALLS, NJ | Advisor / Consultant CONSULTANT | — | $79.9M | $8K |
| ROCHE EMPLOYEE WELFARE BENEFITS MASTER TRUST ROCHE EMPLOYEE WELFARE BENEFITS MASTER TRUST | LITTLE FALLS, NJ | Advisor / Consultant CONSULTANT | — | $79.5M | $9K |
| AGILENT TECHNOLOGIES, INC. AGILENT TECHNOLOGIES, INC. DEFERRED PROFIT-SHARING PLAN | SANTA CLARA, CA | Other N/A | 203 | $74.1M | $16K |
| STEPTOE & JOHNSON LLP STEPTOE & JOHNSON LLP CASH BALANCE PENSION PLAN | WASHINGTON, DC | Other NONE | 118 | $69.9M | $21K |
| SOUTHWEST AIRLINES PILOTS ASSOCIATION SOUTHWEST AIRLINES PILOTS' ASSOCIATION MEDICAL AND DENTAL PLAN FOR SPECIFIED PILOTS | DALLAS, TX | Advisor / Consultant INVESTMENT MANAGEMENT | 8,933 | $16.1M | $29K |
| SOUTHWEST AIRLINES PILOTS ASSOCIATION SOUTHWEST AIRLINES PILOTS' ASSOCIATION MEDICAL AND DENTAL PLAN FOR SPECIFIED PILOTS | DALLAS, TX | Advisor / Consultant INVESTMENT MANAGEMENT | 9,778 | $13.3M | $23K |
| SOUTHWEST AIRLINES PILOTS ASSOCIATION SOUTHWEST AIRLINES PILOTS' ASSOCIATION MEDICAL AND DENTAL PLAN FOR SPECIFIED PILOTS | IRVING, TX | Advisor / Consultant INVESTMENT MANAGEMENT | 10,543 | $11.9M | $14K |
| HOFFMANN-LA ROCHE INC. ROCHE U.S. RETIREMENT PLAN | LITTLE FALLS, NJ | Advisor / Consultant CONSULTANT | 0 | $0 | $6K |