Form 5500 Search

CAPTRUST FINANCIAL

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
296
Active participants
1,339,570
Total plan assets
$287.6B
Filings (rows)
296
Direct comp
$16.2M
Indirect comp
$1.4M

SERVICES PROVIDED

Other147
Advisor / Consultant145
TPA / Administrator4

Top plans served

All 296 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI
Other
NONE
0$31.4B$16K
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI
Other
NONE
0$30.8B$21K
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI
Other
NONE
0$30.6B$18K
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI
Other
NONE
0$19.8B$16K
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI
Other
NONE
0$19.6B$18K
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI
Other
NONE
0$19.3B$13K
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI
Other
NONE
0$12.8B$16K
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI
Other
NONE
0$12.7B$18K
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI
Other
NONE
0$12.4B$11K
WALGREEN CO
WALGREEN PROFIT-SHARING RETIREMENT TRUST
DEERFIELD, IL
Other
NONE
$11.6B$37K
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUND
SHEET METAL WORKERS' NATIONAL PENSION FUND
FALLS CHURCH, VA
Other
NONE
66,166$8.9B$55K
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUND
SHEET METAL WORKERS' NATIONAL PENSION FUND
FALLS CHURCH, VA
Other
NONE
63,530$8.3B$55K
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUND
SHEET METAL WORKERS' NATIONAL PENSION FUND
FALLS CHURCH, VA
Other
NONE
61,272$7.2B$28K
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ SUPPLEMENTAL
BUILDING SERVICE 32BJ SUPPLEMENTAL RETIREMENT SAVINGS PLAN
NEW YORK, NY
Other
NONE
89,128$2.3B$80K
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ SUPPLEMENTAL
BUILDING SERVICE 32BJ SUPPLEMENTAL RETIREMENT SAVINGS PLAN
NEW YORK, NY
Other
NONE
84,216$2.1B$73K
SYNEOS HEALTH
SYNEOS HEALTH SAVINGS AND RETIREMENT PLAN
MORRISVILLE, NC
Advisor / Consultant
CONSULTANT
9,827$1.6B$133K
SYNEOS HEALTH
SYNEOS HEALTH SAVINGS AND RETIREMENT PLAN
MORRISVILLE, NC
Advisor / Consultant
INVESTMENT ADVISOR
12,111$1.4B$94K
BROWN UNIVERSITY
BROWN UNIVERSITY DEFINED CONTRIBUTION LEGACY RETIREMENT PLAN
PROVIDENCE, RI
Other
NONE
1,272$1.3B$42K
BAPTIST HEALTHCARE SYSTEM, INC.
BAPTIST HEALTH THRIFT PLAN
LOUISVILLE, KY
Advisor / Consultant
CONSULTANT
2$1.2B$79K
BAPTIST HEALTHCARE SYSTEM, INC.
BAPTIST HEALTH THRIFT PLAN
LOUISVILLE, KY
Advisor / Consultant
CONSULTANT
0$1.1B$104K
WILMER CUTLER PICKERING HALE AND DORR LLP
WILMER CUTLER PICKERING HALE AND DORR LLP SAVINGS AND RETIREMENT PLAN
BOSTON, MA
Other
NONE
1,768$1.1B$168K
CHICAGO MERCANTILE EXCHANGE, INC.
CHICAGO MERCANTILE EXCHANGE, INC. 401(K) SAVINGS PLAN
CHICAGO, IL
Other
NONE
2,245$1.1B$88K
BAPTIST HEALTHCARE SYSTEM, INC.
BAPTIST HEALTH THRIFT PLAN
LOUISVILLE, KY
Advisor / Consultant
CONSULTANT
790$1.1B$126K
COCA-COLA CONSOLIDATED, INC.
COCA-COLA CONSOLIDATED, INC. 401(K) PLAN
CHARLOTTE, NC
Advisor / Consultant
CONSULTANT
15,486$1.1B$184K
ANYWHERE REAL ESTATE GROUP LLC
ANYWHERE REAL ESTATE GROUP LLC EMPLOYEE SAVINGS PLAN
MADISON, NJ
Advisor / Consultant
CONSULTANT
7,548$1.0B$112K
OWENS & MINOR, INC.
OWENS & MINOR 401(K) SAVINGS AND RETIREMENT PLAN
GLEN ALLEN, VA
Advisor / Consultant
CONSULTANT
11,743$993.5M$84K
WILMER CUTLER PICKERING HALE AND DORR LLP
WILMER CUTLER PICKERING HALE AND DORR LLP SAVINGS AND RETIREMENT PLAN
BOSTON, MA
Other
NONE
1,787$961.4M$338K
CHICAGO MERCANTILE EXCHANGE, INC.
CHICAGO MERCANTILE EXCHANGE, INC. 401(K) SAVINGS PLAN
CHICAGO, IL
Other
NONE
2,204$932.3M$85K
TAYLOR CORPORATION
TAYLOR CORPORATION 401(K) PLAN
NORTH MANKATO, MN
Advisor / Consultant
INVESTMENT ADVISOR
8,381$910.3M$104K
OWENS & MINOR, INC.
OWENS & MINOR 401(K) SAVINGS AND RETIREMENT PLAN
MECHANICSVILLE, VA
Advisor / Consultant
CONSULTANT
5,686$888.6M$85K
CONCENTRIX CVG CORPORATION
CONCENTRIX RETIREMENT AND SAVINGS PLAN
CINCINNATI, OH
TPA / Administrator
PLAN ADMINISTRATOR
35,537$879.7M$35K
BAPTIST HEALTHCARE SYSTEM
BAPTIST HEALTH 401(K) PLAN
LOUISVILLE, KY
Advisor / Consultant
CONSULTANT
18,334$852.1M$71K
TAYLOR CORPORATION
TAYLOR CORPORATION 401(K) PLAN
NORTH MANKATO, MN
Advisor / Consultant
INVESTMENT ADVISOR
8,204$845.6M$85K
BROWN UNIVERSITY
BROWN UNIVERSITY DEFINED CONTRIBUTION DEFERRED VESTING RETIREMENT PLAN
PROVIDENCE, RI
Other
NONE
6,202$812.8M$22K
CONCENTRIX CVG CORPORATION
CONCENTRIX RETIREMENT AND SAVINGS PLAN
CINCINNATI, OH
Advisor / Consultant
CONSULTANT
16,747$797.6M$26K
ASSUREDPARTNERS, INC.
ASSUREDPARTNERS 401(K) PLAN
ORLANDO, FL
Advisor / Consultant
INVESTMENT ADVISORY
8,513$737.7M$160K
TAYLOR CORPORATION
TAYLOR CORPORATION 401(K) PLAN
NORTH MANKATO, MN
Advisor / Consultant
INVESTMENT ADVISOR
8,560$736.0M$36K
BAPTIST HEALTHCARE SYSTEM, INC.
BAPTIST HEALTH 401(K) PLAN
LOUISVILLE, KY
Advisor / Consultant
CONSULTANT
16,771$646.2M$69K
DATASCOPE CORP.
GETINGE GROUP 401(K) RETIREMENT PLAN
WAYNE, NJ
Other
RETAINED BY EMPLOYER
2,602$642.8M$34K
CONCENTRIX CVG CORPORATION
CONCENTRIX RETIREMENT AND SAVINGS PLAN
CINCINNATI, OH
Advisor / Consultant
CONSULTANT
15,691$640.5M$17K
PLAINS ALL AMERICAN GP LLC
PLAINS ALL AMERICAN 401(K) PLAN
HOUSTON, TX
Advisor / Consultant
CONSULTANT
3,053$625.5M$123K
US LBM, LLC
US LBM HOLDINGS, LLC 401(K) PLAN
ATLANTA, GA
Advisor / Consultant
INVESTMENT ADVISORY-PLAN
13,254$620.4M$74K
CENGAGE LEARNING, INC.
THE CENGAGE LEARNING, INC. 401(K) SAVINGS PLAN
MASON, OH
Advisor / Consultant
INVESTMENT ADVISOR
3,420$595.6M$90K
DATASCOPE CORP.
GETINGE GROUP 401(K) RETIREMENT PLAN
WAYNE, NJ
Other
RETAINED BY EMPLOYER
2,487$591.7M$68K
PLAINS ALL AMERICAN GP LLC
PLAINS ALL AMERICAN 401(K) PLAN
HOUSTON, TX
Advisor / Consultant
CONSULTANT
3,051$569.7M$120K
NOVA SOUTHEASTERN UNIVERSITY, INC.
NOVA SOUTHEASTERN UNIVERSITY 401(K) PLAN
FORT LAUDERDALE, FL
Other
4,785$560.5M$42K
DATASCOPE CORP.
GETINGE GROUP 401(K) RETIREMENT PLAN
WAYNE, NJ
Other
RETAINED BY EMPLOYER
2,347$507.8M$51K
PLAINS ALL AMERICAN GP LLC
PLAINS ALL AMERICAN 401(K) PLAN
HOUSTON, TX
Advisor / Consultant
CONSULTANT
2,984$506.9M$116K
THE CIRCLE K RETIREMENT PLAN
CIRCLE K RETIREMENT PLAN
TEMPE, AZ
Advisor / Consultant
CONSULTANT
73,210$505.9M$86K
CENGAGE LEARNING, INC.
THE CENGAGE LEARNING, INC. 401(K) SAVINGS PLAN
MASON, OH
Advisor / Consultant
INVESTMENT ADVISOR
3,600$505.4M$92K
RUSH ENTERPRISES, INC.
RUSH ENTERPRISES, INC. EMPLOYEE 401(K) PLAN
NEW BRAUNFELS, TX
Advisor / Consultant
ADVISOR
7,608$484.4M$111K
NOVA SOUTHEASTERN UNIVERSITY, INC.
NOVA SOUTHEASTERN UNIVERSITY 401(K) PLAN
FORT LAUDERDALE, FL
Other
5,343$479.0M$40K
THE CIRCLE K RETIREMENT PLAN
CIRCLE K RETIREMENT PLAN
TEMPE, AZ
Advisor / Consultant
CONSULTANT
68,953$478.8M$76K
OWENS & MINOR, INC.
OWENS & MINOR 401(K) SAVINGS AND RETIREMENT PLAN
MECHANICSVILLE, VA
Advisor / Consultant
CONSULTANT
7,878$477.4M$85K
NOVA SOUTHEASTERN UNIVERSITY, INC.
NOVA SOUTHEASTERN UNIVERSITY 403(B) PLAN (F/K/A NOVA SOUTHEASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN)
FORT LAUDERDALE, FL
Other
1,405$467.3M$97K
NOVA SOUTHEASTERN UNIVERSITY, INC.
NOVA SOUTHEASTERN UNIVERSITY 403(B) PLAN (F/K/A NOVA SOUTHEASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN)
FORT LAUDERDALE, FL
Other
1,542$457.4M$97K
BAPTIST HEALTHCARE SYSTEM, INC.
BAPTIST HEALTH 401(K) PLAN
LOUISVILLE, KY
Advisor / Consultant
CONSULTANT
21,825$451.6M$83K
PC CONNECTION, INC.
CONNECTION EMPLOYEE 401(K) AND PROFIT SHARING PLAN
MERRIMACK, NH
Advisor / Consultant
INVESTMENT ADVISOR
2,596$438.8M$17K
THE CIRCLE K RETIREMENT PLAN
CIRCLE K RETIREMENT PLAN
TEMPE, AZ
Advisor / Consultant
CONSULTANT
62,049$432.4M$61K
NOVA SOUTHEASTERN UNIVERSITY, INC.
NOVA SOUTHEASTERN UNIVERSITY 403(B) PLAN (F/K/A NOVA SOUTHEASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN)
FORT LAUDERDALE, FL
Other
1,563$429.5M$97K
FINASTRA USA CORPORATION
FINASTRA USA SALARY SAVINGS 401(K) PLAN
LAKE MARY, FL
Advisor / Consultant
CONSULTANT
1,006$428.4M$123K
AAAA RETIRE. FUND FOR MEM. AGENCIES
103-12-IE
CHARLOTTE, NC
Other
N/A
$420.1M$0
LATHAM & WATKINS LLP
LATHAM & WATKINS CASH BALANCE PLAN
LOS ANGELES, CA
Other
NONE
562$418.9M$85K
VARSITY BRANDS, LLC
VARSITY BRANDS, LLC 401(K) PROFIT SHARING PLAN
FARMERS BRANCH, TX
Advisor / Consultant
INVESTMENT ADVISOR
5,504$405.8M$65K
AAAA RETIRE. FUND FOR MEM. AGENCIES
103-12-IE
CHARLOTTE, NC
Other
N/A
$399.2M$0
FINASTRA USA CORPORATION
FINASTRA USA SALARY SAVINGS 401(K) PLAN
LAKE MARY, FL
Advisor / Consultant
CONSULTANT
1,163$398.2M$133K
NOVELIS CORPORATION
NOVELIS PENSION PLAN
ATLANTA, GA
Other
NONE
302$397.5M$124K
NOVA SOUTHEASTERN UNIVERSITY, INC.
NOVA SOUTHEASTERN UNIVERSITY 401(K) PLAN
FORT LAUDERDALE, FL
Other
5,127$397.4M$40K
NOVELIS CORPORATION
NOVELIS PENSION PLAN
ATLANTA, GA
Other
NONE
348$382.4M$483K
NOVELIS CORPORATION
NOVELIS PENSION PLAN
ATLANTA, GA
Other
NONE
281$378.2M$38K
CHANEL INC.
CHANEL, INC. PENSION PLAN
NEW YORK, NY
Other
NONE
2,208$377.4M$104K
CHANEL INC.
CHANEL, INC. PENSION PLAN
NEW YORK, NY
Advisor / Consultant
INVESTMENT MANAGEMENT
2,415$376.1M$107K
AAAA RETIREMENT FUND FOR MEMBER AGENCIES
103-12-IE
CHARLOTTE, NC
Other
N/A
$375.9M$0
CGG SERVICES (U.S.) INC.
CGG 401(K) RETIREMENT PLAN
HOUSTON, TX
Advisor / Consultant
INVESTMENT ADVISOR
839$360.8M$30K
FINASTRA USA CORPORATION
FINASTRA USA SALARY SAVINGS 401(K) PLAN
LAKE MARY, FL
Advisor / Consultant
CONSULTANT
1,464$354.9M$122K
LATHAM & WATKINS LLP
LATHAM & WATKINS CASH BALANCE PLAN
LOS ANGELES, CA
Other
NONE
559$346.3M$85K
CHANEL INC.
CHANEL, INC. PENSION PLAN
NEW YORK, NY
Other
NONE
2,080$324.7M$101K
LOGAN ALUMINUM INC.
LOGAN ALUMINUM PENSION PLAN
RUSSELLVILLE, KY
Other
NONE
287$291.8M$293K
LOGAN ALUMINUM INC.
LOGAN ALUMINUM PENSION PLAN
RUSSELLVILLE, KY
Other
NONE
258$287.2M$27K
LOGAN ALUMINUM INC.
LOGAN ALUMINUM PENSION PLAN
RUSSELLVILLE, KY
Other
NONE
316$276.7M$345K
CGG SERVICES (U.S.) INC.
CGG 401(K) RETIREMENT PLAN
HOUSTON, TX
Advisor / Consultant
CONSULTANT
520$276.0M$15K
SERTA SIMMONS BEDDING, LLC
SERTA SIMMONS BEDDING 401(K) RETIREMENT PLAN
DORAVILLE, GA
Advisor / Consultant
CONSULTANT
2,704$275.5M$80K
RPC, INC.
RPC 401(K) PLAN
ATLANTA, GA
Advisor / Consultant
CONSULTANT
3,089$274.2M$73K
KELLY SERVICES, INC
KELLY RETIREMENT SAVINGS PLAN
TROY, MI
Advisor / Consultant
CONSULTANT
156,083$265.0M$32K
CLEMENS FAMILY CORPORATION
THE CLEMENS FAMILY SHARING PLAN
HATFIELD, PA
Advisor / Consultant
CONSULTANT
5,058$260.4M$80K
SKY CHEFS, INC.
SKY CHEFS, INC. MONEYSMART 401K SAVINGS AND RETIREMENT PLAN
IRVING, TX
Advisor / Consultant
CONSULTANT
12,486$256.7M$27K
SOUTHERN COMPANY SERVICES, INC.
ALABAMA POWER CO. POST-RETIREMENT WELFARE BENEFITS TRUST
ATLANTA, GA
Other
NONE
$253.3M$12K
A.L.M. HOLDING COMPANY
SECURITY RETIREMENT PLAN
ONALASKA, WI
Advisor / Consultant
CONSULTANT
839$251.9M$52K
HMA GROUP HOLDINGS, LLC
HMA GROUP HOLDINGS, LLC 401(K) PLAN
DES MOINES, IA
Advisor / Consultant
INVESTMENT ADVISORY
1,261$245.4M$0
RPC, INC.
RPC 401(K) PLAN
ATLANTA, GA
Advisor / Consultant
CONSULTANT
3,247$230.8M$61K
LABORATORY CORPORATION OF AMERICA HOLDINGS
LABORATORY CORPORATION OF AMERICA HOLDINGS CASH BALANCE RETIREMENT PLAN
BURLINGTON, NC
Other
NONE
6,972$228.6M$104K
PLUMBERS AND PIPEFITTERS ANNUITY FUND LOCAL NO. 520
PLUMBERS AND PIPEFITTERS LOCAL UNION 520 ANNUITY PLAN
TROY, MI
Other
NONE
1,606$219.5M$53K
KELLY SERVICES, INC
KELLY RETIREMENT PLUS
TROY, MI
Advisor / Consultant
CONSULTANT
4,134$218.6M$32K
HMA GROUP HOLDINGS, LLC
HMA GROUP HOLDINGS, LLC 401(K) PLAN
DES MOINES, IA
Advisor / Consultant
INVESTMENT ADVISORY
1,119$210.3M$0
ALLAN MYERS, INC.
ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN
WORCESTER, PA
Other
NONE
984$210.0M$71K
LABORATORY CORPORATION OF AMERICA HOLDINGS
LABORATORY CORPORATION OF AMERICA HOLDINGS CASH BALANCE RETIREMENT PLAN
BURLINGTON, NC
Other
NONE
6,540$207.2M$109K
PLUMBERS AND PIPEFITTERS ANNUITY FUND LOCAL NO. 520
PLUMBERS AND PIPEFITTERS LOCAL UNION 520 ANNUITY PLAN
TROY, MI
Other
NONE
1,639$204.7M$52K
SKY CHEFS, INC.
SKY CHEFS, INC. MONEYSMART 401K SAVINGS AND RETIREMENT PLAN
IRVING, TX
Advisor / Consultant
CONSULTANT
12,308$198.4M$8K
LABORATORY CORPORATION OF AMERICA HOLDINGS
LABORATORY CORPORATION OF AMERICA HOLDINGS CASH BALANCE RETIREMENT PLAN
BURLINGTON, NC
Advisor / Consultant
INVESTMENT MANAGEMENT
6,036$196.4M$114K
THE METHODIST HOSPITALS, INC.
THE METHODIST HOSPITALS, INC. 401(K) SAVINGS PLAN
GARY, IN
Other
NONE KNOWN
2,960$191.2M$0
RPC, INC.
RPC 401(K) PLAN
ATLANTA, GA
Advisor / Consultant
CONSULTANT
3,321$181.8M$76K
AMERICAN DENTAL ASSOCIATION
ADA EMPLOYEES' RETIREMENT PLAN
CHICAGO, IL
Other
NONE
329$180.7M$70K
ALLAN MYERS, INC.
ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN
WORCESTER, PA
Other
NONE
931$179.9M$65K
PLUMBERS AND PIPEFITTERS ANNUITY FUND LOCAL NO. 520
PLUMBERS AND PIPEFITTERS LOCAL UNION 520 ANNUITY PLAN
TROY, MI
Other
NONE
1,651$178.9M$52K
P.C. RICHARD & SON LONG ISLAND CORP
P.C. RICHARD & SON 401(K) SAVINGS PLAN
FARMINGDALE, NY
Other
RETAINED BY EMPLOYER
1,901$176.1M$83K
HMA GROUP HOLDINGS, LLC
HMA GROUP HOLDINGS, LLC 401(K) PLAN
DES MOINES, IA
Advisor / Consultant
INVESTMENT ADVISORY
1,022$176.0M$0
AMERICAN DENTAL ASSOCIATION
ADA EMPLOYEES' RETIREMENT PLAN
CHICAGO, IL
Other
NONE
342$174.4M$54K
NOBLE SERVICES COMPANY LLC
NOBLE SERVICES COMPANY LLC EMPLOYEES' RETIREMENT TRUST
SUGAR LAND, TX
Other
NONE
$173.7M$84K
CLEMENS FAMILY CORPORATION
THE CLEMENS FAMILY SHARING PLAN
HATFIELD, PA
Advisor / Consultant
CONSULTANT
4,078$173.5M$72K
NOBLE SERVICES COMPANY LLC
NOBLE SERVICES COMPANY LLC EMPLOYEES' RETIREMENT TRUST
SUGAR LAND, TX
Other
NONE
$172.8M$86K
JORDANS FURNITURE, INC.
JORDAN'S FURNITURE COMPANY 401K SAVINGS PLAN
EAST TAUNTON, MA
Other
RETAINED BY CLIENT
983$169.3M$65K
AMERICAN DENTAL ASSOCIATION
ADA EMPLOYEES' RETIREMENT PLAN
CHICAGO, IL
Other
NONE
336$167.9M$77K
THE METHODIST HOSPITALS, INC.
THE METHODIST HOSPITALS, INC. 401(K) SAVINGS PLAN
GARY, IN
Other
NONE KNOWN
2,983$167.1M$0
VERSITI, INC.
VERSITI, INC. 401(K) RETIREMENT PLAN
MILWAUKEE, WI
Other
NONE
2,760$166.1M$32K
NOBLE SERVICES COMPANY LLC
NOBLE SERVICES COMPANY LLC EMPLOYEES' RETIREMENT TRUST
HOUSTON, TX
Other
NONE
$163.8M$89K
ALLAN MYERS, INC.
ALLAN MYERS HOURLY RETIREMENT PLAN
WORCESTER, PA
Other
NONE
1,475$158.2M$58K
ALLAN MYERS, INC.
ALLAN MYERS HOURLY RETIREMENT PLAN
WORCESTER, PA
Other
NONE
1,463$153.3M$58K
JORDANS FURNITURE, INC.
JORDAN'S FURNITURE COMPANY 401K SAVINGS PLAN
EAST TAUNTON, MA
Other
RETAINED BY CLIENT
1,015$152.9M$65K
ROBINS & MORTON
THE ROBINS & MORTON RETIREMENT SAVINGS PLAN
BIRMINGHAM, AL
Advisor / Consultant
INVESTMENT ADVISOR
1,282$151.1M$94K
ALLAN MYERS, INC.
ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN
WORCESTER, PA
Other
NONE
862$149.0M$59K
THE METHODIST HOSPITALS, INC.
THE METHODIST HOSPITALS, INC. 401(K) SAVINGS PLAN
GARY, IN
Other
NONE KNOWN
2,923$141.5M$0
SHURTAPE TECHNOLOGIES LLC
THE SHURTAPE TECHNOLOGIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN
HICKORY, NC
Advisor / Consultant
CONSULTANT
1,406$140.9M$54K
VERSITI, INC.
VERSITI, INC. 401(K) RETIREMENT PLAN
MILWAUKEE, WI
Other
NONE
2,483$138.0M$41K
ALLAN MYERS, INC.
ALLAN MYERS HOURLY RETIREMENT PLAN
WORCESTER, PA
Other
NONE
1,400$136.4M$57K
BHI ENERGY SERVICES LLC
BHI ENERGY 401(K) AND PROFIT SHARING PLAN
NORWELL, MA
Advisor / Consultant
INVESTMENT ADVISOR
4,114$130.8M$38K
BHI ENERGY SERVICES LLC
BHI ENERGY 401(K) AND PROFIT SHARING PLAN
NORWELL, MA
Advisor / Consultant
INVESTMENT ADVISOR
770$129.4M$63K
JORDANS FURNITURE, INC.
JORDAN'S FURNITURE COMPANY 401K SAVINGS PLAN
EAST TAUNTON, MA
Other
RETAINED BY CLIENT
990$129.2M$65K
BOART LONGYEAR COMPANY
BOART LONGYEAR COMPANY 401(K) SAVINGS PLAN
WEST VALLEY, UT
Advisor / Consultant
CONSULTANT
1,113$128.4M$70K
IBEW AFL-CIO LOCAL UNION 743 NECA PENN-DEL-JERSEY CHAPTER READING DIVI
IBEW AFL-CIO LOCAL UNION 743 NECA PENN-DEL-JERSEY CHAPTER READING DIVISION RETIREMENT PLAN
READING, PA
Other
NONE
490$125.6M$82K
BHI ENERGY POWER SERVICES LLC
BHI ENERGY 401(K) AND PROFIT SHARING PLAN
NORWELL, MA
Advisor / Consultant
INVESTMENT ADVISOR
5,430$120.4M$63K
CARPENTER CO.
CARPENTER CO. EMPLOYEE SAVINGS & INVESTMENT PLAN
RICHMOND, VA
Advisor / Consultant
CONSULTANT
2,974$118.7M$43K
ENHANCE THERAPIES
ENHANCE THERAPIES 401(K) PLAN
LAKEWOOD, NJ
Advisor / Consultant
INVESTMENT ADVISOR
9,087$114.7M$5K
BOARD OF TRUSTEES ARIZONA PIPE TRADES HEALTH AND WELFARE TRUST FUND
ARIZONA PIPE TRADES HEALTH & WELFARE TRUST FUND
PHOENIX, AZ
Other
NONE OTHER THAN CONTRACT
3,370$114.5M$5K
IBEW AFL-CIO LOCAL UNION 743 NECA PENN-D CHAPTER READING DIVISION RETI
IBEW AFL-CIO LOCAL UNION 743 NECA PENN-DEL-JERSEY CHAPTER READING DIVISION RETIREMENT PLAN
READING, PA
Other
NONE
494$114.1M$66K
SUNKIST RETIREMENT BOARD
SUNKIST RETIREMENT PLAN - A
VALENCIA, CA
Other
NONE
240$112.0M$72K
CAROLINA NEUROSURGERY & SPINE ASSOCIATES PA
CAROLINA NEUROSURGERY & SPINE ASSOCIATES, PA EMPLOYEES SAVINGS PLAN
CHARLOTTE, NC
Advisor / Consultant
INVESTMENT ADVISOR
477$109.4M$85K
VERSITI, INC.
VERSITI, INC. 401(K) RETIREMENT PLAN
MILWAUKEE, WI
Other
NONE
2,257$108.5M$48K
CAROLINA NEUROSURGERY & SPINE ASSOCIATES PA
CAROLINA NEUROSURGERY & SPINE ASSOCIATES, PA EMPLOYEES SAVINGS PLAN
CHARLOTTE, NC
Advisor / Consultant
INVESTMENT ADVISOR
465$106.5M$78K
CARPENTER CO.
CARPENTER CO. EMPLOYEE SAVINGS & INVESTMENT PLAN
RICHMOND, VA
Advisor / Consultant
CONSULTANT
2,744$104.3M$55K
IBEW AFL-CIO LOCAL UNION 743 NECA PENN-DEL-JERSEY CHAPTER READING DIVI
IBEW AFL-CIO LOCAL UNION 743 NECA PENN-DEL-JERSEY CHAPTER READING DIVISION RETIREMENT PLAN
READING, PA
Other
NONE
487$99.9M$64K
CAROLINA NEUROSURGERY & SPINE ASSOCIATES PA
CAROLINA NEUROSURGERY & SPINE ASSOCIATES, PA EMPLOYEES SAVINGS PLAN
CHARLOTTE, NC
Advisor / Consultant
CONSULTANT
488$97.5M$91K
VERSITI, INC.
VERSITI 403(B) RETIREMENT PLAN
MILWAUKEE, WI
Other
NONE
387$95.5M$27K
FIRSTGROUP AMERICA, INC.
FIRSTGROUP AMERICA, INC. PENSION PLAN
CINCINNATI, OH
Other
NONE
125$93.8M$45K
VERSITI, INC.
VERSITI 403(B) RETIREMENT PLAN
MILWAUKEE, WI
Other
NONE
410$92.9M$46K
KIOXIA AMERICA INC.
KIOXIA AMERICA, INC. 401(K) SAVINGS PLAN
SAN JOSE, CA
Other
NONE
406$92.7M$61K
GILDAN ACTIVEWEAR (EDEN) INC.
GILDAN 401(K) PLAN
EDEN, NC
Advisor / Consultant
INVESTMENT ADVISOR
2,525$92.3M$77K
DETROIT COUNTRY DAY SCHOOL
DCDS 403(B) PLAN
BEVERLY HILLS, MI
Other
NONE
278$91.9M$47K
ENHANCE THERAPIES
ENHANCE THERAPIES 401(K) PLAN
LAKEWOOD, NJ
Advisor / Consultant
INVESTMENT ADVISOR
7,107$91.8M$124K
BOARD OF TRUSTEES ARIZONA PIPE TRADES HEALTH AND WELFARE TRUST FUND
ARIZONA PIPE TRADES HEALTH & WELFARE TRUST FUND
PHOENIX, AZ
Other
NONE OTHER THAN CONTRACT
2,519$91.7M$25K
PRAIRIE MEADOWS RACETRACK & CASINO, INC.
PRAIRIE MEADOWS RACETRACK & CASINO EMPLOYEE 401(K) SAVINGS PLAN
ALTOONA, IA
Advisor / Consultant
INVESTMENT ADVISORY
919$91.3M$0
CARPENTER CO.
CARPENTER CO. EMPLOYEE SAVINGS & INVESTMENT PLAN
RICHMOND, VA
Advisor / Consultant
CONSULTANT
2,675$89.0M$53K
EMERY SAPP CONSTRUCTION, INC.
EMERY SAPP 401(K) PLAN
COLUMBIA, MO
Advisor / Consultant
CONSULTANT
2,517$87.5M$107K
SUNKIST RETIREMENT BOARD
SUNKIST RETIREMENT PLAN - A
VALENCIA, CA
Other
NONE
160$85.5M$72K
AMERICHEM, INC.
AMERICHEM, INC. EMPLOYEE RETIREMENT SAVINGS PLAN
CUYAHOGA FALLS, OH
Advisor / Consultant
INVESTMENT ADVISOR
543$84.9M$34K
VERSITI, INC.
VERSITI 403(B) RETIREMENT PLAN
MILWAUKEE, WI
Other
NONE
439$84.9M$41K
PRAIRIE MEADOWS RACETRACK & CASINO, INC.
PRAIRIE MEADOWS RACETRACK & CASINO EMPLOYEE 401(K) SAVINGS PLAN
ALTOONA, IA
Advisor / Consultant
INVESTMENT ADVISORY
935$82.1M$0
AMERICHEM, INC.
AMERICHEM, INC. EMPLOYEE RETIREMENT SAVINGS PLAN
CUYAHOGA FALLS, OH
Advisor / Consultant
INVESTMENT ADVISOR
529$79.1M$38K
PARTNERS ENTERPRISE CAPITAL HOLDINGS LLC
PARTNERS ENTERPRISE CAPITAL HOLDINGS LLC 401(K) SAVINGS PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
470$77.9M$23K
SUNKIST RETIREMENT BOARD
SUNKIST RETIREMENT PLAN - A
VALENCIA, CA
Other
NONE
130$77.1M$72K
AMERICHEM, INC.
AMERICHEM, INC. EMPLOYEE RETIREMENT SAVINGS PLAN
CUYAHOGA FALLS, OH
Advisor / Consultant
INVESTMENT ADVISOR
592$71.0M$50K
PRAIRIE MEADOWS RACETRACK & CASINO, INC.
PRAIRIE MEADOWS RACETRACK & CASINO EMPLOYEE 401(K) SAVINGS PLAN
ALTOONA, IA
Advisor / Consultant
INVESTMENT ADVISORY
963$70.3M$0
ENHANCE THERAPIES
ENHANCE THERAPIES 401(K) PLAN
LAKEWOOD, NJ
Advisor / Consultant
INVESTMENT ADVISOR
4,913$68.6M$45K
MONTAGE HOTELS AND RESORTS, LLC
MONTAGE HOTELS & RESORTS 401(K) PLAN
IRVINE, CA
Advisor / Consultant
INVESTMENT ADVISOR
4,931$67.8M$42K
NEW JERSEY EDUCATION ASSOCIATION
NJEA SUPPLEMENTAL SAVINGS PLAN
TRENTON, NJ
Other
NONE
392$67.4M$49K
PARTNERS ENTERPRISE CAPITAL HOLDINGS LLC
PARTNERS ENTERPRISE CAPITAL HOLDINGS LLC 401(K) SAVINGS PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
482$64.6M$53K
BODDIE-NOELL ENTERPRISES, INC.
BODDIE-NOELL ENTERPRISES, INC. SAVINGS AND EMPLOYEE RETIREMENT PLAN
ROCKY MOUNT, NC
Advisor / Consultant
CONSULTANT
4,230$64.0M$31K
BROWN WINICK LAW FIRM
BROWN, WINICK, GRAVES, GROSS AND BASKERVILLE, P.L.C. 401(K) PLAN
DES MOINES, IA
Other
NONE
168$62.8M$58K
NEW JERSEY EDUCATION ASSOCIATION
NJEA SUPPLEMENTAL SAVINGS PLAN
TRENTON, NJ
Other
NONE
391$56.8M$86K
BODDIE-NOELL ENTERPRISES, INC.
BODDIE-NOELL ENTERPRISES, INC. SAVINGS AND EMPLOYEE RETIREMENT PLAN
ROCKY MOUNT, NC
Advisor / Consultant
CONSULTANT
3,602$56.2M$23K
SCIENS BUILDING SOLUTIONS, LLC
SCIENS BUILDING SOLUTIONS 401(K) PLAN
PLEASANTON, CA
Other
NONE
1,330$56.1M$3K
PROVIDENT BANK
PROVIDENT BANK PENSION PLAN
ISELIN, NJ
TPA / Administrator
CONTRACT ADMINISTRATOR
82$55.9M$66K
AMCOR RIGID PACKAGING, USA LLC
AMCOR RIGID PACKAGING PENSION PLAN
ANN ARBOR, MI
Other
NONE
257$54.6M$20K
BROWN WINICK LAW FIRM
BROWN, WINICK, GRAVES, GROSS AND BASKERVILLE, P.L.C. 401(K) PLAN
DES MOINES, IA
Other
NONE
145$54.4M$58K
AMCOR RIGID PACKAGING, USA LLC
AMCOR RIGID PACKAGING PENSION PLAN
ANN ARBOR, MI
Other
NONE
235$53.4M$20K
SIRSIDYNIX
SIRSIDYNIX 401(K) PROFIT SHARING PLAN
LEHI, UT
Advisor / Consultant
CONSULTANT
233$53.4M$51K
THE CONWAY NATIONAL BANK
THE CONWAY NATIONAL BANK PROFIT-SHARING AND SAVINGS PLAN
CONWAY, SC
Other
NONE
227$53.4M$66K
PROVIDENT BANK
PROVIDENT BANK PENSION PLAN
ISELIN, NJ
TPA / Administrator
CONTRACT ADMINISTRATOR
89$52.7M$64K
JEO, INC.
JEO, INC. 401(K) PROFIT SHARING PLAN
WAHOO, NE
Other
NONE
358$51.2M$53K
PARTNERS ENTERPRISE CAPITAL HOLDINGS LLC
PARTNERS ENTERPRISE CAPITAL HOLDINGS LLC 401(K) SAVINGS PLAN
CHICAGO, IL
Advisor / Consultant
CONSULTANT
485$50.7M$23K
CARDONE INDUSTRIES, INC.
CARDONE INDUSTRIES, INC. UNION EMPLOYEES' PENSION PLAN
PHILADELPHIA, PA
Other
NONE
64$50.3M$67K
THE CONWAY NATIONAL BANK
THE CONWAY NATIONAL BANK PROFIT-SHARING AND SAVINGS PLAN
CONWAY, SC
Other
NONE
219$50.2M$65K
AMCOR RIGID PACKAGING, USA LLC
AMCOR RIGID PACKAGING PENSION PLAN
ANN ARBOR, MI
Other
NONE
288$50.2M$20K
PROVIDENT BANK
PROVIDENT BANK PENSION PLAN
ISELIN, NJ
TPA / Administrator
CONTRACT ADMINISTRATOR
95$47.9M$62K
WATG HOLDINGS, INC.
WIMBERLY ALLISON TONG & GOO, INC. 401(K) PROFIT SHARING PLAN
TUSTIN, CA
Advisor / Consultant
CONSULTANT
229$46.9M$40K
BOARD OF TRUSTEES FOR CEMENT MASONS
CEMENT MASONS PENSION FUND OF LOCAL NO. 165
LANSING, MI
Other
NONE
95$46.6M$28K
THE CONWAY NATIONAL BANK
THE CONWAY NATIONAL BANK PROFIT-SHARING AND SAVINGS PLAN
CONWAY, SC
Other
NONE
223$45.3M$68K
TAMPA ARMATURE WORKS, INC.
TAW 401(K) AND PROFIT SHARING PLAN
RIVERVIEW, FL
Other
NONE
422$44.4M$51K
FOURTH EDITION INC.
FOURTH EDITION INC. PENSION PLAN
ENGLEWOOD CLIFFS, NJ
Other
RETAINED BY EMPLOYER
2$44.2M$87K
SIRSIDYNIX
SIRSIDYNIX 401(K) PROFIT SHARING PLAN
LEHI, UT
Advisor / Consultant
INVESTMENT ADVISOR
198$43.9M$34K
GLATT AIR TECHNIQUES, INC.
GLATT AIR TECHNIQUES INC. PROFIT SHARING/401(K) PLAN
RAMSEY, NJ
Advisor / Consultant
INVESTMENT ADVISOR
174$43.5M$48K
TAMPA ARMATURE WORKS, INC.
TAW 401(K) AND PROFIT SHARING PLAN
RIVERVIEW, FL
Other
NONE
412$42.7M$30K
BOARD OF TRUSTEES FOR CEMENT MASONS
CEMENT MASONS PENSION FUND OF LOCAL NO. 165
LANSING, MI
Other
NONE
107$42.6M$28K
WATG HOLDINGS, INC.
WIMBERLY ALLISON TONG & GOO, INC. 401(K) PROFIT SHARING PLAN
TUSTIN, CA
Advisor / Consultant
CONSULTANT
194$42.2M$63K
FOURTH EDITION INC.
FOURTH EDITION INC. PENSION PLAN
ENGLEWOOD CLIFFS, NJ
Other
RETAINED BY EMPLOYER
2$42.1M$85K
JEO, INC.
JEO, INC. 401(K) PROFIT SHARING PLAN
WAHOO, NE
Other
NONE
313$42.0M$41K
UROLOGY SAN ANTONIO, P.A.
UROLOGY SAN ANTONIO, P.A. 401(K) PROFIT SHARING PLAN
SAN ANTONIO, TX
Advisor / Consultant
INVESTMENT ADVISORY-PLAN
227$41.5M$43K
UROLOGY SAN ANTONIO, P.A.
UROLOGY SAN ANTONIO, P.A. 401(K) PROFIT SHARING PLAN
SAN ANTONIO, TX
Advisor / Consultant
INVESTMENT ADVISORY-PLAN
206$40.5M$48K
TRUSTEES OF THE IBEW LOCAL NO. 607 ANNUITY FUND
IBEW LOCAL NO. 607 ANNUITY FUND
ROSELAND, NJ
Other
NONE
161$40.1M$45K
GLATT AIR TECHNIQUES, INC.
GLATT AIR TECHNIQUES INC. PROFIT SHARING/401(K) PLAN
RAMSEY, NJ
Advisor / Consultant
INVESTMENT ADVISOR
187$40.1M$13K
PIEDMONT HEALTH SERVICES, INC
PIEDMONT HEALTH SERVICES, INC RETIREMENT PLAN
CHAPEL HILL, NC
Advisor / Consultant
ADVISOR
589$39.4M$126K
WAKE STONE CORPORATION
WAKE STONE CORPORATION PROFIT SHARING AND 401(K) PLAN
KNIGHTDALE, NC
Advisor / Consultant
INVESTMENT ADVISOR
175$39.3M$42K
WATG HOLDINGS, INC.
WIMBERLY ALLISON TONG & GOO, INC. 401(K) PROFIT SHARING PLAN
TUSTIN, CA
Advisor / Consultant
CONSULTANT
181$38.0M$11K
NOVELIS CORPORATION
NOVELIS TERRE HAUTE HOURLY PENSION PLAN
ATLANTA, GA
Other
NONE
101$37.6M$101K
NOVELIS CORPORATION
NOVELIS TERRE HAUTE HOURLY PENSION PLAN
ATLANTA, GA
Other
NONE
94$37.1M$71K
IMMACULATA UNIVERSITY
IMMACULATA UNIVERSITY DC RETIREMENT PLAN
IMMACULATA, PA
Other
NONE
357$35.7M$20K
TRUSTEES OF THE IBEW LOCAL NO. 607 ANNUITY FUND
IBEW LOCAL NO. 607 ANNUITY FUND
ROSELAND, NJ
Other
NONE
169$35.3M$43K
UROLOGY SAN ANTONIO, P.A.
UROLOGY SAN ANTONIO, P.A. 401(K) PROFIT SHARING PLAN
SAN ANTONIO, TX
Advisor / Consultant
INVESTMENT ADVISORY-PLAN
187$34.5M$45K
US CONEC LTD.
US CONEC INVESTMENT PLAN
HICKORY, NC
Other
NONE
364$34.4M$35K
NOVELIS CORPORATION
NOVELIS TERRE HAUTE HOURLY PENSION PLAN
ATLANTA, GA
Other
NONE
90$34.2M$14K
CCBCC OPERATIONS LLC
COCA-COLA CONSOLIDATED, INC. BARGAINING EMPLOYEES 401(K) PLAN
CHARLOTTE, NC
Advisor / Consultant
CONSULTANT
2,114$33.8M$39K
VIRGINIA TILE COMPANY, LLC
VIRGINIA TILE COMPANY 401(K) PLAN
LIVONIA, MI
Advisor / Consultant
ADVISOR
352$33.4M$53K
WAKE STONE CORPORATION
WAKE STONE CORPORATION PROFIT SHARING AND 401(K) PLAN
KNIGHTDALE, NC
Advisor / Consultant
INVESTMENT ADVISOR
158$33.4M$25K
VIRGINIA TILE COMPANY, LLC
VIRGINIA TILE COMPANY 401(K) PLAN
LIVONIA, MI
Advisor / Consultant
ADVISOR
377$33.1M$52K
PIEDMONT HEALTH SERVICES, INC
PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN
CHAPEL HILL, NC
Advisor / Consultant
ADVISOR
595$33.0M$79K
FOURTH EDITION INC.
FOURTH EDITION INC. PENSION PLAN
ENGLEWOOD CLIFFS, NJ
Other
RETAINED BY EMPLOYER
2$32.3M$34K
THE EVERGREEN SCHOOL
THE EVERGREEN SCHOOL 403(B) DC PLAN
SHORELINE, WA
Advisor / Consultant
ADVISOR
122$31.2M$9K
TRUSTEES OF THE IBEW LOCAL NO. 607 ANNUITY FUND
IBEW LOCAL NO. 607 ANNUITY FUND
ROSELAND, NJ
Other
NONE
207$29.9M$42K
GREATER AKRON CHAMBER OF COMMERCE
GREATER AKRON CHAMBER OF COMMERCE MULTIPLE EMPLOYER 401(K) PLAN
AKRON, OH
Advisor / Consultant
INVESTMENT ADVISORY-PLAN
1,245$29.3M$78K
VIRGINIA TILE COMPANY, LLC
VIRGINIA TILE COMPANY 401(K) PLAN
LIVONIA, MI
Advisor / Consultant
ADVISOR
365$28.4M$57K
WAKE STONE CORPORATION
WAKE STONE CORPORATION PROFIT SHARING AND 401(K) PLAN
KNIGHTDALE, NC
Advisor / Consultant
INVESTMENT ADVISOR
147$28.3M$20K
KINIKSA PHARMACEUTICALS CORP.
KINIKSA PHARMACEUTICALS 401(K) PLAN
LEXINGTON, MA
Advisor / Consultant
INVESTMENT ADVISOR
286$27.9M$25K
US CONEC LTD.
US CONEC INVESTMENT PLAN
HICKORY, NC
Other
NONE
307$27.7M$35K
THE EVERGREEN SCHOOL
THE EVERGREEN SCHOOL 403(B) DC PLAN
SHORELINE, WA
Advisor / Consultant
ADVISOR
122$27.5M$7K
WHELAN SECURITY MANAGEMENT COMPANY INC.
GARDAWORLD SECURITY SERVICES U.S. 401(K) PLAN
SAINT LOUIS, MO
Advisor / Consultant
INVESTMENT ADVISOR
56,931$25.6M$17K
NOVELIS CORPORATION
NOVELIS FAIRMONT HOURLY PENSION PLAN
ATLANTA, GA
Other
NONE
71$25.1M$43K
NOVELIS CORPORATION
NOVELIS FAIRMONT HOURLY PENSION PLAN
ATLANTA, GA
Other
NONE
79$24.5M$60K
US CONEC LTD.
US CONEC INVESTMENT PLAN
HICKORY, NC
Other
NONE
335$24.4M$43K
BETMGM, LLC
BETMGM 401(K) PLAN
JERSEY CITY, NJ
Advisor / Consultant
INVESTMENT ADVISORY
1,114$23.8M$6K
THE EVERGREEN SCHOOL
THE EVERGREEN SCHOOL 403(B) DC PLAN
SHORELINE, WA
Other
NONE
116$23.6M$6K
NOVELIS CORPORATION
NOVELIS FAIRMONT HOURLY PENSION PLAN
ATLANTA, GA
Other
NONE
69$23.5M$12K
BELL INDUSTRIES, INC.
BELL TECHLOGIX SAVINGS AND RETIREMENT PLAN
INDIANAPOLIS, IN
Other
NONE
482$23.3M$30K
L'OREAL TRAVEL RETAIL AMERICAS, INC.
PENSION PLAN FOR THE EMPLOYEES OF L'OREAL TRAVEL RETAIL AMERICAS, INC.
MIAMI, FL
Other
NONE
118$22.6M$17K
L'OREAL TRAVEL RETAIL AMERICAS, INC.
PENSION PLAN FOR THE EMPLOYEES OF L'OREAL TRAVEL RETAIL AMERICAS, INC.
MIAMI, FL
Other
NONE
107$22.6M$17K
CARDONE INDUSTRIES, INC.
CARDONE INDUSTRIES, INC. UNION EMPLOYEES' PENSION PLAN
PHILADELPHIA, PA
Other
NONE
46$22.3M$69K
GREATER AKRON CHAMBER OF COMMERCE
GREATER AKRON CHAMBER OF COMMERCE MULTIPLE EMPLOYER 401(K) PLAN
AKRON, OH
Advisor / Consultant
INVESTMENT ADVISORY-PLAN
958$22.2M$49K
BIRCH FAMILY SERVICES, INC.
BIRCH FAMILY SERVICES RETIREMENT PLAN
NEW YORK, NY
Advisor / Consultant
CONSULTANT
810$22.0M$34K
NATIONS ROOF LLC
NATIONS ROOF, LLC 401(K) PLAN
CLEARFIELD, UT
Other
NONE
894$21.2M$125K
KNPC HOLDCO LLC DBA SECOND NATURE BRANDS
SECOND NATURE BRANDS EMPLOYEE SAVINGS PLAN
MADISON HEIGHTS, MI
Other
ADVISER
481$20.5M$42K
L'OREAL TRAVEL RETAIL AMERICAS, INC.
PENSION PLAN FOR THE EMPLOYEES OF L'OREAL TRAVEL RETAIL AMERICAS, INC.
MIAMI, FL
Other
NONE
99$20.2M$32K
EVERSIGHT
EVERSIGHT 403(B) DC PLAN
ANN ARBOR, MI
Other
124$19.9M$18K
NOURIA ENERGY CORPORATION
NOURIA 401(K) RETIREMENT PLAN
WORCESTER, MA
Advisor / Consultant
CONSULTANT
2,140$19.3M$20K
MARSH AUTOMOTIVE GROUP
MARSH AUTOMOTIVE GROUP 401(K) PLAN & TRUST
TRAVERSE CITY, MI
Advisor / Consultant
ADVISOR
311$19.2M$37K
WALL COLMONOY CORPORATION
WALL COLMONOY CORPORATION 401(K) PLAN
MADISON HEIGHTS, MI
Advisor / Consultant
ADVISOR
318$19.0M$35K
KNPC HOLDCO LLC DBA SECOND NATURE BRANDS
SECOND NATURE BRANDS EMPLOYEE SAVINGS PLAN
MADISON HEIGHTS, MI
Other
ADVISER
469$18.5M$41K
SOUTH ATLANTIC SERVICES, INC.
SOUTH ATLANTIC SERVICES, INC. 401(K) PLAN
WILMINGTON, NC
Advisor / Consultant
INVESTMENT ADVISORY PLAN
283$17.8M$26K
NATIONS ROOF LLC
NATIONS ROOF, LLC 401(K) PLAN
CLEARFIELD, UT
Other
NONE
875$17.2M$96K
DFM INVESTMENT, CO.
DFM EMPLOYEES RETIREMENT & 401(K) PLAN
ST. LOUIS, MO
Other
RETAINED BY PLAN SPONSOR
176$17.1M$41K
MARSH AUTOMOTIVE GROUP
MARSH AUTOMOTIVE GROUP 401(K) PLAN & TRUST
TRAVERSE CITY, MI
Advisor / Consultant
ADVISOR
309$17.1M$37K
WALL COLMONOY CORPORATION
WALL COLMONOY CORPORATION 401(K) PLAN
MADISON HEIGHTS, MI
Advisor / Consultant
ADVISOR
295$16.3M$34K
DFM INVESTMENT, CO.
DFM EMPLOYEES RETIREMENT & 401(K) PLAN
ST. LOUIS, MO
Other
RETAINED BY PLAN SPONSOR
176$15.7M$35K
KNPC HOLDCO LLC DBA SECOND NATURE BRANDS
SECOND NATURE BRANDS EMPLOYEE SAVINGS PLAN
MADISON HEIGHTS, MI
Other
ADVISER
347$15.1M$40K
SOUTH ATLANTIC SERVICES, INC.
SOUTH ATLANTIC SERVICES, INC. 401(K) PLAN
WILMINGTON, NC
Advisor / Consultant
INVESTMENT ADVISORY PLAN
289$15.1M$25K
WALL COLMONOY CORPORATION
WALL COLMONOY CORPORATION 401(K) PLAN
MADISON HEIGHTS, MI
Advisor / Consultant
ADVISOR
280$14.2M$33K
BOARD OF TRUSTEES OF LOCAL UNION NUMBER 130, ANNUITY FUND
LABORERS' INTERNATIONAL UNION OF NORTH AMERICA LOCAL UNION NUMBER 130, ANNUITY FUND
SCRANTON, PA
Other
NONE
196$14.2M$32K
BOARD OF TRUSTEES OF LOCAL UNION NUMBER 130, ANNUITY FUND
LABORERS' INTERNATIONAL UNION OF NORTH AMERICA LOCAL UNION NUMBER 130, ANNUITY FUND
SCRANTON, PA
Other
NONE
199$14.1M$33K
TRUSTEES OF IBEW NO 743 HEALTH AND WELFARE PLAN
IBEW NO 743 HEALTH AND WELFARE PLAN
READING, PA
Other
NONE
476$13.9M$54K
ORLANS P.C.
ORLANS P.C. 401(K) PLAN
TROY, MI
Advisor / Consultant
ADVISOR
252$13.7M$33K
TWIN LIQUORS, LP
TWIN LIQUORS 401(K) RETIREMENT SAVINGS PLAN
AUSTIN, TX
Advisor / Consultant
INVESTMENT ADVISORY-PLAN
625$13.5M$23K
TRUSTEES OF IBEW NO 743 HEALTH AND WELFARE PLAN
IBEW NO 743 HEALTH AND WELFARE PLAN
READING, PA
Other
NONE
426$13.3M$47K
DFM INVESTMENT, CO.
DFM EMPLOYEES RETIREMENT & 401(K) PLAN
ST. LOUIS, MO
Other
RETAINED BY PLAN SPONSOR
169$13.0M$42K
SOUTH ATLANTIC SERVICES, INC.
SOUTH ATLANTIC SERVICES, INC. 401(K) PLAN
WILMINGTON, NC
Advisor / Consultant
INVESTMENT ADVISORY PLAN
280$13.0M$25K
NATIONS ROOF, LLC
NATIONS ROOF, LLC 401(K) PLAN
MOBILE, AL
Other
NONE
910$12.8M$106K
BOARD OF TRUSTEES OF LOCAL UNION NUMBER 130, ANNUITY FUND
LABORERS' INTERNATIONAL UNION OF NORTH AMERICA LOCAL UNION NUMBER 130, ANNUITY FUND
SCRANTON, PA
Other
NONE
492$12.3M$26K
TRUSTEES OF IBEW NO 743 HEALTH AND WELFARE PLAN
IBEW NO 743 HEALTH AND WELFARE PLAN
READING, PA
Other
NONE
410$12.3M$47K
ORLANS P.C.
ORLANS P.C. 401(K) PLAN
TROY, MI
Advisor / Consultant
ADVISOR
226$11.8M$32K
TWIN LIQUORS, LP
TWIN LIQUORS 401(K) RETIREMENT SAVINGS PLAN
AUSTIN, TX
Advisor / Consultant
INVESTMENT ADVISORY-PLAN
640$11.1M$15K
NOVELIS CORPORATION
NOVELIS WARREN HOURLY PENSION PLAN
ATLANTA, GA
Other
NONE
22$10.1M$34K
STARFISH FAMILY SERVICES, INC.
STARFISH FAMILY SERVICES, INC. DC PLAN
INKSTER, MI
Advisor / Consultant
FINANCIAL ADVISOR
464$10.1M$10K
NOVELIS CORPORATION
NOVELIS WARREN HOURLY PENSION PLAN
ATLANTA, GA
Other
NONE
26$10.0M$37K
UNITED WAY FOR SOUTHEASTERN MICHIGAN
403(B) THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MICHIGAN
DETROIT, MI
Advisor / Consultant
ADVISOR
158$9.8M$24K
NOVELIS CORPORATION
NOVELIS WARREN HOURLY PENSION PLAN
ATLANTA, GA
Other
NONE
19$9.6M$11K
ORLANS P.C.
ORLANS P.C. 401(K) PLAN
TROY, MI
Advisor / Consultant
ADVISOR
221$9.5M$4K
UNITED WAY FOR SOUTHEASTERN MI
403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI
DETROIT, MI
Advisor / Consultant
ADVISOR
204$9.4M$23K
TWIN LIQUORS, LP
TWIN LIQUORS 401(K) RETIREMENT SAVINGS PLAN
AUSTIN, TX
Advisor / Consultant
INVESTMENT ADVISORY-PLAN
614$8.9M$15K
LONG LEWIS FORD OF THE SHOALS, INC.
LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
MUSCLE SHOALS, AL
Advisor / Consultant
INV ADVISOR
523$8.6M$4K
MARSH AUTOMOTIVE GROUP
MARSH AUTOMOTIVE GROUP 401(K) PLAN & TRUST
TRAVERSE CITY, MI
Advisor / Consultant
ADVISOR
37$7.6M$46K
UNITED WAY FOR SOUTHEASTERN MI
403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI
DETROIT, MI
Advisor / Consultant
ADVISOR
207$7.6M$23K
MANNING REGIONAL HEALTHCARE CENTER
MANNING REGIONAL HEALTHCARE CENTER 401(K) PLAN
MANNING, IA
Advisor / Consultant
INVESTMENT ADVISORY
131$7.6M$36K
CHANDLER HALL HEALTH SERVICES, INC.
CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN
NEWTOWN, PA
Advisor / Consultant
INVESTMENT ADVISORY
187$7.6M$15K
GREATER AKRON CHAMBER OF COMMERCE
GREATER AKRON CHAMBER OF COMMERCE MULTIPLE EMPLOYER 401(K) PLAN
AKRON, OH
Advisor / Consultant
INVESTMENT ADVISORY-PLAN
202$6.9M$20K
MANNING REGIONAL HEALTHCARE CENTER
MANNING REGIONAL HEALTHCARE CENTER 401(K) PLAN
MANNING, IA
Advisor / Consultant
INVESTMENT ADVISORY
131$6.5M$29K
A. J. DANBOISE SON, INC.
DANBOISE & THE LEARNING TREE CENTERS EMPLOYEES 401(K) RETIREMENT PLAN
FARMINGTON HILLS, MI
Advisor / Consultant
ADVISOR
163$6.4M$22K
SUNKIST RETIREMENT BOARD
SUNKIST RETIREMENT PLAN - N
VALENCIA, CA
Other
NONE
35$5.7M$8K
QUALITY SPRING/TOGO
QUALITY SPRING/TOGO, INC. HOURLY EMPLOYEES RETIREMENT PLAN
COLDWATER, MI
Advisor / Consultant
INVESTMENT ADVISOR
0$5.4M$29K
MANNING REGIONAL HEALTHCARE CENTER
MANNING REGIONAL HEALTHCARE CENTER 401(K) PLAN
MANNING, IA
Advisor / Consultant
INVESTMENT ADVISORY
127$5.3M$29K
PRO FOOD SYSTEMS, INC.
PRO FOOD SYSTEMS, INC. 401(K) PLAN
HOLTS SUMMIT, MO
Advisor / Consultant
ADVISOR
184$5.3M$25K
QUALITY SPRING/TOGO
QUALITY SPRING/TOGO, INC. HOURLY EMPLOYEES RETIREMENT PLAN
COLDWATER, MI
Advisor / Consultant
INVESTMENT ADVISOR
0$5.0M$27K
SUBURBAN MANUFACTURING COMPANY, A DIVISION OF AIRXCEL, INC.
SUBURBAN MANUFACTURING COMPANY RETIREMENT PLAN FOR BARGAINING EMPLOYEES
DAYTON, TN
Advisor / Consultant
INVESTMENT MANAGER
31$4.4M$23K
CLARK PACIFIC
CLARK PACIFIC UNION 401(K) PLAN
WEST SACRAMENTO, CA
Advisor / Consultant
INVESTMENT ADVISOR
670$4.4M$8K
SUBURBAN MANUFACTURING COMPANY, A DIVISION OF AIRXCEL, INC.
SUBURBAN MANUFACTURING COMPANY RETIREMENT PLAN FOR BARGAINING EMPLOYEES
DAYTON, TN
Advisor / Consultant
INVESTMENT MANAGER
25$4.4M$26K
PRO FOOD SYSTEMS, INC.
PRO FOOD SYSTEMS, INC. 401(K) PLAN
HOLTS SUMMIT, MO
Advisor / Consultant
ADVISOR
168$4.3M$25K
SUNKIST RETIREMENT BOARD
SUNKIST RETIREMENT PLAN N
VALENCIA, CA
Other
NONE
19$3.9M$8K
CLARK PACIFIC
CLARK PACIFIC UNION 401(K) PLAN
WEST SACRAMENTO, CA
Advisor / Consultant
INVESTMENT ADVISOR
222$2.9M$6K
SUNKIST RETIREMENT BOARD
SUNKIST RETIREMENT PLAN N
VALENCIA, CA
Other
NONE
15$2.9M$8K
OPTECH, LLC
OPTECH LLC 401(K) PROFIT SHARING PLAN AND TRUST
TROY, MI
Advisor / Consultant
ADVISOR
143$2.3M$9K
SOUTH PACIFIC REHABILITATION SERVICES, INC.
SOUTH PACIFIC REHABILITATION SERVICES, INC. 401(K) PROFIT SHARING PLAN
ENCINO, CA
Advisor / Consultant
INVESTMENT ADVISOR
0$0$19K