CATERPILLAR
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
12
Active participants
105,325
Total plan assets
$75.2B
Filings (rows)
12
Direct comp
$2.0M
Indirect comp
$0
SERVICES PROVIDED
Other6
TPA / Administrator6
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| CATERPILLAR INVESTMENT TRUST | 15 |
| CATERPILLAR MASTER RTMT TRUST | 15 |
| CATERPILLAR GROUP INS MASTER TR | 6 |
| CATERILLAR MASTER RTMT TRUST | 3 |
Top plans served
All 12 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| CATERPILLAR INC. CATERPILLAR 401(K) SAVINGS PLAN | IRVING, TX | Other NONE | 44,489 | $18.8B | $408K |
| CATERPILLAR INC. CATERPILLAR 401(K) SAVINGS PLAN | IRVING, TX | Other NONE | 43,798 | $16.5B | $385K |
| CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING, TX | TPA / Administrator PLAN ADMINISTRATOR | — | $12.8B | $300K |
| CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING, TX | TPA / Administrator PLAN ADMINISTRATOR | — | $12.5B | $282K |
| CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING, TX | TPA / Administrator PLAN ADMINISTRATOR | — | $12.0B | $296K |
| CATERPILLAR INC. CATERPILLAR INC. TAX DEFERRED RETIREMENT PLAN | IRVING, TX | Other NONE | 6,852 | $748.9M | $17K |
| CATERPILLAR INC. CATERPILLAR INC. TAX DEFERRED RETIREMENT PLAN | IRVING, TX | Other NONE | 7,176 | $678.5M | $16K |
| SOLAR TURBINES INCORPORATED SOLAR SAVINGS AND INVESTMENT PLAN | SAN DIEGO, CA | Other NONE | 1,516 | $423.0M | $10K |
| SOLAR TURBINES INCORPORATED SOLAR SAVINGS AND INVESTMENT PLAN | SAN DIEGO, CA | Other NONE | 1,494 | $375.3M | $9K |
| CATERPILLAR INC. CATERPILLAR INC. GROUP INSURANCE MASTER TRUST | IRVING, TX | TPA / Administrator PLAN ADMINISTRATOR | — | $144.1M | $119K |
| CATERPILLAR INC. CATERPILLAR INC. GROUP INSURANCE MASTER TRUST | IRVING, TX | TPA / Administrator PLAN ADMINISTRATOR | — | $102.4M | $77K |
| CATERPILLAR INC. CATERPILLAR INC. GROUP INSURANCE MASTER TRUST | IRVING, TX | TPA / Administrator PLAN ADMINISTRATOR | — | $88.0M | $115K |