CEM BENCHMARKING
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
42
Active participants
609,635
Total plan assets
$1.1T
Filings (rows)
42
Direct comp
$1.4M
Indirect comp
$0
SERVICES PROVIDED
Other40
Advisor / Consultant2
Top plans served
All 42 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT | SEATTLE, WA | Other SERVICE PROVIDER | — | $73.5B | $33K |
| THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT | SEATTLE, WA | Other SERVICE PROVIDER | — | $71.5B | $33K |
| THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT | SEATTLE, WA | Other SERVICE PROVIDER | — | $62.9B | $29K |
| KAISER PERMANENTE MEDICAL CARE PROGRAM KAISER PERMANENTE GROUP TRUST | OAKLAND, CA | Other NONE | 0 | $62.0B | $76K |
| LOCKHEED MARTIN CORPORATION LMC DEFINED CONTRIBUTION MASTER TRUST | BETHESDA, MD | Other INVESTMENT RESEARCH | — | $56.1B | $34K |
| THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST | SEATTLE, WA | Other SERVICE PROVIDER | — | $49.9B | $29K |
| THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST | SEATTLE, WA | Other SERVICE PROVIDER | — | $48.9B | $33K |
| LOCKHEED MARTIN CORPORATION LMC DEFINED CONTRIBUTION MASTER TRUST | BETHESDA, MD | Other CONSULTING | — | $47.8B | $29K |
| THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST | SEATTLE, WA | Other SERVICE PROVIDER | — | $46.2B | $33K |
| AT&T INC. SBC MASTER PENSION TRUST | DALLAS, TX | Other NONE | — | $44.6B | $29K |
| AT&T INC. AT&T SAVINGS PLAN MASTER TRUST | DALLAS, TX | Other NONE | — | $42.6B | $32K |
| AT&T INC. AT&T SAVINGS PLAN MASTER TRUST | DALLAS, TX | Other NONE | — | $39.5B | $31K |
| AT&T INC. AT&T SAVINGS PLAN MASTER TRUST | DALLAS, TX | Other NONE | — | $37.1B | $58K |
| AT&T INC. SBC MASTER PENSION TRUST | DALLAS, TX | Other NONE | — | $32.9B | $31K |
| AT&T INC. SBC MASTER PENSION TRUST | DALLAS, TX | Other NONE | — | $30.6B | $32K |
| VERIZON COMMUNICATIONS INC. VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES | BASKING RIDGE, NJ | Other NONE | 63,563 | $29.4B | $34K |
| VERIZON COMMUNICATIONS INC. VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES | BASKING RIDGE, NJ | Other NONE | 69,218 | $27.8B | $33K |
| VERIZON COMMUNICATIONS INC. VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES | BASKING RIDGE, NJ | Other NONE | 78,072 | $25.2B | $22K |
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST | BETHESDA, MD | Other INVESTMENT RESEARCH | — | $24.9B | $29K |
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST | BETHESDA, MD | Other INVESTMENT RESEARCH | — | $24.6B | $66K |
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST | BETHESDA, MD | Other INVESTMENT RESEARCH | — | $23.7B | $34K |
| NOKIA OF AMERICA CORPORATION LUCENT TECHNOLOGIES INC. MASTER PENSION TRUST | MOUNTAIN AVENUE, NJ | Other NONE | — | $21.8B | $33K |
| NOKIA OF AMERICA CORPORATION LUCENT TECHNOLOGIES INC. MASTER PENSION TRUST | MURRAY HILL, NJ | Other NONE | — | $19.8B | $34K |
| CATERPILLAR INC. CATERPILLAR 401(K) SAVINGS PLAN | IRVING, TX | Other NONE | 44,489 | $18.8B | $32K |
| CATERPILLAR INC. CATERPILLAR 401(K) SAVINGS PLAN | IRVING, TX | Other NONE | 43,798 | $16.5B | $31K |
| CATERPILLAR INC. CATERPILLAR 401(K) SAVINGS PLAN | IRVING, TX | Other NONE | 41,360 | $13.8B | $27K |
| ELI LILLY AND COMPANY THE LILLY EMPLOYEE 401(K) PLAN | INDIANAPOLIS, IN | Other NONE KNOWN | 21,803 | $13.1B | $38K |
| ELI LILLY AND COMPANY THE LILLY RETIREMENT PLAN MASTER TRUST | INDIANAPOLIS, IN | Other NONE KNOWN | — | $12.1B | $25K |
| SHELL USA, INC. SHELL PROVIDENT FUND | HOUSTON, TX | Other NONE | 12,093 | $11.5B | $41K |
| ELI LILLY AND COMPANY THE LILLY EMPLOYEE 401(K) PLAN | INDIANAPOLIS, IN | Other NONE KNOWN | 19,912 | $11.1B | $36K |
| NOKIA OF AMERICA CORPORATION NOKIA SAVINGS/401(K) PLAN | MURRAY HILL, NJ | Other NONE | 6,331 | $9.8B | $67K |
| ELI LILLY AND COMPANY THE LILLY EMPLOYEE 401(K) PLAN | INDIANAPOLIS, IN | Other NONE KNOWN | 17,704 | $8.9B | $34K |
| CONSOLIDATED EDISON COMPANY OF NEW YORK, INC. THE CONSOLIDATED EDISON THRIFT SAVINGS PLAN | NEW YORK, NY | Other NONE | 15,022 | $6.4B | $26K |
| TEXTRON INC. TEXTRON SAVINGS PLAN | PROVIDENCE, RI | Advisor / Consultant CONSULTANT | 26,117 | $6.1B | $15K |
| TEXTRON INC. TEXTRON SAVINGS PLAN | PROVIDENCE, RI | Advisor / Consultant CONSULTANT | 26,609 | $5.7B | $30K |
| CORNING INCORPORATED CORNING INCORPORATED INVESTMENT PLAN | CORNING, NY | Other NONE | 11,726 | $4.1B | $31K |
| BELLSOUTH, LLC BELLSOUTH SAVINGS AND SECURITY PLAN | DALLAS, TX | Other NONE | 11,259 | $2.5B | $18K |
| BELLSOUTH, LLC BELLSOUTH SAVINGS AND SECURITY PLAN | DALLAS, TX | Other NONE | 11,993 | $2.3B | $16K |
| AT&T INC. AT&T SAVINGS AND SECURITY PLAN | DALLAS, TX | Other NONE | 23,855 | $2.3B | $27K |
| BELLSOUTH, LLC BELLSOUTH SAVINGS AND SECURITY PLAN | DALLAS, TX | Other NONE | 12,776 | $2.1B | $23K |
| AT&T INC. AT&T SAVINGS AND SECURITY PLAN | DALLAS, TX | Other NONE | 25,236 | $2.1B | $17K |
| AT&T INC. AT&T SAVINGS AND SECURITY PLAN | DALLAS, TX | Other NONE | 26,699 | $2.0B | $27K |