Form 5500 Search

CLIFTON GROUP

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
17
Active participants
15,756
Total plan assets
$179.6B
Filings (rows)
17
Direct comp
$3.5M
Indirect comp
$0

SERVICES PROVIDED

Other14
Advisor / Consultant3

Top plans served

All 17 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
FARMINGTON, CT
Other
NONE
$44.4B$491K
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
FARMINGTON, CT
Other
NONE
$43.6B$441K
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
FARMINGTON, CT
Other
NONE
$42.1B$261K
TEXTRON INC.
TEXTRON INC. MASTER TRUST
PROVIDENCE, RI
Other
INVESTMENT MGMT
$7.9B$300K
TEXTRON INC.
TEXTRON INC. MASTER TRUST
PROVIDENCE, RI
Other
NONE
$7.6B$243K
TEXTRON INC.
TEXTRON INC. MASTER TRUST
PROVIDENCE, RI
Other
NONE
$7.2B$193K
EVERSOURCE ENERGY SERVICE COMPANY
EVERSOURCE RETIREMENT PLAN MASTER TRUST
HARTFORD, CT
Other
NONE
0$6.3B$210K
EVERSOURCE ENERGY SERVICE COMPANY
EVERSOURCE RETIREMENT PLAN MASTER TRUST
HARTFORD, CT
Other
NONE
0$6.1B$251K
EVERSOURCE ENERGY SERVICE COMPANY
EVERSOURCE RETIREMENT PLAN MASTER TRUST
HARTFORD, CT
Other
NONE
0$6.0B$427K
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
PHOENIX, AZ
Advisor / Consultant
INVESTMENT MANAGER
4,989$2.8B$48K
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
PHOENIX, AZ
Advisor / Consultant
INVESTMENT MANAGER
4,790$2.5B$90K
BOARD OF TRUSTEES OF CARPENTERS PENSION FUND OF ILLINOIS
CARPENTERS PENSION FUND OF ILLINOIS
DOWNERS GROVE, IL
Other
NONE
4,750$2.1B$197K
FIRSTGROUP SERVICES, INC.
LEGACY GREYHOUND LINES, INC./AMALGAMATED TRANSIT UNION NATIONAL LOCAL 1700 RETIREMENT PLAN
WILMINGTON, DE
Other
NONE
22$252.4M$218K
ALLIANT ENERGY CORPORATE SERVICES
ALLIANT ENERGY CASH BALANCE PENSION PLAN
MADISON, WI
Advisor / Consultant
INVESTMENT MANAGER
356$232.3M$41K
WOODS HOLE OCEANOGRAPHIC INSTITUTION
RETIREMENT PLAN FOR EMPLOYEES OF WOODS HOLE OCEANOGRAPHIC INSTITUTION
WOODS HOLE, MA
Other
NONE
263$193.1M$27K
WOODS HOLE OCEANOGRAPHIC INSTITUTION
RETIREMENT PLAN FOR EMPLOYEES OF WOODS HOLE OCEANOGRAPHIC INSTITUTION
WOODS HOLE, MA
Other
NONE
286$186.0M$24K
WOODS HOLE OCEANOGRAPHIC INSTITUTION
RETIREMENT PLAN FOR EMPLOYEES OF WOODS HOLE OCEANOGRAPHIC INSTITUTION
WOODS HOLE, MA
Other
NONE
300$176.9M$17K