CLS Investments

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

Active participants

188,534

Total plan assets

$26.2B

Filings (rows)

Direct comp

$1.6M

Indirect comp

SERVICES PROVIDED

Advisor / Consultant5

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
The Cleveland Clinic Foundation Cleveland Clinic Savings and Investment Plan · all filings	CLEVELAND, OH	Advisor / Consultant	68,206	$9.2B	$505K	$0
The Cleveland Clinic Foundation Cleveland Clinic Savings and Investment Plan · all filings	CLEVELAND, OH	Advisor / Consultant	65,407	$7.5B	$467K	$0
The Cleveland Clinic Foundation Cleveland Clinic Savings and Investment Plan · all filings	CLEVELAND, OH	Advisor / Consultant	54,690	$6.3B	$452K	$0
The Cleveland Clinic Foundation The Cleveland Clinic Foundation DC Plans Master Trust · all filings	CLEVELAND, OH	Advisor / Consultant	—	$3.1B	$159K	$0
Nixon Peabody LLP Nixon Peabody LLP Retirement Savings Plan for Associate Attorneys · all filings	VICTOR, NY	Advisor / Consultant	231	$101.1M	$10K	$0