CONCURRENT INVESTMENT
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
146
Active participants
198,693
Total plan assets
$16.7B
Filings (rows)
146
Direct comp
$3.5M
Indirect comp
$392K
Aggregating 4 name variants under "CONCURRENT INVESTMENT"
SERVICES PROVIDED
Advisor / Consultant115
Other31
Top plans served
All 146 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| WVU HEALTH SYSTEM WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | MORGANTOWN, WV | Advisor / Consultant INVESTMENT ADVISOR | 32,450 | $1.8B | $53K |
| EXPERIAN, INC. EXPERIAN PERSONAL INVESTMENT PLAN | COSTA MESA, CA | Advisor / Consultant INVESTMENT ADVISOR | 6,165 | $1.7B | $70K |
| EXPERIAN, INC. EXPERIAN PERSONAL INVESTMENT PLAN | COSTA MESA, CA | Advisor / Consultant INVESTMENT ADVISOR | 6,456 | $1.5B | $26K |
| AUTOLIV ASP, INC AUTOLIV ASP, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN | OGDEN, UT | Other NONE | 3,908 | $686.8M | $75K |
| AMERICAN AXLE & MANUFACTURING, INC. AMERICAN AXLE & MANUFACTURING, INC. SALARIED SAVINGS PLAN | DETROIT, MI | Advisor / Consultant CONSULTANT | 1,926 | $632.7M | $54K |
| FRESENIUS KABI USA, LLC FRESENIUS KABI USA, LLC SAVINGS & RET PLAN | LAKE ZURICH, IL | Advisor / Consultant INVESTMENT ADVISOR | 4,114 | $559.5M | $90K |
| FRESENIUS KABI USA, LLC FRESENIUS KABI USA, LLC SAVINGS & RET PLAN | LAKE ZURICH, IL | Other NONE | 4,136 | $499.5M | $45K |
| PIH HEALTH, INC PIH HEALTH, INC. 403(B) PLAN | WHITTIER, CA | Advisor / Consultant CONSULTANT | 7,342 | $423.3M | $23K |
| WVU HEALTH SYSTEM WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN | MORGANTOWN, WV | Advisor / Consultant INVESTMENT ADVISOR | 2,079 | $392.4M | $36K |
| WVU HEALTH SYSTEM WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION 403(B) PLAN | MORGANTOWN, WV | Advisor / Consultant INVESTMENT ADVISOR | 2,091 | $327.7M | $29K |
| ILITCH HOLDINGS, INC. ILITCH HOLDINGS 401(K) PLAN | DETROIT, MI | Advisor / Consultant INVESTMENT ADVISOR | 4,784 | $307.1M | $45K |
| TKC HOLDINGS, INC. TKC HOLDINGS, INC. RETIREMENT PLAN | ST. LOUIS, MO | Other NONE | 4,897 | $281.9M | $43K |
| ILITCH HOLDINGS, INC. ILITCH HOLDINGS 401(K) PLAN | DETROIT, MI | Advisor / Consultant INVESTMENT ADVISOR | 4,406 | $261.6M | $45K |
| WVU HEALTH SYSTEM WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 401(K) PLAN | MORGANTOWN, WV | Other INVEST MGMT | 4,036 | $255.4M | $13K |
| TKC HOLDINGS, INC. TKC HOLDINGS, INC. RETIREMENT PLAN | ST. LOUIS, MO | Other NONE | 5,044 | $247.5M | $10K |
| NATIONAL OPINION RESEARCH CENTER NORC, INC. RETIREMENT PLAN | CHICAGO, IL | Other NONE | 3,263 | $246.8M | $9K |
| AMERICAN AXLE & MANUFACTURING, INC. AMERICAN AXLE & MANUFACTURING, INC. PERSONAL SAVINGS PLAN FOR HOURLY-RATE ASSOCIATES | DETROIT, MI | Advisor / Consultant CONSULTANT | 4,126 | $244.9M | $21K |
| PIH HEALTH GOOD SAMARITAN HOSPITAL THE GOOD SAMARITAN HOSPITAL 401(K) RETIREMENT SAVINGS PLAN | LOS ANGELES, CA | Advisor / Consultant CONSULTANT | 1,228 | $234.7M | $5K |
| ROSALIND FRANKLIN UNIVERSITY OF MEDICINE AND SCIENCE ROSALIND FRANKLIN UNIVERSITY OF MEDICINE AND SCIENCE 403(B) PLAN | NORTH CHICAGO, IL | Other NONE | 989 | $216.9M | $29K |
| NORC, INC. NORC, INC. RETIREMENT PLAN | CHICAGO, IL | Other NONE | 2,291 | $210.9M | $13K |
| PIH HEALTH PIH HEALTH, INC. 401(A) PLAN | WHITTER, CA | Advisor / Consultant CONSULTANT | 7,079 | $193.6M | $15K |
| NATIONAL OPINION RESEARCH CENTER NORC, INC. SUPPLEMENTAL RETIREMENT PLAN | CHICAGO, IL | Other NONE | 2,500 | $175.0M | $26K |
| TRAM, INC. TRAM, INC. 401(K) RETIREMENT PLAN | PLYMOUTH, MI | Advisor / Consultant INVESTMENT ADVISORY | 1,403 | $148.7M | $0 |
| ESSEX PORTFOLIO L.P. ESSEX PORTFOLIO L.P. 401(K) PLAN | SAN MATEO, CA | Advisor / Consultant ADVISOR | 1,720 | $138.2M | $36K |
| BARRY CALLEBAUT USA BARRY CALLEBAUT U.S.A. 401(K) RETIREMENT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISORY | 1,366 | $134.5M | $40K |
| TRAM, INC. TRAM, INC. 401(K) RETIREMENT PLAN | PLYMOUTH, MI | Advisor / Consultant INVESTMENT ADVISORY | 1,520 | $134.4M | $0 |
| ROSALIND FRANKLIN UNIVERSITY OF MEDICINE AND SCIENCE ROSALIND FRANKLIN UNIVERSITY OF MEDICINE AND SCIENCE QUALIFIED MONEY PURCHASE PENSION PLAN AND TRUST | NORTH CHICAGO, IL | Other NONE | 575 | $133.2M | $14K |
| ROSALIND FRANKLIN UNIVERSITY OF MEDICINE AND SCIENCE ROSALIND FRANKLIN UNIVERSITY OF MEDICINE AND SCIENCE 403(B) DEFINED CONTRIBUTION PLAN | NORTH CHICAGO, IL | Other NONE | 662 | $131.1M | $8K |
| TANIMURA & ANTLE INC. TANIMURA & ANTLE, INC. PROFIT SHARING 401(K) PLAN | SALINAS, CA | Advisor / Consultant INVESTMENT ADVISOR | 4,435 | $121.6M | $40K |
| TRIMAS CORPORATION TRIMAS CORPORATION SALARIED RETIREMENT PROGRAM | BLOOMFIELD HILLS, MI | Advisor / Consultant CONSULTANT | 582 | $121.1M | $21K |
| ESSEX PORTFOLIO L.P. ESSEX PORTFOLIO L.P. 401(K) PLAN | SAN MATEO, CA | Advisor / Consultant ADVISOR | 1,695 | $121.0M | $12K |
| ROSALIND FRANKLIN UNIVERSITY OF MEDICINE AND SCIENCE ROSALIND FRANKLIN UNIVERSITY OF MEDICINE AND SCIENCE QUALIFIED MONEY PURCHASE PENSION PLAN AND TRUST | NORTH CHICAGO, IL | Other NONE | 590 | $119.2M | $7K |
| BARRY CALLEBAUT USA BARRY CALLEBAUT U.S.A. 401(K) RETIREMENT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISORY | 1,460 | $117.6M | $10K |
| TANIMURA & ANTLE INC. TANIMURA & ANTLE, INC. PROFIT SHARING 401(K) PLAN | SALINAS, CA | Other NONE | 6,455 | $109.2M | $13K |
| TRIMAS CORPORATION TRIMAS CORPORATION SALARIED RETIREMENT PROGRAM | BLOOMFIELD HILLS, MI | Advisor / Consultant CONSULTANT | 545 | $105.4M | $17K |
| THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN | SAN FRANCISCO, CA | Other NONE | 404 | $103.9M | $11K |
| VEONEER US, LLC VEONEER 401(K) EMPLOYEES SAVINGS AND INVESTMENT PLAN | SOUTHFIELD, MI | Other NONE | 536 | $101.5M | $23K |
| DUDEK DUDEK 401(K) PLAN | ENCINITAS, CA | Advisor / Consultant CONSULTANT | 908 | $90.7M | $25K |
| THOMPSON, COE, COUSINS & IRONS, L.L.P. THOMPSON, COE, COUSINS & IRONS L.L.P. RETIREMENT PLAN | DALLAS, TX | Advisor / Consultant ADVISOR | 460 | $86.6M | $61K |
| CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE MEDICAL PLAN | SAN JOSE, CA | Advisor / Consultant INVESTMENT ADVISOR | 275 | $85.3M | $81K |
| TRIMAS CORPORATION TRIMAS CORPORATION HOURLY RETIREMENT PROGRAM | BLOOMFIELD HILLS, MI | Advisor / Consultant CONSULTANT | 1,590 | $84.9M | $51K |
| THOMPSON, COE, COUSINS & IRONS, L.L.P. THOMPSON, COE, COUSINS & IRONS L.L.P. RETIREMENT PLAN | DALLAS, TX | Advisor / Consultant ADVISOR | 425 | $77.5M | $23K |
| CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE MEDICAL PLAN | SAN JOSE, CA | Other NONE | 268 | $77.5M | $70K |
| TRIMAS CORPORATION TRIMAS CORPORATION HOURLY RETIREMENT PROGRAM | BLOOMFIELD HILLS, MI | Advisor / Consultant CONSULTANT | 1,517 | $77.3M | $37K |
| DUDEK DUDEK 401(K) PLAN | ENCINITAS, CA | Advisor / Consultant CONSULTANT | 887 | $77.1M | $13K |
| SAKATA SEED AMERICA, INC. SAKATA EMPLOYEE PROFIT SHARING & SAVINGS PLAN | WOODLAND, CA | Advisor / Consultant INVESTMENT ADVISOR | 310 | $76.9M | $50K |
| SAKATA SEED AMERICA, INC. SAKATA EMPLOYEE PROFIT SHARING & SAVINGS PLAN | WOODLAND, CA | Advisor / Consultant INVESTMENT ADVISOR | 299 | $72.2M | $25K |
| KONAMI GAMING, INC. KONAMI GAMING, INC. SAVINGS & RETIREMENT PLAN | LAS VEGAS, NV | Advisor / Consultant ADVISOR | 464 | $70.6M | $40K |
| MSX INTERNATIONAL RNS, LLC MSX INTERNATIONAL 401(K) PLAN | SOUTHFIELD, MI | Other NONE | 1,010 | $70.4M | $34K |
| MSX INTERNATIONAL RNS, LLC MSX INTERNATIONAL 401(K) PLAN | SOUTHFIELD, MI | Advisor / Consultant INVESTMENT ADVISOR | 950 | $70.0M | $75K |
| AVON RUBBER AND PLASTICS, INC. AVON RUBBER AND PLASTICS, INC. EMPLOYEES RETIREMENT PLAN | CADILLAC, MI | Advisor / Consultant INVESTMENT ADVISOR | 585 | $63.8M | $83K |
| THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES 403(B) TDA PLAN | SAN FRANCISCO, CA | Other NONE | 561 | $62.7M | $7K |
| METAL EXCHANGE, LLC RETIREMENT SAVINGS PLAN FOR METAL EXCHANGE FAMILY OF COMPANIES | ST. LOUIS, MO | Advisor / Consultant INVESTMENT ADVISOR | 675 | $59.7M | $47K |
| KONAMI GAMING, INC. KONAMI GAMING, INC. SAVINGS & RETIREMENT PLAN | LAS VEGAS, NV | Advisor / Consultant ADVISOR | 431 | $58.9M | $11K |
| C&S WHOLESALE GROCERS, INC. C&S CONSOLIDATED PENSION PLAN | KEENE, NH | Other RETAINED BY EMPLOYER | 100 | $58.7M | $75K |
| C&S WHOLESALE GROCERS, INC. C&S CONSOLIDATED PENSION PLAN | KEENE, NH | Other RETAINED BY EMPLOYER | 107 | $58.0M | $56K |
| VEONEER US SAFETY SYSTEMS, LLC VEONEER US SAFETY SYSTEMS, LLC 401(K) EMPLOYEE SAVINGS AND INVESTMENT PLAN | SOUTHFIELD, MI | Advisor / Consultant INVESTMENT ADVISOR | 239 | $56.7M | $33K |
| AVON RUBBER AND PLASTICS, INC. AVON RUBBER AND PLASTICS, INC. EMPLOYEES RETIREMENT PLAN | CADILLAC, MI | Other NONE | 567 | $53.0M | $20K |
| OBAYASHI CORPORATION OBAYASHI CORPORATION RETIREMENT SAVINGS PLAN | FOSTER CITY, CA | Advisor / Consultant INVESTMENT ADVISOR | 192 | $52.2M | $35K |
| CARMEL PARTNERS MANAGEMENT LLC CARMEL PARTNERS, LLC 401(K) PROFIT SHARING PLAN | SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISOR | 307 | $49.1M | $19K |
| VEONEER US SAFETY SYSTEMS, LLC VEONEER US SAFETY SYSTEMS LLC 401(K) EMPLOYEE SAVINGS AND INVESTMENT PLAN | SOUTHFIELD, MI | Advisor / Consultant INVESTMENT ADVISOR | 247 | $48.8M | $9K |
| BURKE, WILLIAMS & SORENSEN, LLP BURKE, WILLIAMS & SORENSEN, LLP 401(K) PROFIT SHARING PLAN | LOS ANGELES, CA | Advisor / Consultant ADVISOR | 128 | $47.9M | $15K |
| THE UNIONTOWN HOSPITAL RETIREMENT PLAN FOR EMPLOYEES OF THE UNIONTOWN HOSPITAL | UNIONTOWN, PA | Advisor / Consultant INVESTMENT ADVISORY | 178 | $47.9M | $8K |
| AKWEL CADILLAC USA, INC. AKWEL CADILLAC USA, INC. EMPLOYEES RETIREMENT PLAN | CADILLAC, MI | Advisor / Consultant ADVISOR | 346 | $46.2M | $67K |
| CR&R INCORPORATED CR&R INCORPORATED PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | STANTON, CA | Advisor / Consultant INVESTMENT ADVISOR | 816 | $46.0M | $30K |
| AKWEL CADILLAC USA, INC. AKWEL CADILLAC USA, INC. EMPLOYEES RETIREMENT PLAN | CADILLAC, MI | Advisor / Consultant ADVISOR | 391 | $45.2M | $10K |
| OBAYASHI CORPORATION OBAYASHI CORPORATION RETIREMENT SAVINGS PLAN | FOSTER CITY, CA | Other NONE | 220 | $45.0M | $12K |
| BJ'S RESTAURANTS, INC. BJ'S RESTAURANTS, INC. 401(K) PLAN | HUNTINGTON BEACH, CA | Advisor / Consultant INVESTMENT ADVISOR | 11,963 | $44.7M | $20K |
| CR&R INCORPORATED CR&R INCORPORATED PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | STANTON, CA | Advisor / Consultant INVESTMENT ADVISOR | 814 | $43.4M | $10K |
| BURKE, WILLIAMS & SORENSEN, LLP BURKE, WILLIAMS & SORENSEN, LLP 401(K) PROFIT SHARING PLAN | LOS ANGELES, CA | Advisor / Consultant ADVISOR | 113 | $40.4M | $8K |
| BURKE, WILLIAMS & SORENSEN, LLP BURKE, WILLIAMS & SORENSEN, LLP ASSOCIATE 401(K) PROFIT SHARING PLAN | LOS ANGELES, CA | Advisor / Consultant ADVISOR | 142 | $39.0M | $15K |
| SAN FRANCISCO CONSERVATORY OF MUSIC SAN FRANCISCO CONSERVATORY OF MUSIC DC RETIREMENT PLAN | SAN FRANCISCO, CA | Other NONE | 530 | $38.3M | $8K |
| BJ'S RESTAURANTS, INC. BJ'S RESTAURANTS, INC. 401(K) PLAN | HUNTINGTON BEACH, CA | Advisor / Consultant INVESTMENT ADVISOR | 11,568 | $37.9M | $6K |
| KOLL BREN SCHREIBER REALTY ADVISORS KOLL BREN SCHREIBER REALTY ADVISORS EMPLOYEES' 401(K) PLAN | NEWPORT BEACH, CA | Advisor / Consultant ADVISOR | 83 | $37.6M | $40K |
| EVANS HOTELS, LLC EVANS HOTELS 401(K) EMPLOYEE RETIREMENT PLAN | SAN DIEGO, CA | Advisor / Consultant INVESTMENT ADVISOR | 1,051 | $35.2M | $28K |
| KOLL BREN SCHREIBER REALTY ADVISORS KOLL BREN SCHREIBER REALTY ADVISORS EMPLOYEES' 401(K) PLAN | NEWPORT BEACH, CA | Advisor / Consultant ADVISOR | 78 | $32.8M | $18K |
| BBAM US LP BBAM US LP 401(K) PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 81 | $32.6M | $25K |
| JC RESORTS LLC JC RESORTS LLC 401(K) BENEFIT PLAN | LA JOLLA, CA | Advisor / Consultant ADVISOR | 1,375 | $32.6M | $20K |
| BURKE, WILLIAMS & SORENSEN, LLP BURKE, WILLIAMS & SORENSEN, LLP ASSOCIATE 401(K) PROFIT SHARING PLAN | LOS ANGELES, CA | Advisor / Consultant ADVISOR | 113 | $32.5M | $8K |
| TEXAS OIL & CHEMICAL CO. II, INC. TEXAS OIL & CHEMICAL CO. II, INC. 401(K) PLAN | SILSBEE, TX | Advisor / Consultant INVESTMENT ADVISORY | 266 | $31.9M | $0 |
| PARKER UNIVERSITY PARKER UNIVERSITY 403(B) DC PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISOR | 358 | $31.8M | $12K |
| IBASET, INC. IBASET, INC. SAVINGS PLAN | LAKE FOREST, CA | Advisor / Consultant INVESTMENT ADVISORY | 127 | $31.4M | $0 |
| MOOR + SOUTH/PIER MANAGEMENT CO., L.P. MOOR + SOUTH EMPLOYEES' 401(K) SAVINGS PLAN | SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISOR | 252 | $31.1M | $30K |
| IBASET, INC. IBASET, INC. SAVINGS PLAN | LAKE FOREST, CA | Advisor / Consultant INVESTMENT ADVISORY | 155 | $29.8M | $0 |
| CHINESE AMERICAN INTERNATIONAL SCHOOL CHINESE AMERICAN INTERNATIONAL SCHOOL RETIREMENT SAVINGS PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 126 | $29.6M | $20K |
| HAVCO WOOD PRODUCTS LLC HAVCO WOOD PRODUCTS LLC 401(K) PROFIT SHARING PLAN | CAPE GIRARDEAU, MO | Advisor / Consultant INVESTMENT ADVISOR | 503 | $29.0M | $40K |
| JC RESORTS LLC JC RESORTS LLC 401(K) BENEFIT PLAN | LA JOLLA, CA | Advisor / Consultant ADVISOR | 1,008 | $28.1M | $14K |
| RURAL COMMUNITY ASSISTANCE CORPORATION RURAL COMMUNITY ASSISTANCE CORPORATION DC RETIREMENT PLAN | WEST SACRAMENTO, CA | Advisor / Consultant ADVISOR | 222 | $27.3M | $4K |
| MOOR + SOUTH/PIER MANAGEMENT CO., L.P. MOOR + SOUTH EMPLOYEES' 401(K) SAVINGS PLAN | SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISOR | 209 | $26.8M | $15K |
| CHINESE AMERICAN INTERNATIONAL SCHOOL CHINESE AMERICAN INTERNATIONAL SCHOOL RETIREMENT SAVINGS PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 111 | $26.5M | $13K |
| TAIT & ASSOCIATES, INC. TAIT & ASSOCIATES, INC. 401(K) SAVINGS PLAN | SANTA ANA, CA | Advisor / Consultant INVESTMENT ADVISOR | 179 | $26.4M | $17K |
| ESHERICK HOMSEY DODGE AND DAVIS, ARCHITECTS ESHERICK HOMSEY DODGE & DAVIS 401(K) SAVINGS PLAN | SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISORY | 64 | $25.3M | $0 |
| EUROMOTORS, INC. D/B/A MERCEDES BENZ OF SAN FRANCISCO EUROMOTORS AUTO GROUP RETIREMENT PLAN | SOUTH SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISOR | 273 | $25.1M | $35K |
| METAL ONE AMERICA, INC. METAL ONE AMERICA, INC. AND NIFAST CORPORATION 401(K) PLAN | ROSEMONT, IL | Advisor / Consultant ADVISOR | 144 | $24.6M | $20K |
| TAIT & ASSOCIATES, INC. TAIT & ASSOCIATES, INC. 401(K) SAVINGS PLAN | SANTA ANA, CA | Other NONE | 182 | $24.3M | $7K |
| LASALLE BRISTOL, L.P. LASALLE BRISTOL, LP 401(K) PLAN | ELKHART, IN | Advisor / Consultant INVESTMENT ADVISOR | 375 | $24.1M | $45K |
| OPEN BANK OPEN BANK EMPLOYEE'S 401(K) PLAN | LOS ANGELES, CA | Advisor / Consultant ADVISOR | 232 | $23.2M | $13K |
| EUROMOTORS, INC. D/B/A MERCEDES BENZ OF SAN FRANCISCO EUROPEAN MOTORS, LTD. 401(K) PROFIT SHARING PLAN | SOUTH SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISOR | 284 | $22.9M | $18K |
| THE HESS COLLECTION WINERY THE HESS COLLECTION 401(K) PLAN | NAPA, CA | Advisor / Consultant INVESTMENT ADVISOR | 129 | $22.7M | $20K |
| LASALLE BRISTOL, L.P. LASALLE BRISTOL, LP 401(K) PLAN | ELKHART, IN | Advisor / Consultant INVESTMENT ADVISOR | 337 | $22.1M | $26K |
| ESHERICK HOMSEY DODGE AND DAVIS, ARCHITECTS ESHERICK HOMSEY DODGE & DAVIS 401(K) SAVINGS PLAN | SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISORY | 80 | $21.9M | $0 |
| VITRIA TECHNOLOGY, INC. VITRIA TECHNOLOGY, INC. 401(K) PLAN | MENLO PARK, CA | Advisor / Consultant ADVISOR | 17 | $21.9M | $30K |
| THE HESS COLLECTION WINERY THE HESS COLLECTION 401(K) PLAN | NAPA, CA | Advisor / Consultant INVESTMENT ADVISOR | 125 | $20.9M | $7K |
| ACE RELOCATION SYSTEMS, INC. ACE RELOCATION SYSTEMS, INC. SAVINGS PLAN | SAN DIEGO, CA | Advisor / Consultant INVESTMENT MANAGEMENT | 249 | $20.9M | $20K |
| SAN DIEGO FOUNDATION SAN DIEGO FOUNDATION SECTION 403(B) PLAN | SAN DIEGO, CA | Advisor / Consultant INVESTMENT ADVISOR | 116 | $20.5M | $10K |
| MAYER, LLP MAYER, LLP 401(K) AND PROFIT SHARING PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISOR | 255 | $19.4M | $68K |
| VITRIA TECHNOLOGY, INC. VITRIA TECHNOLOGY, INC. 401(K) PLAN | MENLO PARK, CA | Advisor / Consultant ADVISOR | 23 | $18.6M | $15K |
| SWARCO MCCAIN, INC. SWARCO MCCAIN, INC. 401(K) PROFIT SHARING PLAN | VISTA, CA | Advisor / Consultant INVESTMENT ADVISORY | 149 | $18.2M | $0 |
| TINGUE, BROWN & CO. TINGUE, BROWN & CO. 401(K) PLAN | SANDY SPRINGS, GA | Advisor / Consultant INVESTMENT ADVISOR | 100 | $16.9M | $23K |
| CORE MACHINERY CORE MACHINERY RETIREMENT SAVINGS PLAN | PHOENIX, AZ | Advisor / Consultant ADVISOR | 167 | $16.7M | $20K |
| LYMI INC LYMI INC 401(K) PROFIT SHARING PLAN & TRUST | VERNON, CA | Advisor / Consultant ADVISOR | 849 | $16.5M | $27K |
| ROAD MACHINERY THE ROAD MACHINERY LLC EMPLOYEE THRIFT PENSION PLAN | PHOENIX, AZ | Advisor / Consultant ADVISOR | 185 | $16.4M | $10K |
| MAYER, LLP MAYER, LLP 401(K) AND PROFIT SHARING PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISOR | 207 | $16.4M | $22K |
| CORDELIA LIGHTING, INC. CORDELIA LIGHTING, INC. 401(K) PLAN | RANCHO DOMINGUEZ, CA | Advisor / Consultant INVESTMENT ADVISOR | 88 | $16.2M | $25K |
| SERVICE FILTRATION CORPORATION SERVICE FILTRATION CORPORATION 401(K) PLAN | NORTHBROOK, IL | Advisor / Consultant INVESTMENT ADVISOR | 209 | $15.4M | $27K |
| SAN DIEGO FOUNDATION SAN DIEGO FOUNDATION SECTION 403(B) PLAN | SAN DIEGO, CA | Advisor / Consultant INVESTMENT ADVISOR | 103 | $15.4M | $3K |
| FIAMM TECHNOLOGIES L.L.C. FIAMM TECHNOLOGIES L.L.C 401(K) PLAN | CADILLAC, MI | Advisor / Consultant ADVISOR | 186 | $15.3M | $28K |
| CORDELIA LIGHTING, INC. CORDELIA LIGHTING, INC. 401(K) PLAN | RANCHO DOMINGUEZ, CA | Advisor / Consultant INVESTMENT ADVISOR | 100 | $15.2M | $8K |
| HYPOWER, LLC HYPOWER, LLC 401(K) PLAN | FORT LAUDERDALE, FL | Other SERVICE PROVIDER | 513 | $15.1M | $0 |
| SUNNY SKY PRODUCTS, LLC SUNNY SKY PRODUCTS, LLC 401(K) PLAN | HOUSTON, TX | Advisor / Consultant ADVISOR | 639 | $15.0M | $41K |
| TAYLOR & ASSOCIATES ARCHITECTS, INC. TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN | TUSTIN, CA | Advisor / Consultant ADVISOR | 109 | $14.9M | $32K |
| AUTO TIRE & PARTS COMPANY, INC. AUTO TIRE & PARTS COMPANY, INC. 401(K) PLAN | CAPE GIRADEAU, MO | Advisor / Consultant ADVISOR | 463 | $14.9M | $20K |
| HAROLD A. STEUBER ENTERPRISES INC. HAROLD A. STEUBER ENTERPRISES INC. 401K PROFIT SHARING PLAN | SAN LEANDRO, CA | Other NONE | 144 | $14.6M | $0 |
| GLASSTECH, INC. EMPLOYEES' PENSION PLAN OF GLASSTECH, INC. | PERRYSBURG, OH | Advisor / Consultant ADVISOR | 54 | $14.5M | $18K |
| FIAMM TECHNOLOGIES L.L.C. FIAMM TECHNOLOGIES L.L.C 401(K) PLAN | CADILLAC, MI | Advisor / Consultant ADVISOR | 157 | $14.1M | $15K |
| AUTO TIRE & PARTS COMPANY, INC. AUTO TIRE & PARTS COMPANY, INC. 401(K) PLAN | CAPE GIRADEAU, MO | Advisor / Consultant ADVISOR | 334 | $14.0M | $7K |
| HYPOWER, LLC HYPOWER, LLC 401(K) PLAN | FORT LAUDERDALE, FL | Other SERVICE PROVIDER | 532 | $13.6M | $0 |
| SERVICE FILTRATION CORPORATION SERVICE FILTRATION CORPORATION 401(K) PLAN | NORTHBROOK, IL | Advisor / Consultant INVESTMENT ADVISOR | 193 | $13.5M | $4K |
| THE MAYER CORPORATION RLM ASSOCIATES RETIREMENT PLAN | IRVINE, CA | Advisor / Consultant ADVISOR | 567 | $12.9M | $20K |
| ALTURA COMMUNICATON SOLUTIONS, LLC ALTURA COMMUNICATION SOLUTIONS PENSION PLAN FOR CERTAIN UNION REPRESENTED EMPLOYEES | TULSA, OK | Advisor / Consultant INVESTMENT ADVISOR | 9 | $11.8M | $10K |
| THE MAYER CORPORATION RLM ASSOCIATES RETIREMENT PLAN | IRVINE, CA | Advisor / Consultant ADVISOR | 502 | $11.0M | $7K |
| CREATIVE MULTICARE, LLC CREATIVE RETIREMENT PLAN | JONESBORO, GA | Advisor / Consultant ADVISOR | 750 | $10.9M | $14K |
| LYMI INC LYMI INC 401(K) PROFIT SHARING PLAN & TRUST | VERNON, CA | Advisor / Consultant ADVISOR | 714 | $10.8M | $11K |
| TRIMAS CORPORATION TRIMAS CORPORATION UNION EMPLOYEES PENSION PLAN | BLOOMFIELD HILLS, MI | Advisor / Consultant INVESTMENT ADVISOR | 99 | $10.7M | $18K |
| SUNNY SKY PRODUCTS, LLC SUNNY SKY PRODUCTS, LLC 401(K) PLAN | HOUSTON, TX | Advisor / Consultant ADVISOR | 263 | $10.3M | $11K |
| MAHINDRA USA, INC MAHINDRA USA, INC 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON, TX | Other INVESTMENT/FINANCIAL ADVI | 257 | $10.2M | $9K |
| LASALLE BRISTOL LP LASALLE BRISTOL LP PENSION PLAN | ELKHART, IN | Other NONE | 26 | $9.8M | $11K |
| TRIMAS CORPORATION TRIMAS CORPORATION UNION EMPLOYEES PENSION PLAN | BLOOMFIELD HILLS, MI | Advisor / Consultant INVESTMENT ADVISOR | 105 | $9.8M | $14K |
| MCCORD'S VANCOUVER AUTO CENTER, INC. TOYOTA OF VANCOUVER 401(K) PROFIT SHARING PLAN | VANCOUVER, WA | Advisor / Consultant INVESTMENT ADVISOR | 205 | $9.5M | $32K |
| LASALLE BRISTOL LP LASALLE BRISTOL LP PENSION PLAN | ELKHART, IN | Other NONE | 23 | $8.8M | $14K |
| HIDDEN VALLEY INVESTMENTS, INC. DBA QUALITY CHEVROLET QUALITY CHEVROLET 401(K) RETIREMENT PLAN | ESCONDIDO, CA | Advisor / Consultant INVESTMENT ADVISORY | 97 | $8.4M | $0 |
| HIDDEN VALLEY INVESTMENTS, INC. DBA QUALITY CHEVROLET QUALITY CHEVROLET 401(K) RETIREMENT PLAN | ESCONDIDO, CA | Advisor / Consultant INVESTMENT ADVISORY | 102 | $8.1M | $0 |
| MCCORD'S VANCOUVER AUTO CENTER, INC. TOYOTA OF VANCOUVER 401(K) PROFIT SHARING PLAN | VANCOUVER, WA | Advisor / Consultant INVESTMENT ADVISOR | 188 | $8.1M | $17K |
| QVALE AUTO GROUP, INC. QVALE AUTO GROUP EMPLOYEE SAVINGS INVESTMENT PLAN | SOUTH SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISOR | 88 | $7.9M | $15K |
| INTERCOMMUNITY ACTION, INC. INTERACT RETIREMENT PLAN | PHILADELPHIA, PA | Other NONE | 194 | $7.7M | $11K |
| VEONEER US, LLC VEONEER 401(K) EMPLOYEES SAVINGS AND INVESTMENT PLAN | SOUTHFIELD, MI | Advisor / Consultant INVESTMENT ADVISOR | 0 | $96K | $63K |