| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT | RESTON, VA | Advisor / Consultant | — | $23.5B | $1.7M | $0 |
| GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT | RESTON, VA | Advisor / Consultant | — | $23.5B | $1.7M | $0 |
| CATERPILLAR INC. CATERPILLAR INC. INVESTMENT TRUST | IRVING, TX | Investment manager | — | $18.5B | $276K | $0 |
| GENENTECH, INC. ROCHE U.S. RETIREMENT PLANS MASTER TRUST | SOUTH SAN FRANCISCO, CA | Advisor / Consultant | — | $18.0B | $1.2M | $0 |
| GENENTECH, INC. ROCHE U.S. RETIREMENT PLANS MASTER TRUST | SOUTH SAN FRANCISCO, CA | Advisor / Consultant | — | $16.7B | $957K | $0 |
| CATERPILLAR INC. CATERPILLAR INC. INVESTMENT TRUST | IRVING, TX | Investment manager | — | $16.4B | $348K | $0 |
| GENENTECH, INC. ROCHE U.S. RETIREMENT PLANS MASTER TRUST | SOUTH SAN FRANCISCO, CA | Advisor / Consultant | — | $14.5B | $762K | $0 |
| BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND IAM NATIONAL PENSION FUND | WASHINGTON, DC | Other service providers | 102,493 | $14.3B | $90K | $0 |
| BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND IAM NATIONAL PENSION FUND | WASHINGTON, DC | Other service providers | 92,151 | $13.8B | $85K | $0 |
| CATERPILLAR INC. CATERPILLAR INC. INVESTMENT TRUST | IRVING, TX | Investment manager | — | $13.8B | $373K | $0 |
| CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING, TX | Investment manager | — | $12.8B | $268K | $0 |
| CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING, TX | Investment manager | — | $12.5B | $380K | $0 |
| CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING, TX | Investment manager | — | $12.0B | $170K | $0 |
| BOARD OF TRUSTEES-NEW YORK STATE NURSES ASSOCIATION PENSION PLAN NEW YORK STATE NURSES ASSOCIATION PENSION PLAN | ALBANY, NY | Investment manager | 22,140 | $5.9B | $668K | $0 |
| BOARD OF TRUSTEES-NEW YORK STATE NURSES ASSOCIATION PENSION PLAN NEW YORK STATE NURSES ASSOCIATION PENSION PLAN | ALBANY, NY | Investment manager | 20,564 | $5.5B | $545K | $0 |
| BOARD OF TRUSTEES-NEW YORK STATE NURSES ASSOCIATION PENSION PLAN NEW YORK STATE NURSES ASSOCIATION PENSION PLAN | ALBANY, NY | Investment manager | 19,697 | $5.0B | $469K | $0 |
| BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ PENSION FUND BUILDING SERVICE 32BJ PENSION FUND | NEW YORK, NY | Other service providers | 53,357 | $4.1B | $43K | $0 |
| HARBOR CAPITAL ADVISORS, INC. HARBOR CAPITAL GROUP TRUST FOR DEFINED BENEFIT PLANS | CHICAGO, IL | Investment manager | — | $1.3B | $43K | $0 |
| HARBOR CAPITAL ADVISORS, INC. HARBOR CAPITAL GROUP TRUST FOR DEFINED BENEFIT PLANS | CHICAGO, IL | Investment manager | — | $991.7M | $40K | $0 |
| HARBOR CAPITAL ADVISORS, INC. HARBOR CAPITAL GROUP TRUST FOR DEFINED BENEFIT PLANS | CHICAGO, IL | Investment manager | — | $921.9M | $8K | $0 |
| BLANK ROME LLP BLANK ROME PROFIT-SHARING PLAN | PHILADELPHIA, PA | Investment manager | 829 | $540.5M | $12K | $0 |
| BOARD OF TRUSTEES OF U.A. LOCAL 38 TRUST FUNDS U. A. LOCAL 38 DEFINED BENEFIT PENSION PLAN | SAN FRANCISCO, CA | Other service providers | 1,419 | $512.0M | $81K | $0 |
| BLANK ROME LLP BLANK ROME PROFIT-SHARING PLAN | PHILADELPHIA, PA | Investment manager | 741 | $487.7M | $21K | $0 |
| BOARD OF TRUSTEES OF U.A. LOCAL 38 TRUST FUNDS U. A. LOCAL 38 DEFINED BENEFIT PENSION PLAN | SAN FRANCISCO, CA | Other service providers | 1,438 | $461.3M | $66K | $0 |
| BLANK ROME LLP BLANK ROME PROFIT-SHARING PLAN | PHILADELPHIA, PA | Advisor / Consultant | 643 | $439.4M | $20K | $0 |
| LIBERTY UTILITIES CO. LIBERTY UTILITIES DEFINED BENEFIT PENSION PLAN | LITCHFIELD, AZ | Other service providers | 527 | $405.3M | $75K | $0 |
| LIBERTY UTILITIES CO. LIBERTY UTILITIES DEFINED BENEFIT PENSION PLAN | LITCHFIELD, AZ | Other service providers | 578 | $392.9M | $67K | $0 |
| LIBERTY UTILITIES CO. LIBERTY UTILITIES DEFINED BENEFIT PENSION PLAN | LITCHFIELD PARK, AZ | Other service providers | 618 | $360.4M | $68K | $0 |
| COOPERATIVE BANKS EMPLOYEES RETIREMENT ASSOCIATION CBERA PLAN C | NORWOOD, MA | Investment manager | 449 | $298.7M | $61K | $0 |
| COOPERATIVE BANKS EMPLOYEES RETIREMENT ASSOCIATION CBERA PLAN C | NORWOOD, MA | Investment manager | 567 | $286.4M | $95K | $0 |
| TRUSTEES OF NATIONAL ROOFING INDUSTRY SUPPLEMENTAL PENSION PLAN NATIONAL ROOFING INDUSTRY SUPPLEMENTAL PENSION PLAN | BLOOMINGTON, MN | Investment manager | 9,509 | $236.0M | $58K | $0 |
| IBEW LOCAL 269 PENSION FUND IBEW LOCAL 269 PENSION PLAN | WEST TRENTON, NJ | Investment manager | 858 | $220.3M | $88K | $0 |
| IBEW LOCAL 269 PENSION FUND IBEW LOCAL 269 PENSION PLAN | WEST TRENTON, NJ | Investment manager | 820 | $199.8M | $79K | $0 |
| BOARD OF TRUSTEES OF U.A. LOCAL 38 TRUST FUNDS U. A. LOCAL 38 DEFINED CONTRIBUTION PENSION PLAN | SAN FRANCISCO, CA | Other service providers | 1,341 | $198.5M | $34K | $0 |
| TRUSTEES OF NATIONAL ROOFING INDUSTRY SUPPLEMENTAL PENSION PLAN NATIONAL ROOFING INDUSTRY SUPPLEMENTAL PENSION PLAN | BLOOMINGTON, MN | Investment manager | 9,009 | $190.9M | $46K | $0 |
| BOARD OF TRUSTEES OF U.A. LOCAL 38 TRUST FUNDS U. A. LOCAL 38 DEFINED CONTRIBUTION PENSION PLAN | SAN FRANCISCO, CA | Other service providers | 1,323 | $184.2M | $31K | $0 |
| I B E W LOCAL 269 PENSION FUND I B E W LOCAL 269 PENSION PLAN | WEST TRENTON, NJ | Investment manager | 914 | $174.6M | $66K | $0 |
| TRUSTEES OF NATIONAL ROOFING INDUSTRY SUPPLEMENTAL PENSION PLAN NATIONAL ROOFING INDUSTRY SUPPLEMENTAL PENSION PLAN | BLOOMINGTON, MN | Investment manager | 8,531 | $145.2M | $36K | $0 |
| COOPERATIVE BANKS EMPLOYEES RETIREMENT ASSOCIATION CBERA PLAN C | NORWOOD, MA | Investment manager | 350 | $130.0M | $42K | $0 |
| KGPCO, INC. KGPCO, INC. 401(K) SAVINGS PLAN | FARIBAULT, MN | Accountant / Auditor | 1,935 | $76.2M | $12K | $0 |
| INSTITUTION FOR SAVINGS IN NEWBURYPORT THE DEFINED BENEFIT PLAN OF THE INSTITUTION FOR SAVINGS IN NEWBURYPORT | NEWBURYPORT, MA | Investment manager | 161 | $65.3M | $26K | $0 |
| QUADION LLC QUADION RETIREMENT INVESTMENT PLAN | MINNEAPOLIS, MN | Other service providers | 0 | $58.1M | $28K | $0 |
| INSTITUTION FOR SAVINGS IN NEWBURYPORT THE DEFINED BENEFIT PLAN OF THE INSTITUTION FOR SAVINGS IN NEWBURYPORT | NEWBURYPORT, MA | Investment manager | 152 | $49.6M | $35K | $0 |
| ADAMS COMMUNITY BANK THE DEFINED BENEFIT PLAN OF ADAMS COMMUNITY BANK | ADAMS, MA | Investment manager | 102 | $24.0M | $6K | $0 |
| ALLIANCE COMPRESSORS ALLIANCE COMPRESSORS, LLC RETIREMENT PLAN | SIDNEY, OH | Other service providers | 179 | $21.9M | $15K | $0 |
| ALLIANCE BANK ALLIANCE BANK RETIREMENT PLAN | ST. PAUL, MN | Accountant / Auditor | 109 | $21.8M | $8K | $0 |
| ADAMS COMMUNITY BANK THE DEFINED BENEFIT PLAN OF ADAMS COMMUNITY BANK | ADAMS, MA | Investment manager | 108 | $18.8M | $9K | $0 |
| ARROW TANK & ENGINEERING COMPANY ARROW TANK & ENGINEERING COMPANY SHOP EMPLOYEES RETIREMENT PLAN | COON RAPIDS, MN | Other service providers | 111 | $9.8M | $29K | $0 |
| ARROW TANK & ENGINEERING COMPANY ARROW TANK & ENGINEERING COMPANY SHOP EMPLOYEES RETIREMENT PLAN | COON RAPIDS, MN | Other service providers | 112 | $7.1M | $12K | $0 |
| COREMARK METALS COREMARK METALS 401(K) PROFIT SHARING PLAN | MINNEAPOLIS, MN | Accountant / Auditor | 126 | $5.6M | $6K | $0 |
| GOLD COUNTRY, INC. GOLD COUNTRY, INC. 401(K) PLAN | MINNETONKA, MN | Accountant / Auditor | 151 | $5.4M | $10K | $0 |
