Form 5500 Search

CREDIT SUISSE

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
48
Active participants
457,658
Total plan assets
$326.1B
Filings (rows)
53
Direct comp
$5.6M
Indirect comp
$769K

SERVICES PROVIDED

Other39
Broker6
Advisor / Consultant3

Top plans served

Showing top 53 of 48 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
SEATTLE, WA
Other
NONE
229,511$53.7B$26K
GENERAL ELECTRIC COMPANY
GENERAL ELECTRIC PENSION TRUST
BOSTON, MA
Broker
SECURITIES BROKERAGE
$46.7B$0
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Broker
SECURITIES BROKERAGE
$46.2B$0
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
FARMINGTON, CT
Other
NONE
$43.6B$289K
VERIZON COMMUNICATIONS INC.
BELL ATLANTIC MASTER TRUST
BASKING RIDGE, NJ
Other
NONE
$16.2B$319K
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
ARLINGTON, VA
Broker
BROKER
60,192$15.0B$0
ALL WEATHER PORTFOLIO LIMITED
ALL WEATHER PORTFOLIO LIMITED
WESTPORT, CT
Other
NONE
0$13.8B$36K
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
ARLINGTON, VA
Broker
BROKER
60,023$13.0B$0
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
ARLINGTON, VA
Broker
BROKER
53,861$9.4B$0
DOMINION ENERGY, INC.
DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST
RICHMOND, VA
Other
BROKG
$8.8B$0
DOMINION ENERGY, INC.
DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST
RICHMOND, VA
Other
BROKG
$8.8B$0
CREDIT SUISSE SECURITIES USA LLC
EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE
NEW YORK, NY
Other
NONE
4,237$5.2B$90K
CREDIT SUISSE SECURITIES USA LLC
EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE
NEW YORK, NY
Other
NONE
6,563$4.9B$222K
BRIDGEWATER PURE ALPHA FUNDS, LTD.
BRIDGEWATER PURE ALPHA FUNDS, LTD.
WESTPORT, CT
Other
NONE
0$4.8B$7K
MARATHON ASSET MANAGEMENT LIMITED (FKA MARATHON ASSET MANAGEMENT LLP)
MARATHON-LONDON INTERNATIONAL FUND
CHICAGO, IL
Other
NONE
$4.7B
MUFG BANK, LTD.
MUFG BANK, LTD. RETIREMENT PLAN
NEW YORK, NY
Other
NONE
5,502$3.6B$9K
BRIDGEWATER PURE ALPHA MAJOR MARKETS, LTD.
BRIDGEWATER PURE ALPHA MAJOR MARKETS, LTD.
WESTPORT, CT
Other
NONE
0$3.2B$31K
MARATHON ASSET MANAGEMENT LIMITED (FKA MARATHON ASSET MANAGEMENT LLP)
MARATHON-LONDON INTERNATIONAL INVESTMENT TRUST I
CHICAGO, IL
Other
NONE
$3.1B
MARATHON ASSET MANAGEMENT LIMITED (FKA MARATHON ASSET MANAGEMENT LLP)
MARATHON-LONDON INTERNATIONAL INVESTMENT TRUST I
CHICAGO, IL
Other
NONE
$3.1B
ABERDEEN ASSET MANAGEMENT
EMERGING MARKETS EQUITY FUND, A SERIES OF THE ABERDEEN INSTITUTIONAL COMMINGLED FUNDS, LLC.
KANSAS CITY, MO
Other
NONE
$2.9B$0
GENESIS ASSET MANAGERS, LLP
THE GENESIS GROUP TRUST FOR EMPLOYEE BENEFIT PLANS
PRIDES CROSSING, MA
Other
NONE
$2.9B$0
GENESIS ASSET MANAGERS, LLP
THE GENESIS GROUP TRUST FOR EMPLOYEE BENEFIT PLANS
PRIDES CROSSING, MA
Other
NONE
$2.9B$0
GENESIS ASSET MANAGERS, LLP
THE GENESIS GROUP TRUST FOR EMPLOYEE BENEFIT PLANS
PRIDES CROSSING, MA
Other
NONE
$2.9B$0
GENESIS ASSET MANAGERS, LLP
THE GENESIS GROUP TRUST FOR EMPLOYEE BENEFIT PLANS
PRIDES CROSSING, MA
Other
NONE
$2.9B$0
ABERDEEN ASSET MANAGEMENT
EMERGING MARKETS EQUITY FUND, A SERIES OF THE ABRDN INSTITUTIONAL COMMINGLED FUNDS, LLC.
KANSAS CITY, MO
Other
NONE
$2.6B$0
PHILLIPS 66 COMPANY
PHILLIPS 66 RETIREMENT PLAN
HOUSTON, TX
Advisor / Consultant
INVESTMENT MANAGER
11,317$2.2B$325K
PHILLIPS 66 COMPANY
PHILLIPS 66 RETIREMENT PLAN
HOUSTON, TX
Advisor / Consultant
INVESTMENT MANAGER
11,709$2.2B$304K
PHILLIPS 66 COMPANY
PHILLIPS 66 RETIREMENT PLAN
HOUSTON, TX
Advisor / Consultant
INVESTMENT MANAGER
10,346$2.1B$374K
BRIDGEWATER ALL WEATHER PORTFOLIO III, LTD.
BRIDGEWATER ALL WEATHER PORTFOLIO III, LTD.
WESTPORT, CT
Other
NONE
0$1.6B$12K
BRIDGEWATER OPTIMAL PORTFOLIO, LTD.
BRIDGEWATER OPTIMAL PORTFOLIO, LTD.
WESTPORT, CT
Other
NONE
0$1.5B$23K
BW-M PA 24, LTD.
BW-M PA 24, LTD.
WESTPORT, CT
Other
NONE
0$1.4B$12K
KELLANOVA
KELLANOVA PENSION MASTER TRUST
CHICAGO, IL
Other
N/A
$1.3B$2.0M
LAZARD ASSET MANAGEMENT LLC
LAZARD INTERNATIONAL STRATEGIC EQUITY (ACW EX-U.S.) TRUST
KANSAS CITY, MO
Other
NONE
$1.2B$0
KELLANOVA
KELLANOVA PENSION MASTER TRUST
CHICAGO, IL
Other
N/A
$1.2B$1.1M
DOMINION ENERGY, INC.
DOMINION ENERGY RETIREE HEALTH AND WELFARE PLAN
RICHMOND, VA
Other
BROKG
$1.0B$0
BOARD OF TRUSTEES GCIU-EMPLOYER RETIREMENT BENEFIT PLAN
GCIU - EMPLOYER RETIREMENT BENEFIT PLAN
SEATTLE, WA
Other
NONE
1,387$878.3M$8K
LSV ASSET MANAGEMENT
LSV INTERNATIONAL VALUE EQUITY TRUST
CHICAGO, IL
Other
NONE
$749.7M$0
CREDIT SUISSE SECURITIES USA LLC
EMPLOYEES PENSION PLAN OF CREDIT SUISSE
NEW YORK, NY
Other
NONE
285$716.0M$333K
CREDIT SUISSE SECURITIES USA LLC
EMPLOYEES PENSION PLAN OF CREDIT SUISSE
NEW YORK, NY
Other
NONE
183$708.7M$135K
NATIONAL FUEL GAS COMPANY
NATIONAL FUEL GAS COMPANY RETIREMENT PLAN
WILLIAMSVILLE, NY
Broker
BROKER
1,145$596.7M$0
CAUSEWAY CAPITAL MANAGEMENT LLC
CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES
LOS ANGELES, CA
Other
NONE
$447.4M$0
ABERDEEN ASSET MANAGEMENT
EAFE PLUS FUND, A SERIES OF THE ABERDEEN INSTITUTIONAL COMMINGLED FUNDS, LLC.
KANSAS CITY, MO
Other
NONE
$400.4M$0
CAUSEWAY CAPITAL MANAGEMENT LLC
CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES
LOS ANGELES, CA
Other
NONE
$354.0M$0
LAZARD ASSET MANAGEMENT LLC
LAZARD GLOBAL LISTED INFRASTRUCTURE TRUST
KANSAS CITY, MO
Other
NONE
$292.3M$0
LAZARD ASSET MANAGEMENT LLC
LAZARD EMERGING MARKETS SMALL CAP EQUITY TRUST
KANSAS CITY, MO
Other
NONE
$240.2M$0
MARATHON ASSET MANAGEMENT LIMITED (FKA MARATHON ASSET MANAGEMENT LLP)
MARATHON-LONDON EMERGING MARKETS INVESTMENT TRUST
CHICAGO, IL
Other
NONE
$236.5M
CAUSEWAY CAPITAL MANAGEMENT LLC
CAUSEWAY INTERNATIONAL OPPORTUNITIES GROUP TRUST
KANSAS CITY, MO
Other
NONE
$201.3M$0
CAUSEWAY CAPITAL MANAGEMENT LLC
CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES B
LOS ANGELES, CA
Other
NONE
$164.7M$0
LORD ABBETT & CO LLC
LORD ABBETT INTERNATIONAL SMALL CAP TRUST
KANSAS CITY, MO
Other
NONE
$139.7M$0
LORD ABBETT & CO LLC
LORD ABBETT INTERNATIONAL SMALL CAP TRUST
KANSAS CITY, MO
Other
NONE
$104.4M$0
CAHEC MANAGEMENT, INC.
CAHEC MANAGEMENT, INC. 401(K) RETIREMENT PLAN & TRUST
RALEIGH, NC
Other
NONE
481$9.3M$0
CAHEC MANAGEMENT, INC.
CAHEC MANAGEMENT, INC. 401(K) RETIREMENT PLAN & TRUST
RALEIGH, NC
Other
NONE
462$6.9M$0
CAHEC MANAGEMENT, INC.
CAHEC MANAGEMENT, INC. 401(K) RETIREMENT PLAN & TRUST
RALEIGH, NC
Other
NONE
454$5.1M$0
CREDIT SUISSE — Form 5500 Service Provider Profile | Form 5500 Search