Form 5500 Search

DELAWARE

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
251
Active participants
814,520
Total plan assets
$108.8B
Filings (rows)
260
Direct comp
$24.1M
Indirect comp
$486K

SERVICES PROVIDED

Other170
TPA / Administrator50
Trustee13
Advisor / Consultant11
Custodian3
Recordkeeper3
Broker1

CITs / DFEs sponsored by this firm

Fund / entityPlans holding
DELAWARE IVY SMALL CAP GROWTH Y16
DELAWARE EMERGING MARKETS INSTL14
DELAWARE EMERGING MARKETS R8
DELAWARE EXTENDED DURATION BOND A7
DELAWARE SMALL CAP VALUE INSTL6
DELAWARE EXTENDED DURATION BOND INS5
DELAWARE EMERGING MKTS INSTL4
DELAWARE IVY SMALL CAP GROWTH A4
AMERITAS LIFE INS SEP A/C D3
DELAWARE IVY SMALL CAP GROWTH R3
JOHN HANCOCK LIFE INSURANCE CO3
DEL IVY VIP SCIENCE AND TECH3
MACQUARIE LARGE CAP VALUE TRUS2
DELAWARE EMERGING MARKETS2
PSA2
DELAWARE EMERGING MARKETS A2
INVESCO REAL ESTATE Y2
DELAWARE IVY SM CAP GROWTH Y2
IVY MID CAP GROWTH 12
DELAWARE EXTENDED DURATION BOND R2
LINCOLN FINANCIAL ADVISORS1
DEL IVY VIP NATURAL RESOURCES1
VIP SMALL CAP VALUE SERIES1
MACQUARIE SMALL CP VALUE-INST1
DELAWARE IVE SMALL CAP GROWTH Y1

Top plans served

Showing top 260 of 251 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUND
SHEET METAL WORKERS' NATIONAL PENSION FUND
FALLS CHURCH, VA
Other
NONE
66,166$8.9B$518K
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUND
SHEET METAL WORKERS' NATIONAL PENSION FUND
FALLS CHURCH, VA
Other
NONE
66,166$8.9B$940K
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY CASH BALANCE PLAN
SAN FRANCISCO, CA
Other
NONE
53,528$8.8B$1.2M
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY CASH BALANCE PLAN
SAN FRANCISCO, CA
Other
NONE
46,875$8.8B$1.6M
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUND
SHEET METAL WORKERS' NATIONAL PENSION FUND
FALLS CHURCH, VA
Other
NONE
63,530$8.3B$1.0M
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUND
SHEET METAL WORKERS' NATIONAL PENSION FUND
FALLS CHURCH, VA
Other
NONE
63,530$8.3B$566K
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY CASH BALANCE PLAN
MINNEAPOLIS, MN
Other
NONE
40,642$8.3B$1.7M
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUND
SHEET METAL WORKERS' NATIONAL PENSION FUND
FALLS CHURCH, VA
Other
NONE
61,272$7.2B$860K
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUND
SHEET METAL WORKERS' NATIONAL PENSION FUND
FALLS CHURCH, VA
Other
NONE
61,272$7.2B$567K
VERIZON COMMUNICATIONS INC.
VERIZON PENSION PLAN FOR ASSOCIATES
BASKING RIDGE, NJ
Other
NONE
21,270$5.7B$59K
BOARD OF TRUSTEES
NEW YORK HOTEL TRADES COUNCIL AND HOTEL ASSOCIATION OF NEW YORK CITY, INC. PENSION FUND
NEW YORK, NY
Advisor / Consultant
INVESTMENT ADVISOR
27,574$2.6B$200K
BOARD OF TRUSTEES
NEW YORK HOTEL TRADES COUNCIL AND HOTEL ASSOCIATION OF NEW YORK CITY, INC. PENSION FUND
NEW YORK, NY
Advisor / Consultant
INVESTMENT ADVISOR
25,208$2.3B$182K
BOARD OF TRUSTEES
NEW YORK HOTEL TRADES COUNCIL AND HOTEL ASSOCIATION OF NEW YORK CITY, INC. PENSION FUND
NEW YORK, NY
Advisor / Consultant
INVESTMENT ADVISOR
24,024$2.1B$304K
VERIZON CORPORATE SERVICES GROUP INC.
VERIZON MANAGEMENT PENSION PLAN
BASKING RIDGE, NJ
Other
NONE
9,117$1.6B$15K
SHEET METAL WORKERS PENSION TRUST
SHEET METAL WORKERS PENSION PLAN OF NORTHERN CALIFORNIA
LIVERMORE, CA
Other
NONE
5,468$1.5B$400K
BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLAN
SHEET METAL WORKERS' PENSION PLAN OF SOUTHERN CALIFORNIA ARIZONA AND NEVADA
MANHATTAN BEACH, CA
Other
NONE
5,519$1.4B$244K
SHEET METAL WORKERS PENSION TRUST
SHEET METAL WORKERS PENSION PLAN OF NORTHERN CALIFORNIA
LIVERMORE, CA
Other
NONE
5,496$1.4B$378K
BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLAN
SHEET METAL WORKERS' PENSION PLAN OF SOUTHERN CALIFORNIA ARIZONA AND NEVADA
MANHATTAN BEACH, CA
Other
NONE
5,402$1.3B$233K
BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLAN
SHEET METAL WORKERS' PENSION PLAN OF SOUTHERN CALIFORNIA ARIZONA AND NEVADA
MANHATTAN BEACH, CA
Other
NONE
5,299$1.2B$220K
LOCAL NO. 731, I.B. OF T., PENSION FUND
LOCAL NO. 731, I.B. OF T., PENSION FUND
BURR RIDGE, IL
Other
NONE
3,248$985.4M$56K
NATIONAL FUEL GAS COMPANY
NATIONAL FUEL GAS COMPANY RETIREMENT PLAN
WILLIAMSVILLE, NY
Other
INVESTMENT MGMT
761$974.0M$203K
NATIONAL FUEL GAS COMPANY
NATIONAL FUEL GAS COMPANY RETIREMENT PLAN
WILLIAMSVILLE, NY
Other
INVESTMENT MGMT
685$957.2M$235K
TRUSTEES OF NAT'L STABILIZATION AGREEMENT OF THE SHEET METAL INDSTRY T
NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUSTRY ACTIVE EMPLOYEE PLAN
FALLS CHURCH, VA
Other
NONE
24,907$950.7M$15K
NATIONAL FUEL GAS COMPANY
NATIONAL FUEL GAS COMPANY RETIREMENT PLAN
WILLIAMSVILLE, NY
Other
INVESTMENT MGMT
613$941.1M$237K
TRUSTEES OF NAT'L STABILIZATION AGREEMENT OF THE SHEET METAL INDSTRY T
NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUSTRY ACTIVE EMPLOYEE PLAN
FALLS CHURCH, VA
Other
NONE
23,840$877.2M$86K
NATIONAL FUEL GAS COMPANY
NATIONAL FUEL GAS COMPANY RETIREMENT PLAN
WILLIAMSVILLE, NY
Other
INVESTMENT MGMT
836$861.8M$177K
LOCAL NO. 731, I.B. OF T., PENSION FUND
LOCAL NO. 731, I.B. OF T., PENSION FUND
BURR RIDGE, IL
Other
NONE
3,289$829.9M$77K
CSAA INSURANCE SERVICES, INC.
CSAA INSURANCE GROUP CASH BALANCE RETIREMENT PLAN
WALNUT CREEK, CA
Trustee
TRUSTEE
1,984$821.8M$63K
LINCOLN NATIONAL CORPORATION
LINCOLN NATIONAL CORPORATION RETIREMENT PLAN FOR EMPLOYEES HIRED PRIOR TO JANUARY 1 2008
RADNOR, PA
Other
NONE
2,068$802.4M$698K
TRUSTEES OF NAT'L STABILIZATION AGREEMENT OF THE SHEET METAL INDSTRY T
NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUSTRY ACTIVE EMPLOYEE PLAN
FALLS CHURCH, VA
Other
NONE
22,882$802.1M$63K
LINCOLN NATIONAL CORPORATION
LINCOLN NATIONAL CORPORATION RETIREMENT PLAN FOR EMPLOYEES HIRED PRIOR TO JANUARY 1 2008
RADNOR, PA
Other
NONE
1,859$795.4M$577K
CSAA INSURANCE SERVICES, INC.
CSAA INSURANCE GROUP CASH BALANCE RETIREMENT PLAN
WALNUT CREEK, CA
Trustee
TRUSTEE
2,152$785.1M$16K
NATIONAL FUEL GAS COMPANY
NATIONAL FUEL GAS COMPANY RETIREMENT PLAN
WILLIAMSVILLE, NY
Other
INVESTMENT ADV
1,029$766.5M$165K
NATIONAL FUEL GAS COMPANY
NATIONAL FUEL GAS COMPANY RETIREMENT PLAN
WILLIAMSVILLE, NY
Other
INVESTMENT MGMT
930$763.7M$145K
LINCOLN NATIONAL CORPORATION
LINCOLN NATIONAL CORPORATION RETIREMENT PLAN FOR EMPLOYEES HIRED PRIOR TO JANUARY 1 2008
RADNOR, PA
Other
NONE
1,400$761.9M$562K
CEMENT MASONS PENSION TRUST FUND FOR N.CAL
CEMENT MASONS PENSION TRUST FUND FOR NORTHERN CALIFORNIA
DUBLIN, CA
Other
NONE
2,904$712.7M$106K
INDEPENDENCE BLUE CROSS, LLC
PENSION PLAN OF INDEPENDENCE BLUE CROSS
PHILADELPHIA, PA
Trustee
TRUSTEE
1,245$705.1M$85K
INDEPENDENCE BLUE CROSS, LLC
PENSION PLAN OF INDEPENDENCE BLUE CROSS
PHILADELPHIA, PA
Trustee
TRUSTEE
1,292$702.5M$99K
TRUSTEES OF NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUST
NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUSTRY RETIREE RULES AND REGULATIONS
FALLS CHURCH, VA
Other
NONE
4,345$699.0M$11K
INDEPENDENCE BLUE CROSS, LLC
PENSION PLAN OF INDEPENDENCE BLUE CROSS
PHILADELPHIA, PA
Trustee
TRUSTEE
1,133$687.1M$119K
CEMENT MASONS PENSION TRUST FUND FOR N. CAL
CEMENT MASONS PENSION TRUST FUND FOR NORTHERN CALIFORNIA
DUBLIN, CA
Other
NONE
2,837$637.2M$155K
NATIONAL FUEL GAS COMPANY
NATIONAL FUEL GAS COMPANY RETIREMENT PLAN
WILLIAMSVILLE, NY
Other
INVESTMENT ADV
1,145$596.7M$103K
TRUSTEES OF NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUST
NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUSTRY RETIREE RULES AND REGULATIONS
FALLS CHURCH, VA
Other
NONE
3,879$583.4M$59K
TRUSTEES OF THE SMART LOCAL 265 PENSION FUND
SMART LOCAL 265 PENSION FUND
CAROL STREAM, IL
Other
NONE
1,224$566.2M$144K
TRUSTEES OF MICHIGAN ELECTRICAL EMPLOYEES' PENSION FUND
MICHIGAN ELECTRICAL EMPLOYEES' PENSION PLAN
MADISON HEIGHTS, MI
Other
NONE
2,271$544.8M$0
TRUSTEES OF THE SMART LOCAL 265 PENSION FUND
SMART LOCAL 265 PENSION FUND
CAROL STREAM, IL
Other
NONE
1,201$526.5M$118K
TRUSTEES OF MICHIGAN ELECTRICAL EMPLOYEES' PENSION FUND
MICHIGAN ELECTRICAL EMPLOYEES' PENSION PLAN
MADISON HEIGHTS, MI
Other
NONE
2,102$500.9M$0
TRUSTEES OF NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUST
NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUSTRY RETIREE RULES AND REGULATIONS
FALLS CHURCH, VA
Other
NONE
4,061$472.4M$39K
PACIFIC HIDE & FUR DEPOT D/B/A PACIFIC STEEL AND RECYCLING
PACIFIC HIDE & FUR DEPOT D/B/A PACIFIC STEEL & RECYCLING ESOP
GREAT FALLS, MT
Custodian
CUSTODIAN
721$441.8M$11K
TRUSTEES OF MICHIGAN ELECTRICAL EMPLOYEES' PENSION FUND
MICHIGAN ELECTRICAL EMPLOYEES' PENSION PLAN
MADISON HEIGHTS, MI
Other
NONE
2,019$441.2M$0
BOARD OF TRUSTEES OF THE SMART LOCAL UNIONS AND COUNCILS PENSION FUND
SMART LOCAL UNIONS AND COUNCILS PENSION FUND
FALLS CHURCH, VA
Other
NONE
995$396.8M$53K
NEW JERSEY EDUCATION ASSOCIATION
NEW JERSEY EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT AND TRUST FUND
TRENTON, NJ
Other
NONE
236$385.1M$67K
BOARD OF TRUSTEES OF THE SMART LOCAL UNIONS AND COUNCILS PENSION FUND
SMART LOCAL UNIONS AND COUNCILS PENSION FUND
FALLS CHURCH, VA
Other
NONE
1,026$375.1M$74K
NEW JERSEY EDUCATION ASSOCIATION
NEW JERSEY EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT AND TRUST FUND
TRENTON, NJ
Other
NONE
233$373.0M$77K
ALLEN OVERY SHEARMAN STERLING US LLP
MASTER TRUST FOR VARIOUS EMPLOYEE BENEFITS OF SHEARMAN & STERLING LLP
NEW YORK, NY
Trustee
TRUSTEE
$370.5M$72K
BOARD OF TRUSTEES - STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN
STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN SAVINGS PLAN
BALTIMORE, MD
Other
INVESTMENT PROVIDER
5,155$365.3M$0
ELECTRICIANS ANNUITY FUND IBEW LOCAL 456
ELECTRICIANS ANNUITY PLAN - IBEW LOCAL 456
WEST TRENTON, NJ
Other
NONE
1,433$355.8M$0
BOARD OF TRUSTEES OF THE SMART LOCAL UNIONS AND COUNCILS PENSION FUND
SMART LOCAL UNIONS AND COUNCILS PENSION FUND
FALLS CHURCH, VA
Other
NONE
938$348.8M$74K
ROOFERS LOCAL 149 PENSION FUND
ROOFERS LOCAL 149 PENSION FUND
TROY, MI
Other
NONE
1,102$334.2M$34K
RICELAND FOODS, INC.
RICELAND FOODS, INC. EMPLOYEE BENEFIT PENSION PLAN
STUTTGART, AR
Other
NONE
372$324.4M$48K
RICELAND FOODS, INC.
RICELAND FOODS, INC. EMPLOYEE BENEFIT PENSION PLAN
STUTTGART, AR
Other
NONE
372$324.4M$286K
ROOFERS LOCAL 149 PENSION FUND
ROOFERS LOCAL 149 PENSION FUND
TROY, MI
Other
NONE
1,106$315.6M$65K
RICELAND FOODS, INC.
RICELAND FOODS, INC. EMPLOYEE BENEFIT PENSION PLAN
STUTTGART, AR
Other
NONE
412$308.1M$122K
RICELAND FOODS, INC.
RICELAND FOODS, INC. EMPLOYEE BENEFIT PENSION PLAN
STUTTGART, AR
Other
NONE
412$308.1M$258K
ATH HOLDING COMPANY LLC
ELEVANCE HEALTH RETIREE HEALTH BENEFITS PLAN
INDIANAPOLIS, IN
TPA / Administrator
CONTRACT ADMINISTRATOR
0$300.7M$1.4M
ATH HOLDING COMPANY LLC
ELEVANCE HEALTH RETIREE HEALTH BENEFITS PLAN
INDIANAPOLIS, IN
TPA / Administrator
CONTRACT ADMINISTRATOR
0$289.5M$663K
STROOCK & STROOCK & LAVAN LLP
STROOCK & STROOCK & LAVAN LLP GROUP TRUST FUND
NEW YORK, NY
Other
NONE
$287.6M$13K
STEVENS & LEE
STEVENS & LEE SAVINGS PLAN
READING, PA
Other
NONE
385$281.2M$0
ROOFERS LOCAL 149 PENSION FUND
ROOFERS LOCAL 149 PENSION FUND
TROY, MI
Other
NONE
1,111$280.5M$54K
ATH HOLDING COMPANY LLC
ELEVANCE HEALTH RETIREE HEALTH BENEFITS PLAN
INDIANAPOLIS, IN
TPA / Administrator
CONTRACT ADMINISTRATOR
0$271.3M$1.3M
BOARD OF TRUSTEES, UTAH PIPE TRADES PENSION
UTAH PIPE TRADES PENSION TRUST FUND
PLEASANTON, CA
Other
NONE
1,181$263.3M$57K
BOARD OF TRUSTEES, UTAH PIPE TRADES PENSION
UTAH PIPE TRADES PENSION TRUST FUND
PLEASANTON, CA
Other
NONE
1,181$263.3M$203K
STEVENS & LEE
STEVENS & LEE SAVINGS PLAN
READING, PA
Other
NONE
374$254.3M$0
BOARD OF TRUSTEES, UTAH PIPE TRADES PENSION
UTAH PIPE TRADES PENSION TRUST FUND
PLEASANTON, CA
Other
NONE
1,186$244.7M$49K
BOARD OF TRUSTEES, UTAH PIPE TRADES PENSION
UTAH PIPE TRADES PENSION TRUST FUND
PLEASANTON, CA
Other
NONE
1,186$244.7M$236K
STEVENS & LEE
STEVENS & LEE SAVINGS PLAN
READING, PA
Other
NONE
343$224.5M$0
CONNECTICUT LABORERS ANNUITY FUND BOARD OF TRUSTEES
CONNECTICUT LABORERS' ANNUITY PLAN
WEST HAVEN, CT
Custodian
CUSTODIAN
3,065$215.4M$21K
ENGINEERS AGC PENSION
ENGINEERS AGC PENSION PLAN OF THE INLAND EMPIRE
SEATTLE, WA
Other
NONE
977$214.9M$80K
BOARD OF TRUSTEES, UTAH PIPE TRADES PENSION
UTAH PIPE TRADES PENSION TRUST FUND
PLEASANTON, CA
Other
NONE
1,097$214.3M$43K
BOARD OF TRUSTEES, UTAH PIPE TRADES PENSION
UTAH PIPE TRADES PENSION TRUST FUND
PLEASANTON, CA
Other
NONE
1,097$214.3M$219K
TRUSTEES OF LOCAL 697 I.B.E.W. & ELECT INDUSTRY PENSION FUND
LOCAL 697 I.B.E.W. AND ELECTRICAL INDUSTRY PENSION PLAN
MERRILLVILLE, IN
Other
NONE
855$209.0M$32K
ENGINEERS AGC PENSION
ENGINEERS AGC PENSION PLAN OF THE INLAND EMPIRE
SEATTLE, WA
Other
NONE
1,033$199.0M$199K
CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND
CENTRAL PENNSYLVANIA TEAMSTERS HEALTH & WELFARE FUND
WYOMISSING, PA
Other
NONE
4,958$193.5M$0
ENGINEERS AGC PENSION
ENGINEERS AGC PENSION PLAN OF THE INLAND EMPIRE
SEATTLE, WA
Other
NONE
977$192.3M$209K
CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND
CENTRAL PENNSYLVANIA TEAMSTERS HEALTH & WELFARE FUND
WYOMISSING, PA
Other
NONE
5,329$188.4M$0
NEW JERSEY EDUCATION ASSOCIATION
NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS TRUST
TRENTON, NJ
Other
NONE
241$184.7M$41K
CREDIT HUMAN FEDERAL CREDIT UNION
RETIREMENT PLAN AND TRUST FOR EMPLOYEES OF CREDIT HUMAN FEDERAL CREDIT UNION
SAN ANTONIO, TX
Other
NONE
700$183.2M$179K
CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND
CENTRAL PENNSYLVANIA TEAMSTERS HEALTH & WELFARE FUND
WYOMISSING, PA
Other
NONE
5,416$181.4M$0
CREDIT HUMAN FEDERAL CREDIT UNION
RETIREMENT PLAN AND TRUST FOR EMPLOYEES OF CREDIT HUMAN FEDERAL CREDIT UNION
SAN ANTONIO, TX
Other
NONE
746$181.2M$188K
CREDIT HUMAN FEDERAL CREDIT UNION
RETIREMENT PLAN AND TRUST FOR EMPLOYEES OF CREDIT HUMAN FEDERAL CREDIT UNION
SAN ANTONIO, TX
Other
NONE
665$161.9M$137K
NEW JERSEY EDUCATION ASSOCIATION
NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS TRUST
TRENTON, NJ
Other
NONE
244$152.0M$41K
IDAHO OPERATING ENGINEERS-EMPLOYERS PENS
IDAHO OPERATING ENGINEERS EMPLOYERS PENSION PLAN
SPOKANE, WA
Other
NONE
625$151.9M$75K
MCDERMOTT WILL & SCHULTE LLP
SCHULTE ROTH & ZABEL LLP SUPPLEMENTAL RETIREMENT PLAN
CHICAGO, IL
Other
NONE
143$145.1M$0
IDAHO OPERATING ENGINEERS-EMPLOYERS PENS
IDAHO OPERATING ENGINEERS EMPLOYERS PENSION PLAN
SPOKANE, WA
Other
NONE
489$143.3M$135K
IDAHO OPERATING ENGINEERS-EMPLOYERS PENS
IDAHO OPERATING ENGINEERS EMPLOYERS PENSION PLAN
SPOKANE, WA
Other
NONE
413$137.1M$117K
CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA
RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA
WASHINGTON, DC
Other
NONE
47$134.5M$75K
CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA
RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA
WASHINGTON, DC
Other
NONE
41$133.3M$20K
SCHULTE ROTH & ZABEL LLP
SCHULTE ROTH & ZABEL LLP SUPPLEMENTAL RETIREMENT PLAN
NEW YORK, NY
Other
NONE
152$125.7M$0
CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA
RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA
WASHINGTON, DC
Other
NONE
53$125.5M$78K
JOINT BOT CLEVELAND BAKERS AND TEAMSTERS H & W FUND
CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND
VALLEY VIEW, OH
Other
NONE
4,090$123.1M$0
SCHULTE ROTH & ZABEL LLP
SCHULTE ROTH & ZABEL LLP SUPPLEMENTAL RETIREMENT PLAN
NEW YORK, NY
Other
NONE
143$114.8M$0
LUMMUS TECHNOLOGY LLC
LUMMUS TECHNOLOGY SAVINGS PLAN
BLOOMFIELD, NJ
Other
NONE
533$112.7M$0
ROOFERS LOCAL NO. 20 PENSION PLAN
ROOFERS LOCAL NO. 20 PENSION PLAN
RAYTOWN, MO
Advisor / Consultant
INVESTMENT MANAGER
540$104.9M$61K
IUPAT DISTRICT COUNCIL NO. 21 WELFARE FUND
IUPAT DISTRICT COUNCIL NO. 21 WELFARE FUND
PHILADELPHIA, PA
Other
NONE
2,312$98.2M$0
KOPPERS INC.
RETIREMENT PLAN FOR KOPPERS INC.
PITTSBURGH, PA
Trustee
TRUSTEE
224$98.0M$33K
BOARD OF TRUSTEES OF UNITED STEELWORKERS PENSION TRUST FUND
UNITED STEELWORKERS OF AMERICA, AFL-CIO-CLC HIGHWAY CONTRACTORS MULTI-EMPLOYER PENSION PLAN
LEXINGTON, KY
Advisor / Consultant
INVESTMENT MANAGEMENT
340$94.6M$5K
KOPPERS INC.
RETIREMENT PLAN FOR KOPPERS INC.
PITTSBURGH, PA
Trustee
TRUSTEE
246$93.3M$25K
IUPAT DISTRICT COUNCIL NO. 21 WELFARE FUND
IUPAT DISTRICT COUNCIL NO. 21 WELFARE FUND
PHILADELPHIA, PA
Other
NONE
4,586$93.2M$0
ADVANCED DRAINAGE SYSTEMS, INC.
ADVANCED DRAINAGE SYSTEMS, INC. PROFIT SHARING RETIREMENT PLAN
HILLIARD, OH
Advisor / Consultant
INVESTMENT MANAGEMENT
3,730$92.1M$12K
LUMMUS TECHNOLOGY LLC
LUMMUS TECHNOLOGY SAVINGS PLAN
BLOOMFIELD, NJ
Other
NONE
540$91.0M$0
UNITED UNION OF ROOFERS, WATERPROOFERS AND ALLIED WORKERS, LOCAL NO.
UNITED UNION OF ROOFERS, WATERPROOFERS AND ALLIED WORKERS, LOCAL NO. 44 PENSION PLAN
CLEVELAND, OH
Other
247$89.4M$33K
KOPPERS INC.
KOPPERS INC. RETIREMENT PLAN
PITTSBURGH, PA
Trustee
TRUSTEE
15$88.8M$15K
BOARD OF TRUSTEES OF UNITED STEELWORKERS PENSION TRUST FUND
UNITED STEELWORKERS OF AMERICA, AFL-CIO-CLC HIGHWAY CONTRACTORS MULTI-EMPLOYER PENSION PLAN
LEXINGTON, KY
Advisor / Consultant
INVESTMENT MANAGEMENT
376$88.8M$13K
BOARD OF TRUSTEES TOLEDO ELECTRICAL WELFARE FUND
TOLEDO ELECTRICAL WELFARE FUND
ROSSFORD, OH
Broker
AGENT/AGENCY
1,718$85.6M$0
MCCORMICK TAYLOR, INC.
MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN
PHILADELPHIA, PA
TPA / Administrator
THIRD PARTY ADMINISTRATO
407$84.7M$14K
MCCORMICK TAYLOR, INC.
MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN
PHILADELPHIA, PA
TPA / Administrator
THIRD PARTY ADMINISTRATOR
400$77.7M$7K
LINCOLN NATIONAL LIFE INSURANCE COMPANY
AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
RADNOR, PA
Other
NONE
31$76.5M$119K
BRADFORD WHITE CORPORATION
BRADFORD WHITE CORPORATION UAW RETIREMENT INCOME PLAN
AMBLER, PA
Other
NONE
318$72.3M$14K
LUMMUS TECHNOLOGY LLC
LUMMUS TECHNOLOGY SAVINGS PLAN
BLOOMFIELD, NJ
Other
NONE
498$64.8M$0
MCCORMICK TAYLOR, INC.
MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN
PHILADELPHIA, PA
TPA / Administrator
THIRD PARTY ADMINISTRATOR
388$64.2M$27K
BRADFORD WHITE CORPORATION
BRADFORD WHITE CORPORATION UAW RETIREMENT INCOME PLAN
AMBLER, PA
Other
NONE
347$63.9M$19K
SHEET METAL 7 ZONE 3 PENSION FUND
SHEET METAL 7 ZONE 3 PENSION FUND
TROY, MI
Other
INVESTMENT MGR
189$62.4M$14K
IUPAT DISTRICT COUNCIL NO. 21 WELFARE FUND
IUPAT DISTRICT COUNCIL NO. 21 WELFARE FUND
PHILADELPHIA, PA
Other
NONE
2,067$60.2M$0
SHEET METAL 7 ZONE 3 PENSION FUND
SHEET METAL 7 ZONE 3 PENSION FUND
TROY, MI
Other
INVESTMENT MGR
191$60.1M$12K
BOARD OF TRUSTEES SEAFARERS INTERNATIONAL UNION AGLIW 401(K) PLAN
SEAFARERS INTERNATIONAL UNION AGLIW 401(K) PLAN
CAMP SPRINGS, MD
Other
15,748$55.5M$0
BOARD OF TRUSTEES SEAFARERS INTERNATIONAL UNION AGLIW 401(K) PLAN
SEAFARERS INTERNATIONAL UNION AGLIW 401(K) PLAN
CAMP SPRINGS, MD
Other
15,748$55.5M$0
BOARD OF TRUSTEES OF THE HEARTLAND HEALTH AND WELLNESS FUND
HEARTLAND HEALTH AND WELLNESS FUND
DAYTON, OH
Other
NONE
52,456$52.7M$0
ENNIS, INC.
PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC.
MIDLOTHIAN, TX
Other
NONE
172$51.8M$8K
ENNIS, INC.
PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC.
MIDLOTHIAN, TX
Other
NONE
181$49.2M$13K
SENIOR OPERATIONS LLC
SENIOR OPERATIONS LLC RETIREMENT PLAN
BARTLETT, IL
Other
INVESTMENT PROVIDER
147$44.3M$0
SENIOR OPERATIONS LLC
SENIOR OPERATIONS LLC RETIREMENT PLAN
BARTLETT, IL
Other
INVESTMENT PROVIDER
165$43.7M$0
DELAWARE PARK MANAGEMENT COMPANY, LLC
DELAWARE PARK & AFFILIATES 401(K) PLAN
WILMINGTON, DE
Other
OTHER
777$42.6M$23K
DICK ANDERSON CONSTRUCTION, INC.
MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST
HELENA, MT
Other
NONE
566$42.3M$12K
SHEET METAL WORKERS HEALTH FUND OF LOCAL UNION NO19
SHEET METAL WORKERS HEALTH FUND OF LOCAL UNION NO. 19
PHILADELPHIA, PA
Other
NONE
2,022$41.1M$0
BOARD OF TRUSTEES OF THE HEARTLAND HEALTH AND WELLNESS FUND
HEARTLAND HEALTH AND WELLNESS FUND
DAYTON, OH
Other
NONE
48,345$40.9M$250
SHEET METAL WORKERS HEALTH FUND OF LOCAL UNION NO19
SHEET METAL WORKERS HEALTH FUND OF LOCAL UNION NO. 19
PHILADELPHIA, PA
Other
NONE
2,046$36.7M$0
DICK ANDERSON CONSTRUCTION, INC.
MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST
HELENA, MT
Other
NONE
621$36.7M$12K
DELAWARE VALLEY FLORAL GROUP, LLC
DELAWARE VALLEY FLORAL GROUP, LLC SAVINGS & INVESTMENT PLAN
SEWELL, NJ
Other
OTHER
379$36.4M$11K
SHEET METAL WORKERS HEALTH FUND OF LOCAL UNION NO19
SHEET METAL WORKERS HEALTH FUND OF LOCAL UNION NO. 19
PHILADELPHIA, PA
Other
NONE
2,037$35.4M$0
DELAWARE VALLEY FLORAL GROUP, LLC
DELAWARE VALLEY FLORAL GROUP, LLC SAVINGS & INVESTMENT PLAN
SEWELL, NJ
Other
OTHER
406$34.9M$8K
DICK ANDERSON CONSTRUCTION, INC.
MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST
HELENA, MT
Other
NONE
517$30.7M$12K
JAYNES COMPANIES
EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST FOR EMPLOYEES OF JAYNES CORPORATION (KSOP)
ALBUQUERQUE, NM
Custodian
CUSTODIAN
124$29.9M$4K
BARLEY SNYDER LLP
BARLEY SNYDER PROFIT SHARING PLAN
LANCASTER, PA
Other
NONE
219$27.6M$0
BOARD OF TRUSTEES, UTAH PIPE TRADES WELFARE TRUST
UTAH PIPE TRADES WELFARE TRUST FUND
PLEASANTON, CA
Other
NONE
1,231$26.9M$32K
CADDICK UTILITIES LLC
CADDICK UTILITIES LLC 401K RETIREMENT PLAN
AMBLER, PA
TPA / Administrator
THIRD PARTY ADMIN
120$25.6M$9K
J.W. PEPPER & SON, INC.
J.W. PEPPER & SON, INC. 401(K) SAVINGS AND INVESTMENT PLAN
EXTON, PA
Other
NONE
164$23.3M$0
BOARD OF TRUSTEES, UTAH PIPE TRADES WELFARE TRUST FUND
UTAH PIPE TRADES WELFARE TRUST FUND
PLEASANTON, CA
Other
NONE
1,100$23.0M$12K
BARLEY SNYDER LLP
BARLEY SNYDER PROFIT SHARING PLAN
LANCASTER, PA
Other
NONE
187$22.9M$0
J.W. PEPPER & SON, INC.
J.W. PEPPER & SON, INC. 401(K) SAVINGS AND INVESTMENT PLAN
EXTON, PA
Other
NONE
151$22.6M$0
CADDICK UTILITIES LLC
CADDICK UTILITIES LLC 401K RETIREMENT PLAN
AMBLER, PA
TPA / Administrator
THIRD PARTY ADMIN
119$22.6M$16K
MILKEN INSTITUTE
MILKEN INSTITUTE 403(B) PLAN
SANTA MONICA, CA
Other
INVESTMENT PROVIDER
200$22.5M$0
RIVERSIDE CONTRACTING, INC.
MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST
MISSOULA, MT
Other
NONE
234$21.5M$6K
HOLLAND & KNIGHT LLP
HOLLAND & KNIGHT DEFINED BENEFIT PENSION PLAN
BRANDON, FL
Other
NONE
301$21.3M$10K
JACKSON CONTRACTOR GROUP, INC.
MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST
MISSOULA, MT
Other
NONE
249$21.2M$6K
NOVAK FRANCELLA LLC
NOVAK FRANCELLA LLC 401(K) PROFIT SHARING PLAN
BALA CYNWYD, PA
Other
THIRD PARTY ADM
137$20.7M$13K
J.W. PEPPER & SON, INC.
J.W. PEPPER & SON, INC. 401(K) SAVINGS AND INVESTMENT PLAN
EXTON, PA
Other
NONE
140$19.5M$0
JT BD OF TRUSTEES, SIGN PICTORIAL DISPLAY UN LOCAL 591 AFLCIO PEN FD
SIGN, PICTORIAL AND DISPLAY UNION LOCAL NO. 591 AFL-CIO PENSION FUND
BINGHAM FARMS, MI
Other
37$19.4M$0
CADDICK UTILITIES LLC
CADDICK UTILITIES LLC 401K RETIREMENT PLAN
AMBLER, PA
TPA / Administrator
THIRD PARTY ADMIN
126$19.3M$15K
JT BD OF TRUSTEES, SIGN PICTORIAL DISPLAY UN LOCAL 591 AFLCIO PEN FD
SIGN, PICTORIAL AND DISPLAY UNION LOCAL NO. 591 AFL-CIO PENSION FUND
BINGHAM FARMS, MI
Other
NONE
46$19.1M$0
RIVERSIDE CONTRACTING, INC.
MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST
MISSOULA, MT
Other
NONE
270$19.0M$6K
JT BD OF TRUSTEES, SIGN PICTORIAL DISPLAY UN LOCAL 591 AFLCIO PEN FD
SIGN, PICTORIAL AND DISPLAY UNION LOCAL NO. 591 AFL-CIO PENSION FUND
BINGHAM FARMS, MI
Other
NONE
51$18.8M$0
CENTURY COMPANIES, INC.
MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST
LEWISTOWN, MT
Other
NONE
183$18.8M$5K
DANIEL MARTIN, INC. DBA WILKIE LEXUS & LEXUS OF CHESTER SPRINGS
WILKIE LEXUS 401K PROFIT SHARING PLAN
HAVERFORD, PA
TPA / Administrator
THIRD PARTY ADMINISTRATO
140$18.2M$10K
J.W. PEPPER & SON, INC.
J.W. PEPPER & SON, INC. 401(K) SAVINGS AND INVESTMENT PLAN
EXTON, PA
Other
NONE
146$17.6M$0
JACKSON CONTRACTOR GROUP, INC.
MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST
MISSOULA, MT
Other
NONE
327$17.5M$5K
NOVAK FRANCELLA LLC
NOVAK FRANCELLA LLC 401(K) PROFIT SHARING PLAN
BALA CYNWYD, PA
Other
THIRD PARTY ADM
131$17.3M$11K
DANIEL MARTIN, INC. DBA WILKIE LEXUS
WILKIE LEXUS 401K PROFIT SHARING PLAN
HAVERFORD, PA
TPA / Administrator
THIRD PARTY ADMINISTRATOR
136$16.7M$14K
CENTURY COMPANIES, INC.
MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST
LEWISTOWN, MT
Other
NONE
175$16.1M$5K
RIVERSIDE CONTRACTING, INC.
MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST
MISSOULA, MT
Other
NONE
227$15.8M$6K
SCOTT IMPORTS, INC.
MARTIN DEALERSHIPS, INC. 401(K) SAVINGS PLAN
ARDMORE, PA
TPA / Administrator
THIRD PARTY ADMINISTRATO
300$14.9M$4K
DANIEL MARTIN, INC. DBA WILKIE LEXUS
WILKIE LEXUS 401K PROFIT SHARING PLAN
HAVERFORD, PA
TPA / Administrator
THIRD PARTY ADMINISTRATOR
138$13.7M$15K
COLART AMERICAS, INC.
COLART AMERICAS SAVINGS AND INVESTMENT PLAN
PISCATAWAY, NJ
TPA / Administrator
CONTRACT ADMIN
95$13.7M$4K
CENTURY COMPANIES, INC.
MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST
LEWISTOWN, MT
Other
NONE
160$13.5M$5K
JACKSON CONTRACTOR GROUP, INC.
MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST
MISSOULA, MT
Other
NONE
418$13.5M$5K
SCOTT IMPORTS, INC.
MARTIN DEALERSHIPS, INC. 401K SAVINGS PLAN
ARDMORE, PA
TPA / Administrator
THIRD PARTY ADMINISTRATOR
332$13.3M$13K
THE NORFOLK COMPANIES, INC.
NORFOLK COMPANIES 401(K) PLAN
BRAINTREE, MA
Other
NONE
199$12.8M$0
MBMS, LLC
MBMS 401K PLAN
NEWARK, DE
TPA / Administrator
CONTRACT ADMIN
174$12.8M$12K
HOSPITAL CENTRAL SERVICES COOPERATIVE, INC.
HOSPITAL CENTRAL SERVICES COOPERATIVE, INC. PENSION PLAN
ALLENTOWN, PA
Other
NONE
128$12.6M$0
EMPIRE KOSHER POULTRY, INC.
EMPIRE KOSHER POULTRY, INC. 401K PROFIT SHARING PLAN
MIFFLINTOWN, PA
TPA / Administrator
THIRD PARTY ADMINISTRATOR
449$12.4M$32K
COLART AMERICAS, INC.
COLART AMERICAS SAVINGS AND INVESTMENT PLAN
PISCATAWAY, NJ
TPA / Administrator
CONTRACT ADMIN
94$12.4M$3K
SIMPSON SENIOR SERVICES, INC.
SIMPSON SENIOR SERVICES, INC. 403(B)(7) RETIREMENT PLAN
BALA CYNWYD, PA
TPA / Administrator
CONTRACT ADMIN
570$11.5M$19K
THE NORFOLK COMPANIES, INC.
NORFOLK COMPANIES 401(K) PLAN
BRAINTREE, MA
Other
NONE
199$11.4M$0
GEODIS SCO USA, LLC
GEODIS SCO 401(K) PROFIT SHARING PLAN
POUGHKEEPSIE, NY
TPA / Administrator
THIRDPARTY ADMINISTRATOR
111$11.2M$8K
SCOTT IMPORTS, INC.
MARTIN DEALERSHIPS, INC. 401K SAVINGS PLAN
ARDMORE, PA
TPA / Administrator
THIRD PARTY ADMINISTRATOR
313$11.1M$13K
THE NEW EQUATION LIMITED LIABILITY COMPANY DBA SEER INTERACTIVE
SEER TEAM RETIREMENT PLAN
PHILADELPHIA, PA
Recordkeeper
RECORDKEEPER
159$11.0M$6K
P. J. FITZPATRICK, LLC
P. J. FITZPATRICK, LLC 401(K) RETIREMENT PLAN
NEW CASTLE, DE
Advisor / Consultant
INVESTMENT ADVISORY
446$11.0M$0
TEXAS LEHIGH CEMENT COMPANY LP
RETIREMENT PLAN FOR HOURLY EMPLOYEES LEHIGH CEMENT COMPANY LP
BUDA, TX
Trustee
TRUSTEE
68$10.9M$47K
TRIMAS CORPORATION
TRIMAS CORPORATION UNION EMPLOYEES PENSION PLAN
BLOOMFIELD HILLS, MI
TPA / Administrator
CONTRACT ADMINISTRATOR
99$10.7M$16K
TEXAS LEHIGH CEMENT COMPANY LP
RETIREMENT PLAN FOR HOURLY EMPLOYEES LEHIGH CEMENT COMPANY LP
BUDA, TX
Trustee
TRUSTEE
84$10.7M$45K
GEODIS SCO USA, LLC
GEODIS SCO 401(K) PROFIT SHARING PLAN
POUGHKEEPSIE, NY
TPA / Administrator
THIRD PARTY ADMINISTRATOR
169$10.5M$10K
MBMS, LLC
MBMS 401K PLAN
NEWARK, DE
TPA / Administrator
CONTRACT ADMIN
182$10.5M$10K
F.C. YOUNG AND CO., INC.
F. C. YOUNG CO. , INC. 401K PLAN
BRISTOL, PA
TPA / Administrator
THIRD PARTY ADMIN
69$10.4M$7K
COVIS PHARMA US, INC.
COVIS PHARMA US, INC. 401(K) PLAN
BERKELEY HEIGHTS, NJ
TPA / Administrator
THIRD PARTY ADMINISTRATO
56$10.3M$14K
DEERFIELD AGENCY LLC
DEERFIELD AGENCY LLC 401(K) PLAN
CONSHOHOCKEN, PA
TPA / Administrator
CONTRACT ADMIN
135$10.2M$4K
COVIS PHARMA US, INC.
COVIS PHARMA US, INC. 401(K) PLAN
KING OF PRUSSIA, PA
TPA / Administrator
THIRD PARTY ADMINISTRATOR
135$10.2M$13K
SENIOR OPERATIONS LLC
SENIOR OPERATIONS LLC PENSION PLAN FOR HOURLY EMPLOYEES AT BURBANK, CA REPRESENTED BY UAW LOCAL 509
BARTLETT, IL
Other
INVESTMENT PROVIDER
164$9.5M$0
SIMPSON SENIOR SERVICES, INC.
SIMPSON SENIOR SERVICES, INC. 403(B)(7) RETIREMENT PLAN
BALA CYNWYD, PA
TPA / Administrator
CONTRACT ADMIN
549$9.5M$11K
EXCEPTIONAL MEDICAL TRANSPORTATION, INC.
EXCEPTIONAL MEDICAL TRANSPORTATION, INC. 401K
WEST BERLIN, NJ
TPA / Administrator
THIRD PARTY ADMINISTRATOR
189$9.3M$9K
CAHEC MANAGEMENT, INC.
CAHEC MANAGEMENT, INC. 401(K) RETIREMENT PLAN & TRUST
RALEIGH, NC
Other
NONE
481$9.3M$0
TEXAS LEHIGH CEMENT COMPANY LP
RETIREMENT PLAN FOR HOURLY EMPLOYEES LEHIGH CEMENT COMPANY LP
BUDA, TX
Trustee
TRUSTEE
117$9.3M$46K
COVIS PHARMA US, INC.
COVIS PHARMA US, INC. 401(K) PLAN
KING OF PRUSSIA, PA
TPA / Administrator
THIRD PARTY ADMINISTRATOR
64$9.2M$16K
THE NORFOLK COMPANIES, INC.
NORFOLK COMPANIES 401(K) PLAN
BRAINTREE, MA
Other
NONE
203$9.1M$0
F.C. YOUNG AND CO., INC.
F. C. YOUNG CO. , INC. 401K PLAN
BRISTOL, PA
TPA / Administrator
THIRD PARTY ADMIN
74$8.9M$8K
LEAFLY HOLDINGS, INC.
LEAFLY HOLDINGS RETIREMENT PLAN
SEATTLE, WA
Other
NONE
194$8.9M$0
GEODIS SCO USA, LLC
GEODIS SCO 401(K) PROFIT SHARING PLAN
POUGHKEEPSIE, NY
TPA / Administrator
THIRD PARTY ADMINISTRATOR
125$8.8M$9K
P. J. FITZPATRICK, LLC
P. J. FITZPATRICK, LLC 401(K) RETIREMENT PLAN
NEW CASTLE, DE
Advisor / Consultant
INVESTMENT ADVISORY
310$8.7M$0
BOSMA INDUSTRIES FOR THE BLIND
BOSMA INDUSTRIES FOR THE BLIND, INC. 403(B) PLAN
INDIANAPOLIS, IN
Other
INVESTMENT PROVIDER
181$8.6M$0
SERVICE SOLUTIONS, INC. DBA SYSTEMS SOLUTION, INC.
SYSTEMS SOLUTION, INC. 401(K) PROFIT SHARING PLAN
WAYNE, PA
TPA / Administrator
THIRD PARTY ADMINISTRATOR
112$8.6M$6K
MBMS, LLC
MBMS 401K PLAN
NEWARK, DE
TPA / Administrator
CONTRACT ADMIN
182$8.5M$8K
THE NEW EQUATION LIMITED LIABILITY COMPANY DBA SEER INTERACTIVE
SEER TEAM RETIREMENT PLAN
PHILADELPHIA, PA
Recordkeeper
RECORDKEEPER
152$8.5M$5K
QED SYSTEMS, LLC
QED SYSTEMS, LLC 401(K) PLAN AND TRUST
ABERDEEN PROVING GROUN, MD
TPA / Administrator
THIRD PARTY ADMINISTRATO
198$8.4M$2K
SLIPSTREAM IT, LLC
SLIPSTREAM IT, LLC 401(K) PLAN
BLUE BELL, PA
TPA / Administrator
TPA
222$8.1M$3K
SIMPSON SENIOR SERVICES, INC.
SIMPSON SENIOR SERVICES, INC. 403(B)(7) RETIREMENT PLAN
BALA CYNWYD, PA
TPA / Administrator
CONTRACT ADMIN
518$7.8M$8K
MYCOMPUTERCAREER, INC
MYCOMPUTERCAREER, INC. 401(K) PLAN
HOLLY SPRINGS, NC
Other
NONE
488$7.3M$0
BRANFORD FILTRATION, LLC DBA FIBRIX FILTRATION
FIBRIX FILTRATION 401(K) PLAN
CHARLOTTE, NC
Other
NONE
300$6.9M$0
SEVEN ISLES CAPITAL LLC
SIC LLC 401(K) PLAN
FT. LAUDERDALE, FL
TPA / Administrator
THIRD PARTY ADMINISTRATO
730$6.9M$18K
DEANGELO CONTRACTING SERVICES LLC
DEANGELO CONTRACTING SERVICES 401(K) PLAN
FORT LAUDERDALE, FL
Other
SERVICE PROVIDER
689$6.9M$15K
CAHEC MANAGEMENT, INC.
CAHEC MANAGEMENT, INC. 401(K) RETIREMENT PLAN & TRUST
RALEIGH, NC
Other
NONE
462$6.9M$0
INFINITI OF WEST CHESTER, INC.
BUSH AUTO GROUP RETIREMENT FUND
WEST CHESTER, PA
TPA / Administrator
THIRD PARTY ADMINISTRATOR
134$6.8M$6K
P. J. FITZPATRICK, INC.
P. J. FITZPATRICK, INC. 401(K) RETIREMENT PLAN
NEW CASTLE, DE
Advisor / Consultant
INVESTMENT ADVISORY
222$6.4M$0
REBO LIGHTING & ELECTRONICS, LLC
REBO LIGHTING & ELECTRONICS, LLC 401(K) PLAN
SPARTA, TN
Other
NONE
125$6.4M$0
INFINITI OF WEST CHESTER, INC.
BUSH AUTO GROUP RETIREMENT FUND
WEST CHESTER, PA
TPA / Administrator
THIRD PARTY ADMINISTRATOR
157$6.2M$5K
MYCOMPUTERCAREER, INC
MYCOMPUTERCAREER, INC. 401(K) PLAN
HOLLY SPRINGS, NC
Other
NONE
595$6.0M$0
CONSOLIDATED CRANE COMPANY, INC.
CONSOLIDATED CRANE COMPANY, INC. 401(K) PLAN
HOUSTON, TX
Other
NONE
114$6.0M$0
TH2 CONNECT LLC
TH2 CONNECT LLC 401(K) RETIREMENT PLAN
CINCINNATI, OH
Other
NONE
45$5.8M$0
BUCKMANS, INC.
BUCKMANS, INC. EMPLOYEES 401(K) PLAN
POTTSTOWN, PA
TPA / Administrator
CONTRACT ADMIN
167$5.6M$975
HOLLAND & KNIGHT LLP
HOLLAND & KNIGHT DEFINED BENEFIT PENSION PLAN
BRANDON, FL
Other
NONE
49$5.6M$12K
TH2 CONNECT LLC
TH2 CONNECT LLC 401(K) RETIREMENT PLAN
CINCINNATI, OH
Other
NONE
41$5.3M$0
DEANGELO CONTRACTING SERVICES LLC
DEANGELO CONTRACTING SERVICES 401(K) PLAN
HAZELTON, PA
Other
SERVICE PROVIDER
639$5.1M$6K
CAHEC MANAGEMENT, INC.
CAHEC MANAGEMENT, INC. 401(K) RETIREMENT PLAN & TRUST
RALEIGH, NC
Other
NONE
454$5.1M$0
KOPPERS INC.
RETIREMENT PLAN FOR KOPPERS INC.
PITTSBURGH, PA
Trustee
TRUSTEE
47$5.0M$16K
PCI NITROGEN, LLC
PCI NITROGEN, LLC HOURLY RETIREMENT PLAN
PASADENA, TX
Other
INVESTMENT PROVIDER
74$4.9M$0
SLIPSTREAM IT, LLC
SLIPSTREAM IT, LLC 401(K) PLAN
BLUE BELL, PA
TPA / Administrator
TPA
254$4.8M$2K
STERN & EISENBERG, PC
STERN & EISENBERG, PC 401(K) PROFIT SHARING PLAN AND TRUST
WARRINGTON, PA
TPA / Administrator
THIRD PARTY ADMINISTRATOR
109$4.4M$1K
LORAIN COUNTY COMMUNITY ACTION AGENCY
LORAIN COUNTY COMMUNITY ACTION AGENCY 403(B) THRIF
LORAIN, OH
Other
302$4.0M$0
WEST PHILADELPHIA COMMUNITY MENTAL HEALTH CONSORTIUM, INC.
THE CONSORTIUM 403(B) PLAN
PHILADELPHIA, PA
TPA / Administrator
THIRD PARTY ADMINISTRATO
238$3.5M$4K
LORAIN COUNTY COMMUNITY ACTION AGENCY
LORAIN COUNTY COMMUNITY ACTION AGENCY 403(B) THRIF
LORAIN, OH
Other
333$3.3M$0
WEST PHILADELPHIA COMMUNITY MENTAL HEALTH CONSORTIUM, INC.
THE CONSORTIUM 403(B) PLAN
PHILADELPHIA, PA
TPA / Administrator
THIRD PARTY ADMINISTRATOR
236$3.2M$8K
MORVENT AIR CONDITIONING & HEATING, LLC
MORVENT HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN
WEST CHESTER, PA
Advisor / Consultant
RIA
125$3.1M$0
WEST PHILADELPHIA COMMUNITY MENTAL HEALTH CONSORTIUM, INC.
THE CONSORTIUM 403(B) PLAN
PHILADELPHIA, PA
TPA / Administrator
THIRD PARTY ADMINISTRATOR
218$3.1M$8K
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 292 S.U.B. FUND
SHEET METAL WORKERS LOCAL NO. 292 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND
TROY, MI
Other
NONE
673$2.9M$0
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 292 S.U.B. FUND
SHEET METAL WORKERS LOCAL NO. 292 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND
TROY, MI
Other
NONE
679$2.8M$0
PHILLY TRANSPORTATION, LLC
PHILLY TRANSPORTATION GROUP 401(K) PLAN
PHILADELPHIA, PA
Other
SERVICE PROVIDER
409$2.7M$4K
SIGN, PICTORIAL AND DISPLAY UNION LOCAL 591 SUPPLEMENTAL PENSION
SIGN, PICTORIAL AND DISPLAY UNION LOCAL 591 SUPPLEMENTAL PENSION FUND
BINGHAM FARMS, MI
Other
49$2.7M$0
SIGN, PICTORIAL AND DISPLAY UNION LOCAL 591 SUPPLEMENTAL PENSION
SIGN, PICTORIAL AND DISPLAY UNION LOCAL 591 SUPPLEMENTAL PENSION FUND
BINGHAM FARMS, MI
Other
NONE
49$2.6M$0
SIGN, PICTORIAL AND DISPLAY UNION LOCAL 591 SUPPLEMENTAL PENSION
SIGN, PICTORIAL AND DISPLAY UNION LOCAL 591 SUPPLEMENTAL PENSION FUND
BINGHAM FARMS, MI
Other
30$2.6M$0
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 292 S.U.B. FUND
SHEET METAL WORKERS LOCAL NO. 292 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND
TROY, MI
Other
NONE
703$2.4M$0
PATHWAYS TO HOUSING PA, INC.
PATHWAYS TO HOUSING PA, INC. 401(K) PLAN
PHILADELPHIA, PA
Recordkeeper
RECORDKEEPER
106$2.1M$12K
DATA LISTING SERVICES DBA THE CONNECTION
DATA LISTING SERVICES DBA THE CONNECTION 401(K) PLAN
BURNSVILLE, MN
Other
INVESTMENT PROVIDER
207$2.1M
U-CO INDUSTRIES, INC. DBA UCO INDUSTRIES
UCO INDUSTRIES, INC. 401(K) PLAN
MARYSVILLE, OH
Other
NONE
109$631K$0
PENNOCK HOSPITAL
PENNOCK HOSPITAL 401(A) RETIREMENT PLAN
HASTINGS, MI
Other
INVESTMENT PROVIDER
4$317K$0
LIMONEIRA COMPANY
LIMONEIRA COMPANY RETIREMENT PLAN
SANTA PAULA, CA
Other
NONE
0$23K$51K
SENIOR OPERATIONS LLC
SENIOR OPERATIONS LLC PENSION PLAN FOR HOURLY EMPLOYEES AT BURBANK, CA REPRESENTED BY UAW LOCAL 509
BARTLETT, IL
Other
INVESTMENT PROVIDER
0$0$0
ANOMALY PARTNERS, LLC
ANOMALY COMMUNICATIONS 401(K) PLAN
NEW YORK, NY
Other
NONE
0$0$0
CRISPIN, PORTER+ BOGUSKY, LLC
CRISPIN, PORTER+ BOGUSKY LLC. 401(K) PROFIT SHARING PLAN
NEW YORK, NY
Other
NONE
0$0$0
SIMPSON SENIOR SERVICES, INC.
SIMPSON SENIOR SERVICES RETIREMENT PLAN
BALA CYNWYD, PA
TPA / Administrator
CONTRACT ADMIN
0$0$27K
EXCEPTIONAL MEDICAL TRANSPORTATION, INC.
EXCEPTIONAL MEDICAL TRANSPORTATION, INC. 401K
WEST BERLIN, NJ
TPA / Administrator
THIRD PARTY ADMINISTRATOR
0$0$12K
COLLE & MCVOY LLC
COLLE & MCVOY 401(K) AND PROFIT SHARING PLAN
MINNEAPOLIS, MN
Other
NONE
0$0$0
SERVICE SOLUTIONS, INC. DBA SYSTEMS SOLUTION, INC.
SYSTEMS SOLUTION, INC. 401(K) PROFIT SHARING PLAN
WAYNE, PA
TPA / Administrator
THIRD PARTY ADMINISTRATOR
0$0$15K
HOLLAND & KNIGHT LLP
HOLLAND & KNIGHT DEFINED BENEFIT PENSION PLAN
BRANDON, FL
Other
NONE
0$0$9K