| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | SAN FRANCISCO, CA | Other service providers | 53,528 | $8.8B | $1.2M | $0 |
| WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | SAN FRANCISCO, CA | Other service providers | 46,875 | $8.8B | $1.6M | $0 |
| WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | MINNEAPOLIS, MN | Other service providers | 40,642 | $8.3B | $1.7M | $0 |
| VERIZON COMMUNICATIONS INC. VERIZON PENSION PLAN FOR ASSOCIATES | BASKING RIDGE, NJ | Other service providers | 21,270 | $5.7B | $59K | $0 |
| VERIZON CORPORATE SERVICES GROUP INC. VERIZON MANAGEMENT PENSION PLAN | BASKING RIDGE, NJ | Other service providers | 9,117 | $1.6B | $15K | $0 |
| CSAA INSURANCE SERVICES, INC. CSAA INSURANCE GROUP CASH BALANCE RETIREMENT PLAN | WALNUT CREEK, CA | Trustee | 1,984 | $821.8M | $63K | $0 |
| CSAA INSURANCE SERVICES, INC. CSAA INSURANCE GROUP CASH BALANCE RETIREMENT PLAN | WALNUT CREEK, CA | Trustee | 2,152 | $785.1M | $16K | $0 |
| INDEPENDENCE BLUE CROSS, LLC PENSION PLAN OF INDEPENDENCE BLUE CROSS | PHILADELPHIA, PA | Trustee | 1,245 | $705.1M | $85K | $0 |
| INDEPENDENCE BLUE CROSS, LLC PENSION PLAN OF INDEPENDENCE BLUE CROSS | PHILADELPHIA, PA | Trustee | 1,292 | $702.5M | $99K | $0 |
| INDEPENDENCE BLUE CROSS, LLC PENSION PLAN OF INDEPENDENCE BLUE CROSS | PHILADELPHIA, PA | Trustee | 1,133 | $687.1M | $119K | $0 |
| 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 | 721 | $441.8M | $11K | $0 |
| NEW JERSEY EDUCATION ASSOCIATION NEW JERSEY EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT AND TRUST FUND | TRENTON, NJ | Other service providers | 236 | $385.1M | $67K | $0 |
| NEW JERSEY EDUCATION ASSOCIATION NEW JERSEY EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT AND TRUST FUND | TRENTON, NJ | Other service providers | 233 | $373.0M | $77K | $0 |
| ALLEN OVERY SHEARMAN STERLING US LLP MASTER TRUST FOR VARIOUS EMPLOYEE BENEFITS OF SHEARMAN & STERLING LLP | NEW YORK, NY | Trustee | — | $370.5M | $72K | $0 |
| CONNECTICUT LABORERS ANNUITY FUND BOARD OF TRUSTEES CONNECTICUT LABORERS' ANNUITY PLAN | WEST HAVEN, CT | Custodian | 3,065 | $215.4M | $21K | $0 |
| NEW JERSEY EDUCATION ASSOCIATION NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS TRUST | TRENTON, NJ | Other service providers | 241 | $184.7M | $41K | $0 |
| NEW JERSEY EDUCATION ASSOCIATION NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS TRUST | TRENTON, NJ | Other service providers | 244 | $152.0M | $41K | $0 |
| KOPPERS INC. RETIREMENT PLAN FOR KOPPERS INC. | PITTSBURGH, PA | Trustee | 224 | $98.0M | $33K | $0 |
| KOPPERS INC. RETIREMENT PLAN FOR KOPPERS INC. | PITTSBURGH, PA | Trustee | 246 | $93.3M | $25K | $0 |
| KOPPERS INC. KOPPERS INC. RETIREMENT PLAN | PITTSBURGH, PA | Trustee | 15 | $88.8M | $15K | $0 |
| DICK ANDERSON CONSTRUCTION, INC. MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | HELENA, MT | Other service providers | 566 | $42.3M | $12K | $0 |
| DICK ANDERSON CONSTRUCTION, INC. MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | HELENA, MT | Other service providers | 621 | $36.7M | $12K | $0 |
| DICK ANDERSON CONSTRUCTION, INC. MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | HELENA, MT | Other service providers | 517 | $30.7M | $12K | $0 |
| JAYNES COMPANIES EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST FOR EMPLOYEES OF JAYNES CORPORATION (KSOP) | ALBUQUERQUE, NM | Custodian | 124 | $29.9M | $4K | $0 |
| RIVERSIDE CONTRACTING, INC. MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | MISSOULA, MT | Other service providers | 234 | $21.5M | $6K | $0 |
| HOLLAND & KNIGHT LLP HOLLAND & KNIGHT DEFINED BENEFIT PENSION PLAN | BRANDON, FL | Other service providers | 301 | $21.3M | $10K | $0 |
| JACKSON CONTRACTOR GROUP, INC. MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | MISSOULA, MT | Other service providers | 249 | $21.2M | $6K | $0 |
| RIVERSIDE CONTRACTING, INC. MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | MISSOULA, MT | Other service providers | 270 | $19.0M | $6K | $0 |
| CENTURY COMPANIES, INC. MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | LEWISTOWN, MT | Other service providers | 183 | $18.8M | $5K | $0 |
| JACKSON CONTRACTOR GROUP, INC. MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | MISSOULA, MT | Other service providers | 327 | $17.5M | $5K | $0 |
| CENTURY COMPANIES, INC. MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | LEWISTOWN, MT | Other service providers | 175 | $16.1M | $5K | $0 |
| RIVERSIDE CONTRACTING, INC. MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | MISSOULA, MT | Other service providers | 227 | $15.8M | $6K | $0 |
| CENTURY COMPANIES, INC. MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | LEWISTOWN, MT | Other service providers | 160 | $13.5M | $5K | $0 |
| JACKSON CONTRACTOR GROUP, INC. MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | MISSOULA, MT | Other service providers | 418 | $13.5M | $5K | $0 |
| TEXAS LEHIGH CEMENT COMPANY LP RETIREMENT PLAN FOR HOURLY EMPLOYEES LEHIGH CEMENT COMPANY LP | BUDA, TX | Trustee | 68 | $10.9M | $47K | $0 |
| TRIMAS CORPORATION TRIMAS CORPORATION UNION EMPLOYEES PENSION PLAN | BLOOMFIELD HILLS, MI | TPA / Administrator | 99 | $10.7M | $16K | $0 |
| TEXAS LEHIGH CEMENT COMPANY LP RETIREMENT PLAN FOR HOURLY EMPLOYEES LEHIGH CEMENT COMPANY LP | BUDA, TX | Trustee | 84 | $10.7M | $45K | $0 |
| TEXAS LEHIGH CEMENT COMPANY LP RETIREMENT PLAN FOR HOURLY EMPLOYEES LEHIGH CEMENT COMPANY LP | BUDA, TX | Trustee | 117 | $9.3M | $46K | $0 |
| HOLLAND & KNIGHT LLP HOLLAND & KNIGHT DEFINED BENEFIT PENSION PLAN | BRANDON, FL | Other service providers | 49 | $5.6M | $12K | $0 |
| KOPPERS INC. RETIREMENT PLAN FOR KOPPERS INC. | PITTSBURGH, PA | Trustee | 47 | $5.0M | $16K | $0 |
| LIMONEIRA COMPANY LIMONEIRA COMPANY RETIREMENT PLAN | SANTA PAULA, CA | Other service providers | 0 | $23K | $51K | $0 |
| HOLLAND & KNIGHT LLP HOLLAND & KNIGHT DEFINED BENEFIT PENSION PLAN | BRANDON, FL | Other service providers | 0 | $0 | $9K | $0 |
