DELAWARE 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
28
Active participants
108,228
Total plan assets
$10.3B
Filings (rows)
29
Direct comp
$2.3M
Indirect comp
$0
Aggregating 2 name variants under "DELAWARE INVESTMENT"
SERVICES PROVIDED
Other24
Advisor / Consultant4
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| MACQUARIE LARGE CAP VALUE TRUS | 2 |
Top plans served
Showing top 29 of 28 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| 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 |
| NATIONAL FUEL GAS COMPANY NATIONAL FUEL GAS COMPANY RETIREMENT PLAN | WILLIAMSVILLE, NY | Other INVESTMENT MGMT | 613 | $941.1M | $237K |
| 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 |
| ENGINEERS AGC PENSION ENGINEERS AGC PENSION PLAN OF THE INLAND EMPIRE | SEATTLE, WA | Other NONE | 977 | $214.9M | $80K |
| ENGINEERS AGC PENSION ENGINEERS AGC PENSION PLAN OF THE INLAND EMPIRE | SEATTLE, WA | Other NONE | 1,033 | $199.0M | $199K |
| ENGINEERS AGC PENSION ENGINEERS AGC PENSION PLAN OF THE INLAND EMPIRE | SEATTLE, WA | Other NONE | 977 | $192.3M | $209K |
| 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 |
| 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 |
| IDAHO OPERATING ENGINEERS-EMPLOYERS PENS IDAHO OPERATING ENGINEERS EMPLOYERS PENSION PLAN | SPOKANE, WA | Other NONE | 625 | $151.9M | $75K |
| 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 |
| ROOFERS LOCAL NO. 20 PENSION PLAN ROOFERS LOCAL NO. 20 PENSION PLAN | RAYTOWN, MO | Advisor / Consultant INVESTMENT MANAGER | 540 | $104.9M | $61K |
| 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 |
| 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 |
| 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 |
| MILKEN INSTITUTE MILKEN INSTITUTE 403(B) PLAN | SANTA MONICA, CA | Other INVESTMENT PROVIDER | 200 | $22.5M | $0 |
| 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 |
| BOSMA INDUSTRIES FOR THE BLIND BOSMA INDUSTRIES FOR THE BLIND, INC. 403(B) PLAN | INDIANAPOLIS, IN | Other INVESTMENT PROVIDER | 181 | $8.6M | $0 |
| PCI NITROGEN, LLC PCI NITROGEN, LLC HOURLY RETIREMENT PLAN | PASADENA, TX | Other INVESTMENT PROVIDER | 74 | $4.9M | $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 | 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 |
| DATA LISTING SERVICES DBA THE CONNECTION DATA LISTING SERVICES DBA THE CONNECTION 401(K) PLAN | BURNSVILLE, MN | Other INVESTMENT PROVIDER | 207 | $2.1M | — |
| PENNOCK HOSPITAL PENNOCK HOSPITAL 401(A) RETIREMENT PLAN | HASTINGS, MI | Other INVESTMENT PROVIDER | 4 | $317K | $0 |
| 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 |