EATON VANCE
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
123
Active participants
446,746
Total plan assets
$149.7B
Filings (rows)
124
Direct comp
$10.7M
Indirect comp
$26K
Aggregating 9 name variants under "EATON VANCE"
SERVICES PROVIDED
Other119
Advisor / Consultant3
Custodian1
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| ATLANTA CAPITAL SMID-CAP FUND | 10 |
| EV HIGH YIELD BOND I | 6 |
| EATON VANCE LARGE-CAP VALUE A | 5 |
| EATON VANCE INSTITUTIONAL SR LN FD | 3 |
| PARAMETRIC CORE EM | 3 |
| EATON VANCE COLL TRUST HIGH YIELD | 3 |
| MAC II STRATEGY | 3 |
| EVTC/MULTI-ASSET CREDIT FUND II | 3 |
| EATON VANCE EME CL I | 3 |
| EATON VANCE TRUST COLLECTIV | 3 |
| MULTI-ASSET CREDIT FUND II | 3 |
| EATON VANCE TRUST COMP MULTI-ASSET | 3 |
| EATON VANCE US SMALL CAP CIT | 3 |
| EATON VANCE TRUST CO CIT HIGH YIELD | 3 |
| EATON VANCE LARGE-CAP VALUE I | 2 |
| EATON VANCE US SMALL CAP FUND | 2 |
| JOHN HANCOCK USA | 2 |
| EATON VANCE FLOATINGRATE & HI INCA | 2 |
| INSTITUTIONAL SENIOR LOAN FUND | 2 |
| EVTC/PARAMETRIC EMERGING MARKET EQ | 2 |
| EV ATLNTA CAP SMID CAP A | 2 |
| EATON VANCE LARTE-CAP VALUE A | 1 |
| EATON VANCE FLOATING-RATE HI A | 1 |
| EV EMPLOYEE BENEFITS PSSP FUND | 1 |
| EATON VANCE TRUST CO COLLECTIVE INV | 1 |
Top plans served
Showing top 124 of 123 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| TWDC ENTERPRISES 18 CORP. THE WALT DISNEY COMPANY RETIREMENT PLAN MASTER TRUST | BURBANK, CA | Other NONE | — | $17.4B | $777K |
| TWDC ENTERPRISES 18 CORP. THE WALT DISNEY COMPANY RETIREMENT PLAN MASTER TRUST | BURBANK, CA | Other NONE | — | $16.6B | $1.1M |
| HONEYWELL INTERNATIONAL INC HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST | CHARLOTTE, NC | Other NONE | — | $16.2B | $400K |
| TWDC ENTERPRISES 18 CORP. THE WALT DISNEY COMPANY RETIREMENT PLAN MASTER TRUST | BURBANK, CA | Other NONE | — | $15.3B | $500K |
| HONEYWELL INTERNATIONAL INC HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST | CHARLOTTE, NC | Other NONE | — | $15.3B | $229K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Other NONE | 14,959 | $11.8B | $11K |
| LIBERTY MUTUAL GROUP INC. LIBERTY MUTUAL 401(K) PLAN | BOSTON, MA | Other NONE | 31,562 | $11.4B | $1.5M |
| LIBERTY MUTUAL GROUP INC. LIBERTY MUTUAL 401(K) PLAN | BOSTON, MA | Other NONE | 34,618 | $10.6B | $880K |
| LIBERTY MUTUAL GROUP INC. LIBERTY MUTUAL 401(K) PLAN | BOSTON, MA | Other NONE | 37,052 | $8.8B | $1.2M |
| MARS, INCORPORATED U. S. RETIREMENT PLAN | HACKETTSTOWN, NJ | Other NONE | 9,670 | $5.4B | $26K |
| XCEL ENERGY INC. XCEL ENERGY PENSION PLAN AND XCEL ENERGY PENSION PLAN FOR BARGAINING EMPLOYEES | MINNEAPOLIS, MN | Other NONE | 7,317 | $1.3B | $135K |
| XCEL ENERGY INC XCEL ENERGY PENSION PLAN AND XCEL ENERGY PENSION PLAN FOR BARGAINING EMPLOYEES | MINNEAPOLIS, MN | Other NONE | 7,262 | $1.3B | $150K |
| XCEL ENERGY INC. XCEL ENERGY PENSION PLAN AND XCEL ENERGY PENSION PLAN FOR BARGAINING EMPLOYEES | MINNEAPOLIS, MN | Other NONE | 7,305 | $1.2B | $126K |
| INTERNATIONAL UNION OF OPERTING ENG. PEN FUND OF E.PENNSYLVANIA AND DE INTERNATIONAL UNION OF OPERATING ENGINEERS PENSION FUND OF EASTERN PENNSYLVANIA AND DELAWARE | FORT WASHINGTON, PA | Other NONE | 2,918 | $1.0B | $57K |
| INTERNATIONAL UNION OF OPERTING ENG. PEN FUND OF E.PENNSYLVANIA AND DE INTERNATIONAL UNION OF OPERATING ENGINEERS PENSION FUND OF EASTERN PENNSYLVANIA AND DELAWARE | FORT WASHINGTON, PA | Other NONE | 2,911 | $956.3M | $287K |
| XCEL ENERGY INC. NEW CENTURY ENERGIES, INC. RETIREMENT PLAN FOR PUBLIC SERVICE COMPANY OF COLORADO BARGAINING UNIT EES AND FORMER NON-BARGAINING UNIT EES | MINNEAPOLIS, MN | Other NONE | 1,953 | $918.9M | $105K |
| XCEL ENERGY INC NEW CENTURY ENERGIES INC RETIREMENT PLAN FOR PUBLIC SERVICE COMPANY OF COLORADO BARGAINING UNIT EES AND FORMER NON-BARGAINING UNIT EES | MINNEAPOLIS, MN | Other NONE | 1,942 | $909.1M | $73K |
| BOARD OF TRUSTEES OF THE PAINTING INDUSTRY ANNUITY FUND PAINTING INDUSTRY ANNUITY FUND | NEW YORK, NY | Other NONE | 5,406 | $884.1M | $61K |
| XCEL ENERGY INC. NEW CENTURY ENERGIES, INC. RETIREMENT PLAN FOR PUBLIC SERVICE COMPANY OF COLORADO BARGAINING UNIT EES AND FORMER NON-BARGAINING UNIT EES | MINNEAPOLIS, MN | Other NONE | 1,952 | $860.3M | $80K |
| BOARD OF TRUSTEES OF THE PAINTING INDUSTRY ANNUITY FUND PAINTING INDUSTRY ANNUITY FUND | NEW YORK, NY | Other NONE | 5,414 | $812.2M | $81K |
| BOARD OF TRUSTEES OF THE PAINTING INDUSTRY ANNUITY FUND PAINTING INDUSTRY ANNUITY FUND | NEW YORK, NY | Other NONE | 5,509 | $745.0M | $92K |
| BOARD OF TRUSTEES - ADJUSTABLE PLAN OF THE UNITE HERE RETIREMENT FUND THE ADJUSTABLE PLAN OF THE UNITE HERE RETIREMENT | WHITE PLAINS, NY | Other NONE | 49,655 | $449.9M | $117K |
| BOARD OF TRUSTEES LOCAL 1298 PENSION FUND LABORERS LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES PENSION FUND | HEMPSTEAD, NY | Advisor / Consultant INVESTMENT MANAGER | 1,218 | $434.1M | $94K |
| XCEL ENERGY INC. XCEL ENERGY INC. EMPLOYEE WELFARE BENEFIT PLAN | MINNEAPOLIS, MN | Other NONE | 11,534 | $420.7M | $74K |
| XCEL ENERGY INC. XCEL ENERGY INC. EMPLOYEE WELFARE BENEFIT PLAN | MINNEAPOLIS, MN | Other NONE | 11,295 | $415.3M | $73K |
| XCEL ENERGY INC. XCEL ENERGY INC. EMPLOYEE WELFARE BENEFIT PLAN | MINNEAPOLIS, MN | Other NONE | 12,258 | $409.6M | $76K |
| BOARD OF TRUSTEES LOCAL 1298 PENSION FUND LABORERS LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES PENSION FUND | HEMPSTEAD, NY | Advisor / Consultant INVESTMENT MANAGER | 1,184 | $384.8M | $86K |
| XCEL ENERGY INC. NEW CENTURY ENERGIES, INC. RETIREMENT PLAN FOR SOUTHWESTERN PUBLIC SERVICE CO. BARGAINING UNIT EE AND FORMER NON-BARGAINING UNIT EMPLOYEES | MINNEAPOLIS, MN | Other NONE | 868 | $361.6M | $41K |
| BOARD OF TRUSTEES LOCAL 138, 138A, 138B & 138C IUOE ANNUITY FUND LOCAL 138, 138A, 138B & 138C INTERNATI OF OPERATING ENGINEERS ANNUITY FUND | FARMINGDALE, NY | Other NONE | 1,338 | $358.6M | $422K |
| XCEL ENERGY INC NEW CENTURY ENERGIES INC RETIREMENT PLAN FOR SOUTHWESTERN PUBLIC SERVICE CO BARGAINING UNIT EES AND FORMER NON-BARGAINING UNIT EMPLOYEES | MINNEAPOLIS, MN | Other NONE | 847 | $353.2M | $28K |
| BOARD OF TRUSTEES - ADJUSTABLE PLAN OF THE UNITE HERE RETIREMENT FUND THE ADJUSTABLE PLAN OF THE UNITE HERE RETIREMENT | WHITE PLAINS, NY | Other NONE | 41,173 | $349.2M | $128K |
| XCEL ENERGY INC. NEW CENTURY ENERGIES, INC. RETIREMENT PLAN FOR SOUTHWESTERN PUBLIC SERVICE CO. BARGAINING UNIT EE AND FORMER NON-BARGAINING UNIT EMPLOYEES | MINNEAPOLIS, MN | Other NONE | 892 | $342.7M | $32K |
| BOARD OF TRUSTEES LOCAL 138, 138A, 138B & 138C IUOE ANNUITY FUND LOCAL 138, 138A, 138B & 138C INTERNATI OF OPERATING ENGINEERS ANNUITY FUND | FARMINGDALE, NY | Other NONE | 1,544 | $330.3M | $396K |
| BOARD OF TRUSTEES LOCAL 1298 ANNUITY FUND LABORERS LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES ANNUITY FUND | HEMPSTEAD, NY | Advisor / Consultant INVESTMENT MANAGER | 1,479 | $269.2M | $60K |
| BOARD OF TRUSTEES - ADJUSTABLE PLAN OF THE UNITE HERE RETIREMENT FUND THE ADJUSTABLE PLAN OF THE UNITE HERE RETIREMENT | WHITE PLAINS, NY | Other NONE | 42,309 | $261.7M | $75K |
| BOARD OF TRUSTEES LOCAL 1298 ANNUITY FUND LABORERS LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES ANNUITY FUND | HEMPSTEAD, NY | Custodian CUSTODIAN-MANAGER | 1,482 | $250.4M | $56K |
| BOARD OF TRUSTEES - TRI-STATE CARPENTERS AND JOINERS PENSION TRI-STATE CARPENTERS AND JOINERS PENSION TRUST FUND | GOODLETTSVILLE, TN | Other NONE | 2,208 | $209.8M | $0 |
| XCEL ENERGY INC. XCEL ENERGY INC. NON-BARGAINING PENSION PLAN (SOUTH) | MINNEAPOLIS, MN | Other NONE | 933 | $196.1M | $19K |
| TRUSTEES - U. A. LOCAL UNION NO. 614 PENSION PLAN U. A. LOCAL UNION NO. 614 PENSION PLAN | GOODLETTSVILLE, TN | Other INVESTMENT PROVIDER | 1,609 | $195.6M | $0 |
| XCEL ENERGY INC. XCEL ENERGY INC. NON-BARGAINING PENSION PLAN (SOUTH) | MINNEAPOLIS, MN | Other NONE | 893 | $194.3M | $26K |
| BOARD OF TRUSTEES, OPERATING ENGINEERS PENSION TRUST FUND OF WASHINGTO OPERATING ENGINEERS PENSION TRUST FUND OF WASHINGTON D.C. AND VICINITY | SPARKS, MD | Other NONE | 1,270 | $186.2M | $52K |
| XCEL ENERGY INC. XCEL ENERGY INC. NON-BARGAINING PENSION PLAN (SOUTH) | MINNEAPOLIS, MN | Other NONE | 895 | $184.1M | $19K |
| TRUSTEES - U.A. LOCAL UNION NO. 614 PENSION PLAN U.A. LOCAL UNION NO. 614 PENSION PLAN | GOODLETTSVILLE, TN | Other INVESTMENT PROVIDER | 1,248 | $166.1M | — |
| IBEW LOCAL UNION NO. 99 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 99 ANNUITY PLAN | CRANSTON, RI | Other INVESTMENT PROVIDER | 1,042 | $162.2M | $0 |
| BOT SHEET METAL WORKERS LOCAL UNION NO.17 SUPPLEMENTAL PENSION FUND SHEET METAL WORKERS LOCAL UNION NO. 17 SUPPLEMENTAL PENSION PLAN | DORCHESTER, MA | Other NONE | 1,671 | $143.7M | $0 |
| SOUTHWEST MULTICRAFT SOUTHWEST MULTICRAFT HEALTH & WELFARE TRUST FUND | ALBUQUERQUE, NM | Other NONE | 3,433 | $143.5M | $22K |
| IBEW LOCAL UNION NO. 99 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 99 ANNUITY PLAN | CRANSTON, RI | Other INVESTMENT PROVIDER | 1,020 | $143.1M | $0 |
| NEW ENGLAND ELECTRICAL WORKERS BENEFITS FUND NEW ENGLAND ELECTRICAL WORKERS BENEFITS FUND | MERIDEN, CT | Other NONE | 4,070 | $139.9M | $53K |
| BOARD OF TRUSTEES IRON WORKERS LOCAL 401 ANNUITY FUND IRON WORKERS LOCAL 401 ANNUITY FUND | PHILADELPHIA, PA | Other NONE | 820 | $139.7M | $83K |
| BOARD OF TRUSTEES IRON WORKERS LOCAL 401 ANNUITY FUND IRON WORKERS LOCAL 401 ANNUITY FUND | PHILADELPHIA, PA | Other NONE | 847 | $129.4M | $78K |
| BOARD OF TRUSTEES IRON WORKERS LOCAL 401 ANNUITY FUND IRON WORKERS LOCAL 401 ANNUITY FUND | PHILADELPHIA, PA | Other NONE | 995 | $121.0M | $83K |
| BOT SHEET METAL WORKERS LOCAL UNION NO.17 SUPPLEMENTAL PENSION FUND SHEET METAL WORKERS LOCAL UNION NO. 17 SUPPLEMENTAL PENSION PLAN | DORCHESTER, MA | Other NONE | 1,635 | $120.8M | $0 |
| THE NEW YORK RACING ASSOCIATION INC PENSION PLAN FOR UNION EMPLOYEES OF THE NEW YORK RACING ASSOCIATION, INC. | JAMAICA, NY | Other NONE | 107 | $120.3M | $41K |
| NEW YORK RACING ASSOCIATION, INC. PENSION PLAN FOR UNION EMPLOYEES OF THE NEW YORK RACING ASSOCIATION, INC. | JAMAICA, NY | Other NONE | 115 | $119.6M | $39K |
| NEW ENGLAND ELECTRICAL WORKERS BENEFITS FUND NEW ENGLAND ELECTRICAL WORKERS BENEFITS FUND | WALLINGFORD, CT | Other NONE | 3,812 | $119.0M | $38K |
| SHEET METAL WORKERS LOCAL UNION NO. 17 INSURANCE FUND SHEET METAL WORKERS LOCAL UNION NO. 17 INSURANCE FUND | DORCHESTER, MA | Other NONE | 1,948 | $117.7M | $0 |
| SOUTHWEST MULTICRAFT SOUTHWEST MULTICRAFT HEALTH & WELFARE TRUST FUND | ALBUQUERQUE, NM | Other NONE | 3,503 | $116.6M | $39K |
| SHEET METAL WORKERS LOCAL UNION NO. 17 INSURANCE FUND SHEET METAL WORKERS LOCAL UNION NO. 17 INSURANCE FUND | DORCHESTER, MA | Other NONE | 1,786 | $102.8M | $0 |
| TRUSTEES OF IBEW - NECA SWHBF IBEW - NECA SOUTHWESTERN HEALTH AND BENEFIT FUND | DALLAS, TX | Other NONE | 8,637 | $96.5M | $28K |
| NEW ENGLAND ELECTRICAL WORKERS BENEFITS FUND NEW ENGLAND ELECTRICAL WORKERS BENEFITS FUND | WALLINGFORD, CT | Other NONE | 3,589 | $93.6M | $22K |
| YORK BUILDING PRODUCTS CO., INC. YORK BUILDING PRODUCTS CO. INC. PROFIT SHARING PLAN AND TRUST | YORK, PA | Other NONE | 371 | $87.3M | $0 |
| TRUSTEES OF IBEW - NECA SWHBF IBEW - NECA SOUTHWESTERN HEALTH AND BENEFIT FUND | DALLAS, TX | Other INV MGR | 7,816 | $84.6M | $38K |
| MCLANE MIDDLETON PROFESSIONAL ASSOCIATION MCLANE MIDDLETON PROFESSIONAL ASSOCIATION PENSION PLAN | MANCHESTER, NH | Other NONE | 101 | $73.7M | $65K |
| NEW YORK RACING ASSOCIATION, INC. RETIREMENT PLAN FOR ADMINISTRATIVE AND RACING EMPLOYEES OF THE NEW YORK RACING ASSOCIATION, INC. | JAMAICA, NY | Other NONE | 41 | $62.0M | $25K |
| NEW YORK RACING ASSOCIATION, INC. RETIREMENT PLAN FOR ADMINISTRATIVE AND RACING EMPLOYEES OF THE NEW YORK RACING ASSOCIATION, INC. | JAMAICA, NY | Other NONE | 42 | $61.8M | $35K |
| NEW YORK RACING ASSOCIATION, INC. PENSION PLAN FOR EMPLOYEES OF THE MUTUEL DEPARTMENT OF THE NEW YORK RACING ASSOCIATION, INC. | JAMAICA, NY | Other NONE | 0 | $59.6M | $55K |
| NEW YORK RACING ASSOCIATION, INC. PENSION PLAN FOR EMPLOYEES OF THE MUTUEL DEPARTMENT OF THE NEW YORK RACING ASSOCIATION, INC. | JAMAICA, NY | Other NONE | 41 | $56.1M | $78K |
| MID-SOUTH REGIONAL COUNCIL LOCAL 318 MONEY PURCHASE PENSION TRUST MID-SOUTH REGIONAL COUNCIL LOCAL 318 MONEY | GOODLETTSVILLE, TN | Other NONE | 612 | $48.2M | $7K |
| MID-SOUTH REGIONAL COUNCIL LOCAL 318 MONEY PURCHASE PENSION TRUST MID-SOUTH REGIONAL COUNCIL LOCAL 318 MONEY | GOODLETTSVILLE, TN | Other NONE | 554 | $41.5M | $6K |
| NEW YORK RACING ASSOCIATION, INC. PENSION PLAN FOR EMPLOYEES OF THE MAINTENANCE DEPARTMENT OF THE NYRA | JAMAICA, NY | Other NONE | 51 | $39.2M | $49K |
| ROSE COMPANIES EMPLOYER, LLC ROSE COMPANIES EMPLOYER 401(K) PLAN | INDEPENDENCE, OH | Other NONE | 401 | $36.9M | $0 |
| ROSE COMPANIES EMPLOYER, LLC ROSE COMPANIES EMPLOYER 401(K) PLAN | INDEPENDENCE, OH | Other NONE | 97 | $36.1M | $0 |
| CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS | SACRAMENTO, CA | Other NONE | 5,806 | $33.6M | $10K |
| CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS | BURLINGAME, CA | Other NONE | 5,694 | $31.8M | $9K |
| ROSE COMPANIES EMPLOYER, LLC ROSE COMPANIES EMPLOYER 401(K) PLAN | INDEPENDENCE, OH | Other NONE | 461 | $31.1M | $0 |
| CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS | SACRAMENTO, CA | Other NONE | 5,809 | $30.8M | $11K |
| DIVERSE POWER INCORPORATED, AN ELECTRIC MEMBERSHIP CORPORATION DIVERSE POWER 401K PLAN | LAGRANGE, GA | Other INVESTMENT PROVIDER | 137 | $29.3M | $0 |
| TYTO ATHENE LLC TYTO ATHENE LLC 401(K) PLAN | HERNDON, VA | Other NONE | 702 | $24.9M | $0 |
| STEWART & TATE, INC. STEWART & TATE EMPLOYEES PROFIT SHARING PLAN | YORK, PA | Other NONE | 168 | $23.3M | $0 |
| GLAZIERS LOCAL 387 PENSION PLAN GLAZIERS LOCAL 387 PENSION PLAN | INDIANAPOLIS, IN | Other NONE | 54 | $22.9M | $22K |
| GLAZIERS LOCAL 387 PENSION PLAN GLAZIERS LOCAL 387 PENSION PLAN | INDIANAPOLIS, IN | Other NONE | 59 | $20.8M | $17K |
| ROBSON FORENSIC, INC. ROBSON FORENSIC, INC. 401(K) PLAN | LANCASTER, PA | Other NONE | 186 | $20.2M | $0 |
| VANGUARD DIRECT VANGUARD DIRECT 401(K) RETIREMENT PLAN | NEW YORK, NY | Other NONE | 131 | $18.8M | $0 |
| DUFRESNE SPENCER GROUP HOLDINGS, LLC ASHLEY FURNITURE HOMESTORE 401(K) PLAN | MEMPHIS, TN | Other NONE | 2,757 | $17.6M | $0 |
| TYTO ATHENE LLC TYTO ATHENE LLC 401(K) PLAN | HERNDON, VA | Other NONE | 660 | $17.1M | $0 |
| DUFRESNE SPENCER GROUP HOLDINGS, LLC ASHLEY FURNITURE HOMESTORE 401(K) PLAN | MEMPHIS, TN | Other NONE | 2,537 | $17.1M | $0 |
| AV DELAWARE HOLDINGS LIMITED AVD 401(K) PLAN | ROSEVILLE, CA | Other NONE | 479 | $16.2M | $0 |
| ROBSON FORENSIC, INC. ROBSON FORENSIC, INC. 401(K) PLAN | LANCASTER, PA | Other NONE | 172 | $15.6M | $0 |
| AV DELAWARE HOLDINGS LIMITED AVD 401(K) PLAN | ROSEVILLE, CA | Other NONE | 499 | $13.1M | $0 |
| NM STATE CONFERENCE OF THE MASONS' PENSION TRUST FUND NM STATE CONFERENCE OF THE OPERATIVE PLASTERERS' & CEMENT MASONS' PENSION TRUST FUND | ALBUQUERQUE, NM | Other NONE | 190 | $12.5M | $10K |
| NM STATE CONFERENCE OF THE MASONS' PENSION TRUST FUND NM STATE CONFERENCE OF THE OPERATIVE PLASTERERS' & CEMENT MASONS' PENSION TRUST FUND | ALBUQUERQUE, NM | Other NONE | 86 | $12.2M | $11K |
| PHYSICIANS' PRACTICE ENHANCEMENT,INC. PHYSICIANS' PRACTICE ENHANCEMENT, LLC 401(K) PROFIT SHARING PLAN | RED BANK, NJ | Other NONE | 140 | $9.7M | $0 |
| ORCHARD THERAPEUTICS NORTH AMERICA ORCHARD THERAPEUTICS 401(K) PLAN | FOSTER CITY, CA | Other NONE | 31 | $9.6M | $0 |
| ENDOTRONIX, INC. ENDOTRONIX, INC. 401(K) PLAN | NAPERVILLE, IL | Other NONE | 146 | $9.1M | $0 |
| FIDUCIAL, INC. FIDUCIAL 401(K) RETIREMENT SAVINGS PLAN | COLUMBIA, MD | Other NONE | 108 | $8.9M | $0 |
| ORCHARD THERAPEUTICS NORTH AMERICA ORCHARD THERAPEUTICS 401(K) PLAN | FOSTER CITY, CA | Other NONE | 33 | $8.5M | $0 |
| CTI III LLC CTI III LLC 401(K) PROFIT SHARING PLAN AND TRUST | FOLSOM, CA | Other NONE | 72 | $8.3M | $0 |
| FIDUCIAL, INC. FIDUCIAL 401(K) RETIREMENT SAVINGS PLAN | COLUMBIA, MD | Other NONE | 97 | $8.0M | $0 |
| THE MILLER-CLAPPERTON PARTNERSHIP, INC. THE MILLER-CLAPPERTON PARTNERSHIP, INC. 401(K) RETIREMENT PLAN | AUSTELL, GA | Other NONE | 146 | $7.7M | $0 |
| UVC MANAGEMENT, LLC DBA UNITED VEIN & VASCULAR CENTERS UNITED VEIN & VASCULAR CENTERS 401(K) PLAN | TAMPA, FL | Other NONE | 511 | $7.5M | $0 |
| PCI GROUP, INC. PCI GROUP, INC. 401(K) PLAN | FORT MILL, SC | Other NONE | 313 | $7.2M | $0 |
| CTI III LLC CTI III LLC 401(K) PROFIT SHARING PLAN AND TRUST | FOLSOM, CA | Other NONE | 116 | $7.1M | $0 |
| PCI GROUP, INC. PCI GROUP, INC. 401(K) PLAN | FORT MILL, SC | Other NONE | 296 | $6.7M | $0 |
| MCKENZIE COUNTY HEALTHCARE SYSTEMS, INC. MCKENZIE COUNTY HEALTHCARE SYSTEMS, INC. 403(B) PLAN | WATFORD CITY, ND | Other INVESTMENT PROVIDER | 201 | $6.5M | $0 |
| FIDUCIAL, INC. FIDUCIAL 401(K) RETIREMENT SAVINGS PLAN | COLUMBIA, MD | Other NONE | 111 | $6.2M | $0 |
| THE MILLER-CLAPPERTON PARTNERSHIP, INC. THE MILLER-CLAPPERTON PARTNERSHIP, INC. 401(K) RETIREMENT PLAN | AUSTELL, GA | Other NONE | 157 | $6.2M | $0 |
| MCKENZIE COUNTY HEALTHCARE SYSTEMS, INC. MCKENZIE COUNTY HEALTHCARE SYSTEMS, INC. 403(B) PLAN | WATFORD CITY, ND | Other INVESTMENT PROVIDER | 207 | $5.9M | $0 |
| MCKENZIE COUNTY HEALTHCARE SYSTEMS, INC. MCKENZIE COUNTY HEALTHCARE SYSTEMS, INC. 403(B) PLAN | WATFORD CITY, ND | Other INVESTMENT PROVIDER | 207 | $5.9M | $0 |
| AV DELAWARE HOLDINGS LIMITED AVD 401(K) PLAN | ROSEVILLE, CA | Other NONE | 10 | $5.7M | $0 |
| SCHUBEMO HOLDINGS, INC. APEX RETIREMENT SAVINGS PLAN | JOPLIN, MO | Other NONE | 148 | $5.2M | $0 |
| ST. MARYS NURSING CENTER INC. ST. MARYS NURSING CENTER RETIREMENT PLAN | LEONARDTOWN, MD | Other NONE | 132 | $4.7M | $0 |
| INSPIRE COMMUNITIES, LLC INSPIRE COMMUNITIES, LLC 401(K) PLAN | PHOENIX, AZ | Other NONE | 355 | $4.0M | $0 |
| ST. MARYS NURSING CENTER INC. ST. MARYS NURSING CENTER RETIREMENT PLAN | LEONARDTOWN, MD | Other NONE | 135 | $3.8M | $0 |
| INSPIRE COMMUNITIES, LLC INSPIRE COMMUNITIES, LLC 401(K) PLAN | PHOENIX, AZ | Other NONE | 407 | $3.5M | $0 |
| PHA AMERICA INC PHA AMERICA, INC. 401(K) PLAN | MONTGOMERY, AL | Other NONE | 136 | $2.7M | $0 |
| INSPIRE COMMUNITIES, LLC INSPIRE COMMUNITIES, LLC 401(K) PLAN | PHOENIX, AZ | Other NONE | 361 | $2.6M | $0 |
| EXTRUSIONS, INC. EXTRUSIONS, INC., ANODIZING, INC. & AFFILIATES 401(K) PROFIT SHARING PLAN | FORT SCOTT, KS | Other NONE | 104 | $2.5M | $0 |
| PHA AMERICA INC PHA AMERICA, INC. 401(K) PLAN | MONTGOMERY, AL | Other NONE | 126 | $2.2M | $0 |
| BETTERA BRANDS, LLC BETTERA BRANDS, LLC 401(K) PROFIT SHARING PLAN | SOUTH SAN FRANCISCO, CA | Other NONE | 286 | $1.8M | $0 |
| VISCARIELLO HOSPITALITY GROUP, INC. VISCARIELLO HOSPITALITY GROUP, INC. 401(K) PLAN | PLYMOUTH, MA | Other NONE | 235 | $910K | $0 |
| ORCHARD THERAPEUTICS NORTH AMERICA ORCHARD THERAPEUTICS 401(K) PLAN | FOSTER CITY, CA | Other NONE | 0 | $8K | $0 |
| TYTO ATHENE LLC TYTO ATHENE LLC 401(K) PLAN | HERNDON, VA | Other NONE | 0 | $0 | $0 |
| BETTERA BRANDS, LLC BETTERA BRANDS, LLC 401(K) PROFIT SHARING PLAN | SOUTH SAN FRANCISCO, CA | Other NONE | 0 | $0 | $0 |
| FRAMEBRIDGE, INC. FRAMEBRIDGE, INC. 401(K) PLAN | WASHINGTON, DC | Other NONE | 0 | $0 | $0 |