EDELMAN FINANCIAL
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
173
Active participants
854,500
Total plan assets
$499.4B
Filings (rows)
173
Direct comp
$121.7M
Indirect comp
$121
Aggregating 6 name variants under "EDELMAN FINANCIAL"
SERVICES PROVIDED
Other85
Advisor / Consultant73
TPA / Administrator11
Recordkeeper3
Accountant / Auditor1
Top plans served
All 173 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT | SEATTLE, WA | Other SERVICE PROVIDER | — | $73.5B | $23.4M |
| THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT | SEATTLE, WA | Other SERVICE PROVIDER | — | $71.5B | $21.1M |
| THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT | SEATTLE, WA | Other SERVICE PROVIDER | — | $62.9B | $19.9M |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM 401(K) PLAN | ARMONK, NY | Other PARTY-IN-INTEREST | 49,030 | $60.4B | $164K |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM 401 (K) PLUS PLAN | ARMONK, NY | Other PARTY-IN-INTEREST | 52,674 | $57.4B | $248K |
| SHELL USA, INC. SHELL PROVIDENT FUND | HOUSTON, TX | Other NONE | 12,093 | $11.5B | $3.6M |
| SHELL USA, INC. SHELL PROVIDENT FUND | HOUSTON, TX | Other NONE | 12,718 | $10.7B | $3.3M |
| SHELL USA, INC. SHELL PROVIDENT FUND | HOUSTON, TX | Other NONE | 12,230 | $9.5B | $4.7M |
| NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC NTESS SAVINGS AND INCOME PLAN | ALBUQUERQUE, NM | Advisor / Consultant ADVISOR | 15,950 | $7.2B | $2.0M |
| HARTFORD FIRE INSURANCE COMPANY THE HARTFORD INVESTMENT AND SAVINGS PLAN | HARTFORD, CT | Other NONE | 18,645 | $7.2B | $2.4M |
| HARTFORD FIRE INSURANCE COMPANY THE HARTFORD INVESTMENT AND SAVINGS PLAN | HARTFORD, CT | Other NONE | 18,614 | $6.5B | $2.1M |
| SOUTHERN CALIFORNIA EDISON COMPANY EDISON 401(K) SAVINGS PLAN | ROSEMEAD, CA | Advisor / Consultant INVESTMENT MANAGEMENT | 13,749 | $6.4B | $2.2M |
| SONY CORPORATION OF AMERICA SONY USA 401(K) PLAN | NEW YORK, NY | Other NONE | 13,338 | $6.2B | $1.2M |
| HARTFORD FIRE INSURANCE COMPANY THE HARTFORD INVESTMENT AND SAVINGS PLAN | HARTFORD, CT | Other NONE | 18,377 | $5.6B | $2.0M |
| SONY CORPORATION OF AMERICA SONY USA 401(K) PLAN | NEW YORK, NY | Other NONE | 13,896 | $5.5B | $969K |
| PG&E CORPORATION PG&E CORP. RETIREMENT SAVINGS PLAN FOR UNION-REPRESENTED EMPLOYEES | OAKLAND, CA | Advisor / Consultant ADVISOR | 17,676 | $5.0B | $2.4M |
| PG&E CORPORATION PG&E CORPORATION RETIREMENT SAVINGS PLAN | OAKLAND, CA | Advisor / Consultant ADVISOR | 10,864 | $4.9B | $2.1M |
| CHS/COMMUNITY HEALTH SYSTEMS, INC CHS/COMMUNITY HEALTH SYSTEMS, INC. RETIREMENT SAVINGS PLAN | FRANKLIN, TN | Other INV ADV, PARTICIPANTS | 59,277 | $4.8B | $184K |
| SONY CORPORATION OF AMERICA SONY USA 401(K) PLAN | NEW YORK, NY | Other NONE | 13,118 | $4.5B | $943K |
| PG&E CORPORATION PG&E CORP. RETIREMENT SAVINGS PLAN FOR UNION-REPRESENTED EMPLOYEES | OAKLAND, CA | Advisor / Consultant ADVISOR | 17,143 | $4.4B | $2.7M |
| PG&E CORPORATION PG&E CORPORATION RETIREMENT SAVINGS PLAN | OAKLAND, CA | Advisor / Consultant ADVISOR | 10,231 | $4.3B | $2.3M |
| PG&E CORPORATION PG&E CORP. RETIREMENT SAVINGS PLAN FOR UNION-REPRESENTED EMPLOYEES | OAKLAND, CA | Advisor / Consultant ADVISOR | 15,679 | $3.7B | $2.7M |
| PG&E CORPORATION PG&E CORPORATION RETIREMENT SAVINGS PLAN | OAKLAND, CA | Advisor / Consultant ADVISOR | 9,525 | $3.6B | $2.4M |
| THE NORTHERN TRUST COMPANY THE NORTHERN TRUST COMPANY THRIFT-INCENTIVE PLAN | CHICAGO, IL | Other NONE | 9,702 | $3.3B | $780K |
| LENOVO (UNITED STATES) INC. LENOVO SAVINGS PLAN | MORRISVILLE, NC | Advisor / Consultant ADVISOR | 5,245 | $2.6B | $572K |
| LENOVO (UNITED STATES) INC. LENOVO SAVINGS PLAN | MORRISVILLE, NC | Advisor / Consultant ADVISOR | 4,711 | $2.3B | $533K |
| LENOVO (UNITED STATES) INC. LENOVO SAVINGS PLAN | MORRISVILLE, NC | Advisor / Consultant ADVISOR | 4,748 | $2.0B | $545K |
| TETRA TECH, INC. TETRA TECH, INC. AND SUBSIDIARIES RETIREMENT PLAN | PASADENA, CA | Other INV ADV, PARTICIPANTS | 12,307 | $2.0B | $648K |
| CHEVRON PHILLIPS CHEMICAL COMPANY LP CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN | THE WOODLANDS, TX | Advisor / Consultant INVESTMENT ADVISOR | 4,981 | $1.9B | $30K |
| AMERICAN NATIONAL RED CROSS AMERICAN RED CROSS SAVINGS PLAN | WASHINGTON, DC | Other NONE | 17,892 | $1.7B | $1.3M |
| CHEVRON PHILLIPS CHEMICAL COMPANY LP CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN | THE WOODLANDS, TX | Advisor / Consultant INVESTMENT ADVISORY | 4,782 | $1.7B | $29K |
| PINNACLE WEST CAPITAL CORPORATION PINNACLE WEST CAPITAL CORPORATION SAVINGS PLAN | PHOENIX, AZ | Advisor / Consultant ADVISOR | 6,358 | $1.6B | $20K |
| J.R. SIMPLOT COMPANY SIMPLOT RETIREMENT SAVINGS PLAN | BOISE, ID | Accountant / Auditor MANAGED ACCOUNT PROVIDER | 9,014 | $1.6B | $330K |
| AMERICAN NATIONAL RED CROSS AMERICAN RED CROSS SAVINGS PLAN | WASHINGTON, DC | Other NONE | 17,926 | $1.5B | $1.1M |
| TETRA TECH, INC. TETRA TECH, INC. AND SUBSIDIARIES RETIREMENT PLAN | PASADENA, CA | Other INV ADV, PARTICIPANTS | 10,360 | $1.5B | $515K |
| L'OREAL USA, INC. L'OREAL USA, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | BERKELEY HEIGHTS, NJ | Other NONE | 8,508 | $1.5B | $47K |
| PINNACLE WEST CAPITAL CORPORATION PINNACLE WEST CAPITAL CORPORATION SAVINGS PLAN | PHOENIX, AZ | Advisor / Consultant ADVISOR | 6,085 | $1.5B | $19K |
| MILLIKEN & COMPANY THE MILLIKEN RETIREMENT PLAN | SPARTANBURG, SC | Other NONE | 5,691 | $1.4B | $357K |
| HUNTON ANDREWS KURTH LLP HUNTON ANDREWS KURTH LLP RETIREMENT SAVINGS PLAN | RICHMOND, VA | Advisor / Consultant INVESTMENT ADVISOR | 1,467 | $1.3B | $18K |
| AMERICAN NATIONAL RED CROSS AMERICAN RED CROSS SAVINGS PLAN | WASHINGTON, DC | Other NONE | 17,297 | $1.3B | $984K |
| PINNACLE WEST CAPITAL CORPORATION PINNACLE WEST CAPITAL CORPORATION SAVINGS PLAN | PHOENIX, AZ | Advisor / Consultant ADVISOR | 5,820 | $1.3B | $19K |
| HF SINCLAIR CORPORATION HF SINCLAIR CORPORATION 401(K) RETIREMENT SAVINGS PLAN | DALLAS, TX | Other INV ADV, PARTICIPANTS | 4,139 | $1.2B | $248K |
| MCGUIREWOODS LLP MCGUIREWOODS LLP RETIREMENT SAVINGS PLAN | RICHMOND, VA | Other NONE | 1,898 | $1.2B | $171K |
| PENSKE AUTOMOTIVE GROUP, INC. PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN | BLOOMFIELD HILLS, MI | Other INV ADV, PARTICIPANTS | 13,542 | $1.1B | $15K |
| HF SINCLAIR CORPORATION HF SINCLAIR CORPORATION 401(K) RETIREMENT SAVINGS PLAN | DALLAS, TX | Other INV ADV, PARTICIPANTS | 4,050 | $1.0B | $168K |
| PACTIV EVERGREEN SERVICES INC. EMPLOYEE SAVINGS PLAN | LAKE FOREST, IL | Other INV ADV, PARTICIPANTS | 9,506 | $981.2M | $24K |
| REWORLD PROJECTS, LLC REWORLD SAVINGS PLAN | MORRISTOWN, NJ | Other NONE | 4,157 | $947.7M | $249K |
| CHICAGO MERCANTILE EXCHANGE, INC. CHICAGO MERCANTILE EXCHANGE, INC. 401(K) SAVINGS PLAN | CHICAGO, IL | Other NONE | 2,204 | $932.3M | $19K |
| GREIF PACKAGING LLC GREIF 401(K) RETIREMENT PLAN | DELAWARE, OH | Other INV ADV, PARTICIPANTS | 6,763 | $863.4M | $295K |
| KNIFE RIVER CORPORATION KNIFE RIVER CORPORATION 401(K) RETIREMENT PLAN | BISMARCK, ND | Other INV ADV, PARTICIPANTS | 5,546 | $856.4M | $138K |
| HF SINCLAIR CORPORATION HF SINCLAIR CORPORATION 401(K) RETIREMENT SAVINGS PLAN | DALLAS, TX | Other INV ADV, PARTICIPANTS | 4,004 | $850.5M | $69K |
| MDU RESOURCES GROUP, INC. MDU RESOURCES GROUP, INC. 401(K) RETIREMENT PLAN | BISMARCK, ND | Other INV ADV, PARTICIPANTS | 3,465 | $829.9M | $42K |
| BREAD FINANCIAL PAYMENTS, INC. BREAD FINANCIAL 401(K) PLAN | COLUMBUS, OH | Other NONE | 6,069 | $823.7M | $145K |
| GREIF PACKAGING LLC GREIF 401(K) RETIREMENT PLAN | DELAWARE, OH | Other INV ADV, PARTICIPANTS | 6,498 | $808.1M | $245K |
| BREAD FINANCIAL PAYMENTS, INC. BREAD FINANCIAL 401(K) PLAN | COLUMBUS, OH | Other IONV ADV, PARTICIPANTS | 7,094 | $784.0M | $192K |
| MDU RESOURCES GROUP, INC. MDU RESOURCES GROUP, INC. 401(K) RETIREMENT PLAN | BISMARCK, ND | Other INV ADV, PARTICIPANTS | 2,064 | $775.6M | $194K |
| COVANTA PROJECTS, LLC COVANTA ENERGY SAVINGS PLAN | MORRISTOWN, NJ | Other NONE | 2,945 | $754.1M | $32K |
| KNIFE RIVER CORPORATION KNIFE RIVER CORPORATION 401(K) RETIREMENT PLAN | BISMARCK, ND | Other INV ADV, PARTICIPANTS | 5,233 | $741.2M | $27K |
| GREIF PACKAGING LLC GREIF 401(K) RETIREMENT PLAN | DELAWARE, OH | Other INV ADV, PARTICIPANTS | 6,708 | $708.9M | $194K |
| GODADDY.COM, LLC GODADDY.COM, LLC 401(K) PLAN | TEMPE, AZ | Other INV ADV, PARTICIPANTS | 3,569 | $641.6M | $189K |
| REYNOLDS CONSUMER PRODUCTS LLC 401(K) RETIREMENT PLAN FOR REYNOLDS CONSUMER PRODUCTS | LAKE FOREST, IL | Other INV ADV, PARTICIPANTS | 4,796 | $632.6M | $147K |
| IRB HOLDING CORPORATION INSPIRE BRANDS, INC. 401K RETIREMENT PLAN | ATLANTA, GA | Other NONE | 43,639 | $596.4M | $134K |
| REYNOLDS CONSUMER PRODUCTS LLC 401(K) RETIREMENT PLAN FOR REYNOLDS CONSUMER PRODUCTS | LAKE FOREST, IL | Other INV ADV, PARTICIPANTS | 4,583 | $557.0M | $102K |
| GODADDY.COM, LLC GODADDY.COM, LLC 401(K) PLAN | TEMPE, AZ | Other INV ADV, PARTICIPANTS | 4,141 | $555.7M | $146K |
| OVINTIV USA, INC. OVINTIV U.S. RETIREMENT PLAN | DENVER, CO | Other INV ADV, PARTICIPANTS | 948 | $547.2M | $144K |
| OVINTIV USA INC. OVINTIV U.S. RETIREMENT PLAN | DENVER, CO | Other INV ADV, PARTICIPANTS | 1,002 | $505.6M | $54K |
| ORANGE BUSINESS SERVICES ORANGE GROUP 401(K) PLAN | RESTON, VA | Other NONE | 494 | $473.8M | $143K |
| JOHNSON MATTHEY INC. JOHNSON MATTHEY INC. SALARIED EMPLOYEES SAVINGS INVESTMENT PLAN | WAYNE, PA | Other NONE | 1,742 | $470.1M | $16K |
| GODADDY.COM, LLC GODADDY.COM, LLC 401(K) PLAN | TEMPE, AZ | Other INV ADV, PARTICIPANTS | 4,573 | $447.1M | $127K |
| JOHNSON MATTHEY INC. JOHNSON MATTHEY INC. SALARIED EMPLOYEES SAVINGS INVESTMENT PLAN | WAYNE, PA | Other NONE | 1,912 | $430.6M | $17K |
| EVERGREEN PACKAGING LLC EMPLOYEE SAVINGS PLAN FOR EVERGREEN PACKAGING | LAKE FOREST, IL | Other INV ADV, PARTICIPANTS | 2,070 | $362.3M | $8K |
| MIDWEST RADIOLOGY, P.A. MIDWEST RADIOLOGY P.A. PROFIT SHARING PLAN | ROSEVILLE, MN | Other INV ADV, PARTICIPANTS | 395 | $300.3M | $35K |
| CURIA GLOBAL, INC. CURIA 401(K) PLAN | ALBANY, NY | Other NONE | 1,319 | $285.7M | $51K |
| METSO USA INC. METSO RETIREMENT SAVINGS PLAN | BROOKFIELD, WI | Other INV ADV, PARTICIPANTS | 876 | $280.0M | $94K |
| MIDWEST RADIOLOGY, P.A. MIDWEST RADIOLOGY P.A. PROFIT SHARING PLAN | ROSEVILLE, MN | Other INV ADV, PARTICIPANTS | 383 | $275.3M | $41K |
| HORACE MANN SERVICE CORPORATION HORACE MANN 401K PLAN | SPRINGFIELD, IL | Advisor / Consultant ADVISOR | 1,785 | $265.9M | $52K |
| METSO USA INC. METSO RETIREMENT SAVINGS PLAN | BROOKFIELD, WI | Other INV ADV, PARTICIPANTS | 882 | $263.0M | $76K |
| RED LOBSTER MANAGEMENT LLC RED LOBSTER 401(K) PLAN | ORLANDO, FL | Other INV ADV, PARTICIPANTS | 24,522 | $257.4M | $45K |
| SUBURBAN PROPANE L.P. SUBURBAN PROPANE RETIREMENT SAVINGS AND INVESTMENT PLAN | WHIPPANY, NJ | Other NONE | 3,361 | $254.0M | $152K |
| CAMBRIDGE INFORMATION GROUP, INC. CAMBRIDGE INFORMATION GROUP, INC. 401(K) RETIREMENT PLAN | BETHESDA, MD | Other NONE | 352 | $251.5M | $49K |
| RED LOBSTER RESTAURANTS, LLC RED LOBSTER 401(K) PLAN | ORLANDO, FL | Other INV ADV, PARTICIPANTS | 18,778 | $238.8M | $70K |
| RED LOBSTER MANAGEMENT LLC RED LOBSTER 401(K) PLAN | ORLANDO, FL | Other INV ADV, PARTICIPANTS | 34,980 | $236.9M | $45K |
| MIDWEST RADIOLOGY, P.A. MIDWEST RADIOLOGY P.A. PROFIT SHARING PLAN | ROSEVILLE, MN | Other INV ADV, PARTICIPANTS | 372 | $232.5M | $44K |
| ELEVATE TEXTILES, INC. ELEVATE TEXTILES 401(K) RETIREMENT PLAN | CHARLOTTE, NC | Other NONE | 2,100 | $231.8M | $48K |
| METSO OUTOTEC USA INC. METSO OUTOTEC RETIREMENT SAVINGS PLAN | BROOKFIELD, WI | Other INV ADV, PARTICIPANTS | 842 | $226.0M | $57K |
| EVERUS CONSTRUCTION GROUP, INC. EVERUS 401(K) PLAN | BISMARCK, ND | Other INV ADV, PARTICIPANTS | 1,603 | $194.5M | $14K |
| AG PROCESSING INC THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | OMAHA, NE | Advisor / Consultant INVESTMENT ADVISOR | 1,121 | $187.5M | $61K |
| AG PROCESSING INC THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | OMAHA, NE | Advisor / Consultant INVESTMENT ADVISOR | 1,111 | $172.2M | $84K |
| TRA-MINW, P.S. TRA-MINW, P.S. 401(K) PROFIT SHARING PLAN AND TRUST | TACOMA, WA | Other NONE | 480 | $171.8M | $43K |
| SILTRONIC CORPORATION SILTRONIC CORPORATION SAVINGS PLAN | PORTLAND, OR | Other NONE | 360 | $161.8M | $41K |
| AG PROCESSING INC THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | OMAHA, NE | Advisor / Consultant INVESTMENT ADVISOR | 1,098 | $153.9M | $83K |
| TRA-MINW, P.S. TRA-MINW, P.S. 401(K) PROFIT SHARING PLAN AND TRUST | TACOMA, WA | Other NONE | 459 | $149.1M | $35K |
| BODYCOTE IMT, INC. THE BODYCOTE INTERNATIONAL, INC. RETIREMENT PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISOR | 1,020 | $140.1M | $20K |
| REYNOLDS CONSUMER PRODUCTS LLC 401(K) RETIREMENT PLAN FOR REYNOLDS BARGAINING | LAKE FOREST, IL | Other INV ADV, PARTICIPANTS | 1,270 | $135.2M | $25K |
| BODYCOTE IMT, INC. THE BODYCOTE INTERNATIONAL, INC. RETIREMENT PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISOR | 1,096 | $131.4M | $21K |
| REYNOLDS CONSUMER PRODUCTS LLC 401(K) RETIREMENT PLAN FOR REYNOLDS BARGAINING | LAKE FOREST, IL | Other INV ADV, PARTICIPANTS | 1,312 | $118.8M | $15K |
| BODYCOTE IMT, INC. THE BODYCOTE INTERNATIONAL, INC. RETIREMENT PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISOR | 1,358 | $114.2M | $20K |
| NEW COOPERATIVE, INC. THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | FORT DODGE, IA | Advisor / Consultant INVESTMENT ADVISOR | 1,235 | $113.5M | $36K |
| NEW COOPERATIVE, INC. THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | FORT DODGE, IA | Advisor / Consultant INVESTMENT ADVISOR | 1,150 | $105.6M | $40K |
| THE PROVIDENCE COMMUNITY HEALTH CEN THE PROVIDENCE COMMUNITY HEALTH CENTERS, INC | PROVIDENCE, RI | TPA / Administrator CONTRACT ADMINISTRATOR | 634 | $99.8M | $409K |
| DIMEO CONSTRUCTION COMPANY DIMEO PROFIT SHARING SAVINGS PLAN | PROVIDENCE, RI | TPA / Administrator CONTRACT ADMINISTRATOR | 168 | $92.7M | $315K |
| TREE TOP, INC. TREE TOP, INC. SALARY SAVINGS PLAN | SELAH, WA | Other NONE | 314 | $82.5M | $55K |
| LANDUS COOPERATIVE LANDUS 401(K) PLAN | DES MOINES, IA | Other INV ADV, PARTICIPANTS | 647 | $80.4M | $6K |
| NEW COOPERATIVE, INC. THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | FORT DODGE, IA | Advisor / Consultant INVESTMENT ADVISOR | 844 | $78.5M | $34K |
| HEALTHCARE SOUTH P.C. HEALTHCARE SOUTH RETIREMENT PLAN | ROCKLAND, MA | TPA / Administrator CONTRACT ADMINISTRATOR | 190 | $73.9M | $225K |
| LANDUS COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | DES MOINES, IA | Advisor / Consultant INVESTMENT ADVISOR | 840 | $73.7M | $24K |
| TASCA AUTOMOTIVE GROUP, INC TASCA EMPLOYEES 401(K) PROFIT SHARING PLAN | CRANSTON, RI | Other 0 | 1,297 | $68.3M | $242K |
| LANDUS COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | DES MOINES, IA | Advisor / Consultant INVESTMENT ADVISOR | 710 | $62.7M | $22K |
| HEARTLAND CO-OP THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | DES MOINES, IA | Advisor / Consultant INVESTMENT ADVISOR | 674 | $55.0M | $18K |
| TREE TOP, INC. TREE TOP, INC. HOURLY SAVINGS PLAN | SELAH, WA | Other NONE | 601 | $52.3M | $32K |
| HF SINCLAIR CORPORATION HF SINCLAIR CORPORATION LEGACY PUGET SOUND REFINERY 401(K) PLAN | DALLAS, TX | Other INV ADV, PARTICIPANTS | 275 | $52.2M | $24K |
| HEARTLAND CO-OP THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | DES MOINES, IA | Advisor / Consultant INVESTMENT ADVISOR | 649 | $51.0M | $23K |
| KLM ROYAL DUTCH AIRLINES KLM RETIREMENT SAVINGS PLAN | NEW YORK, NY | Other NONE | 137 | $48.1M | $47K |
| COOPERATIVE FARMERS ELEVATOR THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | ROCK VALLEY, IA | Advisor / Consultant INVESTMENT ADVISOR | 335 | $47.9M | $21K |
| HEARTLAND CO-OP THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | DES MOINES, IA | Advisor / Consultant INVESTMENT ADVISOR | 609 | $46.3M | $28K |
| COOPERATIVE FARMERS ELEVATOR THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | ROCK VALLEY, IA | Advisor / Consultant INVESTMENT ADVISOR | 320 | $42.4M | $25K |
| AMERICAN WATER RESOURCES LLC, DBA ONCOURSE HOME SOLUTIONS ONCOURSE HOME SOLUTIONS 401(K) PLAN | NAPERVILLE, IL | Advisor / Consultant INVESTMENT ADVISOR | 624 | $40.2M | $57K |
| GOLD-EAGLE COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | EAGLE GROVE, IA | Advisor / Consultant INVESTMENT ADVISOR | 290 | $39.6M | $17K |
| INNOVATIVE AG SERVICES CO. THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | MONTICELLO, IA | Advisor / Consultant INVESTMENT ADVISOR | 305 | $38.1M | $13K |
| BERKELEY BOWL PRODUCE INC BERKELEY BOWL PRODUCE INC 401K PROFIT SHARING PLAN | BERKELEY, CA | Advisor / Consultant ADVISOR | 544 | $37.4M | $85K |
| ARDEN BUILDING COMPANIES, LLC ARDEN BUILDING COMPANIES, LLC RETIREMENT PLAN | PAWTUCKET, RI | TPA / Administrator CONTRACT ADMINISTRATOR | 116 | $36.6M | $132K |
| INNOVATIVE AG SERVICES CO. THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | MONTICELLO, IA | Advisor / Consultant INVESTMENT ADVISOR | 284 | $36.5M | $14K |
| COOPERATIVE FARMERS ELEVATOR THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | ROCK VALLEY, IA | Advisor / Consultant INVESTMENT ADVISOR | 313 | $36.2M | $22K |
| GOLD-EAGLE COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | GOLDFIELD, IA | Advisor / Consultant INVESTMENT ADVISOR | 260 | $34.7M | $20K |
| HF SINCLAIR CORPORATION HF SINCLAIR CORPORATION LEGACY PUGET SOUND REFINERY 401(K) PLAN | DALLAS, TX | Other INV ADV, PARTICIPANTS | 291 | $34.7M | $16K |
| BERKELEY BOWL PRODUCE INC BERKELEY BOWL PRODUCE INC 401K PROFIT SHARING PLAN | BERKELEY, CA | Advisor / Consultant ADVISOR | 510 | $34.1M | $74K |
| INNOVATIVE AG SERVICES CO. THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | MONTICELLO, IA | Advisor / Consultant INVESTMENT ADVISOR | 274 | $32.4M | $15K |
| NEXUS COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | CHARLES CITY, IA | Advisor / Consultant INVESTMENT ADVISOR | 246 | $31.4M | $11K |
| GOLD-EAGLE COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | GOLDFIELD, IA | Advisor / Consultant INVESTMENT ADVISOR | 253 | $31.0M | $21K |
| HURON GASTROENTEROLOGY ASSOCIATES, P.C. HURON GASTROENTEROLOGY ASSOCIATES, P.C. SAVINGS AND PROFIT SHARING PLAN AND TRUST | YPSILANTI, MI | Other NONE | 197 | $30.8M | $6K |
| CHRISTIANBOOK, LLC CHRISTIANBOOK, LLC PROFIT-SHARING PLAN | PEABODY, MA | Other ASSET MANAGER | 469 | $28.5M | $126K |
| CHRISTIANBOOK, LLC CHRISTIANBOOK, LLC PROFIT-SHARING PLAN | PEABODY, MA | Other ASSET MANAGER | 437 | $27.6M | $134K |
| GEM PLUMBING AND HEATING CO., INC. GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN | LINCOLN, RI | TPA / Administrator CONTRACT ADMINISTRATOR | 503 | $26.0M | $95K |
| STATELINE COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | BURT, IA | Advisor / Consultant INVESTMENT ADVISOR | 136 | $19.7M | $5K |
| STERLING CORPORATION STERLING EMPLOYEE SAVINGS PLAN | BILLERICA, MA | TPA / Administrator CONTRACT ADMINISTRATOR | 132 | $18.6M | $98K |
| TCA ARCHITECTS, INC. TCA ARCHITECTS, INC. 401(K) PLAN | IRVINE, CA | Advisor / Consultant INVESTMENT MANAGER | 86 | $18.5M | $63K |
| HF SINCLAIR CORPORATION HF SINCLAIR CORPORATION LEGACY PUGET SOUND REFINERY 401(K) PLAN | DALLAS, TX | Other INV ADV, PARTICIPANTS | 327 | $18.2M | $6K |
| TCA ARCHITECTS, INC. TCA ARCHITECTS, INC. 401(K) PLAN | IRVINE, CA | Advisor / Consultant INVESTMENT MANAGER | 101 | $16.9M | $74K |
| BARASCH & MCGARRY, P.C. DBA BARASCH MCGARRY SALZMAN & PENSON BARASCH & MCGARRY, PC CASH BALANCE PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISOR | 146 | $15.1M | $34K |
| NEXUS COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | CHARLES CITY, IA | Advisor / Consultant INVESTMENT ADVISOR | 133 | $14.6M | $9K |
| ARROW DRILLERS, INC. ARROW DRILLERS, INC. 401(K) PROFIT SHARING PLAN | SACRAMENTO, CA | Recordkeeper RECORDKEEPER | 150 | $14.3M | $33K |
| NORTHERN COUNTRY COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | STACYVILLE, IA | Advisor / Consultant INVESTMENT ADVISOR | 96 | $14.3M | $10K |
| TCA ARCHITECTS, INC. TCA ARCHITECTS, INC. 401(K) PLAN | IRVINE, CA | Advisor / Consultant INVESTMENT MANAGER | 105 | $14.3M | $61K |
| WESTERN CONSOLIDATED CO-OP THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | HOLLOWAY, MN | Advisor / Consultant INVESTMENT ADVISOR | 59 | $14.1M | $5K |
| FIVE STAR COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | NEW HAMPTON, IA | Advisor / Consultant INVESTMENT ADVISOR | 182 | $14.0M | $5K |
| VIAFIELD THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | CHARLES CITY, IA | Advisor / Consultant INVESTMENT ADVISOR | 128 | $13.8M | $8K |
| ARROW DRILLERS, INC. ARROW DRILLERS, INC. 401(K) PROFIT SHARING PLAN | SACRAMENTO, CA | Recordkeeper RECORDKEEPER | 140 | $13.6M | $31K |
| J. ARTHUR TRUDEAU MEMORIAL CENTER 403(B) THRIFT PLAN OF J. ARTHUR TRUDEAU MEMORIAL CENTER | WARWICK, RI | TPA / Administrator CONTRACT ADMINISTRATOR | 333 | $12.8M | $36K |
| ARROW DRILLERS, INC. ARROW DRILLERS, INC. 401(K) PROFIT SHARING PLAN | SACRAMENTO, CA | Recordkeeper RECORDKEEPER | 144 | $12.8M | $3K |
| NORTHERN COUNTRY COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | STACYVILLE, IA | Advisor / Consultant INVESTMENT ADVISOR | 97 | $12.5M | $10K |
| FIVE STAR COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | NEW HAMPTON, IA | Advisor / Consultant INVESTMENT ADVISOR | 173 | $12.3M | $6K |
| SHRIVER NURSING SERVICES, INC. SHRIVER NURSING SERVICES, INC 403(B) PLAN | WESTBOROUGH, MA | Advisor / Consultant INVESTMENT MANAGER | 143 | $11.8M | $210K |
| BARASCH & MCGARRY, P.C. DBA BARASCH MCGARRY SALZMAN & PENSON BARASCH & MCGARRY, PC CASH BALANCE PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISOR | 127 | $11.7M | $34K |
| TURNING POINT OF CENTRAL CALIFORNIA TPOCC 401(A) PLAN | VISALIA, CA | Advisor / Consultant INVESTMENT ADVISOR | 644 | $11.6M | $39K |
| MID IOWA COOP THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | BEAMAN, IA | Advisor / Consultant INVESTMENT ADVISOR | 84 | $11.2M | $6K |
| MATOUK TEXTILE WORKS, INC. MATOUK TEXTILE WORKS, INC 401(K) PLAN | FALL RIVER, MA | TPA / Administrator CONTRACT ADMINISTRATOR | 259 | $10.9M | $45K |
| SHRIVER NURSING SERVICES, INC. SHRIVER NURSING SERVICES, INC 403(B) PLAN | WESTBOROUGH, MA | Advisor / Consultant INVESTMENT MANAGER | 168 | $10.6M | $18K |
| MID IOWA COOP THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | BEAMAN, IA | Advisor / Consultant INVESTMENT ADVISOR | 75 | $10.2M | $6K |
| TRIBLE'S, INC. TRIBLE'S INC. PROFIT SHARING PLAN | UPPER MARLBORO, MD | Advisor / Consultant ADVISOR | 235 | $9.7M | $39K |
| SHRIVER NURSING SERVICES, INC. SHRIVER NURSING SERVICES, INC 403(B) PLAN | WESTBOROUGH, MA | Advisor / Consultant INVESTMENT MANAGER | 146 | $9.2M | $28K |
| DGG PROPERTIES CO., INC DATTILO GROUP 401(K) PROFIT SHARING PLAN | WESTBROOK, CT | TPA / Administrator CONTRACT ADMINISTRATOR | 161 | $9.1M | $50K |
| STANLEY TREE SERVICE INC. STANLEY TREE SERVICE, INC. 401(K) PLAN | SMITHFIELD, RI | TPA / Administrator CONTRACT ADMINISTRATOR | 196 | $7.4M | $26K |
| NATIONAL REFRIGERATION, INC NATIONAL REFRIGERATION, INC. 401(K) PLAN | WARWICK, RI | Other 0 | 112 | $7.2M | $39K |
| A.C. NELSEN ENTERPRISES, INC. A.C. NELSEN ENTERPRISES, INC. SAVINGS PLAN | OMAHA, NE | Advisor / Consultant INVESTMENT MANAGEMENT | 116 | $6.6M | $27K |
| A.C. NELSEN ENTERPRISES, INC. A.C. NELSEN ENTERPRISES, INC. SAVINGS PLAN | OMAHA, NE | Advisor / Consultant INVESTMENT MANAGEMENT | 141 | $6.4M | $24K |
| A.C. NELSEN ENTERPRISES, INC. A.C. NELSEN ENTERPRISES, INC. SAVINGS PLAN | OMAHA, NE | Advisor / Consultant INVESTMENT MANAGEMENT | 138 | $5.2M | $24K |
| ATLANTIS COMFORT SYSTEMS CORP ACSC RETIREMENT PLAN | WEST WARWICK, RI | Other 0 | 222 | $5.2M | $27K |
| HOME EXPERIENCE LLC HOMEX SAVINGS PLAN | CHICAGO, IL | TPA / Administrator CONTRACT ADMINISTRATOR | 160 | $5.1M | $19K |
| NORLEE GROUP NORLEE GROUP 401(K) PLAN | JACKSONVILLE, FL | Advisor / Consultant INVESTMENT MANAGER | 410 | $4.6M | $36K |
| NORLEE GROUP NORLEE GROUP 401(K) PLAN | JACKSONVILLE, FL | Advisor / Consultant INVESTMENT MANAGER | 240 | $4.5M | $10K |
| PACIFIC FOOD INC PACIFIC FOOD, INC. 401(K) PROFIT SHARING PLAN & TRUST | COLUMBUS, OH | Advisor / Consultant ADVISOR | 140 | $2.4M | $22K |
| J & J PRODUCE, INC J & J PRODUCE, INC. 401(K) PLAN | WELLINGTON, FL | Advisor / Consultant INVESTMENT MANAGER | 60 | $2.1M | $16K |
| RENEWABLE ENERGY GROUP, INC. THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | AMES, IA | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $12K |