Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| EPC CO RET PLANS MASTER TRUST | 8 |
| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE RETIREMENT PLAN | JERSEY CITY, NJ | Other service providers | 83,812 | $16.3B | $929K | $21K |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE RETIREMENT PLAN | JERSEY CITY, NJ | Other service providers | 78,270 | $16.1B | $1.0M | $20K |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE RETIREMENT PLAN | JERSEY CITY, NJ | Other service providers | 90,644 | $14.8B | $688K | $12K |
| EIDP, INC. DUPONT PENSION TRUST | WILMINGTON, DE | Investment manager | — | $12.9B | $570K | $0 |
| EIDP, INC. DUPONT PENSION TRUST | WILMINGTON, DE | Investment manager | — | $11.7B | $185K | $0 |
| EIDP, INC. DUPONT PENSION TRUST | WILMINGTON, DE | Investment manager | — | $10.7B | $251K | $0 |
| MASS GENERAL BRIGHAM INCORPORATED MGB ERISA MASTER TRUST | SOMERVILLE, MA | Other service providers | — | $10.3B | $3.5M | $0 |
| MASS GENERAL BRIGHAM INCORPORATED MGB ERISA MASTER TRUST | SOMERVILLE, MA | Other service providers | — | $9.2B | $3.1M | $0 |
| MASS GENERAL BRIGHAM INCORPORATED MGB ERISA MASTER TRUST | SOMERVILLE, MA | Other service providers | — | $8.7B | $4.2M | $0 |
| TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN | ST. PAUL, MN | Other service providers | 27,531 | $4.2B | $3.2M | $0 |
| TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN | ST. PAUL, MN | Other service providers | 27,092 | $4.2B | $2.4M | $0 |
| TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN | ST. PAUL, MN | Other service providers | 24,716 | $3.9B | $2.6M | $0 |
| KRAFT HEINZ FOODS COMPANY KRAFT HEINZ COMPANY MASTER RETIREMENT TRUST | PITTSBURGH, PA | Other service providers | — | $3.5B | $693K | $0 |
| NORTHWELL HEALTH, INC. NORTHWELL HEALTH PENSION PLAN | WESTBURY, NY | Other service providers | 26,078 | $2.8B | $596K | $0 |
| NORTHWELL HEALTH, INC. NORTHWELL HEALTH PENSION PLAN | WESTBURY, NY | Other service providers | 26,950 | $2.7B | $595K | $0 |
| BEAUMONT HEALTH BEAUMONT HEALTH MASTER RETIREMENT TRUST | SOUTHFIELD, MI | Other service providers | — | $1.7B | $165K | $0 |
| BEAUMONT HEALTH BEAUMONT HEALTH MASTER RETIREMENT TRUST | SOUTHFIELD, MI | Other service providers | — | $1.6B | $599K | $0 |
| B OF T, NORTHWEST SHEET METAL WORKERS PENSION PLAN NORTHWEST SHEET METAL WORKERS PENSION PLAN | PORTLAND, OR | Other service providers | 4,783 | $1.5B | $20K | $0 |
| BEAUMONT HEALTH BEAUMONT HEALTH MASTER RETIREMENT TRUST | SOUTHFIELD, MI | Other service providers | — | $1.5B | $665K | $0 |
| NAMED FIDUCIARIES OF THE PENSION PLAN FOR INSURANCE ORGANIZATIONS THE PENSION PLAN FOR INSURANCE ORGANIZATIONS | FAIR LAWN, NJ | Insurance | 1,804 | $1.1B | $365K | $0 |
| NAMED FIDUCIARIES OF THE PENSION PLAN FOR INSURANCE ORGANIZATIONS THE PENSION PLAN FOR INSURANCE ORGANIZATIONS | PLYMOUTH MEETING, PA | Broker | 1,803 | $1.1B | $367K | $0 |
| NAMED FIDUCIARIES OF THE PENSION PLAN FOR INSURANCE ORGANIZATIONS THE PENSION PLAN FOR INSURANCE ORGANIZATIONS | FAIR LAWN, NJ | Broker | 1,678 | $1.0B | $362K | $0 |
| DENTONS US LLP DENTONS US LLP PROFIT SHARING PLAN | CHICAGO, IL | Investment manager | 1,434 | $998.8M | $13K | $0 |
| DENTONS US LLP DENTONS US LLP PROFIT SHARING PLAN | CHICAGO, IL | Investment manager | 1,435 | $907.2M | $11K | $0 |
| EXELON CORPORATION EXELON CORPORATION HEALTH CARE PROGRAM | CHICAGO, IL | Other service providers | 18,342 | $885.6M | $199K | $0 |
| EXELON CORPORATION EXELON CORPORATION HEALTH CARE PROGRAM | CHICAGO, IL | Other service providers | 17,547 | $878.8M | $151K | $0 |
| EXELON CORPORATION EXELON CORPORATION HEALTH CARE PROGRAM | CHICAGO, IL | Other service providers | 18,433 | $873.7M | $163K | $0 |
| DENTONS US LLP DENTONS US LLP PROFIT SHARING PLAN | CHICAGO, IL | Investment manager | 1,485 | $783.9M | $10K | $0 |
| ROOFERS LOCAL 149 PENSION FUND ROOFERS LOCAL 149 PENSION FUND | TROY, MI | Investment manager | 1,102 | $334.2M | $45K | $0 |
| EXELON CORPORATION PEPCO HOLDINGS, INC. WELFARE PLAN FOR RETIREES | CHICAGO, IL | Other service providers | — | $319.5M | $6K | $0 |
| ROOFERS LOCAL 149 PENSION FUND ROOFERS LOCAL 149 PENSION FUND | TROY, MI | Investment manager | 1,106 | $315.6M | $41K | $0 |
| EXELON CORPORATION PEPCO HOLDINGS, INC. WELFARE PLAN FOR RETIREES | CHICAGO, IL | Other service providers | — | $310.8M | $5K | $0 |
| ALBANY MED HEALTH SYSTEM THE ALBANY MEDICAL CENTER RETIREMENT PLAN | ALBANY, NY | Other service providers | 7,722 | $307.7M | $162K | $0 |
| ALBANY MED HEALTH SYSTEM THE ALBANY MEDICAL CENTER RETIREMENT PLAN | ALBANY, NY | Other service providers | 7,970 | $289.7M | $30K | $0 |
| ALBANY MED HEALTH SYSTEM THE ALBANY MEDICAL CENTER RETIREMENT PLAN | ALBANY, NY | Other service providers | 7,988 | $287.1M | $146K | $0 |
| ROOFERS LOCAL 149 PENSION FUND ROOFERS LOCAL 149 PENSION FUND | TROY, MI | Investment manager | 1,111 | $280.5M | $37K | $0 |
| EXELON CORPORATION PECO ENERGY COMPANY RETIREE MEDICAL PLAN | CHICAGO, IL | Other service providers | — | $184.2M | $14K | $0 |
| BOARD OF TRUSTEES, SOUND HEALTH & WELLNESS TRUST SOUND HEALTH & WELLNESS TRUST | BOTHELL, WA | Other service providers | 36,512 | $179.0M | $15K | $0 |
| EXELON CORPORATION PECO ENERGY COMPANY RETIREE MEDICAL PLAN | CHICAGO, IL | Other service providers | — | $167.5M | $19K | $0 |
| BOARD OF TRUSTEES, SOUND HEALTH & WELLNESS TRUST SOUND HEALTH & WELLNESS TRUST | BOTHELL, WA | Other service providers | 35,175 | $166.2M | $28K | $0 |
| WHEATLAND TUBE, LLC JOHN MANEELY COMPANY PENSION PLAN | CHICAGO, IL | Advisor / Consultant | 291 | $154.4M | $181K | $0 |
| WHEATLAND TUBE, LLC JOHN MANEELY COMPANY PENSION PLAN | CHICAGO, IL | Advisor / Consultant | 240 | $153.6M | $85K | $0 |
| EXELON CORPORATION PECO ENERGY COMPANY RETIREE MEDICAL PLAN | CHICAGO, IL | Other service providers | — | $149.1M | $15K | $0 |
| WHEATLAND TUBE, LLC JOHN MANEELY COMPANY PENSION PLAN | CHICAGO, IL | Advisor / Consultant | 273 | $148.4M | $117K | $0 |
| BOARD OF TRUSTEES, SOUND HEALTH & WELLNESS TRUST SOUND HEALTH & WELLNESS TRUST | BOTHELL, WA | Other service providers | 35,506 | $148.2M | $35K | $0 |
| BOARD OF TRUSTEES OF THE GUILD-TIMES ADJUSTABLE PENSION FUND GUILD-TIMES ADJUSTABLE PENSION PLAN | NEW YORK, NY | Insurance | 1,725 | $114.0M | $20K | $0 |
| BOARD OF TRUSTEES OF THE GUILD-TIMES ADJUSTABLE PENSION FUND GUILD-TIMES ADJUSTABLE PENSION PLAN | NEW YORK, NY | Insurance | 1,741 | $103.9M | $29K | $0 |
| JOINT BOARD OF TRUSTEES PLUMBERS UNION LOCAL 55 PENSION PLAN PLUMBERS UNION LOCAL NO. 55 PENSION PLAN | BROOKLYN HEIGHTS, OH | Other service providers | 472 | $102.3M | $108K | $0 |
| CARROLL HOSPITAL CENTER, INC. CARROLL HOSPITAL CENTER, INC. RETIREMENT INCOME PLAN | WESTMINSTER, MD | Other service providers | 299 | $100.9M | $26K | $0 |
| JOINT BOARD OF TRUSTEES PLUMBERS UNION LOCAL 55 PENSION PLAN PLUMBERS UNION LOCAL NO. 55 PENSION PLAN | BROOKLYN HEIGHTS, OH | Other service providers | 459 | $99.3M | $89K | $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 | Investment manager | 292 | $98.2M | $42K | $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 | Investment manager | 265 | $93.9M | $40K | $0 |
| CARROLL HOSPITAL CENTER, INC. CARROLL HOSPITAL CENTER, INC. RETIREMENT INCOME PLAN | WESTMINSTER, MD | Other service providers | 225 | $90.8M | $22K | $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 | Investment manager | 247 | $89.4M | $43K | $0 |
| CARROLL HOSPITAL CENTER, INC. CARROLL HOSPITAL CENTER, INC. RETIREMENT INCOME PLAN | WESTMINSTER, MD | Other service providers | 251 | $88.7M | $19K | $0 |
| CARROLL HOSPITAL CENTER, INC. CARROLL HOSPITAL CENTER, INC. RETIREMENT INCOME PLAN | WESTMINSTER, MD | Other service providers | 270 | $83.2M | $20K | $0 |
| BOARD OF TRUSTEES OF THE GUILD-TIMES ADJUSTABLE PENSION FUND GUILD-TIMES ADJUSTABLE PENSION PLAN | NEW YORK, NY | Insurance | 1,672 | $82.4M | $33K | $0 |
| FULTON FINANCIAL CORPORATION FULTON FINANCIAL AFFILIATES DEFINED BENEFIT PENSION PLAN | LANCASTER, PA | Other service providers | 88 | $78.1M | $0 | $0 |
| BOARD OF TRUSTEES, ROOFERS LOCAL NO. 74/NO. 203 PENSION FUND ROOFERS LOCAL NO. 74/ NO. 203 PENSION PLAN | WEST SENECA, NY | Other service providers | 357 | $71.4M | $24K | $0 |
| BOARD OF TRUSTEES, ROOFERS LOCAL NO. 74/NO. 203 PENSION FUND ROOFERS LOCAL NO. 74/ NO. 203 PENSION PLAN | WEST SENECA, NY | Other service providers | 393 | $66.0M | $21K | $0 |
| SNOW, CHRISTENSEN, & MARTINEAU SNOW, CHRISTENSEN, & MARTINEAU 401(K) PROFIT SHARING PLAN | SALT LAKE CITY, UT | Advisor / Consultant | 90 | $56.0M | $27K | $0 |
| UAW-FORD VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST FUND UAW-FORD VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST FUND | DETROIT, MI | Other service providers | 55,978 | $35.9M | $24K | $0 |
| BOARD OF TRUSTEES, IBEW LOCAL 445 PENSION FUND PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND | MADISON HEIGHTS, MI | Investment manager | 249 | $33.8M | $0 | $0 |
| PENNSYLVANIA MEDICAL SOCIETY PENSION PLAN OF THE PENNSYLVANIA MEDICAL SOCIETY | MECHANICSBURG, PA | Other service providers | 16 | $31.9M | $0 | $0 |
| BOARD OF TRUSTEES, IBEW LOCAL 445 PENSION FUND PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND | MADISON HEIGHTS, MI | Investment manager | 182 | $30.3M | $0 | $0 |
| BOARD OF TRUSTEES, IBEW LOCAL 445 PENSION FUND PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND | MADISON HEIGHTS, MI | Investment manager | 212 | $27.7M | $0 | $0 |
| ELECTRICAL WORKERS HEALTH & WELFARE TRUST FOR NORTHERN NEVADA ELECTRICAL WORKERS HEALTH & WELFARE TRUST FOR NORTHERN NEVADA | RENO, NV | Other service providers | 983 | $11.4M | $30K | $0 |
| BOARD OF TRUSTEES FOR ELECTRICAL WORKERS HEALTH & WELFARE TRST- N. NV. ELECTRICAL WORKERS HEALTH & WELFARE TRUST FOR NORTHERN NEVADA | RENO, NV | Other service providers | 809 | $10.4M | $38K | $0 |
| BOSTON INSURANCE EMPLOYEE BENEFIT TRUST - DFE BOSTON INSURANCE EMPLOYEE BENEFIT TRUST - DFE | WALLINGFORD, CT | Other service providers | 49,304 | $10.0M | $50K | $0 |
| ASSOCIATION OF COMMUNITY SERVICE AGENTS, INC. DFEASSOCIATION OF COMMUNITY SERVICE AGENCIES EMPLOYEE BENEFIT TRUST | WALLINGFORD, CT | Other service providers | 54,087 | $6.7M | $36K | $0 |
| BOSTON INSURANCE EMPLOYEE BENEFIT TRUST - DFE BOSTON INSURANCE EMPLOYEE BENEFIT TRUST - DFE | WALLINGFORD, CT | Other service providers | 52,442 | $6.4M | $32K | $0 |
| ASSOCIATION OF COMMUNITY SERVICE AGENTS, INC. DFEASSOCIATION OF COMMUNITY SERVICE AGENCIES EMPLOYEE BENEFIT TRUST | WALLINGFORD, CT | Other service providers | 54,144 | $6.0M | $32K | $0 |
| ASSOCIATION OF COMMUNITY SERVICE AGENTS, INC. DFEASSOCIATION OF COMMUNITY SERVICE AGENCIES EMPLOYEE BENEFIT TRUST | WALLINGFORD, CT | Other service providers | 53,349 | $5.8M | $5K | $0 |
| EDGEWOOD MANAGEMENT CORPORATION EDGEWOOD MANAGEMENT CORP. VOLUNTARY EMPLOYEE BENEFIT PLAN | GAITHERSBURG, MD | Other service providers | 503 | $3.8M | $150K | $0 |
| ANGELUS BLOCK COMPANY SCCP HEALTH AND WELFARE BENEFIT PLAN | SUN VALLEY, CA | Other service providers | 349 | $3.4M | $146K | $0 |
| ANGELUS BLOCK COMPANY SCCP HEALTH AND WELFARE BENEFIT PLAN | SUN VALLEY, CA | Other service providers | 342 | $3.4M | $77K | $0 |
| ANGELUS BLOCK COMPANY SCCP HEALTH AND WELFARE BENEFIT PLAN | SUN VALLEY, CA | Other service providers | 184 | $3.1M | $36K | $0 |
| EDGEWOOD MANAGEMENT CORPORATION EDGEWOOD MANAGEMENT CORP. VOLUNTARY EMPLOYEE BENEFIT PLAN | GAITHERSBURG, MD | Other service providers | 389 | $2.5M | $162K | $0 |
| EDGEWOOD MANAGEMENT CORPORATION EDGEWOOD MANAGEMENT CORP. VOLUNTARY EMPLOYEE BENEFIT PLAN | GAITHERSBURG, MD | Other service providers | 300 | $2.0M | $187K | $0 |
| THE EDWARD THOMAS HOSPITALITY CORP. EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN | BEVERLY HILLS, CA | Other service providers | 429 | $1.6M | $84K | $0 |
| FERNANDEZ HOLDINGS, INC. FERNANDEZ HOLDINGS HEALTH PLAN | PACIFIC PALISADES, CA | Other service providers | 1,855 | $960K | $182K | $0 |
| FERNANDEZ HOLDINGS, INC. FERNANDEZ HOLDINGS HEALTH PLAN | PACIFIC PALISADES, CA | Other service providers | 1,459 | $800K | $222K | $0 |
| THE EDWARD THOMAS HOSPITALITY CORP. EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN | BEVERLY HILLS, CA | Other service providers | 457 | $623K | $84K | $0 |
| THE EDWARD THOMAS HOSPITALITY CORP. EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN | BEVERLY HILLS, CA | Other service providers | 441 | $522K | $84K | $0 |
| FERNANDEZ HOLDINGS, INC. FERNANDEZ HOLDINGS HEALTH PLAN | PACIFIC PALISADES, CA | Other service providers | 1,801 | $510K | $234K | $0 |
| NORTHWELL HEALTH, INC. NORTHWELL HEALTH CASH BALANCE PLAN | WESTBURY, NY | Other service providers | 0 | $0 | $557K | $0 |
| MILLWRIGHT EMPLOYERS ASSOCIATION/MILLWRIGHT & MACHINE ERECTORS MILLWRIGHT EMPLOYERS ASSOCIATION MILLWRIGHT & MACHINE ERECTORS MONEY PURCHASE PENSION PLAN | WHITTIER, CA | Other service providers | 0 | $0 | $25K | $0 |
| CONSTANGY BROOKS SMITH & PROPHETE LLP CONSTANGY BROOKS SMITH & PROPHETE LLP HEALTH AND WELFARE PROGRAM | ATLANTA, GA | Other service providers | 241 | — | $135K | $0 |
| ENGINEERING SYSTEMS INC ENGINEERING SYSTEMS INC WELFARE BENEFIT PLAN | AURORA, IL | Broker | 347 | — | $165K | $0 |
| JOINT BOARD OF TRUSTEES PLUMBERS UNION LOCAL 55 PENSION PLAN PLUMBERS UNION LOCAL NO. 55 PENSION PLAN | BROOKLYN HEIGHTS, OH | Other service providers | 0 | — | $43K | $0 |
| SHEPPARD, MULLIN, RICHTER & HAMPTON, LLP SHEPPARD, MULLIN, RICHTER & HAMPTON, LLP HEALTH & WELFARE PLAN | LOS ANGELES, CA | Other service providers | 1,482 | — | $10K | $0 |
| CONSTANGY BROOKS SMITH & PROPHETE, LLP CONSTANGY BROOKS SMITH & PROPHETE LLP HEALTH AND WELFARE PROGRAM | ATLANTA, GA | Other service providers | 413 | — | $147K | $0 |
| MANAGEMENT AND UTILITIZATION, INC. MAU, INC. HEALTH INSURANCE PLAN | AUGUSTA, GA | Other service providers | 2,624 | — | $0 | $6K |
| SHEPPARD, MULLIN, RICHTER & HAMPTON, LLP SHEPPARD, MULLIN, RICHTER & HAMPTON, LLP HEALTH & WELFARE PLAN | LOS ANGELES, CA | Other service providers | 1,868 | — | $10K | $0 |
| PULL-A-PART LLC PULL-A-PART EMPLOYEE BENEFITS PLAN | ATLANTA, GA | Broker | 758 | — | $162K | $0 |
| ENGINEERING SYSTEMS INC ENGINEERING SYSTEMS INC WELFARE BENEFIT PLAN | AURORA, IL | Broker | 370 | — | $171K | $0 |
| TARGA RESOURCES LLC TARGA RESOURCES LLC WELFARE BENEFITS PLAN | HOUSTON, TX | Broker | 3,187 | — | $4K | $0 |
| GREENBERG TRAURIG, P.A. GREENBERG TRAURIG, P.A. HEALTH AND WELFARE WRAPAROUND PLAN | MIRAMAR, FL | Broker | 5,716 | — | $165K | $0 |
| PULL-A-PART LLC PULL-A-PART EMPLOYEE BENEFITS PLAN | ATLANTA, GA | Broker | 800 | — | $154K | $0 |
