EPOCH 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
13
Active participants
148,225
Total plan assets
$27.3B
Filings (rows)
13
Direct comp
$9.7M
Indirect comp
$0
Aggregating 2 name variants under "EPOCH INVESTMENT"
SERVICES PROVIDED
Other11
Advisor / Consultant2
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| AEON GLOBAL CHOICE FUND | 3 |
| EPOCH GLOBAL CHOICE FUND | 2 |
Top plans served
All 13 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| STEELWORKERS PENSION TRUST STEELWORKERS PENSION TRUST | PITTSBURGH, PA | Other NONE | 43,601 | $7.2B | $1.9M |
| STEELWORKERS PENSION TRUST STEELWORKERS PENSION TRUST | PITTSBURGH, PA | Other NONE | 46,104 | $6.6B | $1.7M |
| STEELWORKERS PENSION TRUST STEELWORKERS PENSION TRUST | PITTSBURGH, PA | Other NONE | 54,503 | $5.9B | $1.6M |
| KELLOGG COMPANY KELLOGG COMPANY MASTER RETIREMENT TRUST | BATTLE CREEK, MI | Other N/A | — | $1.8B | $330K |
| KELLANOVA KELLANOVA PENSION MASTER TRUST | CHICAGO, IL | Other N/A | — | $1.3B | $119K |
| KELLOGG COMPANY KELLOGG COMPANY RETIREE WELFARE BENEFIT PLAN | BATTLE CREEK, MI | Other N/A | 0 | $1.2B | $99K |
| LYONDELL CHEMICAL COMPANY LYONDELLBASELL MASTER TRUST | HOUSTON, TX | Other NONE | — | $1.0B | $397K |
| KELLANOVA KELLANOVA RETIREE WELFARE BENEFIT PLAN | CHICAGO, IL | Other N/A | 0 | $597.4M | $51K |
| BOARD OF TRUSTEES, PENSION FUND OF LOCAL NO. ONE OF I.A.T.S.E. PENSION FUND OF LOCAL NO. ONE OF I. A. T. S. E. | NEW YORK, NY | Other NONE | 1,383 | $593.1M | $10K |
| PARKVIEW HEALTH SYSTEM, INC. PARKVIEW HEALTH SYSTEM, INC. EMPLOYEES PENSION PLAN | FORT WAYNE, IN | Other NONE | 1,260 | $469.2M | $176K |
| PARKVIEW HEALTH SYSTEM, INC. PARKVIEW HEALTH SYSTEM, INC. EMPLOYEES PENSION PLAN | FORT WAYNE, IN | Other NONE | 1,374 | $449.1M | $141K |
| EPOCH INVESTMENT PARTNERS, INC. AEON GLOBAL CHOICE FUND, LLC. | KANSAS CITY, MO | Advisor / Consultant INVESTMENT MANAGER | — | $156.4M | $2.6M |
| EPOCH INVESTMENT PARTNERS, INC. AEON GLOBAL CHOICE FUND, LLC. | KANSAS CITY, MO | Advisor / Consultant INVESTMENT MANAGER | — | $216K | $643K |