EQUITABLE 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
105
Active participants
125,484
Total plan assets
$69.0B
Filings (rows)
105
Direct comp
$4.7M
Indirect comp
$1.2M
Aggregating 6 name variants under "EQUITABLE FINANCIAL"
SERVICES PROVIDED
Recordkeeper66
Other31
Advisor / Consultant4
TPA / Administrator2
Insurance1
Custodian1
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| POOLED SEPARATE ACCOUNT 48 | 13 |
| EQ/CORE BOND INDEX | 10 |
| EQ/MID CAP INDEX | 10 |
| EQ/AB SMALL CAP GROWTH | 10 |
| MULTIMANAGER AGGRESSIVE EQUITY | 10 |
| EQ/SMALL INDEX | 10 |
| EQ/MFS INTERNATIONAL GROWTH | 10 |
| EQ/COM STCK INDEX | 9 |
| 1290 VT SMALL CAP VALUE | 9 |
| 1290 VT GAMCO SMALL CO VAL | 9 |
| EQ/GLB EQTY MANAGED VOL | 9 |
| EQ/LAZARD EMERGING MRKTS EQTY | 9 |
| EQ/GOLDMAN SACHS MID CAP VALUE | 9 |
| EQ/MFS TECHNOLOGY | 8 |
| EQ/MFS INTRNTNL INTRINSIC VAL | 8 |
| EQ/EQUITY 500 INDEX | 8 |
| EQ/MODERATE ALLOCATION | 8 |
| EQ/JPMORGAN VAL OPPORTUNITIES | 8 |
| MULTIMANAGER TECHNOLOGY | 8 |
| EQ/MID CAP VAL MANAGED VOL | 7 |
| EQ/CAPITAL GROUP RESEARCH | 7 |
| EQ/PIMCO GLOBAL REAL RETURN | 7 |
| EQ/INTERMEDIATE GOVERNMENT BND | 7 |
| EQ/CORE PLUS BOND | 7 |
| EQ/FIDELITY INSTITUTINL AM LGC | 7 |
Top plans served
All 105 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| RTX CORPORATION RTX SAVINGS PLAN MASTER TRUST | FARMINGTON, CT | Other NONE | — | $58.3B | $4.2M |
| GEISINGER SYSTEM SERVICES GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM | DANVILLE, PA | Recordkeeper RECORDKEEPER | 25,987 | $1.1B | $0 |
| ADVANCE PUBLICATIONS, INC. MASTER TRUST FOR THE EMPLOYEE BENEFIT PLANS OF ADVANCE PUBLICATIONS, INC. AND CERTAIN OF ITS SUBSIDIARIES AND AFFILIATES | NEW YORK, NY | Other NONE | — | $1.0B | $100K |
| ADVANCE PUBLICATIONS, INC. MASTER TRUST FOR THE EMPLOYEE BENEFIT PLANS OF ADVANCE PUBLICATIONS, INC. AND CERTAIN OF ITS SUBSIDIARIES AND AFFILIATES | NEW YORK, NY | Other NONE | — | $1.0B | $106K |
| ADVANCE PUBLICATIONS, INC. MASTER TRUST FOR THE EMPLOYEE BENEFIT PLANS OF ADVANCE PUBLICATIONS, INC. AND CERTAIN OF ITS SUBSIDIARIES AND AFFILIATES | NEW YORK, NY | Other NONE | — | $1.0B | $105K |
| GEISINGER SYSTEM SERVICES GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM | DANVILLE, PA | Recordkeeper RECORDKEEPER | 24,771 | $936.6M | $0 |
| GEISINGER SYSTEM SERVICES GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM | DANVILLE, PA | Recordkeeper RECORDKEEPER | 24,206 | $810.4M | $188 |
| MERCER UNIVERSITY MERCER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MACON, GA | Recordkeeper RECORDKEEPER | 1,938 | $558.7M | $0 |
| NYSARC, INC. THE ARC NEW YORK AFFILIATED EMPLOYERS 403(B) PLAN | LATHAM, NY | Other | 7,848 | $526.6M | $860 |
| MERCER UNIVERSITY MERCER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MACON, GA | Recordkeeper RECORDKEEPER | 1,961 | $514.4M | $0 |
| MONMOUTH UNIVERSITY, INC. MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WEST LONG BRANCH, NJ | Other NONE | 966 | $359.0M | $865 |
| MONMOUTH UNIVERSITY, INC. MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WEST LONG BRANCH, NJ | Other NONE | 871 | $337.2M | $959 |
| MONMOUTH UNIVERSITY, INC. MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WEST LONG BRANCH, NJ | Other NONE | 907 | $306.9M | $1K |
| PEACEHEALTH PEACEHEALTH SOUTHWEST MEDICAL CENTER RETIREMENT SAVINGS PLAN | VANCOUVER, WA | Recordkeeper RECORDKEEPER | 3,487 | $259.9M | $0 |
| MID-SOUTH INDEPENDENT SCHOOL BUSINESS OFFICERS, INC. THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) | MARIETTA, GA | Recordkeeper RECORD KEEPER | 1,610 | $163.1M | $5K |
| DES MOINES UNIVERSITY OSTEOPATHIC MEDICAL CENTER DES MOINES UNIVERSITY DEFINED CONTRIBUTION 403(B) PLAN | WEST DES MOINES, IA | Recordkeeper RECORDKEEPER | 347 | $112.5M | $0 |
| MICHIGAN PUBLIC HEALTH INSTITUTE MICHIGAN PUBLIC HEALTH INSTITUTE 403(B) RETIREMENT SAVINGS PLAN | OKEMOS, MI | Other NONE KNOWN | 1,158 | $108.1M | $93 |
| DES MOINES UNIVERSITY OSTEOPATHIC MEDICAL CENTER DES MOINES UNIVERSITY DEFINED CONTRIBUTION 403(B) PLAN | WEST DES MOINES, IA | Recordkeeper RECORDKEEPER | 334 | $101.8M | $0 |
| FARMERS MUTUAL INSURANCE CO. OF NE FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN | LINCOLN, NE | Other ADMIN | 310 | $100.5M | $8K |
| FARMERS MUTUAL INSURANCE CO. OF NE FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN | LINCOLN, NE | Other ADMIN | 283 | $90.7M | $9K |
| DES MOINES UNIVERSITY OSTEOPATHIC MEDICAL CENTER DES MOINES UNIVERSITY DEFINED CONTRIBUTION 403(B) PLAN | WEST DES MOINES, IA | Recordkeeper RECORDKEEPER | 325 | $90.0M | $0 |
| MICHIGAN PUBLIC HEALTH INSTITUTE MICHIGAN PUBLIC HEALTH INSTITUTE 403(B) RETIREMENT SAVINGS PLAN | OKEMOS, MI | Other NONE KNOWN | 1,076 | $86.0M | $123 |
| FARMERS MUTUAL INSURANCE CO. OF NE FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN | LINCOLN, NE | Other ADMIN | 279 | $79.7M | $9K |
| COMMUNITY BEHAVIORAL HEALTH COMMUNITY BEHAVIORAL HEALTH 403(B) PLAN | PHILADELPHIA, PA | Advisor / Consultant ADVISORY MANAGEMENT | 588 | $79.3M | $0 |
| FOSTER WHEELER, INC. FOSTER WHEELER INC. SALARIED EMPLOYEES PENSION PLAN | HAMPTON, NJ | Other NONE | 30 | $72.5M | $10K |
| FOSTER WHEELER, INC. FOSTER WHEELER INC. SALARIED EMPLOYEES PENSION PLAN | HAMPTON, NJ | Other NONE | 19 | $71.7M | $8K |
| COMMUNITY BEHAVIORAL HEALTH COMMUNITY BEHAVIORAL HEALTH 403(B) PLAN | PHILADELPHIA, PA | Advisor / Consultant ADVISORY MANAGEMENT | 596 | $68.3M | $12K |
| MICHIGAN PUBLIC HEALTH INSTITUTE MICHIGAN PUBLIC HEALTH INSTITUTE 403(B) RETIREMENT SAVINGS PLAN | OKEMOS, MI | Other NONE KNOWN | 990 | $66.4M | $164 |
| THOMAS M COOLEY LAW SCHOOL THOMAS M COOLEY LAW SCHOOL 403(B) TAX SHELTERED RETIREMENT PLAN | LANSING, MI | Recordkeeper RECORDKEEPER | 107 | $65.0M | $0 |
| THOMAS M COOLEY LAW SCHOOL THOMAS M COOLEY LAW SCHOOL 403(B) TAX SHELTERED RETIREMENT PLAN | LANSING, MI | Recordkeeper RECORDKEEPER | 118 | $61.9M | $0 |
| THOMAS M COOLEY LAW SCHOOL THOMAS M COOLEY LAW SCHOOL 403(B) TAX SHELTERED RETIREMENT PLAN | LANSING, MI | Recordkeeper RECORDKEEPER | 136 | $59.8M | $0 |
| COMMUNITY BEHAVIORAL HEALTH COMMUNITY BEHAVIORAL HEALTH 403(B) PLAN | PHILADELPHIA, PA | Advisor / Consultant ADVISORY MANAGEMENT | 581 | $56.3M | $11K |
| WILMINGTON COLLEGE WILMINGTON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | WILMINGTON, OH | Other NONE | 234 | $51.2M | $0 |
| WILMINGTON COLLEGE WILMINGTON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | WILMINGTON, OH | Other NONE | 167 | $50.2M | $0 |
| CHILD & FAMILY SERVICES OF ERIE COUNTY 403(B) THRIFT PLAN FOR CHILD AND FAMILY SERVICES OF ERIE COUNTY | BUFFALO, NY | Other NONE | 796 | $40.1M | $365 |
| CHILD & FAMILY SERVICES OF ERIE COUNTY 403(B) THRIFT PLAN FOR CHILD AND FAMILY SERVICES OF ERIE COUNTY | BUFFALO, NY | Other NONE | 793 | $34.1M | $380 |
| CHILD & FAMILY SERVICES OF ERIE COUNTY 403(B) THRIFT PLAN FOR CHILD AND FAMILY SERVICES OF ERIE COUNTY | BUFFALO, NY | Other NONE | 721 | $27.9M | $0 |
| ENCYCLOPAEDIA BRITANNICA INC ENCYCLOPAEDIA BRITANNICA PENSION PLAN | CHICAGO, IL | Other NONE | 46 | $25.6M | — |
| THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED TAX DEFERRED ANNUITY PLAN OF THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED | NEW YORK, NY | Recordkeeper RECORD KEEPER | 109 | $16.5M | $0 |
| HILLEL DAY SCHOOL OF METROPOLITAN DETROIT HILLEL DAY SCHOOL OF METROPOLITAN DETROIT TAX SHELTER ANNUITY PLAN | FARMINGTON HILLS, MI | Other RECORDERKEEPER | 150 | $15.5M | $338 |
| THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED TAX DEFERRED ANNUITY PLAN OF THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED | NEW YORK, NY | Recordkeeper RECORD KEEPER | 104 | $15.0M | $0 |
| AIM SERVICES, INC. AIM SERVICES, INC. 403(B) PLAN | SARATOGA SPRINGS, NY | Recordkeeper RECORDKEEPER | 3,807 | $12.3M | $330 |
| JACKSONVILLE COUNTRY DAY SCHOOL, INC. JACKSONVILLE COUNTRY DAY SCHOOL, INC. 403(B) PLAN | JACKSONVILLE, FL | Recordkeeper RECORDKEEPER | 103 | $12.2M | — |
| JACKSONVILLE COUNTRY DAY SCHOOL, INC. JACKSONVILLE COUNTRY DAY SCHOOL, INC. 403(B) PLAN | JACKSONVILLE, FL | Recordkeeper RECORDKEEPER | 98 | $11.1M | $0 |
| PENINSULA INSTITUTE FOR COMMUNITY HEALTH, INC PENINSULA INSTITUTE FOR COMMUNITY HEALTH INC 403(B) PLAN | NEWPORT NEWS, VA | Other OTHER | 122 | $9.9M | $954 |
| AIM SERVICES, INC. AIM SERVICES, INC. 403(B) PLAN | SARATOGA SPRINGS, NY | Recordkeeper RECORDKEEPER | 3,191 | $9.8M | $246 |
| JACKSONVILLE COUNTRY DAY SCHOOL, INC. JACKSONVILLE COUNTRY DAY SCHOOL, INC. 403(B) PLAN | JACKSONVILLE, FL | Recordkeeper RECORDKEEPER | 96 | $9.6M | $0 |
| GOODWILL OF THE FINGER LAKES, INC. GOODWILL OF THE FINGER LAKES, INC. 403(B) PLAN | ROCHESTER, NY | Recordkeeper RECORDKEEPER | 757 | $9.5M | $0 |
| PENINSULA INSTITUTE FOR COMMUNITY HEALTH, INC PENINSULA INSTITUTE FOR COMMUNITY HEALTH INC 403(B) PLAN | NEWPORT NEWS, VA | TPA / Administrator CONTRACT ADMINISTRATOR | 171 | $8.7M | $542 |
| SOUTHEASTERN NORTH DAKOTA COMMUNITY ACTION AGENCY 403(B) THRIFT PLAN OF SOUTHEASTERN NORTH DAKOTA COMMUNITY ACTION AGENCY | FARGO, ND | Insurance INSURANCE CARRIER | 131 | $8.1M | $9 |
| NEW YORK SHAKESPEARE FESTIVAL NEW YORK SHAKESPEARE FESTIVAL 403(B) PLAN | NEW YORK, NY | Recordkeeper RECORDKEEPER | 119 | $8.1M | $0 |
| GOODWILL OF THE FINGER LAKES, INC. GOODWILL OF THE FINGER LAKES, INC. 403(B) PLAN | ROCHESTER, NY | Recordkeeper RECORDKEEPER | 690 | $8.0M | $348 |
| PENINSULA INSTITUTE FOR COMMUNITY HEALTH, INC PENINSULA INSTITUTE FOR COMMUNITY HEALTH INC 403(B) PLAN | NEWPORT NEWS, VA | TPA / Administrator CONTRACT ADMINISTRATOR | 170 | $7.9M | $1K |
| AIM SERVICES, INC. AIM SERVICES, INC. 403(B) PLAN | SARATOGA SPRINGS, NY | Recordkeeper RECORDKEEPER | 2,661 | $7.8M | $749 |
| NEW YORK SHAKESPEARE FESTIVAL NEW YORK SHAKESPEARE FESTIVAL 403(B) PLAN | NEW YORK, NY | Recordkeeper RECORDKEEPER | 124 | $7.0M | $0 |
| EASTERN PANHANDLE MENTAL HEALT 403(B) THRIFT PLAN FOR EMPLOYEES OF EASTERN PANHANDLE MENTAL HEALTH CENTER, INC. DBA EASTRIDGE HEALTH SYSTEMS | MARTINSBURG, WV | Recordkeeper RECORDKEEPER | 264 | $5.7M | $0 |
| ACCORD CORPORATION ACCORD CORPORATION 403(B) PLAN | BELMONT, NY | Recordkeeper RECORDKEEPER | 111 | $4.6M | $120 |
| ECONOMIC OPPORTUNITY PROGRAM, INC. ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN | ELMIRA, NY | Recordkeeper RECORDKEEPER | 117 | $4.5M | $2K |
| ECONOMIC OPPORTUNITY PROGRAM, INC. ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN | ELMIRA, NY | Recordkeeper RECORDKEEPER | 133 | $4.3M | $2K |
| TEXAS STATE AQUARIUM TEXAS STATE AQUARIUM 403(B) PLAN | CORPUS CHRISTI, TX | Recordkeeper RECORDKEEPER | 105 | $4.3M | $66 |
| ACCORD CORPORATION ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN | BELMONT, NY | Recordkeeper RECORD KEEPER | 102 | $4.2M | $70 |
| INNOVATIVE RESOURCES FOR INDEPENDENCE INNOVATIVE RESOURCES FOR INDEPENDENCE 403(B) PLAN | ELMONT, NY | Recordkeeper RECORDKEEPER | 591 | $4.0M | $16K |
| PRESBYTERIAN MANORS OF MID-AMERICA, INC. PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN | WICHITA, KS | Other NONE | 148 | $4.0M | $3K |
| INNOVATIVE RESOURCES FOR INDEPENDENCE INNOVATIVE RESOURCES FOR INDEPENDENCE 403(B) PLAN | ELMONT, NY | Advisor / Consultant FINANCIAL ADVISOR | 496 | $3.8M | $14K |
| PRESBYTERIAN MANORS OF MID-AMERICA, INC. PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN | WICHITA, KS | Other NONE | 33 | $3.8M | $3 |
| RETIREMENT LIVING, INC. DBA MARQUETTE MANOR RETIREMENT LIVING, INC. DBA MARQUETTE 403(B) PLAN | INDIANAPOLIS, IN | Recordkeeper RECORDKEEPER | 275 | $3.7M | $0 |
| COMMUNITY WORKSHOP TRAINING CENTER COMMUNITY WORKSHOP TRAINING CENTER 403(B) PLAN | PEORIA, IL | Recordkeeper RECORDKEEPER | 105 | $3.7M | $0 |
| RETIREMENT LIVING, INC. DBA MARQUETTE MANOR RETIREMENT LIVING, INC. DBA MARQUETTE 403(B) PLAN | INDIANAPOLIS, IN | Recordkeeper RECORDKEEPER | 297 | $3.7M | $0 |
| ECONOMIC OPPORTUNITY PROGRAM, INC. ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN | ELMIRA, NY | Recordkeeper RECORDKEEPER | 119 | $3.6M | $2K |
| RETIREMENT LIVING, INC. DBA MARQUETTE MANOR RETIREMENT LIVING, INC. DBA MARQUETTE 403(B) PLAN | INDIANAPOLIS, IN | Recordkeeper RECORDKEEPER | 253 | $3.6M | $0 |
| HEALTH SERVICES OF NORTH TEXAS, INC. HEALTH SERVICES OF NORTH TEXAS, INC. 403(B) PLAN | DENTON, TX | Recordkeeper RECORDKEEPER | 131 | $3.4M | $0 |
| INNOVATIVE RESOURCES FOR INDEPENDENCE INNOVATIVE RESOURCES FOR INDEPENDENCE 403(B) PLAN | ELMONT, NY | Recordkeeper RECORDKEEPER | 466 | $3.3M | $12K |
| LAKESHORE LEGAL AID LAKESHORE LEGAL AID 403(B) PLAN | WARREN, MI | Recordkeeper RECORDKEEPER | 213 | $3.2M | $13 |
| PRESBYTERIAN MANORS OF MID-AMERICA, INC. PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN | WICHITA, KS | Other NONE | 31 | $2.9M | $2K |
| COMMUNITY EDUCATION ALLIANCE OF WEST PHILADELPHIA COMMUNITY EDUCATION ALLIANCE OF WEST PHILADELPHIA 403(B) PLAN | PHILADELPHIA, PA | Recordkeeper RECORDKEEPER | 97 | $2.9M | $0 |
| SENIOR LIVING CHOICES OF VIRGINIA, INC. SENIOR LIVING CHOICES OF VIRGINIA, INC. 403(B) PLAN | MIDLOTHIAN, VA | Recordkeeper RECORDKEEPER | 262 | $2.7M | $2K |
| LAKESHORE LEGAL AID LAKESHORE LEGAL AID 403(B) PLAN | WARREN, MI | Recordkeeper RECORDKEEPER | 239 | $2.3M | $38 |
| FAMILY RESOURCES FAMILY RESOURCES 403(B) THRIFT PLAN | PITTSBURGH, PA | Custodian PLAN CUSTODIAN/RK | 69 | $2.0M | $21K |
| FORT HUDSON NURSING CENTER, INC. FORT HUDSON NURSING CENTER, INC. 403(B) PLAN | FORT EDWARD, NY | Other NONE | 390 | $2.0M | $0 |
| ALLIANCE PREPARATORY SCHOOLS, INC. ALLIANCE PREPARATORY SCHOOLS ERISA 403(B) PLAN | CHARLOTTE, NC | Recordkeeper RECORDKEEPER | 176 | $1.9M | $4K |
| COMMUNITY SKILLED HEALTH CARE CENTRE COMMUNITY SKILLED HEALTH CARE CENTRE 403(B) SAVINGS PLAN | WARREN, OH | Recordkeeper RECORDKEEPER | 149 | $1.8M | $0 |
| FORT HUDSON NURSING CENTER, INC. FORT HUDSON NURSING CENTER, INC. 403(B) PLAN | FORT EDWARD, NY | Other NONE | 427 | $1.8M | $0 |
| CHILDREN'S HOME SOCIETY OF WEST VIRGINIA CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN | CHARLESTON, WV | Recordkeeper RECORDKEEPER | 394 | $1.7M | $0 |
| CHILDREN'S HOME SOCIETY OF WEST VIRGINIA CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN | CHARLESTON, WV | Recordkeeper RECORDKEEPER | 420 | $1.7M | $0 |
| CHILDREN'S HOME SOCIETY OF WEST VIRGINIA CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 403(B) PLAN | CHARLESTON, WV | Recordkeeper RECORDKEEPER | 392 | $1.6M | $81 |
| LAKESHORE LEGAL AID LAKESHORE LEGAL AID 403(B) PLAN | WARREN, MI | Recordkeeper RECORDKEEPER | 228 | $1.6M | $2K |
| WEST CENTRAL COMMUNITY ACTION WEST CENTRAL COMMUNITY ACTION 403(B) PLAN | HARLAN, IA | Recordkeeper RECORDKEEPER | 118 | $1.5M | $116 |
| ALLIANCE PREPARATORY SCHOOLS, INC. ALLIANCE PREPARATORY SCHOOLS ERISA 403(B) PLAN | CHARLOTTE, NC | Recordkeeper RECORDKEEPER | 170 | $1.3M | $0 |
| SOUTHERN TIER INDEPENDENCE CENTER, INC. SOUTHERN TIER INDEPENDENCE CENTER, INC. 403(B) PLAN | BINGHAMTON, NY | Recordkeeper RECORDKEEPER | 617 | $1.1M | $168 |
| THE COMMUNITY DEVELOPMENT CENTER, INC. THE COMMUNITY DEVELOPMENT CENTER, INC. 403(B) AXA EQUITABLE LIFE INSURANCE COMPANY | CARSON, CA | Recordkeeper RECORDKEEPER | — | $727K | $0 |
| THE COMMUNITY DEVELOPMENT CENTER, INC. THE COMMUNITY DEVELOPMENT CENTER, INC. 403 (B) AXA EQUITABLE LIFE INSURANCE COMPANY | CARSON, CA | Recordkeeper RECORDKEEPER | — | $698K | $93 |
| LEMOYNE OWEN COLLEGE LEMOYNE OWEN COLLEGE TAX DEFERRED ANNUITY RETIREMENT PLAN | MEMPHIS, TN | Recordkeeper RECORDKEEPER | 27 | $384K | $0 |
| STEVENS INSTITUTE OF TECHNOLOGY STEVENS INSTITUTE OF TECHNOLOGY NON-ACADEMIC STAFF EMPLOYEES' PENSION PLAN | HOBOKEN, NJ | Other NONE | 14 | $375K | $4K |
| THE COMMUNITY DEVELOPMENT CENTER, INC. THE COMMUNITY DEVELOPMENT CENTER, INC. 403(B) AXA EQUITABLE LIFE INSURANCE COMPANY | CARSON, CA | Recordkeeper RECORDKEEPER | — | $0 | $0 |
| ST JOHN & ST JOHN PENSION PLAN ST JOHN & ST JOHN PENSION PLAN | CULLMAN, AL | Recordkeeper RECORDKEEPER | 0 | — | $4K |
| T M CAREY & ASSOCIATES T M CAREY & ASSOCIATES PROFIT SHARING PLAN | TROY, MI | Recordkeeper RECORD KEEPER | 2 | — | $0 |
| MOSAIC DEVELOPMENT GROUP THE AFFORDABLE HOUSING GROUP | DAVIDSON, NC | Recordkeeper RECORDKEEPER | 4 | — | $0 |
| ST JOHN & ST JOHN ATTORNEYS ST JOHN & ST JOHN PENSION PLAN | CULLMAN, AL | Recordkeeper RECORD KEEPER | 9 | — | $0 |
| CROSSWALK COMMUNITY ACTION AGENCY INC CROSSWALK COMMUNITY ACTION AGENCY | WEST FRANKFORT, IL | Recordkeeper RECORD KEEPER | 1 | — | — |
| THE ABUSE NETWORK, INC. THE ABUSE NETWORK, INC. | LEWISTOWN, PA | Recordkeeper RECORDKEEPER | 17 | — | $333 |
| NEW YORK COUNCIL FOR THE HUMANITIES NEW YORK COUNCIL FOR THE HUMANITIES TAX-SHELTERED ANNUITY PLAN | NEW YORK, NY | Recordkeeper RECORDKEEPER | 5 | — | $103 |
| NEW YORK COUNCIL FOR THE HUMANITIES NEW YORK COUNCIL FOR THE HUMANITIES TAX-SHELTERED ANNUITY PLAN | NEW YORK, NY | Recordkeeper RECORDKEEPER | 0 | — | $0 |
| NEW YORK COUNCIL FOR THE HUMANITIES NEW YORK COUNCIL FOR THE HUMANITIES TAX-SHELTERED ANNUITY PLAN | NEW YORK, NY | Recordkeeper RECORDKEEPER | 5 | — | $149 |
| URBAN CORPS OF SAN DIEGO COUNTY URBAN CORPS OF SAN DIEGO COUNTY 403(B) PLAN | SAN DIEGO, CA | Other | 69 | — | $95 |
| NEW YORK COUNCIL FOR THE HUMANITIES NEW YORK COUNCIL FOR THE HUMANITIES TAX-SHELTERED ANNUITY PLAN | NEW YORK, NY | Recordkeeper RECORDKEEPER | 4 | — | $30 |