Equity 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

Active participants

2,575

Total plan assets

$712.7M

Filings (rows)

Direct comp

$764K

Indirect comp

SERVICES PROVIDED

Other service providers6

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Utah Sheet Metal Pension Trust Utah Sheet Metal Pension Trust · all filings	MURRAY, UT	Other service providers	855	$249.4M	$356K	$0
Utah Sheet Metal Pension Trust Utah Sheet Metal Pension Trust · all filings	MURRAY, UT	Other service providers	757	$204.2M	$301K	$0
Board of Trustees, Roofers Local No. 74/No. 203 Pension Fund Roofers Local No. 74/ No. 203 Pension Plan · all filings	WEST SENECA, NY	Other service providers	357	$71.4M	$31K	$0
Board of Trustees, Roofers Local No. 74/No. 203 Pension Fund Roofers Local No. 74/ No. 203 Pension Plan · all filings	WEST SENECA, NY	Other service providers	393	$66.0M	$29K	$0
Starnes Davis Florie LLP Starnes Davis Florie LLP 401(k) Profit Sharing Plan · all filings	BIRMINGHAM, AL	Other service providers	114	$65.1M	$25K	$0
Starnes Davis Florie LLP Starnes Davis Florie LLP 401(k) Profit Sharing Plan · all filings	BIRMINGHAM, AL	Other service providers	99	$56.7M	$21K	$0