EVERCORE ISI
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
5
Active participants
112,067
Total plan assets
$114.7B
Filings (rows)
5
Direct comp
$0
Indirect comp
$41K
SERVICES PROVIDED
Broker4
Other1
Top plans served
All 5 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| GENERAL ELECTRIC COMPANY GENERAL ELECTRIC PENSION TRUST | BOSTON, MA | Broker SECURITIES BROKERAGE | — | $46.7B | $0 |
| GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE GENERAL ELECTRIC PENSION TRUST | EVENDALE, OH | Broker SECURITIES BROKERAGE | — | $46.2B | $0 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION RETIREMENT SECURITY PLAN | ARLINGTON, VA | Broker BROKER | 56,128 | $11.5B | $0 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION RETIREMENT SECURITY PLAN | ARLINGTON, VA | Broker BROKER | 55,939 | $10.2B | $0 |
| LORD ABBETT & CO LLC LORD ABBETT SMALL CAP GROWTH TRUST | KANSAS CITY, MO | Other NONE | — | $126.4M | $0 |