F/M INVESTMENTS
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
27
Active participants
92,912
Total plan assets
$13.2B
Filings (rows)
27
Direct comp
$2.1M
Indirect comp
$0
SERVICES PROVIDED
Other23
Advisor / Consultant4
Top plans served
All 27 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| JOINT BOARD OF TRUSTEES TEAMSTERS LOCAL 639 - EMPLOYERS PENSION TRUST TEAMSTERS LOCAL 639 - EMPLOYERS PENSION TRUST FUND | WASHINGTON, DC | Other NONE | 3,542 | $1.7B | $67K |
| BD OF TRUSTEES HEAVY & GENERAL LABORERS' OF NJ ANNUITY FUND HEAVY & GENERAL LABORERS' LOCAL UNIONS 472 & 172 OF NJ ANNUITY PLAN | NEWARK, NJ | Advisor / Consultant INVESTMENT ADVISOR | 9,133 | $1.6B | $134K |
| BOARD OF TRUSTEES IRON WORKERS LOCALS 40, 361 & 417 ANNUITY FUND IRON WORKERS LOCALS 40, 361 & 417 ANNUITY FUND | NEW YORK, NY | Other NONE | 2,187 | $1.2B | $249K |
| BOARD OF TRUSTEES IRON WORKERS LOCALS 40, 361 & 417 ANNUITY FUND IRON WORKERS LOCALS 40, 361 & 417 ANNUITY FUND | NEW YORK, NY | Other NONE | 2,357 | $1.2B | $158K |
| TRUSTEES OF NAT'L STABILIZATION AGREEMENT OF THE SHEET METAL INDSTRY T NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUSTRY ACTIVE EMPLOYEE PLAN | FALLS CHURCH, VA | Other NONE | 24,907 | $950.7M | $163K |
| TRUSTEES OF NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUST NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUSTRY RETIREE RULES AND REGULATIONS | FALLS CHURCH, VA | Other NONE | 4,345 | $699.0M | $118K |
| BOARD OF TRUSTEES LOCAL 580 ANNUITY FUND LOCAL 580 ANNUITY FUND | NEW YORK, NY | Other NONE | 2,391 | $662.7M | $131K |
| BD OF TRUSTEES NEW JERSEY BUILDING LABORERS STATEWIDE PENSION FUND NEW JERSEY BUILDING LABORERS STATEWIDE PENSION FUND | ISELIN, NJ | Other NONE | 2,082 | $545.6M | $54K |
| BD OF TRUSTEES NEW JERSEY BUILDING LABORERS STATEWIDE PENSION FUND NEW JERSEY BUILDING LABORERS STATEWIDE PENSION FUND | ISELIN, NJ | Other NONE | 2,166 | $520.3M | $52K |
| IRONWORKERS NATIONAL PENSION PLAN BOARD OF TRUSTEES IRONWORKERS NATIONAL PENSION PLAN | OAKBROOK, IL | Other NONE | 2,852 | $503.2M | $46K |
| JOINT BOARD OF TRUSTEES OF LOCAL 639 EMPLOYERS HEALTH TRUST FUND TEAMSTERS LOCAL 639 - EMPLOYERS HEALTH TRUST FUND | WASHINGTON, DC | Other NONE | 3,324 | $359.7M | $92K |
| BOARD OF TRUSTEES LOCAL 580 INSURANCE FUND LOCAL 580 INSURANCE FUND | NEW YORK, NY | Other NONE | 1,480 | $335.3M | $79K |
| EMPLOYERS & OPERATING ENGINEERS LOCAL 520 PENSION FUND BOARD OF TRUSTE EMPLOYERS & OPERATING ENGINEERS LOCAL 520 PENSION FUND | OFALLON, IL | Advisor / Consultant INVESTMENT MANAGER | 989 | $327.6M | $68K |
| MICHAEL BEST AND FRIEDRICH, LLP MICHAEL BEST 401K PLAN | MILWAUKEE, WI | Advisor / Consultant ADVISOR | 729 | $321.2M | $29K |
| HAWAII SHEET METAL WORKERS PENSION FUND HAWAII SHEET METAL WORKERS PENSION FUND | HONOLULU, HI | Other NONE | 430 | $316.2M | $180K |
| BOARD OF TRUSTEES-TEAMSTERS LOCAL 631 SECURITY PLAN FOR SO NV TEAMSTERS LOCAL 631 SECURITY PLAN FOR SOUTHERN NEVADA | LAS VEGAS, NV | Other NONE | 4,025 | $284.4M | $51K |
| JOINT BOARD OF TRUSTEES MO-KAN IRON WORKERS PENSION PLAN MO-KAN IRON WORKERS PENSION FUND | KANSAS CITY, MO | Other NONE | 1,008 | $265.9M | $36K |
| BD OF TRUSTEES NJ BUILDING LABORERS STATEWIDE ANNUITY FUND NEW JERSEY BUILDING LABORERS STATEWIDE ANNUITY FUND | ISELIN, NJ | Other NONE | 7,536 | $248.5M | $29K |
| BD OF TRUSTEES NJ BUILDING LABORERS STATEWIDE ANNUITY FUND NEW JERSEY BUILDING LABORERS STATEWIDE ANNUITY FUND | ISELIN, NJ | Other NONE | 7,247 | $232.7M | $28K |
| BOARD OF TRUSTEES IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND | NEW YORK, NY | Other NONE | 2,209 | $215.3M | $109K |
| BOARD OF TRUSTEES IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND | NEW YORK, NY | Other INV MANAGER | 1,914 | $208.2M | $86K |
| BOARD OF TRUSTEES TEAMSTERS LOCAL 210 AFFILIATED PENSION TRUST FUND TEAMSTERS LOCAL 210 AFFILIATED PENSION TRUST FUND | NEW YORK, NY | Other NONE | 994 | $154.7M | $22K |
| BOARD OF TRUSTEES, NEW JERSEY BLDG STATEWIDE WELFARE FD NEW JERSEY BUILDING LABORERS STATEWIDE WELFARE FUND | ISELIN, NJ | Other NONE | 1,749 | $124.6M | $56K |
| BOARD OF TRUSTEES, NEW JERSEY BLDG STATEWIDE WELFARE FD NEW JERSEY BUILDING LABORERS STATEWIDE WELFARE FUND | ISELIN, NJ | Other NONE | 1,887 | $116.3M | $55K |
| EMPLOYERS & OPERATING ENGINEERS LOCAL 520 HEALTH EMPLOYERS & OPERATING ENGINEERS LOCAL 520 HEALTH & WELFARE FUND | OFALLON, IL | Advisor / Consultant INVESTMENT MANAGER | 897 | $64.1M | $14K |
| TEAMSTERS LOCAL 819 PENSION FUND TEAMSTERS LOCAL 819 PENSION FUND | NEW YORK, NY | Other NONE | 432 | $50.8M | $13K |
| BOARD OF TRUSTEES OF CONSTRUCTION WORKERS LOCAL 147 ANNUITY FUND CONSTRUCTION WORKERS LOCAL 147 ANNUITY FUND | HOPATCONG, NJ | Other NONE | 100 | $23.0M | $7K |