FACTSET RESEARCH SYSTEMS
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
65
Active participants
1,290,163
Total plan assets
$971.1B
Filings (rows)
65
Direct comp
$10.9M
Indirect comp
$0
SERVICES PROVIDED
Other62
Advisor / Consultant3
Top plans served
All 65 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| LOCKHEED MARTIN CORPORATION LMC DEFINED CONTRIBUTION MASTER TRUST | BETHESDA, MD | Other OTHER FEES | — | $56.1B | $142K |
| LOCKHEED MARTIN CORPORATION LMC DEFINED CONTRIBUTION MASTER TRUST | BETHESDA, MD | Other OTHER FEES | — | $51.8B | $115K |
| UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA, GA | Other NONE | — | $51.4B | $459K |
| UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA, GA | Other NONE | — | $50.4B | $488K |
| LOCKHEED MARTIN CORPORATION LMC DEFINED CONTRIBUTION MASTER TRUST | BETHESDA, MD | Other OTHER FEES | — | $47.8B | $103K |
| GENERAL ELECTRIC COMPANY GENERAL ELECTRIC PENSION TRUST | BOSTON, MA | Other CONSULTING | — | $46.7B | $543K |
| GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE GENERAL ELECTRIC PENSION TRUST | EVENDALE, OH | Other CONSULTING | — | $46.2B | $605K |
| RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON, CT | Other NONE | — | $44.4B | $5K |
| UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA, GA | Other NONE | — | $42.9B | $239K |
| RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON, CT | Other NONE | — | $42.1B | $95K |
| THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST UAW GM RETIREES MEDICAL BENEFITS PLAN | DETROIT, MI | Other NONE | 0 | $30.6B | $133K |
| GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE GENERAL ELECTRIC PENSION TRUST | EVENDALE, OH | Other CONSULTING | — | $24.9B | $721K |
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST | BETHESDA, MD | Other CONSULTING | — | $24.6B | $767K |
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST | BETHESDA, MD | Other CONSULTING | — | $23.7B | $803K |
| UNITED PARCEL SERVICE OF AMERICA, INC. UPS RETIREMENT PLAN | ATLANTA, GA | Other NONE | 39,297 | $21.2B | $50K |
| THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST UAW FORD RETIREES MEDICAL BENEFITS PLAN | DETROIT, MI | Other NONE | 0 | $19.6B | $55K |
| HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST | CHARLOTTE, NC | Other NONE | — | $18.3B | $205K |
| HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST | CHARLOTTE, NC | Other NONE | — | $17.9B | $69K |
| HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST | CHARLOTTE, NC | Other NONE | — | $17.9B | $30K |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE RETIREMENT PLAN | JERSEY CITY, NJ | Other NONE | 83,812 | $16.3B | $630K |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE RETIREMENT PLAN | JERSEY CITY, NJ | Other NONE | 78,270 | $16.1B | $661K |
| BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND IAM NATIONAL PENSION FUND | WASHINGTON, DC | Other NONE | 102,863 | $15.0B | $33K |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE RETIREMENT PLAN | JERSEY CITY, NJ | Other NONE | 90,644 | $14.8B | $492K |
| BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND IAM NATIONAL PENSION FUND | WASHINGTON, DC | Other NONE | 102,493 | $14.3B | $28K |
| 3M COMPANY 3M EMPLOYEE RETIREMENT INCOME PLAN | ST. PAUL, MN | Other NONE | 9,132 | $14.3B | $76K |
| 3M COMPANY 3M EMPLOYEE RETIREMENT INCOME PLAN | ST. PAUL, MN | Other NONE | 10,638 | $14.0B | $98K |
| THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN | DETROIT, MI | Other NONE | 0 | $12.7B | $35K |
| BOARD OF TRUSTEES OF THE UPS/IBT FULL-TIME PENSION PLAN UPS/IBT FULL-TIME EMPLOYEE PENSION PLAN | ATLANTA, GA | Other NONE | 69,440 | $12.3B | $32K |
| BOARD OF TRUSTEES OF THE UPS/IBT FULL-TIME PENSION PLAN UPS/IBT FULL-TIME EMPLOYEE PENSION PLAN | ATLANTA, GA | Other NONE | 68,290 | $12.2B | $28K |
| EXXON MOBIL CORPORATION EXXONMOBIL PENSION PLAN | SPRING, TX | Other NONE | 22,227 | $12.1B | $24K |
| 3M COMPANY 3M VOLUNTARY INVESTMENT PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN | ST. PAUL, MN | Other NONE | 32,964 | $12.0B | $7K |
| EXXON MOBIL CORPORATION EXXONMOBIL PENSION PLAN | SPRING, TX | Other NONE | 22,000 | $12.0B | $22K |
| PFIZER INC MASTER TRUST BETWEEN PFIZER INC AND THE NORTHERN TRUST COMPANY | PEAPACK, NJ | Advisor / Consultant CONSULTANT | — | $10.8B | $273K |
| PFIZER INC MASTER TRUST BETWEEN PFIZER INC AND THE NORTHERN TRUST COMPANY | NEW YORK, NY | Advisor / Consultant CONSULTANT | — | $10.8B | $290K |
| PFIZER INC MASTER TRUST BETWEEN PFIZER INC AND THE NORTHERN TRUST COMPANY | NEW YORK, NY | Advisor / Consultant CONSULTANT | — | $9.8B | $300K |
| UNITED PARCEL SERVICE OF AMERICA, INC. UPS PENSION PLAN | ATLANTA, GA | Other NONE | 157,587 | $9.7B | $26K |
| UNITED PARCEL SERVICE OF AMERICA, INC. UPS PENSION PLAN | ATLANTA, GA | Other NONE | 159,780 | $9.3B | $22K |
| 3M COMPANY 3M EMPLOYEE RETIREMENT INCOME PLAN | ST. PAUL, MN | Other NONE | 6,472 | $8.9B | $20K |
| DESERET MUTUAL BENEFIT ADMINISTRATORS DESERET MUTUAL MASTER RETIREMENT PLAN | SALT LAKE CITY, UT | Other NA | 11,210 | $7.8B | $276K |
| DESERET MUTUAL BENEFIT ADMINISTRATORS DESERET MUTUAL MASTER RETIREMENT PLAN | SALT LAKE CITY, UT | Other NA | 10,478 | $7.7B | $289K |
| DESERET MUTUAL BENEFIT ADMINISTRATORS DESERET MUTUAL MASTER RETIREMENT PLAN | SALT LAKE CITY, UT | Other NA | 9,784 | $7.1B | $300K |
| TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN | ST. PAUL, MN | Other NONE | 27,531 | $4.2B | $178K |
| TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN | ST. PAUL, MN | Other NONE | 27,092 | $4.2B | $171K |
| CIGNA HOLDING COMPANY CIGNA PENSION PLAN | PHILADELPHIA, PA | Other NONE | 12,279 | $4.1B | $62K |
| TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN | ST. PAUL, MN | Other NONE | 24,716 | $3.9B | $162K |
| CIGNA HOLDING COMPANY CIGNA PENSION PLAN | PHILADELPHIA, PA | Other NONE | 11,399 | $3.8B | $86K |
| CIGNA HOLDING COMPANY CIGNA PENSION PLAN | PHILADELPHIA, PA | Other NONE | 9,040 | $2.9B | $61K |
| CIGNA HOLDING COMPANY CIGNA PENSION PLAN FOR CERTAIN FORMER EMPLOYEES | PHILADELPHIA, PA | Other NONE | 33 | $1.2B | $25K |
| RUSH UNIVERSITY MEDICAL CENTER RUSH RETIREMENT PLAN | CHICAGO, IL | Other NONE | 8,788 | $915.8M | $88K |
| RUSH UNIVERSITY MEDICAL CENTER RUSH RETIREMENT PLAN | CHICAGO, IL | Other NONE | 7,549 | $879.0M | $88K |
| RUSH UNIVERSITY MEDICAL CENTER RUSH RETIREMENT PLAN | CHICAGO, IL | Other NONE | 10,468 | $871.9M | $48K |
| SEGAL ADVISORS, INC. FIXED INCOME GROUP TRUST (A FUND WITHIN THE MARCO CONSULTING GROUP TRUST I) | CHICAGO, IL | Other NONE | — | $811.1M | $26K |
| SEGAL ADVISORS, INC. EQUITY GROUP TRUST (A FUND WITHIN THE MARCO CONSULTING GROUP TRUST I) | CHICAGO, IL | Other NONE | — | $793.7M | $53K |
| SEGAL ADVISORS, INC. EQUITY GROUP TRUST (A FUND WITHIN THE MARCO CONSULTING GROUP TRUST I) | CHICAGO, IL | Other NONE | — | $780.7M | $39K |
| SEGAL ADVISORS, INC. EQUITY GROUP TRUST (A FUND WITHIN THE MARCO CONSULTING GROUP TRUST I) | CHICAGO, IL | Other NONE | — | $702.1M | $64K |
| SEGAL ADVISORS, INC. FIXED INCOME GROUP TRUST (A FUND WITHIN THE MARCO CONSULTING GROUP TRUST I) | CHICAGO, IL | Other NONE | — | $670.7M | $20K |
| SEGAL ADVISORS, INC. FIXED INCOME GROUP TRUST (A FUND WITHIN THE MARCO CONSULTING GROUP TRUST I) | CHICAGO, IL | Other NONE | — | $476.7M | $35K |
| DESERET MUTUAL BENEFIT ADMINISTRATORS DESERET HEALTHCARE EMPLOYEE BENEFITS PLAN | SALT LAKE CITY, UT | Other NA | 21,719 | $393.6M | $11K |
| DESERET MUTUAL BENEFIT ADMINISTRATORS DESERET HEALTHCARE EMPLOYEE BENEFITS PLAN | SALT LAKE CITY, UT | Other NA | 21,482 | $373.9M | $13K |
| DESERET MUTUAL BENEFIT ADMINISTRATORS DESERET HEALTHCARE EMPLOYEE BENEFITS PLAN | SALT LAKE CITY, UT | Other NA | 20,686 | $360.8M | $12K |
| PRIVATE ADVISORS HEDGED EQUITY MASTER FUND, LTD. PRIVATE ADVISORS HEDGED EQUITY MASTER FUND, LTD. | RICHMOND, VA | Other NONE | — | $200.1M | $5K |
| PRIVATE ADVISORS HEDGED EQUITY MASTER FUND, LTD. PRIVATE ADVISORS HEDGED EQUITY MASTER FUND, LTD. | RICHMOND, VA | Other NONE | — | $66.1M | $9K |
| RUSH UNIVERSITY MEDICAL CENTER RUSH UNIVERSITY MEDICAL CENTER RETIREMENT PLAN | CHICAGO, IL | Other NONE | 0 | $0 | $57K |
| CIGNA HOLDING COMPANY CIGNA PENSION PLAN FOR CERTAIN FORMER EMPLOYEES | PHILADELPHIA, PA | Other NONE | 0 | $0 | $25K |
| THE NEW YORK AND PRESBYTERIAN HOSPITAL THE NEW YORK AND PRESBYTERIAN HOSPITAL RETIREMENT PLAN | NEW YORK, NY | Other NONE | 0 | $0 | $10K |