FID INST
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
64
Active participants
40,145
Total plan assets
$10.0B
Filings (rows)
64
Direct comp
$8.0M
Indirect comp
$0
Aggregating 9 name variants under "FID INST"
SERVICES PROVIDED
Other39
Advisor / Consultant16
Recordkeeper9
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| FIAM LONG A OR BETTER COMM PL | 19 |
| FIAM LONG DURATION COMM PL | 15 |
| FIAM LONG US TREAS STRIPS COMM PL | 13 |
| FIAM SHORT DURATION COMM PL | 11 |
| FIAM INTERMEDIATE DURATION COMM PL | 10 |
| FIAM 8-10 YEAR BOND COMM PL | 9 |
| FIAM INSTITUTIONAL CASH COMM PL | 7 |
| FIAM SMALL-MID CAP CORE COMM PL | 6 |
| FIAM 8-10 YR BOND COMM PL | 6 |
| FIAM HIGH YIELD BOND COMM PL | 6 |
| FIAM SMALL CAP CORE COMM PL | 6 |
| FIAM PENSION JOURNEY 40-60 COMM PL | 6 |
| FIAM PENSION JOURNEY 50-50 COMM PL | 6 |
| FIAM 8-10 YR BOND COMM POOL | 6 |
| FIAM EMERGING MARKETS COMM PL | 5 |
| FIAM FREEDOM BLEND 2060 COMM POOL | 4 |
| FIAM FREEDOM BLEND 2020 COMM POOL | 4 |
| FIAM FREEDOM BLEND INCOME COMM POOL | 4 |
| FIAM FREEDOM BLEND 2015 COMM POOL | 4 |
| FIAM SELECT EMERG MKTS EQ COMM PL | 4 |
| FIAM FREEDOM BLEND 2025 COMM POOL | 4 |
| FIAM FREEDOM BLEND 2030 COMM POOL | 4 |
| FIAM FREEDOM BLEND 2065 COMM POOL | 4 |
| FIAM GLOBAL LOW VOL EQ COMM PL | 4 |
| FIAM FREEDOM BLEND 2035 COMM POOL | 4 |
Top plans served
All 64 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| VISTRA OPERATIONS COMPANY LLC VISTRA THRIFT PLAN | IRVING, TX | Other NONE | 6,759 | $2.4B | $328K |
| NCR CORPORATION NCR SAVINGS PLAN | ATLANTA, GA | Other NONE | 10,310 | $1.7B | $864K |
| VISTRA OPERATIONS COMPANY LLC VISTRA THRIFT PLAN | IRVING, TX | Other NONE | 4,826 | $1.5B | $122K |
| VISTRA OPERATIONS COMPANY LLC VISTRA THRIFT PLAN | IRVING, TX | Other NONE | 4,868 | $1.4B | $281K |
| THE METROPOLITAN MUSEUM OF ART THE METROPOLITAN MUSEUM OF ART 403(B) RETIREMENT PLAN FOR NON-UNION EMPLOYEES | NEW YORK, NY | Recordkeeper RECORDKEEPER | 1,283 | $308.0M | $127K |
| THE METROPOLITAN MUSEUM OF ART THE METROPOLITAN MUSEUM OF ART 403(B) RETIREMENT PLAN FOR NON-UNION EMPLOYEES | NEW YORK, NY | Recordkeeper RECORDKEEPER | 1,234 | $274.2M | $130K |
| THE METROPOLITAN MUSEUM OF ART THE METROPOLITAN MUSEUM OF ART 403(B) RETIREMENT PLAN FOR NON-UNION EMPLOYEES | NEW YORK, NY | Recordkeeper RECORDKEEPER | 1,162 | $233.9M | $141K |
| SOUTHERN STATES COOPERATIVE, INC. RETIREMENT PLAN FOR EMPLOYEES OF SOUTHERN STATES | RICHMOND, VA | Advisor / Consultant INV. ADVISORY | 267 | $194.7M | $305K |
| SOUTHERN STATES COOPERATIVE, INC. RETIREMENT PLAN FOR EMPLOYEES OF SOUTHERN STATES | RICHMOND, VA | Advisor / Consultant INV. ADVISORY | 308 | $192.0M | $40K |
| LENNOX INTERNATIONAL INC. LENNOX INTERNATIONAL INC. PENSION TRUST | RICHARDSON, TX | Other SERVICE PROVIDER | — | $130.7M | $359K |
| LENNOX INTERNATIONAL INC. LENNOX INTERNATIONAL INC. PENSION TRUST | RICHARDSON, TX | Other SERVICE PROVIDER | — | $122.8M | $265K |
| BLUE DIAMOND GROWERS BLUE DIAMOND GROWERS EMPLOYEES PENSION PLAN | SACRAMENTO, CA | Other INV. MANAGEMENT | 113 | $101.9M | $101K |
| BLUE DIAMOND GROWERS BLUE DIAMOND GROWERS EMPLOYEES PENSION PLAN | SACRAMENTO, CA | Other INV. MANAGEMENT | 135 | $97.3M | $144K |
| WEST FRASER, INC. WEST FRASER, INC. PENSION PLAN | GERMANTOWN, TN | Advisor / Consultant INV. ADVISORY | 931 | $93.1M | $419K |
| UNIFY FINANCIAL CREDIT UNION UNIFY FINANCIAL CREDIT UNION PENSION PLAN | ALLEN, TX | Other INV MGMT | 224 | $91.8M | $377K |
| UNIFY FINANCIAL CREDIT UNION UNIFY FINANCIAL CREDIT UNION PENSION PLAN | TORRANCE, CA | Other INV MGMT | 249 | $87.3M | $350K |
| COPYRIGHT CLEARANCE CENTER INC. COPYRIGHT CLEARANCE CENTER, INC. DEFINED BENEFIT PLAN | DANVERS, MA | Other INV MGMT | 70 | $56.6M | $171K |
| COPYRIGHT CLEARANCE CENTER INC. COPYRIGHT CLEARANCE CENTER, INC. DEFINED BENEFIT PLAN | DANVERS, MA | Other INV MGMT | 81 | $55.9M | $169K |
| COPYRIGHT CLEARANCE CENTER INC. COPYRIGHT CLEARANCE CENTER, INC. DEFINED BENEFIT PLAN | DANVERS, MA | Other INV MGMT | 83 | $50.2M | $179K |
| WEST FRASER, INC. WEST FRASER, INC. PENSION PLAN | CORDOVA, TN | Advisor / Consultant INV. ADVISORY | 783 | $47.9M | $179K |
| THE METROPOLITAN MUSEUM OF ART THE METROPOLITAN MUSEUM OF ART 403(B) VOLUNTARY CONTRIBUTION PLAN | NEW YORK, NY | Recordkeeper RECORDKEEPER | 763 | $46.5M | $39K |
| THE METROPOLITAN MUSEUM OF ART THE METROPOLITAN MUSEUM OF ART 403(B) VOLUNTARY CONTRIBUTION PLAN | NEW YORK, NY | Recordkeeper RECORDKEEPER | 733 | $43.5M | $39K |
| THE METROPOLITAN MUSEUM OF ART THE METROPOLITAN MUSEUM OF ART 403(B) VOLUNTARY CONTRIBUTION PLAN | NEW YORK, NY | Recordkeeper RECORDKEEPER | 700 | $38.2M | $43K |
| THE METROPOLITAN MUSEUM OF ART THE METROPOLITAN MUSEUM OF ART 403(B) PLAN FOR LOCAL 1503 OF DISTRICT COUNCIL 37, AFSCME, AFL-CIO AND LOCAL 306-I.A.T.S.E. | NEW YORK, NY | Recordkeeper RECORDKEEPER | 527 | $37.7M | $0 |
| LLOYD'S REGISTER AMERICAS, INC. LLOYD'S REGISTER AMERICAS, INC. RETIREMENT PLAN FOR UNITED STATES EMPLOYEES | HOUSTON, TX | Advisor / Consultant INV. ADVISORY | 23 | $37.4M | $62K |
| LLOYD'S REGISTER AMERICAS, INC. LLOYD'S REGISTER AMERICAS, INC. RETIREMENT PLAN FOR UNITED STATES EMPLOYEES | HOUSTON, TX | Other NONE | 23 | $36.8M | $97K |
| LLOYD'S REGISTER AMERICAS, INC. LLOYD'S REGISTER AMERICAS, INC. RETIREMENT PLAN FOR UNITED STATES EMPLOYEES | HOUSTON, TX | Advisor / Consultant INV. ADVISORY | 16 | $35.1M | $79K |
| OERLIKON USA HOLDING, INC. OERLIKON USA HOLDING, INC. PENSION PLAN | EXPORT, PA | Other INV MANAGEMENT | 0 | $33.6M | $137K |
| OERLIKON USA HOLDING, INC. OERLIKON USA HOLDING, INC. PENSION PLAN | EXPORT, PA | Other 3RD PARTY | 0 | $33.0M | $83K |
| THE METROPOLITAN MUSEUM OF ART THE METROPOLITAN MUSEUM OF ART 403(B) PLAN FOR LOCAL 1503 OF DISTRICT COUNCIL 37, AFSCME, AFL-CIO AND LOCAL 306-I.A.T.S.E. | NEW YORK, NY | Recordkeeper RECORDKEEPER | 514 | $32.6M | $0 |
| PREFORMED LINE PRODUCTS COMPANY PREFORMED LINE PRODUCTS COMPANY HOURLY EMPLOYEES RETIREMENT PLAN | MAYFIELD VILLAGE, OH | Other NONE | 236 | $31.9M | $97K |
| PREFORMED LINE PRODUCTS COMPANY PREFORMED LINE PRODUCTS COMPANY HOURLY EMPLOYEES RETIREMENT PLAN | MAYFIELD VILLAGE, OH | Other NONE | 254 | $29.6M | $108K |
| PREFORMED LINE PRODUCTS COMPANY PREFORMED LINE PRODUCTS COMPANY HOURLY EMPLOYEES RETIREMENT PLAN | MAYFIELD VILLAGE, OH | Other NONE | 220 | $29.1M | $103K |
| GENERATIONS COMMUNITY FEDERAL CREDIT UNION GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN | CASTLE HILLS, TX | Advisor / Consultant INV. ADVISORY | 155 | $27.5M | $112K |
| ARCELORMITTAL SALES & ADMINISTRATION LLC ARCELORMITTAL DEFINED BENEFIT PLANS MASTER TRUST | SCHERERVILLE, IN | Other NONE | — | $27.2M | $74K |
| ARCELORMITTAL SALES & ADMINISTRATION LLC ARCELORMITTAL DEFINED BENEFIT PLANS MASTER TRUST | SCHERERVILLE, IN | Other NONE | — | $26.9M | $110K |
| THE METROPOLITAN MUSEUM OF ART THE METROPOLITAN MUSEUM OF ART 403(B) PLAN FOR LOCAL 1503 OF DISTRICT COUNCIL 37, AFSCME, AFL-CIO AND LOCAL 306-I.A.T.S.E. | NEW YORK, NY | Recordkeeper RECORDKEEPER | 541 | $26.8M | $0 |
| GENERATIONS COMMUNITY FEDERAL CREDIT UNION GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN | SAN ANTONIO, TX | Advisor / Consultant INV. ADVISORY | 148 | $26.4M | $107K |
| LISTERHILL CREDIT UNION LISTERHILL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | MUSCLE SHOALS, AL | Other NONE | 244 | $26.4M | $98K |
| LISTERHILL CREDIT UNION LISTERHILL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | MUSCLE SHOALS, AL | Advisor / Consultant INV. ADVISORY | 246 | $26.0M | $171K |
| ARCELORMITTAL SALES & ADMINISTRATION LLC ARCELORMITTAL DEFINED BENEFIT PLANS MASTER TRUST | SCHERERVILLE, IN | Other NONE | — | $25.8M | $90K |
| GENERATIONS COMMUNITY FEDERAL CREDIT UNION GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN | SAN ANTONIO, TX | Advisor / Consultant INV. ADVISORY | 139 | $24.3M | $119K |
| SPURWINK SERVICES SPURWINK SERVICES DEFINED BENEFIT PENSION PLAN | PORTLAND, ME | Other INVESTMENT MGMT | 91 | $21.8M | $72K |
| MESSER CUTTING SYSTEMS, INC. MESSER CUTTING SYSTEMS, INC. PENSION PLAN | MENOMONEE FALLS, WI | Other INV MGMT | 15 | $20.7M | $45K |
| AAA ARIZONA, INC. AAA ARIZONA, INC. CASH BALANCE PLAN AND TRUST | WALNUT CREEK, CA | Advisor / Consultant INV. ADVISOR | 99 | $19.2M | $158K |
| TRIVIUM PACKAGING USA INC. TRIVIUM DEFINED BENEFIT PLAN | ROSEMONT, IL | Other NONE | 0 | $18.8M | $39K |
| SPURWINK SERVICES SPURWINK SERVICES DEFINED BENEFIT PENSION PLAN | PORTLAND, ME | Other INVESTMENT MGMT | 44 | $17.3M | $35K |
| AAA ARIZONA, INC. AAA ARIZONA, INC. CASH BALANCE PLAN AND TRUST | WALNUT CREEK, CA | Advisor / Consultant INV. ADVISOR | 96 | $17.2M | $50K |
| AAA ARIZONA, INC. AAA ARIZONA, INC. CASH BALANCE PLAN AND TRUST | WALNUT CREEK, CA | Advisor / Consultant INV. ADVISOR | 88 | $17.0M | $36K |
| OERLIKON USA HOLDING, INC. OERLIKON USA HOLDING, INC. PENSION PLAN | EXPORT, PA | Other INV MANAGEMENT | 0 | $16.0M | $56K |
| TRIVIUM PACKAGING USA INC. TRIVIUM DEFINED BENEFIT PLAN | ROSEMONT, IL | Other ADMIN-CONSULT | 0 | $15.5M | $300K |
| BLUESCOPE COATED PRODUCTS, LLC PENSION PLAN FOR BARGAINING GROUP HOURLY EMPLOYEES OF THE CAMBRIDGE, OHIO PLANT OF BLUESCOPE COATED PRODUCTS, LLC | KANSAS CITY, MO | Other NONE | 7 | $13.3M | $39K |
| BLUESCOPE COATED PRODUCTS, LLC PENSION PLAN FOR BARGAINING GROUP HOURLY EMPLOYEES OF THE CAMBRIDGE, OHIO PLANT OF NCI GROUP, INC. | KANSAS CITY, MO | Other NONE | 7 | $13.2M | $26K |
| BLUESCOPE COATED PRODUCTS, LLC PENSION PLAN FOR BARGAINING GROUP HOURLY EMPLOYEES OF THE CAMBRIDGE, OHIO PLANT OF BLUESCOPE COATED PRODUCTS, LLC | KANSAS CITY, MO | Other NONE | 7 | $12.7M | $31K |
| LEYBOLD USA INC. LEYBOLD USA PENSION PLAN | EXPORT, PA | Advisor / Consultant INV. ADVISORY | 10 | $10.6M | $43K |
| LEYBOLD USA INC. LEYBOLD USA PENSION PLAN | EXPORT, PA | Other NONE | 13 | $10.4M | $94K |
| LEYBOLD USA INC. LEYBOLD USA PENSION PLAN | EXPORT, PA | Advisor / Consultant INV. ADVISORY | 9 | $10.3M | $34K |
| BRIGGS & STRATTON, LLC BRIGGS & STRATTON, LLC CASH BALANCE RETIREMENT PLAN | WAUWATOSA, WI | Advisor / Consultant INVESTMENT ADVISORY | 414 | $9.6M | $16K |
| MEMC, LLC MEMC LLC PENSION PLAN | ST. PETERS, MO | Other NONE | 0 | $0 | $52K |
| ADVANCED CAST PRODUCTS, INC. GREDE MEADVILLE RETIREMENT PLAN | SOUTHFIELD, MI | Other INVESTMENT MANGEMENT | 41 | — | $22K |
| GREDE HOLDINGS, LLC GREDE MEADVILLE RETIREMENT PLAN | SOUTHFIELD, MI | Other INVESTMENT MANGEMENT | 36 | — | $4K |
| BLUESCOPE COATED PRODUCTS, LLC NCI GROUP, INC. AMBRIDGE HOURLY EMPLOYEES PENSION PLAN | KANSAS CITY, MO | Other NONE | 0 | — | $4K |
| BLUESCOPE COATED PRODUCTS, LLC NCI GROUP, INC. AMBRIDGE HOURLY EMPLOYEES PENSION PLAN | KANSAS CITY, MO | Other NONE | 0 | — | $4K |
| BLUESCOPE COATED PRODUCTS, LLC NCI GROUP, INC. AMBRIDGE HOURLY EMPLOYEES PENSION PLAN | KANSAS CITY, MO | Other NONE | 0 | — | $3K |