FID INV Instl OPS CP

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

130,767

Total plan assets

$9.1B

Filings (rows)

Direct comp

$6.7M

Indirect comp

Showing only "FID INV INSTL OPS CP"

View all 19 variants aggregated →

FID INV INST OPS CO538 FID INV INSTL OPS CO61 FID INV INST OPS49 FID INVEST INST OPS CO22 FID INV INSTL OPS17 FID INV INTL OPS CO4 FID INV INSTL OPS CP3

SERVICES PROVIDED

Recordkeeper3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Trustees of the UNIV. of Penn The University of Pennsylvania Health System 403(b) Retirement Savings Plan · all filings	PHILADELPHIA, PA	Recordkeeper	45,420	$3.6B	$2.4M	$0
Trustees of the UNIV. of Penn The University of Pennsylvania Health System 403(b) Retirement Savings Plan · all filings	PHILADELPHIA, PA	Recordkeeper	43,405	$3.1B	$2.2M	$0
Trustees of the UNIV. of Penn The University of Pennsylvania Health System 403(b) Retirement Savings Plan · all filings	PHILADELPHIA, PA	Recordkeeper	41,942	$2.5B	$2.1M	$0