Form 5500 Search

FIDELITY INSTITUTIONAL

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
213
Active participants
1,316,168
Total plan assets
$556.7B
Filings (rows)
217
Direct comp
$82.5M
Indirect comp
$0

SERVICES PROVIDED

Other174
Recordkeeper18
Advisor / Consultant16
Custodian4
Accountant / Auditor1

CITs / DFEs sponsored by this firm

Fund / entityPlans holding
FIAM INSTITUTIONAL CASH COMMINGLED107
FIAM CORE PLUS CL I105
FIAM SELECT EMERGING MARKETS EQUITY102
FIAM SELECT INTERNATIONAL SMALL CAP95
FIAM TARGET DATE LONG TERM TREASURY83
FIAM TARGET DATE CANADA COMMINGLED83
FIAM INTERNATIONAL EQUITY GROWTH CO83
FIAM INTERNATIONAL EQUITY VALUE COM83
FIAM SMALL CAP CORE POOL81
FIAM EMERGING MARKETS DEBT COMMINGL74
FIAM OVERSEAS COMMINGLED POOL -72
FIAM EMERGING MARKETS COMMINGLED PO71
FIAM FLOATING RATE HIGH INCOME COMM70
FIAM INTL DEVMK BD A65
FIAM TARGET DATE TREASURY BILL INDE63
FIAM HIGH YIELD BOND COMMINGLED POO62
FIAM TARGET DATE VALUE DISCOVERY CO55
FIAM EMERGING MARKETS OPPORTUNITIES55
FIAM TARGET DATE BLUE CHIP GROWTH C55
FIAM TARGET DATE LARGE CAP STOCK CO55
FIAM CORE PLUS COMMINGLED POOL CLAS54
FID FRDM BLND 2035 Q52
FID FRDM BLND 2040 Q51
FID FRDM BLND 2055 Q51
FID FRDM BLND 2045 Q51

Top plans served

Showing top 217 of 213 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
BETHESDA, MD
Advisor / Consultant
INVESTMENT MANAGEMENT
$56.1B$282K
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
CHICAGO, IL
Other
INVESTMENT SERVICES
38,102$48.2B$462K
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
WASHINGTON, DC
Other
NONE
104,686$27.4B$449K
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
WASHINGTON, DC
Other
NONE
103,525$24.9B$363K
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
WASHINGTON, DC
Other
NONE
100,627$23.5B$351K
FMR LLC
FIDELITY RETIREMENT SAVINGS PLAN
BOSTON, MA
Recordkeeper
RECORDKEEPER
62,289$23.0B$22K
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
NEW YORK, NY
Other
NONE
54,084$22.2B$914K
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
NEW YORK, NY
Other
NONE
54,356$19.2B$906K
MORGAN STANLEY DOMESTIC HOLDINGS, INC.
MORGAN STANLEY 401(K) PLAN
NEW YORK, NY
Other
NONE
51,602$16.4B$938K
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
CHARLOTTE, NC
Other
NONE
$15.3B$6K
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
MELBOURNE, FL
Other
$12.8B$14K
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
STANFORD CONTRIBUTORY RETIREMENT PLAN
REDWOOD CITY, CA
Other
NONE
24,225$12.6B$839K
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
STANFORD CONTRIBUTORY RETIREMENT PLAN
REDWOOD CITY, CA
Other
NONE
22,753$11.0B$876K
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
STANFORD CONTRIBUTORY RETIREMENT PLAN
REDWOOD CITY, CA
Other
NONE
21,674$9.4B$1.1M
AUTOMATIC DATA PROCESSING, INC.
AUTOMATIC DATA PROCESSING, INC. RETIREMENT AND SAVINGS PLAN
ROSELAND, NJ
Advisor / Consultant
INVESTMENT MANAGEMENT
34,516$7.3B$642K
STANFORD HEALTH CARE
STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN
STANFORD, CA
Other
NONE
25,626$6.9B$1.7M
AUTOMATIC DATA PROCESSING, INC.
AUTOMATIC DATA PROCESSING, INC. RETIREMENT AND SAVINGS PLAN
ROSELAND, NJ
Advisor / Consultant
INVESTMENT MANAGEMENT
34,557$6.3B$573K
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS RETIREMENT INCOME PLAN
ALBUQUERQUE, NM
Other
NONE
3,118$6.2B$743K
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS RETIREMENT INCOME PLAN
ALBUQUERQUE, NM
Other
NONE
3,323$6.1B$945K
STANFORD HEALTH CARE
STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN
STANFORD, CA
Other
NONE
24,152$5.8B$1.6M
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS RETIREMENT INCOME PLAN
ALBUQUERQUE, NM
Other
NONE
3,544$5.6B$1.0M
NEXTERA ENERGY, INC.
NEXTERA ENERGY, INC. EMPLOYEE PENSION PLAN
JUNO BEACH, FL
Other
NONE
15,485$5.3B$2.0M
MARS, INCORPORATED
U. S. RETIREMENT PLAN
HACKETTSTOWN, NJ
Other
NONE
8,869$5.3B$10K
AUTOMATIC DATA PROCESSING, INC.
AUTOMATIC DATA PROCESSING, INC. RETIREMENT AND SAVINGS PLAN
ROSELAND, NJ
Advisor / Consultant
INVESTMENT MANAGEMENT
33,407$5.3B$539K
NEXTERA ENERGY, INC.
NEXTERA ENERGY, INC. EMPLOYEE PENSION PLAN
JUNO BEACH, FL
Other
NONE
14,419$5.1B$2.4M
BAYER CORPORATION
BAYER CORPORATION MASTER TRUST
ST LOUIS, MO
Other
ADMIN
$5.0B$1.5M
NEXTERA ENERGY, INC.
NEXTERA ENERGY, INC. EMPLOYEE PENSION PLAN
JUNO BEACH, FL
Other
NONE
12,767$4.8B$1.9M
STANFORD HEALTH CARE
STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN
STANFORD, CA
Other
NONE
22,681$4.5B$1.6M
NEW YORK LIFE INSURANCE COMPANY
NEW YORK LIFE INSURANCE COMPANY PENSION PLAN
NEW YORK, NY
Other
NONE
9,376$4.1B$492K
BAYER CORPORATION
BAYER CORPORATION MASTER TRUST
ST LOUIS, MO
Other
ADMIN
$4.0B$1.1M
MEDTRONIC, INC.
MEDTRONIC RETIREMENT PLAN MASTER TRUST
MINNEAPOLIS, MN
Other
ADMIN
$4.0B$2.4M
NEW YORK LIFE INSURANCE COMPANY
NEW YORK LIFE INSURANCE COMPANY PENSION PLAN
NEW YORK, NY
Other
NONE
9,269$4.0B$894K
KRAFT HEINZ FOODS COMPANY
KRAFT HEINZ COMPANY MASTER RETIREMENT TRUST
PITTSBURGH, PA
Other
NONE
$3.8B$2.1M
MEDTRONIC, INC.
MEDTRONIC RETIREMENT PLAN MASTER TRUST
MINNEAPOLIS, MN
Other
ADMIN
$3.8B$2.7M
KRAFT HEINZ FOODS COMPANY
KRAFT HEINZ COMPANY MASTER RETIREMENT TRUST
PITTSBURGH, PA
Other
NONE
$3.8B$2.2M
MEDTRONIC, INC.
MEDTRONIC RETIREMENT PLAN MASTER TRUST
MINNEAPOLIS, MN
Other
INV ADVSOR / ADMIN
$3.7B$1.3M
KRAFT HEINZ FOODS COMPANY
KRAFT HEINZ COMPANY MASTER RETIREMENT TRUST
PITTSBURGH, PA
Other
NONE
$3.5B$2.7M
KPMG LLP
KPMG PENSION PLAN
MONTVALE, NJ
Other
NONE
20,564$3.2B$457K
NEW YORK LIFE INSURANCE COMPANY
NYLIC RETIREMENT PLAN
NEW YORK, NY
Other
NONE
12,292$3.2B$355K
NEW YORK LIFE INSURANCE COMPANY
NYLIC RETIREMENT PLAN
NEW YORK, NY
Other
NONE
12,447$3.1B$645K
NEW YORK LIFE INSURANCE COMPANY
NYLIC RETIREMENT PLAN
NEW YORK, NY
Other
NONE
11,867$3.1B$528K
KPMG LLP
KPMG PENSION PLAN
MONTVALE, NJ
Other
NONE
18,369$3.1B$325K
KPMG LLP
KPMG PENSION PLAN
MONTVALE, NJ
Other
NONE
23,545$3.0B$527K
DXC TECHNOLOGY COMPANY
DXC TECHNOLOGY MATCHED ASSET PLAN
ASHBURN, VA
Advisor / Consultant
INVESTMENT MANAGEMENT
9,164$2.6B$189K
DXC TECHNOLOGY COMPANY
DXC TECHNOLOGY MATCHED ASSET PLAN
ASHBURN, VA
Advisor / Consultant
INVESTMENT MANAGEMENT
10,284$2.5B$96K
SAINT-GOBAIN DELAWARE CORPORATION
SAINT-GOBAIN RETIREMENT INCOME PLAN
MALVERN, PA
Other
NONE KNOWN
12,307$2.4B$2.5M
SOUTHERN CALIFORNIA GAS COMPANY
SOUTHERN CALIFORNIA GAS COMPANY PENSION PLAN
SAN DIEGO, CA
Other
NONE
8,639$2.4B$464K
DXC TECHNOLOGY COMPANY
DXC TECHNOLOGY MATCHED ASSET PLAN
ASHBURN, VA
Advisor / Consultant
INVESTMENT MANAGEMENT
10,947$2.3B$154K
SOUTHERN CALIFORNIA GAS COMPANY
SOUTHERN CALIFORNIA GAS COMPANY PENSION PLAN
SAN DIEGO, CA
Other
NONE
8,518$2.3B$281K
SAINT-GOBAIN DELAWARE CORPORATION
SAINT-GOBAIN RETIREMENT INCOME PLAN
MALVERN, PA
Other
NONE KNOWN
11,676$2.3B$1.1M
RICOH USA, INC.
RICOH USA, INC. RETIREMENT SAVINGS PLAN
EXTON, PA
Other
NONE
11,575$2.2B$433K
UNILEVER UNITED STATES, INC
UNICARE SAVINGS PLAN
ENGLEWOOD CLIFFS, NJ
Other
NONE
6,410$2.1B$475K
JONES DAY
JONES DAY DEFINED CONTRIBUTION MASTER TRUST
CLEVELAND, OH
Other
NONE
$2.1B$0
RICOH USA, INC.
RICOH USA, INC. RETIREMENT SAVINGS PLAN
EXTON, PA
Other
NONE
12,644$2.1B$582K
SOUTHERN CALIFORNIA GAS COMPANY
SOUTHERN CALIFORNIA GAS COMPANY PENSION PLAN
SAN DIEGO, CA
Other
NONE
8,002$2.0B$168K
UNILEVER UNITED STATES, INC
UNICARE SAVINGS PLAN
ENGLEWOOD CLIFFS, NJ
Other
NONE
6,865$1.9B$541K
JONES DAY
JONES DAY DEFINED CONTRIBUTION MASTER TRUST
CLEVELAND, OH
Other
NONE
$1.9B$0
KPMG LLP
KPMG PARTNER PENSION PLAN
MONTVALE, NJ
Other
NONE
2,262$1.9B$39K
RICOH USA, INC.
RICOH USA, INC. RETIREMENT SAVINGS PLAN
EXTON, PA
Other
NONE
13,231$1.9B$592K
KPMG LLP
KPMG PARTNER PENSION PLAN
MONTVALE, NJ
Other
NONE
2,299$1.8B$169K
AUTOMATIC DATA PROCESSING, INC.
AUTOMATIC DATA PROCESSING INC PENSION RETIREMENT PLAN
ROSELAND, NJ
Advisor / Consultant
INVESTMENT MANAGEMENT
9,395$1.8B$470K
UNILEVER UNITED STATES, INC
UNICARE SAVINGS PLAN
ENGLEWOOD CLIFFS, NJ
Other
NONE
6,840$1.7B$635K
AUTOMATIC DATA PROCESSING, INC.
AUTOMATIC DATA PROCESSING INC PENSION RETIREMENT PLAN
ROSELAND, NJ
Advisor / Consultant
INVESTMENT MANAGEMENT
10,049$1.7B$701K
KPMG LLP
KPMG PARTNER PENSION PLAN
MONTVALE, NJ
Other
NONE
2,272$1.7B$234K
JONES DAY
JONES DAY DEFINED CONTRIBUTION MASTER TRUST
CLEVELAND, OH
Other
NONE
$1.6B$0
AUTOMATIC DATA PROCESSING, INC.
AUTOMATIC DATA PROCESSING INC PENSION RETIREMENT PLAN
ROSELAND, NJ
Advisor / Consultant
INVESTMENT MANAGEMENT
10,502$1.6B$810K
AMERICAN WATER WORKS CO., INC.
PENSION PLAN FOR EMPLOYEES OF AMERICAN WATER WORKS COMPANY, INC. & ITS DESIGNATED SUBSIDIARIES
CAMDEN, NJ
Other
3RD PARTY
1,633$1.4B$90K
WELLSPAN HEALTH
WELLSPAN HEALTH PENSION TRUST
YORK, PA
Other
NONE
$1.3B$157K
TRIBUNE MEDIA COMPANY
TRIBUNE COMPANY MASTER TRUST FOR PENSION PLANS
CHICAGO, IL
Other
NONE
$1.3B$2.4M
WELLSPAN HEALTH
WELLSPAN HEALTH PENSION TRUST
YORK, PA
Other
NONE
$1.2B$294K
TRIBUNE MEDIA COMPANY
TRIBUNE COMPANY MASTER TRUST FOR PENSION PLANS
CHICAGO, IL
Other
NONE
$1.2B$3.2M
WELLSPAN HEALTH
WELLSPAN HEALTH PENSION TRUST
YORK, PA
Other
NONE
$1.2B$281K
FLUOR MARINE PROPULSION, LLC
PENSION PLAN FOR ELIGIBLE BETTIS EMPLOYEES AND RETIREES
WEST MIFFLIN, PA
Other
NONE
1,418$1.2B$430K
TRIBUNE MEDIA COMPANY
TRIBUNE COMPANY MASTER TRUST FOR PENSION PLANS
CHICAGO, IL
Other
NONE
$1.1B$2.3M
R.R. DONNELLEY & SONS COMPANY
RR DONNELLEY SAVINGS PLAN
CHICAGO, IL
Other
NONE
13,018$1.1B$288K
CENTERPOINT ENERGY, INC.
CENTERPOINT ENERGY RETIREMENT PLAN
HOUSTON, TX
Other
NONE
4,706$1.1B$281K
CENTERPOINT ENERGY, INC.
CENTERPOINT ENERGY RETIREMENT PLAN
HOUSTON, TX
Other
NONE
4,706$1.1B$89K
CENTERPOINT ENERGY, INC.
CENTERPOINT ENERGY RETIREMENT PLAN
HOUSTON, TX
Other
NONE
5,287$1.1B$403K
CENTERPOINT ENERGY, INC.
CENTERPOINT ENERGY RETIREMENT PLAN
HOUSTON, TX
Other
NONE
5,287$1.1B$145K
FLUOR MARINE PROPULSION, LLC
PENSION PLAN FOR ELIGIBLE BETTIS EMPLOYEES AND RETIREES
WEST MIFFLIN, PA
Other
NONE
1,522$1.1B$55K
LEVI STRAUSS & CO.
LEVI STRAUSS & CO. INVESTMENT PLAN MASTER TR - DC
SAN FRANCISCO, CA
Recordkeeper
RECORDKEEPER
$1.1B$0
CENTERPOINT ENERGY, INC.
CENTERPOINT ENERGY RETIREMENT PLAN
HOUSTON, TX
Other
NONE
4,963$1.1B$103K
CENTERPOINT ENERGY, INC.
CENTERPOINT ENERGY RETIREMENT PLAN
HOUSTON, TX
Other
NONE
4,963$1.1B$370K
FLUOR MARINE PROPULSION, LLC
SALARIED EMPLOYEE PENSION PLAN FOR KAPL EMPLOYEES AND RETIREES
WEST MIFFLIN, PA
Other
NONE
843$1.1B$391K
FLUOR MARINE PROPULSION, LLC
SALARIED EMPLOYEE PENSION PLAN FOR KAPL EMPLOYEES AND RETIREES
WEST MIFFLIN, PA
Other
NONE
909$985.4M$43K
LEVI STRAUSS & CO.
LEVI STRAUSS & CO. INVESTMENT PLAN MASTER TR - DC
SAN FRANCISCO, CA
Recordkeeper
RECORDKEEPER
$975.2M$0
ATLANTIC HEALTH SYSTEM
EMPLOYEES' CASH BALANCE PLAN OF ATLANTIC HEALTH SYSTEM, INC.
MORRISTOWN, NJ
Other
NONE
5,098$969.3M$171K
ATLANTIC HEALTH SYSTEM
EMPLOYEES' CASH BALANCE PLAN OF ATLANTIC HEALTH SYSTEM, INC.
MORRISTOWN, NJ
Other
NONE
4,770$964.8M$263K
UNILEVER UNITED STATES, INC
UNICARE RETIREMENT PLAN
ENGLEWOOD CLIFFS, NJ
Other
NONE
1,006$901.0M$741K
UNILEVER UNITED STATES, INC
UNICARE RETIREMENT PLAN
ENGLEWOOD CLIFFS, NJ
Other
NONE
925$892.6M$785K
AMERIPRISE FINANCIAL, INC.
AMERIPRISE FINANCIAL RETIREMENT PLAN
MINNEAPOLIS, MN
Other
SERVICE PROVIDER
4,747$881.5M$410K
ATLANTIC HEALTH SYSTEM
EMPLOYEES' CASH BALANCE PLAN OF ATLANTIC HEALTH
MORRISTOWN, NJ
Other
NONE
5,435$863.9M$33K
NORTHWESTERN MEMORIAL HOSPITAL
NORTHWESTERN MEMORIAL HOSPITAL EMPLOYEES' PENSION TRUST
CHICAGO, IL
Other
NONE
$846.7M$1K
SAN DIEGO GAS & ELECTRIC COMPANY
SAN DIEGO GAS & ELECTRIC COMPANY CASH BALANCE PLAN
SAN DIEGO, CA
Other
NONE
4,612$842.4M$140K
UNILEVER UNITED STATES, INC
UNICARE RETIREMENT PLAN
ENGLEWOOD CLIFFS, NJ
Other
NONE
800$836.2M$561K
SAN DIEGO GAS & ELECTRIC COMPANY
SAN DIEGO GAS & ELECTRIC COMPANY CASH BALANCE PLAN
SAN DIEGO, CA
Other
NONE
4,534$831.0M$76K
LEVI STRAUSS & CO.
LEVI STRAUSS & CO. INVESTMENT PLAN MASTER TR - DC
SAN FRANCISCO, CA
Recordkeeper
RECORDKEEPER
$819.3M$0
SAN DIEGO GAS & ELECTRIC COMPANY
SAN DIEGO GAS & ELECTRIC COMPANY CASH BALANCE PLAN
SAN DIEGO, CA
Other
NONE
4,365$774.9M$42K
SULLIVAN & CROMWELL LLP
SULLIVAN & CROMWELL LLP MASTER SAVINGS PLAN TRUST
NEW YORK, NY
Recordkeeper
RECORDKEEPER
$770.6M$0
NORTHWESTERN MEMORIAL HOSPITAL
NORTHWESTERN MEMORIAL HOSPITAL EMPLOYEES' PENSION TRUST
CHICAGO, IL
Other
NONE
$756.3M$13K
HANCOCK WHITNEY CORPORATION
HANCOCK WHITNEY CORPORATION PENSION PLAN
GULFPORT, MS
Other
NONE
1,627$745.8M$328K
AMERIPRISE FINANCIAL, INC.
AMERIPRISE FINANCIAL RETIREMENT PLAN
MINNEAPOLIS, MN
Other
SERVICE PROVIDER
5,231$744.4M$388K
HANCOCK WHITNEY CORPORATION
HANCOCK WHITNEY CORPORATION PENSION PLAN
GULFPORT, MS
Other
NONE
1,476$734.5M$350K
AMERICAN WATER WORKS CO., INC.
PENSION PLAN FOR CERTAIN INACTIVE PARTICIPANTS OF AMERICAN WATER WORKS COMPANY, INC. AND ITS DESIGNA
CAMDEN, NJ
Other
3RD PARTY
2$730.4M$13K
AMERICAN WATER WORKS CO., INC.
PENSION PLAN FOR EMPLOYEES OF AMERICAN WATER WORKS COMPANY, INC. & ITS DESIGNATED SUBSIDIARIES
CAMDEN, NJ
Other
3RD PARTY
1,362$712.0M$111K
AMERICAN WATER WORKS CO., INC.
PENSION PLAN FOR EMPLOYEES OF AMERICAN WATER WORKS COMPANY, INC. & ITS DESIGNATED SUBSIDIARIES
CAMDEN, NJ
Other
3RD PARTY
1,488$702.9M$132K
HANCOCK WHITNEY CORPORATION
HANCOCK WHITNEY CORPORATION PENSION PLAN
GULFPORT, MS
Other
NONE
1,723$700.5M$302K
AMERICAN WATER WORKS CO., INC.
PENSION PLAN FOR CERTAIN INACTIVE PARTICIPANTS OF AMERICAN WATER WORKS COMPANY, INC. AND ITS DESIGNA
CAMDEN, NJ
Other
3RD PARTY
2$682.0M$13K
BETH ISRAEL LAHEY HEALTH, INC.
BETH ISRAEL LAHEY HEALTH DEFINED BENEFIT PLAN I
CHARLESTOWN, MA
Other
NONE
5,470$671.3M$65K
SULLIVAN & CROMWELL LLP
SULLIVAN & CROMWELL LLP MASTER SAVINGS PLAN TRUST
NEW YORK, NY
Recordkeeper
RECORDKEEPER
$654.0M$0
OWENS CORNING
OWENS CORNING MERGED RETIREMENT PLAN
TOLEDO, OH
Other
NONE
2,725$603.1M$415K
SULLIVAN & CROMWELL LLP
SULLIVAN & CROMWELL LLP MASTER SAVINGS PLAN TRUST
NEW YORK, NY
Recordkeeper
RECORDKEEPER
$542.6M$0
BOARD OF TRUSTEES, 701 PENSION FUND
IBEW LOCAL 701 PENSION FUND
WARRENVILLE, IL
Other
NONE
1,101$527.8M$79K
BOARD OF TRUSTEES, 701 PENSION FUND
IBEW LOCAL 701 PENSION FUND
WARRENVILLE, IL
Other
NONE
1,078$486.7M$79K
TRUSTEES OF MINNESOTA & NORTH DAKOTA BRICKLAYERS & ALLIED CRAFTWORKERS
MINNESOTA & NORTH DAKOTA BRICKLAYERS AND ALLIED CRAFTWORKERS PENSION FUND
MENDOTA HEIGHTS, MN
Other
NONE
1,310$480.8M$65K
BOARD OF TRUSTEES OF THE MINNESOTA NORTH DAKOTA BRICKLAYERS & ALLIED
MINNESOTA & NORTH DAKOTA BRICKLAYERS AND ALLIED CRAFTWORKERS PENSION FUND
MENDOTA HEIGHTS, MN
Other
NONE
1,353$443.7M$72K
BOARD OF TRUSTEES, 701 PENSION FUND
IBEW LOCAL 701 PENSION FUND
WARRENVILLE, IL
Other
NONE
1,074$428.9M$70K
BOARD OF TRUSTEES OF THE MINNESOTA NORTH DAKOTA BRICKLAYERS & ALLIED
MINNESOTA & NORTH DAKOTA BRICKLAYERS AND ALLIED CRAFTWORKERS PENSION FUND
MENDOTA HEIGHTS, MN
Other
NONE
1,396$408.0M$82K
AMPHENOL CORPORATION & AFFILIATED COMPANIES
AMPHENOL CORPORATION MASTER TRUST
WALLINGFORD, CT
Advisor / Consultant
INVESTMENT MANAGER
$389.1M$335K
THE HANOVER INSURANCE COMPANY
THE HANOVER INSURANCE GROUP CASH BALANCE PENSION PLAN
WORCESTER, MA
Other
ADMINISTRATION
677$371.5M$35K
THE HANOVER INSURANCE COMPANY
THE HANOVER INSURANCE GROUP CASH BALANCE PENSION PLAN
WORCESTER, MA
Other
ADMINISTRATION
624$363.0M$27K
METALLUS INC.
METALLUS INC. BARGAINING UNIT PENSION PLAN
CANTON, OH
Other
1,071$359.6M$7K
METALLUS INC.
METALLUS INC. BARGAINING UNIT PENSION PLAN
CANTON, OH
Other
1,071$359.6M$7K
OWENS CORNING
OWENS CORNING MERGED RETIREMENT PLAN
TOLEDO, OH
Other
NONE
2,475$340.7M$558K
THE HANOVER INSURANCE COMPANY
THE HANOVER INSURANCE GROUP CASH BALANCE PENSION PLAN
WORCESTER, MA
Other
ADMINISTRATION
572$340.4M$20K
DEFINED BENEFIT PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS
DEFINED BENEFIT PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS LOCAL 701 PENSION AND ANNUITY FUND
NORTH BRUNSWICK, NJ
Other
NONE
63$337.5M$86K
OWENS CORNING
OWENS CORNING MERGED RETIREMENT PLAN
TOLEDO, OH
Other
NONE
2,251$336.7M$620K
DEFINED BENEFIT PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS
DEFINED BENEFIT PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS LOCAL 701 PENSION AND ANNUITY FUND
NORTH BRUNSWICK, NJ
Other
NONE
167$332.0M$84K
DEFINED BENEFIT PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS
DEFINED BENEFIT PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS LOCAL 701 PENSION AND ANNUITY FUND
NORTH BRUNSWICK, NJ
Other
NONE
62$331.4M$100K
QUAD/GRAPHICS PRINTING LLC
QUAD/GRAPHICS MASTER RETIREMENT TRUST
NORTH HAVEN, CT
Other
NONE
$313.0M$457K
TRAVELPORT, LP
GALILEO & WORLDSPAN U.S. LEGACY PENSION PLAN
ATLANTA, GA
Other
NONE
328$307.7M$157K
QUAD/GRAPHICS PRINTING LLC
QUAD/GRAPHICS MASTER RETIREMENT TRUST
NORTH HAVEN, CT
Other
NONE
$303.3M$412K
THE COLONIAL WILLIAMSBURG FOUNDATION
THE RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE COLONIAL WILLIAMSBURG FOUNDATION
WILLIAMSBURG, VA
Other
NONE
1,101$301.6M$103K
COOPERATIVE BANKS EMPLOYEES RETIREMENT ASSOCIATION
CBERA PLAN C
NORWOOD, MA
Other
INVESTMENT MGMT
449$298.7M$18K
TRAVELPORT, LP
GALILEO & WORLDSPAN U.S. LEGACY PENSION PLAN
ATLANTA, GA
Other
NONE
167$296.2M$106K
THE COLONIAL WILLIAMSBURG FOUNDATION
THE RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE COLONIAL WILLIAMSBURG FOUNDATION
WILLIAMSBURG, VA
Other
NONE
1,094$291.5M$93K
TRAVELPORT, LP
GALILEO & WORLDSPAN U.S. LEGACY PENSION PLAN
ATLANTA, GA
Other
NONE
137$289.6M$41K
COOPERATIVE BANKS EMPLOYEES RETIREMENT ASSOCIATION
CBERA PLAN C
NORWOOD, MA
Other
INVESTMENT MGMT
567$286.4M$61K
QUAD/GRAPHICS PRINTING LLC
QUAD/GRAPHICS MASTER RETIREMENT TRUST
NORTH HAVEN, CT
Other
NONE
$278.6M$391K
THE COLONIAL WILLIAMSBURG FOUNDATION
THE RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE COLONIAL WILLIAMSBURG FOUNDATION
WILLIAMSBURG, VA
Accountant / Auditor
ACCOUNT MANAGEMENT
1,123$259.7M$71K
BRIDGESTONE AMERICAS, INC.
BRIDGESTONE AMERICAS, INC. SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES
NASHVILLE, TN
Recordkeeper
RECORDKEEPER
3,052$250.5M$157K
DISTRICT 1199J-NEW JERSEY HEALTH CARE EMPLOYERS-
NEW JERSEY HEALTH CARE EMPLOYERS- PENSION PLAN
NEWARK, NJ
Other
NONE
2,270$241.5M$10K
SEMPRA
SEMPRA CASH BALANCE PLAN
SAN DIEGO, CA
Other
NONE
896$238.3M$37K
BRIDGESTONE AMERICAS, INC.
BRIDGESTONE AMERICAS, INC. SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES
NASHVILLE, TN
Recordkeeper
RECORDKEEPER
3,306$234.3M$166K
SEMPRA
SEMPRA CASH BALANCE PLAN
SAN DIEGO, CA
Other
NONE
775$227.4M$20K
SEMPRA
SEMPRA ENERGY CASH BALANCE PLAN
SAN DIEGO, CA
Other
NONE
717$210.0M$11K
BRIDGESTONE AMERICAS, INC.
BRIDGESTONE AMERICAS, INC. SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES
NASHVILLE, TN
Recordkeeper
RECORDKEEPER
3,486$205.0M$159K
BRISTOL-MYERS SQUIBB COMPANY
BRISTOL-MYERS SQUIBB COMPANY MASTER TRUST
PRINCETON, NJ
Other
NONE
$164.0M$142K
BLUE CROSS AND BLUE SHIELD OF KANSAS CITY
BLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLAN
KANSAS CITY, MO
Other
INV-MGMT
346$160.3M$372K
COOPERATIVE BANKS EMPLOYEES RETIREMENT ASSOCIATION
CBERA PLAN C
NORWOOD, MA
Other
INVESTMENT MGMT
350$130.0M$34K
FLUOR MARINE PROPULSION, LLC
PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS
WEST MIFFLIN, PA
Other
NONE
141$128.0M$113K
SPX ENTERPRISES, LLC
SPX SHARED CCT FUNDS MASTER TRUST
CHARLOTTE, NC
Other
NONE
$125.6M$135K
FLUOR MARINE PROPULSION, LLC
PENSION PLAN FOR KAPL EMPLOYEES IN PARTICIPATING BARGAINING UNITS
WEST MIFFLIN, PA
Other
NONE
162$120.6M$11K
BOARD OF TRUSTEES, TEAMSTERS UNION LOCAL NO. 52 PENSION FUND
TEAMSTERS UNION LOCAL NO. 52 PENSION FUND
VALLEY VIEW, OH
Other
NONE
92$107.4M$10K
SPX ENTERPRISES, LLC
SPX SHARED CCT FUNDS MASTER TRUST
CHARLOTTE, NC
Other
NONE
$102.8M$29K
BRIDGESTONE AMERICAS, INC.
BRIDGESTONE AMERICAS, INC. RETIREMENT SAVINGS PLAN
NASHVILLE, TN
Recordkeeper
RECORDKEEPER
1,014$97.4M$108K
HAMILTON COMPANY
HAMILTON COMPANY 401(K) RETIREMENT PLAN
RENO, NV
Recordkeeper
RECORDKEEPER
1,450$96.4M$65K
SPX ENTERPRISES, LLC
SPX SHARED CCT FUNDS MASTER TRUST
CHARLOTTE, NC
Other
NONE
$96.0M$107K
BRIDGESTONE AMERICAS, INC.
BRIDGESTONE AMERICAS, INC. RETIREMENT SAVINGS PLAN
NASHVILLE, TN
Recordkeeper
RECORDKEEPER
1,013$94.3M$99K
VEOLIA UTILITY RESOURCES LLC
SUEZ WATER RESOURCES INC. RETIREE ONLY HEALTH AND WELFARE BENEFITS PROGRAM
PARAMUS, NJ
Other
NONE
0$92.3M$165K
BRIDGESTONE AMERICAS, INC.
BRIDGESTONE AMERICAS, INC. RETIREMENT SAVINGS PLAN
NASHVILLE, TN
Recordkeeper
RECORDKEEPER
854$91.4M$122K
BOARD OF TRUSTEES, TEAMSTERS UNION LOCAL NO. 52 PENSION FUND
TEAMSTERS UNION LOCAL NO. 52 PENSION FUND
VALLEY VIEW, OH
Other
NONE
109$90.8M$10K
KEURIG DR PEPPER INC.
DR PEPPER SNAPPLE GROUP, INC. PERSONAL PENSION ACCOUNT PLAN
FRISCO, TX
Other
NONE
331$87.3M$516K
CURTIS, MALLET-PREVOST,COLT & MOSLE LLP
CURTIS, MALLET-PREVOST, COLT & MOSLE LLP 401(K) PLAN FOR ASSOCIATES, STAFF AND PARTNERS
NEW YORK, NY
Other
NONE
140$86.9M$11K
THE MANITOWOC COMPANY, INC.
THE MANITOWOC COMPANY, INC. PENSION PLAN
MILWAUKEE, WI
Other
NONE
251$86.7M$322K
THE MANITOWOC COMPANY, INC.
THE MANITOWOC COMPANY, INC. PENSION PLAN
MILWAUKEE, WI
Other
NONE
242$85.0M$319K
KEURIG DR PEPPER INC.
DR PEPPER SNAPPLE GROUP, INC. PERSONAL PENSION ACCOUNT PLAN
FRISCO, TX
Other
NONE
297$84.2M$414K
THE MANITOWOC COMPANY, INC.
THE MANITOWOC COMPANY, INC. PENSION PLAN
MILWAUKEE, WI
Other
NONE
272$82.3M$390K
KEURIG DR PEPPER INC.
DR PEPPER SNAPPLE GROUP, INC. PERSONAL PENSION ACCOUNT PLAN
FRISCO, TX
Other
NONE
255$74.3M$412K
CURTIS, MALLET-PREVOST,COLT & MOSLE LLP
CURTIS, MALLET-PREVOST, COLT & MOSLE LLP 401(K) PLAN FOR ASSOCIATES, STAFF AND PARTNERS
NEW YORK, NY
Other
NONE
143$73.1M$10K
S & T BANK
EMPLOYEES' RETIREMENT PLAN OF S&T BANK
INDIANA, PA
Other
NONE
239$72.3M$186K
S&T BANK
EMPLOYEES' RETIREMENT PLAN OF S&T BANK
INDIANA, PA
Other
NONE
223$71.6M$158K
TREE TOP, INC.
TREE TOP, INC. PENSION PLAN
SELAH, WA
Other
NONE
152$71.1M$46K
CURTIS, MALLET-PREVOST,COLT & MOSLE LLP
CURTIS, MALLET-PREVOST, COLT & MOSLE LLP 401(K) PLAN FOR ASSOCIATES, STAFF AND PARTNERS
NEW YORK, NY
Other
NONE
135$65.6M$0
INSTITUTION FOR SAVINGS IN NEWBURYPORT
THE DEFINED BENEFIT PLAN OF THE INSTITUTION FOR SAVINGS IN NEWBURYPORT
NEWBURYPORT, MA
Other
INVESTMENT MGMT
161$65.3M$19K
THE SCRIPPS RESEARCH INSTITUTE
THE SCRIPPS RESEARCH INSTITUTE CASH BALANCE RETIREMENT PLAN
LA JOLLA, CA
Other
NONE
251$64.9M$10K
S&T BANK
EMPLOYEES' RETIREMENT PLAN OF S&T BANK
INDIANA, PA
Other
NONE
198$63.9M$67K
ENDO1 PARTNERS DBA SPECIALTY1 PARTNERS LLC
SPECIALTY1 PARTNERS 401(K) PLAN
HOUSTON, TX
Recordkeeper
RECORD KEEPER
1,854$63.5M$99K
KEURIG DR PEPPER INC.
DR PEPPER SNAPPLE GROUP, INC. HOURLY EMPLOYEES' PENSION PLAN
FRISCO, TX
Other
NONE
1,001$62.7M$257K
SCHURZ COMMUNICATIONS, INC.
SCHURZ COMMUNICATIONS, INC. RETIREMENT PLAN
MISHAWAKA, IN
Advisor / Consultant
INVESTMENT ADVISOR
28$62.3M$59K
SCHURZ COMMUNICATIONS, INC.
SCHURZ COMMUNICATIONS, INC. RETIREMENT PLAN
MISHAWAKA, IN
Advisor / Consultant
INVESTMENT ADVISOR
29$62.2M$62K
THE SCRIPPS RESEARCH INSTITUTE
THE SCRIPPS RESEARCH INSTITUTE CASH BALANCE RETIREMENT PLAN
LA JOLLA, CA
Other
NONE
268$61.5M$5K
KEURIG DR PEPPER INC.
DR PEPPER SNAPPLE GROUP, INC. HOURLY EMPLOYEES' PENSION PLAN
FRISCO, TX
Other
NONE
984$60.4M$221K
THE SCOTTS COMPANY LLC
THE SCOTTS COMPANY LLC ASSOCIATES' PENSION PLAN
MARYSVILLE, OH
Other
NONE
63$59.0M$89K
THE SCOTTS COMPANY LLC
THE SCOTTS COMPANY LLC ASSOCIATES' PENSION PLAN
MARYSVILLE, OH
Other
NONE
54$57.8M$64K
FISCALNOTE, INC.
FISCALNOTE 401(K) RETIREMENT PLAN
WASHINGTON, DC
Other
NONE
355$55.8M$15K
CCBCC OPERATIONS LLC
COCA-COLA CONSOLIDATED, INC. BARGAINING EMPLOYEES PENSION PLAN
CHARLOTTE, NC
Other
INADV-PL
1,273$54.6M$37K
THE SCOTTS COMPANY LLC
THE SCOTTS COMPANY LLC ASSOCIATES' PENSION PLAN
MARYSVILLE, OH
Other
NONE
51$53.9M$85K
FISCALNOTE, INC.
FISCALNOTE 401(K) RETIREMENT PLAN
WASHINGTON, DC
Other
NONE
424$52.6M$14K
KEURIG DR PEPPER INC.
DR PEPPER SNAPPLE GROUP, INC. HOURLY EMPLOYEES' PENSION PLAN
FRISCO, TX
Other
NONE
1,010$51.4M$259K
INSTITUTION FOR SAVINGS IN NEWBURYPORT
THE DEFINED BENEFIT PLAN OF THE INSTITUTION FOR SAVINGS IN NEWBURYPORT
NEWBURYPORT, MA
Other
INVESTMENT MGMT
152$49.6M$13K
CCBCC OPERATIONS LLC
COCA-COLA CONSOLIDATED, INC. BARGAINING EMPLOYEES PENSION PLAN
CHARLOTTE, NC
Other
INADV-PL
1,166$49.3M$44K
ENDO1 PARTNERS DBA SPECIALTY1 PARTNERS LLC
SPECIALTY1 PARTNERS 401(K) PLAN
HOUSTON, TX
Recordkeeper
RECORD KEEPER
1,783$46.9M$92K
NAPCO SECURITY TECHNOLOGIES, INC.
NAPCO SECURITY TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN
AMITYVILLE, NY
Custodian
CUSTODIAN
290$46.3M$15K
FISCALNOTE, INC.
FISCALNOTE 401(K) RETIREMENT PLAN
WASHINGTON, DC
Other
NONE
569$44.0M$13K
ACTORS' EQUITY ASSOCIATION
ACTORS' EQUITY ASSOCIATION STAFF PENSION PLAN
NEW YORK, NY
Other
NONE
96$43.5M$28K
CCBCC OPERATIONS LLC
COCA-COLA CONSOLIDATED, INC. BARGAINING EMPLOYEES PENSION PLAN
CHARLOTTE, NC
Other
INADV-PL
1,090$42.9M$18K
GUARANTY BANK & TRUST COMPANY
GUARANTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
BELZONI, MS
Custodian
INVESTMENT CUSTODIAN
246$39.5M$7K
NAPCO SECURITY TECHNOLOGIES, INC.
NAPCO SECURITY TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN
AMITYVILLE, NY
Other
NONE
266$39.5M$12K
GUARANTY BANK & TRUST COMPANY
GUARANTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
BELZONI, MS
Custodian
INVESTMENT CUSTODIAN
220$35.7M$15K
NAPCO SECURITY TECHNOLOGIES, INC.
NAPCO SECURITY TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN
AMITYVILLE, NY
Other
NONE
262$32.9M$14K
ROBERTSON-CECO II CORPORATION
ROBERTSON-CECO CORPORATION MASTER PENSION PLAN
CARY, NC
Other
NONE
206$31.7M$31K
ROBERTSON-CECO II CORPORATION
ROBERTSON-CECO CORPORATION MASTER PENSION PLAN
HOUSTON, TX
Other
NONE
197$29.3M$38K
ROBERTSON-CECO II CORPORATION
ROBERTSON-CECO CORPORATION MASTER PENSION PLAN
CARY, NC
Other
NONE
60$25.5M$37K
ADAMS COMMUNITY BANK
THE DEFINED BENEFIT PLAN OF ADAMS COMMUNITY BANK
ADAMS, MA
Other
INVESTMENT MGMT
102$24.0M$6K
PLY GEM INDUSTRIES, INC
PLY GEM GROUP PENSION PLAN
CARY, NC
Other
NONE
115$13.2M$18K
NEW YORK SHAKESPEARE FESTIVAL
NEW YORK SHAKESPEARE FESTIVAL RETIREMENT PLAN
NEW YORK, NY
Other
INVEST ADV
236$8.2M$32K
NEW YORK SHAKESPEARE FESTIVAL
NEW YORK SHAKESPEARE FESTIVAL RETIREMENT PLAN
NEW YORK, NY
Other
INVEST ADV
227$7.2M$18K
NEW YORK SHAKESPEARE FESTIVAL
NEW YORK SHAKESPEARE FESTIVAL RETIREMENT PLAN
NEW YORK, NY
Other
INVEST ADV
211$6.7M$25K
WALBRO LLC
WALBRO LLC UAW LOCAL NO. 9699 PENSION PLAN
TUCSON, AZ
Advisor / Consultant
INV. ADVISORY
23$6.2M$19K
HNI CORPORATION
CORRY JAMESTOWN AND HOLGA PENSION PLAN B
MUSCATINE, IA
Advisor / Consultant
INVESTMENT ADVISORY
0$6.1M$16K
HNI CORPORATION
CORRY JAMESTOWN AND HOLGA PENSION PLAN B
MUSCATINE, IA
Other
N/A
0$5.8M$15K
SCHURZ COMMUNICATIONS, INC.
SCHURZ COMMUNICATIONS, INC. RETIREMENT PLAN
MISHAWAKA, IN
Advisor / Consultant
INVESTMENT ADVISOR
0$910K$59K
GUARANTY BANK & TRUST COMPANY
GUARANTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
BELZONI, MS
Custodian
INVESTMENT CUSTODIAN
0$27K$3K
DIVVYMED, LLC DBA DIVVYDOSE
DIVVYMED, LLC 401(K) PLAN
MINNETONKA, MN
Recordkeeper
RECORDKEEPER
0$0$237
PLY GEM INDUSTRIES, INC
PLY GEM GROUP PENSION PLAN
CARY, NC
Other
NONE
0$0$16K
HALLIBURTON COMPANY
FIDELITY/PYRAMIS-UNIT 9 HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST
HOUSTON, TX
Recordkeeper
SUB OF RECORDKEEPER
$0$664K
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