FIDELITY MANAGEMENT
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
206
Active participants
326,744
Total plan assets
$87.0B
Filings (rows)
214
Direct comp
$55.2M
Indirect comp
$0
Aggregating 7 name variants under "FIDELITY MANAGEMENT"
SERVICES PROVIDED
Other134
TPA / Administrator42
Trustee13
Advisor / Consultant11
Custodian3
Recordkeeper3
Actuary3
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| MIP CL 1 | 4,589 |
| MIP CL 2 | 2,721 |
| FA STABLE VALUE I | 1,477 |
| FA STABLE VALUE II | 1,180 |
| FA STABLE VALUE III | 711 |
| MIP II CL 1 | 413 |
| FID CONTRA POOL CL A | 224 |
| FID GROWTH CO POOL A | 204 |
| MIP II CL 3 | 128 |
| FID CONTRAFUND POOL | 119 |
| MIP II CL 2 | 112 |
| FID GROWTH CO POOL | 111 |
| FIDELITY CONTRAFUND COMMINGLED POOL | 105 |
| MIP II CL 4 | 94 |
| FIDELITY MANAGED INCOME PORTFOLIO | 89 |
| FID BLUE CHP GR CP A | 70 |
| MANAGED INCOME PORTFOLIO II | 53 |
| FID GR CO POOL CL O | 50 |
| FID DIV INTL PL CL A | 47 |
| FIDELITY GROWTH CO COMMINGLED POOL | 44 |
| FID LPS POOL CLASS A | 35 |
| MANAGED INCOME PORTFOLIO | 35 |
| FID BLUE CHP GR POOL | 33 |
| FID DIVSFD INTL POOL | 32 |
| FIDELITY CONTRAFUND POOL | 31 |
Top plans served
Showing top 214 of 206 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| GE HEALTHCARE TECHNOLOGIES INC. GE HEALTHCARE PENSION PLAN | CHICAGO, IL | Other ADMIN | 5,008 | $13.7B | $2.4M |
| UNITED SERVICES AUTOMOBILE ASSOCIATION USAA PENSION PLAN | SAN ANTONIO, TX | Other NONE | 28,698 | $4.9B | $2.4M |
| UNITED SERVICES AUTOMOBILE ASSOCIATION USAA PENSION PLAN | SAN ANTONIO, TX | Other NONE | 30,182 | $4.7B | $2.0M |
| UNITED SERVICES AUTOMOBILE ASSOCIATION USAA PENSION PLAN | SAN ANTONIO, TX | Other NONE | 30,326 | $4.6B | $2.0M |
| HP INC. HP INC. PENSION PLAN | SPRING, TX | Other NONE | 3,176 | $4.6B | $2.2M |
| OMNICOM GROUP INC. OMNICOM GROUP RETIREMENT SAVINGS PLAN | NEW YORK, NY | Other NONE | 24,911 | $4.5B | $0 |
| HP INC. HP INC. PENSION PLAN | SPRING, TX | Other NONE | 3,281 | $4.2B | $2.4M |
| OMNICOM GROUP INC. OMNICOM GROUP RETIREMENT SAVINGS PLAN | NEW YORK, NY | Other NONE | 25,936 | $4.0B | $0 |
| OMNICOM GROUP INC. OMNICOM GROUP RETIREMENT SAVINGS PLAN | NEW YORK, NY | Other NONE | 27,549 | $3.4B | $0 |
| EATON CORPORATION PENSION PLAN FOR EATON CORPORATION EMPLOYEES | CLEVELAND, OH | Other | 8,916 | $2.6B | $2.6M |
| EATON CORPORATION PENSION PLAN FOR EATON CORPORATION EMPLOYEES | CLEVELAND, OH | Other | 8,410 | $2.6B | $2.4M |
| EATON CORPORATION PENSION PLAN FOR EATON CORPORATION EMPLOYEES | CLEVELAND, OH | Other | 7,799 | $2.4B | $2.7M |
| UNIVERSITY OF MIAMI UNIVERSITY OF MIAMI RETIREMENT SAVINGS PLAN | CORAL GABLES, FL | Recordkeeper RECORDKEEPER | 12,347 | $2.1B | $21K |
| PIPELINE INDUSTRY PENSION FUND PIPELINE INDUSTRY PENSION FUND | TULSA, OK | Other NONE | 2,034 | $1.7B | $262K |
| APTIV CORPORATION APTIV SALARIED 401(K) PLAN | TROY, MI | Other NONE | 2,373 | $1.6B | $107K |
| PIPELINE INDUSTRY PENSION FUND PIPELINE INDUSTRY PENSION FUND | TULSA, OK | Other NONE | 2,308 | $1.6B | $226K |
| APTIV CORPORATION APTIV SALARIED 401(K) PLAN | TROY, MI | Other NONE | 2,207 | $1.5B | $105K |
| EUROFINS NSC US, INC. EUROFINS SCIENTIFIC, INC. 401(K) INCENTIVE SAVINGS PLAN | LEOLA, PA | Other NONE | 13,409 | $1.3B | $0 |
| PENTAIR INC PENTAIR INC RETIREMENT SAVINGS AND STOCK | GOLDEN VALLEY, MN | Other FUND MANAGER | 4,636 | $909.7M | $0 |
| PENTAIR INC PENTAIR INC RETIREMENT SAVINGS AND STOCK | GOLDEN VALLEY, MN | Other FUND MANAGER | 5,040 | $822.4M | $0 |
| ABB INC. ABB INC. MERGED PENSION PLAN | CARY, NC | Other NONE | 2,205 | $698.3M | $21K |
| PENTAIR, INC. PENTAIR, INC. RETIREMENT SAVINGS AND STOCK | GOLDEN VALLEY, MN | Other FUND MANAGER | 5,714 | $693.8M | $0 |
| BETH ISRAEL LAHEY HEALTH, INC. BETH ISRAEL LAHEY HEALTH DEFINED BENEFIT PLAN I | CHARLESTOWN, MA | Other NONE | 5,470 | $671.3M | $114K |
| ALCOA USA CORP. SAVINGS PLANS MASTER TRUST FOR ALCOA USA CORP. | PITTSBURGH, PA | Advisor / Consultant INVESTMENT MANAGEMENT | — | $639.7M | $47K |
| ALCOA USA CORP. SAVINGS PLANS MASTER TRUST FOR ALCOA USA CORP. | PITTSBURGH, PA | Other INVESTMENT MGMT | — | $625.4M | $58K |
| LEVI STRAUSS & CO LEVI STRAUSS & CO. PENSION PLAN | SAN FRANCISCO, CA | Other N/A | 375 | $624.2M | $819K |
| LEVI STRAUSS & CO LEVI STRAUSS & CO. PENSION PLAN | SAN FRANCISCO, CA | Other N/A | 320 | $605.4M | $891K |
| LEVI STRAUSS & CO LEVI STRAUSS & CO. PENSION PLAN | SAN FRANCISCO, CA | Other N/A | 211 | $581.3M | $811K |
| ABB INC. ABB INC. CASH BALANCE PENSION PLAN | CARY, NC | Other NONE | 1,335 | $494.3M | $22K |
| AERA ENERGY SERVICES COMPANY AERA ENERGY SERVICES COMPANY CASH BALANCE PLAN | BAKERSFIELD, CA | Trustee TRUSTEE | 790 | $423.8M | $1.5M |
| AERA ENERGY SERVICES COMPANY AERA ENERGY SERVICES COMPANY CASH BALANCE PLAN | BAKERSFIELD, CA | Trustee TRUSTEE | 915 | $390.2M | $1.5M |
| THE HANOVER INSURANCE COMPANY THE HANOVER INSURANCE GROUP CASH BALANCE PENSION PLAN | WORCESTER, MA | Other INVST MGMT | 677 | $371.5M | $1.1M |
| THE HANOVER INSURANCE COMPANY THE HANOVER INSURANCE GROUP CASH BALANCE PENSION PLAN | WORCESTER, MA | Other INVST MGMT | 624 | $363.0M | $973K |
| AERA ENERGY SERVICES COMPANY AERA ENERGY SERVICES COMPANY CASH BALANCE PLAN | BAKERSFIELD, CA | Trustee TRUSTEE | 609 | $355.3M | $1.0M |
| FORMOSA PLASTICS CORPORATION, U.S.A. FORMOSA PLASTICS CORPORATION, U.S.A. PENSION PLAN | LIVINGSTON, NJ | Other DB ADMIN / CONSULTING | 3,665 | $345.6M | $202K |
| THE HANOVER INSURANCE COMPANY THE HANOVER INSURANCE GROUP CASH BALANCE PENSION PLAN | WORCESTER, MA | Other INVST MGMT | 572 | $340.4M | $958K |
| MATTEL, INC. MATTEL CASH BALANCE PLAN | EL SEGUNDO, CA | Other TRUSTTEE | 165 | $329.0M | $15K |
| TRAVELPORT, LP GALILEO & WORLDSPAN U.S. LEGACY PENSION PLAN | ATLANTA, GA | Other NONE | 328 | $307.7M | $463K |
| HP INC. HP INC. DEFERRED PROFIT-SHARING PLAN | SPRING, TX | Other NONE | 374 | $297.9M | $21K |
| APTIV CORPORATION APTIV HOURLY 401(K) PLAN | TROY, MI | Other NONE | 970 | $296.5M | $22K |
| TRAVELPORT, LP GALILEO & WORLDSPAN U.S. LEGACY PENSION PLAN | ATLANTA, GA | Other NONE | 167 | $296.2M | $621K |
| APTIV CORPORATION APTIV HOURLY 401(K) PLAN | TROY, MI | Other NONE | 955 | $291.9M | $22K |
| TRAVELPORT, LP GALILEO & WORLDSPAN U.S. LEGACY PENSION PLAN | ATLANTA, GA | Other NONE | 137 | $289.6M | $364K |
| NEXSTAR BROADCASTING, INC. MG ADVANTAGE RETIREMENT PLAN | IRVING, TX | Other INV MGMT CONS | 448 | $289.5M | $963K |
| NEXSTAR BROADCASTING, INC. MG ADVANTAGE RETIREMENT PLAN | IRVING, TX | Other NONE | 421 | $288.6M | $502K |
| STEVENS & LEE STEVENS & LEE SAVINGS PLAN | READING, PA | Other NONE | 385 | $281.2M | $0 |
| APTIV CORPORATION APTIV HOURLY 401(K) PLAN | TROY, MI | Other NONE | 1,425 | $277.9M | $22K |
| STMICROELECTRONICS, INC. STMICROELECTRONICS, INC. RETIREMENT PLAN | COPPELL, TX | Other INV MGT | 400 | $277.6M | $802K |
| STMICROELECTRONICS, INC. STMICROELECTRONICS, INC. RETIREMENT PLAN | COPPELL, TX | Other CONSULTING / ADMIN | 400 | $277.6M | $261K |
| STMICROELECTRONICS, INC. STMICROELECTRONICS, INC. RETIREMENT PLAN | COPPELL, TX | Other INV MGT | 388 | $272.7M | $814K |
| NEXSTAR BROADCASTING, INC. MG ADVANTAGE RETIREMENT PLAN | IRVING, TX | Other NONE | 383 | $268.5M | $615K |
| STMICROELECTRONICS, INC. STMICROELECTRONICS, INC. RETIREMENT PLAN | COPPELL, TX | Other CONSULTING / ADMIN | 413 | $258.5M | $262K |
| STMICROELECTRONICS, INC. STMICROELECTRONICS, INC. RETIREMENT PLAN | COPPELL, TX | Other INV MGT | 413 | $258.5M | $958K |
| IBEW LOCAL UNION 269 ANNUITY FUND IBEW LOCAL UNION 269 ANNUITY FUND | WEST TRENTON, NJ | Other NONE | 868 | $243.1M | $0 |
| UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION DIMENSIONS HEALTH CORPORATION PENSION PLAN | LINTHICUM, MD | Other NONE | 339 | $213.7M | $72K |
| CALFEE HALTER & GRISWOLD, LLP CALFEE, HALTER & GRISWOLD LLP PROFIT SHARING TRUST AND PLAN | CLEVELAND, OH | Other NONE | 220 | $209.0M | $16K |
| DPWN HOLDINGS USA, INC. DPWN HOLDINGS USA, INC. MASTER TRUST | WESTON, FL | Other DB ADMIN | 0 | $200.4M | $472K |
| RGA REINSURANCE COMPANY RGA REINSURANCE COMPANY PERFORMANCE PENSION PLAN | CHESTERFIELD, MO | Actuary ADMIN-ACTUARY | 1,095 | $195.5M | $256K |
| CALFEE HALTER & GRISWOLD, LLP CALFEE, HALTER & GRISWOLD LLP PROFIT SHARING TRUST AND PLAN | CLEVELAND, OH | Other NONE | 215 | $190.8M | $11K |
| DPWN HOLDINGS USA, INC. DPWN HOLDINGS USA, INC. MASTER TRUST | WESTON, FL | Trustee INV/NGMT TRUSTEE | 0 | $189.8M | $257K |
| CALFEE HALTER & GRISWOLD, LLP CALFEE, HALTER & GRISWOLD LLP PROFIT SHARING TRUST AND PLAN | CLEVELAND, OH | Other NONE | 218 | $182.4M | $21K |
| RGA REINSURANCE COMPANY RGA REINSURANCE COMPANY PERFORMANCE PENSION PLAN | CHESTERFIELD, MO | Other ADMIN | 1,183 | $180.3M | $299K |
| DAIRY FARMERS OF AMERICA, INC. DAIRY FARMERS OF AMERICA, INC. RETIREMENT PLAN | KANSAS CITY, KS | Other NONE | 353 | $176.9M | $105K |
| RGA REINSURANCE COMPANY RGA REINSURANCE COMPANY PERFORMANCE PENSION PLAN | CHESTERFIELD, MO | Other RETAINED BY EMPLOYER | 1,259 | $171.1M | $135K |
| EISENHOWER HEALTH RETIREMENT INCOME PLAN FOR EMPLOYEES OF EISENHOWER MEDICAL CENTER | RANCHO MIRAGE, CA | Advisor / Consultant INVESTMENT MANAGEMENT | 505 | $138.1M | $103K |
| DESERT SANDS PUBLIC CHARTER, INC. LEARN4LIFE 403(B) PLAN | LANCASTER, CA | Other INVESTMENT PROVIDER | 2,034 | $123.8M | $0 |
| DESERT SANDS PUBLIC CHARTER, INC. LEARN4LIFE 403(B) PLAN | LANCASTER, CA | Other INVESTMENT PROVIDER | 2,034 | $123.8M | $0 |
| HBG, INC. HB GLOBAL 401(K) PLAN | CAMP HILL, PA | Other NONE | 1,586 | $108.9M | $0 |
| EATON INTELLIGENT POWER LIMITED PENSION PLAN FOR EATON EMPLOYEES IN PUERTO RICO | HOUSTON, TX | Other | 1,590 | $104.2M | $98K |
| NATIONAL RIFLE ASSOCIATION OF AMERICA, INC. NRA EMPLOYEE RETIREMENT PLAN | FAIRFAX, VA | Advisor / Consultant ADMINISTRATOR CONSULTANT | 106 | $101.5M | $605K |
| YORK BUILDING PRODUCTS CO., INC. YORK BUILDING PRODUCTS CO. INC. PROFIT SHARING PLAN AND TRUST | YORK, PA | Other NONE | 420 | $100.7M | $0 |
| DAIRY FARMERS OF AMERICA, INC. DAIRY FARMERS OF AMERICA, INC. RETIREMENT PLAN | KANSAS CITY, KS | Other NONE | 308 | $100.6M | $121K |
| EATON INTELLIGENT POWER LIMITED PENSION PLAN FOR EATON EMPLOYEES IN PUERTO RICO | HOUSTON, TX | Other | 1,525 | $97.6M | $88K |
| YORK BUILDING PRODUCTS CO., INC. YORK BUILDING PRODUCTS CO. INC. PROFIT SHARING PLAN AND TRUST | YORK, PA | Other NONE | 412 | $97.2M | $0 |
| MISSISSIPPI LIME COMPANY RETIREMENT PLAN FOR EMPLOYEES OF MISSISSIPPI LIME COMPANY | SAINT LOUIS, MO | Trustee INVESTMENT MGR/TRUSTEE | 125 | $96.1M | $285K |
| DESERT SANDS PUBLIC CHARTER, INC. LEARN4LIFE 403(B) PLAN | LANCASTER, CA | Other INVESTMENT PROVIDER | 1,893 | $94.7M | $0 |
| DESERT SANDS PUBLIC CHARTER, INC. LEARN4LIFE 403(B) PLAN | LANCASTER, CA | Other INVESTMENT PROVIDER | 1,893 | $94.7M | $0 |
| DAIRY FARMERS OF AMERICA, INC. DAIRY FARMERS OF AMERICA, INC. RETIREMENT PLAN | KANSAS CITY, KS | Other NONE | 273 | $94.0M | $405K |
| MISSISSIPPI LIME COMPANY RETIREMENT PLAN FOR EMPLOYEES OF MISSISSIPPI LIME COMPANY | SAINT LOUIS, MO | Trustee INVESTMENT MGR/TRUSTEE | 160 | $93.2M | $322K |
| MISSISSIPPI LIME COMPANY RETIREMENT PLAN FOR EMPLOYEES OF MISSISSIPPI LIME COMPANY | SAINT LOUIS, MO | Trustee INVESTMENT MGR/TRUSTEE | 106 | $92.9M | $285K |
| OREGON TOOL, INC. THE OREGON TOOL RETIREMENT PLAN | PORTLAND, OR | Trustee TRUSTEE | 170 | $91.8M | $121K |
| OREGON TOOL, INC. THE OREGON TOOL RETIREMENT PLAN | PORTLAND, OR | Other INVEST MGMT | 170 | $91.8M | $279K |
| CUTLER-HAMMER ELECTRICAL COMPANY PENSION PLAN FOR EATON EMPLOYEES IN PUERTO RICO | LAS PIEDRAS, PR | Other | 1,460 | $87.0M | $88K |
| XYLEM INC. XYLEM PENSION PLAN FOR U.S. HOURLY EMPLOYEES | RYE BROOK, NY | Recordkeeper RECORDKEEPING FEES | 374 | $85.1M | $170K |
| XYLEM INC. XYLEM PENSION PLAN FOR U.S. HOURLY EMPLOYEES | WHITE PLAINS, NY | Recordkeeper RECORDKEEPING FEES | 320 | $84.3M | $349K |
| PRYSMIAN CABLES AND SYS USA, LLC PRYSMIAN GROUP U.S. PENSION PLAN MASTER TRUST | HIGHLAND HEIGHTS, KY | Other CONSULT/ADMIN INV MGT | — | $80.2M | $401K |
| UNIFY FINANCIAL CREDIT UNION UNIFY FINANCIAL CREDIT UNION PENSION PLAN | TORRANCE, CA | Trustee TRUSTEE | 271 | $79.7M | $438K |
| PRYSMIAN CABLES AND SYS USA, LLC GENERAL CABLE MASTER PENSION PLAN | HIGHLAND HEIGHTS, KY | Other ADMIN CONSULTING | 267 | $79.4M | $351K |
| PRYSMIAN CABLES AND SYS USA, LLC PRYSMIAN PENSION PLAN | HIGHLAND HEIGHTS, KY | Other ADMIN CONSULTING | 260 | $76.0M | $416K |
| PRYSMIAN CABLES AND SYS USA, LLC PRYSMIAN GROUP U.S. PENSION PLAN MASTER TRUST | HIGHLAND HEIGHTS, KY | Other CONSULT/ADMIN INV MGT | — | $75.8M | $436K |
| NATIONAL RIFLE ASSOCIATION OF AMERICA, INC. NRA EMPLOYEE RETIREMENT PLAN | FAIRFAX, VA | Advisor / Consultant ADMINISTRATOR CONSULTANT | 65 | $72.6M | $349K |
| NATIONAL RIFLE ASSOCIATION OF AMERICA, INC. NRA EMPLOYEE RETIREMENT PLAN | FAIRFAX, VA | Advisor / Consultant ADMINISTRATOR CONSULTANT | 58 | $72.2M | $78K |
| TECHNICOLOR USA, INC. TECHNICOLOR USA, INC. PENSION PLAN FOR EMPLOYEES | CULVER CITY, CA | Other NONE | 420 | $71.4M | $19K |
| VANTIVA USA SHARED SERVICES, INC. TECHNICOLOR USA, INC. PENSION PLAN FOR EMPLOYEES | NORCROSS, GA | Other NONE | 357 | $69.4M | $325K |
| GK TECHNOLOGIES, INCORPORATED GENERAL CABLE MASTER PENSION PLAN | HIGHLAND HEIGHTS, KY | Other ADMIN CONSULTING | 178 | $65.5M | $311K |
| OREGON TOOL, INC. THE OREGON TOOL RETIREMENT PLAN | PORTLAND, OR | Other INVEST MGMT | 157 | $65.5M | $2K |
| OREGON TOOL, INC. THE OREGON TOOL RETIREMENT PLAN | PORTLAND, OR | Trustee TRUSTEE | 157 | $65.5M | $71K |
| VANTIVA USA SHARED SERVICES, INC. VANTIVA USA INC. PENSION PLAN FOR EMPLOYEES | NORCROSS, GA | Other NONE | 241 | $63.3M | $530K |
| OREGON TOOL, INC. THE OREGON TOOL RETIREMENT PLAN | PORTLAND, OR | Other INVEST MGMT | 137 | $61.3M | $242K |
| OREGON TOOL, INC. THE OREGON TOOL RETIREMENT PLAN | PORTLAND, OR | Actuary ACTUARY/CONSULTING | 137 | $61.3M | $348K |
| ABARTA, INC. ABARTA, INC. MASTER TRUST AGREEMENT | PITTSBURGH, PA | Other NONE | — | $59.5M | $35K |
| ABARTA, INC. ABARTA, INC. PENSION PLAN | PITTSBURGH, PA | Other NONE | 143 | $56.9M | $0 |
| ABARTA, INC. ABARTA, INC. MASTER TRUST AGREEMENT | PITTSBURGH, PA | Other NONE | — | $55.0M | $35K |
| PEOPLES SECURITY BANK & TRUST COMPANY PEOPLES SECURITY BANK 401(K) PROFIT SHARING PLAN | DUNMORE, PA | Other NONE | 551 | $52.8M | $0 |
| GUARDIAN HEALTHCARE GUARDIAN HEALTHCARE 401(K) PLAN | BROCKWAY, PA | TPA / Administrator PLAN ADMINISTRATOR | 2,318 | $50.7M | $190K |
| ABARTA, INC. ABARTA, INC. PENSION PLAN | PITTSBURGH, PA | Other NONE | 135 | $50.5M | $0 |
| PREFERRED MUTUAL INSURANCE COMPANY PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN | NEW BERLIN, NY | Custodian ADMINSTRATION/CUSTODY | 239 | $50.1M | $267K |
| PREFERRED MUTUAL INSURANCE COMPANY PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN | NEW BERLIN, NY | Custodian ADMINSTRATION/CUSTODY | 235 | $49.4M | $95K |
| GUARDIAN ELDER CARE, LLC GUARDIAN ELDER CARE, LLC'S 401(K) PLAN | BROCKWAY, PA | TPA / Administrator PLAN ADMINISTRATOR | 3,349 | $47.7M | $358K |
| GLEN-GERY CORPORATION GLEN-GERY CORPORATION 401(K) PLAN | WYOMISSING, PA | TPA / Administrator PLAN ADMINISTRATOR | 802 | $47.6M | $30K |
| THOMAS, THOMAS & HAFER, LLP THOMAS, THOMAS & HAFER, LLP RETIREMENT PLAN | CAMP HILL, PA | Other NONE | 147 | $46.3M | $0 |
| THE FIRST NATIONAL BANK & TRUST COMPANY OF NEWTOWN FIRST NATIONAL BANK OF NEWTOWN SAVINGS/INCENTIVE PLAN | NEWTOWN, PA | Other NONE | 123 | $45.2M | $0 |
| BOSTON MUTUAL LIFE INSURANCE CO RETIREMENT PLAN FOR THE BENEFIT OF SALARIED AND OTHER EMPLOYEES OF BOSTON MUTUAL LIFE INSURANCE COMPANY | CANTON, MA | Advisor / Consultant ACTUARIAL SERVICES | 53 | $43.3M | $89K |
| BOSTON MUTUAL LIFE INSURANCE CO RETIREMENT PLAN FOR THE BENEFIT OF SALARIED AND OTHER EMPLOYEES OF BOSTON MUTUAL LIFE INSURANCE COMPANY | CANTON, MA | Advisor / Consultant ACTUARIAL SERVICES | 67 | $43.0M | $65K |
| GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC. GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC. DEFINED BENEFIT PENSION PLAN | SOUTHFIELD, MI | Other NONE | 124 | $43.0M | $0 |
| BOSTON MUTUAL LIFE INSURANCE CO RETIREMENT PLAN FOR THE BENEFIT OF SALARIED AND OTHER EMPLOYEES OF BOSTON MUTUAL LIFE INSURANCE COMPANY | CANTON, MA | Advisor / Consultant ACTUARIAL SERVICES | 51 | $42.5M | $134K |
| SCHAEDLER YESCO DISTRIBUTION INC. SCHAEDLER YESCO DISTRIBUTION INC. 401(K) PLAN | MECHANICSBURG, PA | Other NONE | 441 | $40.6M | $0 |
| UNITED CHURCH OF CHRIST HOMES UNITED CHURCH OF CHRIST HOMES RETIREMENT PLAN | CAMP HILL, PA | Other NONE | 755 | $37.1M | $0 |
| GARDNER DENVER, INC. GARDNER DENVER, INC PENSION PLAN | DAVIDSON, NC | Other VARIOUS | 186 | $35.2M | $151K |
| LANE ENTERPRISES HOLDINGS, INC. LANE'S RETIREMENT SAVINGS AND PENSION PLAN | CAMP HILL, PA | Other NONE | 487 | $35.1M | $0 |
| LISTRAK INC. LISTRAK, INC. 401(K) PLAN | LITITZ, PA | Other NONE | 337 | $33.6M | $0 |
| BARLEY SNYDER LLP BARLEY SNYDER PROFIT SHARING PLAN | LANCASTER, PA | Other NONE | 214 | $32.2M | $0 |
| PHI D/B/A PRESBYTERIAN SENIOR LIVING PRESBYTERIAN SENIOR LIVING 403(B) PLAN | DILLSBURG, PA | Other NONE | 2,412 | $31.9M | $0 |
| GARDNER DENVER, INC. GARDNER DENVER, INC PENSION PLAN | DAVIDSON, NC | Actuary ADMIN / ACTUARY/ CONSULT | 169 | $30.8M | $320K |
| STEWART & TATE, INC. STEWART & TATE EMPLOYEES PROFIT SHARING PLAN | YORK, PA | Other NONE | 175 | $27.9M | $0 |
| FFH-SH INC. RETIREMENT PLAN OF FORBES MANAGEMENT COMPANY INC. | NEW YORK, NY | Trustee CORPORATE TRUSTEE/ACTUARY | 5 | $26.4M | $179K |
| FFH-SH INC. RETIREMENT PLAN OF FORBES MANAGEMENT COMPANY INC. | NEW YORK, NY | Trustee CORPORATE TRUSTEE/ACTUARY | 5 | $26.1M | $187K |
| FFH-SH INC. RETIREMENT PLAN OF FORBES MANAGEMENT COMPANY INC. | NEW YORK, NY | Trustee CORPORATE TRUSTEE/ACTUARY | 5 | $25.9M | $166K |
| J.W. PEPPER & SON, INC. J.W. PEPPER & SON, INC. 401(K) SAVINGS AND INVESTMENT PLAN | EXTON, PA | Other NONE | 164 | $23.3M | $0 |
| CANUSA HERSHMAN RECYCLING, LLC CANUSA HERSHMAN 401(K) PLAN | BRANFORD, CT | TPA / Administrator PLAN ADMINSTRATOR | 157 | $22.7M | $63K |
| BRUBACHER EXCAVATING, INC. BRUBACHER EXCAVATING, INC. 401(K) PROFIT SHARING PLAN | BOWMANSVILLE, PA | Other NONE | 285 | $22.1M | $0 |
| HP INTERNATIONAL TRADING B.V. PUERTO RICO BRANCH, LLC HP INC. PUERTO RICO PENSION PLAN AND TRUST | SPRING, TX | Other ADMINISTRATOR | 118 | $21.2M | $271K |
| PHI D/B/A PRESBYTERIAN SENIOR LIVING PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION RETIREMENT PLAN | DILLSBURG, PA | Other NONE | 1,038 | $20.3M | $0 |
| BELMONT INSTRUMENT LLC BELMONT INSTRUMENT LLC RETIREMENT PLAN | BILLERICA, MA | TPA / Administrator PLAN ADMINISTRATOR | 218 | $19.4M | $76K |
| BELMONT INSTRUMENT LLC BELMONT INSTRUMENT LLC RETIREMENT PLAN | BILLERICA, MA | TPA / Administrator PLAN ADMINISTRATOR | 218 | $19.0M | $105K |
| CARGAS SYSTEMS INC CARGAS SYSTEMS INC 401K PLAN | LANCASTER, PA | Other NONE | 192 | $18.4M | $0 |
| WEYLCHEM US INC. HARDWICKE CHEMICAL INC. PENSION PLAN | ELGIN, SC | Advisor / Consultant CONSULTANT / ADMIN | 6 | $17.8M | $58K |
| PENNSYLVANIA MEDICAL SOCIETY PENNSYLVANIA MEDICAL SOCIETY 401(K) RETIREMENT SAVINGS PLAN | MECHANICSBURG, PA | Other NONE | 86 | $17.8M | $0 |
| ECOLOGY ACTION ECOLOGY ACTION 401(K) PLAN | SANTA CRUZ, CA | TPA / Administrator PLAN ADMINISTRATOR | 122 | $17.6M | $83K |
| WEYLCHEM US INC. HARDWICKE CHEMICAL INC. PENSION PLAN | ELGIN, SC | Advisor / Consultant CONSULTANT / ADMIN | 11 | $16.9M | $62K |
| VALLORBS JEWEL COMPANY VALCO 401(K) PLAN | NEW HOLLAND, PA | Other NONE | 199 | $16.7M | $0 |
| BELMONT INSTRUMENT LLC BELMONT INSTRUMENT LLC RETIREMENT PLAN | BILLERICA, MA | TPA / Administrator PLAN ADMINISTRATOR | 232 | $15.8M | $80K |
| THE MAPLE PRESS COMPANY THE MAPLE PRESS COMPANY PENSION PLAN | YORK, PA | Other NONE | 62 | $15.6M | $0 |
| MELVILLE MANAGEMENT CORPORATION MELVILLE MANAGEMENT CORPORATION RETIREMENT PLAN | NEW YORK, NY | TPA / Administrator PLAN ADMINISTRATOR | 116 | $15.5M | $731 |
| PRYSMIAN CABLES AND SYS USA, LLC PRYSMIAN CABLES AND SYSTEMS PENSION PLAN | HIGHLAND HEIGHTS, KY | Other COSNULTING ADMIN | 120 | $15.5M | $90K |
| WEYLCHEM US INC. HARDWICKE CHEMICAL INC. PENSION PLAN | ELGIN, SC | Advisor / Consultant CONSULTANT / ADMIN | 12 | $15.5M | $51K |
| ECOLOGY ACTION ECOLOGY ACTION 401(K) PLAN | SANTA CRUZ, CA | TPA / Administrator PLAN ADMINISTRATOR | 87 | $15.4M | $53K |
| RECIPHARM LABORATORIES, INC. RECIPHARM LABORATORIES, INC. 401(K) PLAN | RESEARCH TRIANGLE PK, NC | TPA / Administrator PLAN ADMINISTRATOR | 216 | $15.0M | $54K |
| DEL AMO CONSTRUCTION, LLC DEL AMO CONSTRUCTION, LLC 401(K) PLAN | TORRANCE, CA | TPA / Administrator PLAN ADMINISTRATOR | 101 | $14.8M | $69K |
| UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION DIMENSIONS HEALTH CORPORATION PENSION PLAN B | BALTIMORE, MD | Other NONE | 0 | $14.4M | $162K |
| ASMODEE NORTH AMERICA, INC. ASMODEE NORTH AMERICA, INC. 401(K) PLAN | ROSEVILLE, MN | TPA / Administrator PLAN ADMINISTRATOR | 385 | $13.8M | $2K |
| GROTE ENTERPRISES, LLC GROTE ENTERPRISES, LLC RETIREMENT SAVINGS PLAN | CINCINNATI, OH | TPA / Administrator PLAN ADMINISTRATOR | 212 | $12.7M | $65K |
| HOSPITAL CENTRAL SERVICES COOPERATIVE, INC. HOSPITAL CENTRAL SERVICES COOPERATIVE, INC. PENSION PLAN | ALLENTOWN, PA | Other NONE | 128 | $12.6M | $0 |
| HOSPITAL CENTRAL SERVICES COOPERATIVE, INC. HOSPITAL CENTRAL SERVICES COOPERATIVE, INC. PENSION PLAN | ALLENTOWN, PA | Other NONE | 128 | $12.6M | $0 |
| DEL AMO CONSTRUCTION INC. DEL AMO CONSTRUCTION, INC. 401(K) PLAN | TORRANCE, CA | TPA / Administrator PLAN ADMINISTRATOR | 95 | $12.5M | — |
| PENNON ORGANIZATION PENNON ORGANIZATION 401(K) RETIREMENT PLAN | HARRISBURG, PA | Other NONE | 71 | $12.4M | $0 |
| SUMMIT CARE II, INC. SUMMIT CARE 401(K) PLAN | TALLAHASSEE, FL | Other INVESTMENT PROVIDER | 1,205 | $12.4M | $0 |
| ECOLOGY ACTION ECOLOGY ACTION 401(K) PLAN | SANTA CRUZ, CA | TPA / Administrator PLAN ADMINISTRATOR | 86 | $12.2M | $58K |
| GROTE ENTERPRISES, LLC GROTE ENTERPRISES, LLC RETIREMENT SAVINGS PLAN | CINCINNATI, OH | TPA / Administrator PLAN ADMINISTRATOR | 192 | $12.2M | $67K |
| GBC INTERNATIONAL BANK GBC INTERNATIONAL BANK 401(K) RETIREMENT SAVINGS PLAN | MONTEREY PARK, CA | TPA / Administrator PLAN ADMINISTRATOR | 81 | $11.8M | $69K |
| CANUSA HERSHMAN RECYCLING, LLC CANUSA HERSHMAN RECYCLING 401(K) PLAN | BRANFORD, CT | TPA / Administrator PLAN ADMINSTRATOR | 156 | $11.5M | $57K |
| ABARTA, INC. ABARTA, INC. MASTER TRUST AGREEMENT | PITTSBURGH, PA | Other NONE | — | $10.8M | $1.1M |
| TREATT USA, INC. TREATT USA 401K PROFIT SHARING PLAN & TRUST | LAKELAND, FL | TPA / Administrator PLAN ADMINISTRATOR | 148 | $10.3M | $58K |
| AAA MID STATES AAA MID STATES 401(K) PLAN | YORK, PA | Other NONE | 99 | $10.1M | $0 |
| GEM EQUIPMENT OF OREGON, INC GEM EQUIPMENT OF OREGON, INC EMPLOYEES' 401(K) SALARY REDUCTION PLAN | WOODBURN, OR | TPA / Administrator PLAN ADMINISTRATOR | 134 | $10.0M | $47K |
| CANUSA HERSHMAN RECYCLING, LLC CANUSA HERSHMAN RECYCLING 401(K) PLAN | BRANFORD, CT | TPA / Administrator PLAN ADMINSTRATOR | 141 | $9.7M | $53K |
| TREATT USA, INC. TREATT USA 401K PROFIT SHARING PLAN & TRUST | LAKELAND, FL | TPA / Administrator PLAN ADMINISTRATOR | 149 | $9.7M | $68K |
| VIC BAILEY SUPERSTORES, INC. VIC BAILEY SUPERSTORES, INC. 401(K) RETIREMENT SAVINGS PLAN | SPARTANBURG, SC | TPA / Administrator PLAN ADMINISTRATOR | 0 | $9.6M | $36K |
| ASMODEE NORTH AMERICA, INC. ASMODEE NORTH AMERICA, INC. 401(K) PLAN | ROSEVILLE, MN | TPA / Administrator PLAN ADMINISTRATOR | 397 | $9.4M | $981 |
| LULU PRESS, INC. LULU PRESS & ELIZABETH BRADLEY DESIGN 401K PLAN | DURHAM, NC | TPA / Administrator PLAN ADMINISTRATOR | 102 | $8.8M | $45K |
| THE NORTHUMBERLAND NATIONAL BANK THE NORTHUMBERLAND NATIONAL BANK 401(K) PLAN | NORTHUMBERLAND, PA | Other NONE | 102 | $8.8M | $0 |
| EASTERN SHORE TRANSPORT, LLC HERITAGE & EST 401(K) PLAN | YORK, PA | Other NONE | 108 | $8.7M | $0 |
| VIC BAILEY SUPERSTORES, INC. VIC BAILEY SUPERSTORES, INC. 401(K) RETIREMENT SAVINGS PLAN | SPARTANBURG, SC | TPA / Administrator PLAN ADMINISTRATOR | 190 | $8.6M | $72K |
| FIDELITAS, LLC FIDELITAS, LLC 401(K) PLAN | BOERNE, TX | TPA / Administrator PLAN ADMINISTRATOR | 136 | $8.6M | $24K |
| FIDELITAS, LLC FIDELITAS, LLC 401(K) PLAN | BOERNE, TX | TPA / Administrator PLAN ADMINISTRATOR | 169 | $8.4M | $33K |
| ADVANCED PHYSICAL THERAPY SERVICES, LTD. ADVANCED REHAB & SPORTS MEDICINE SERVICES 401(K) PLAN | BLOOMINGTON, IL | Other MUTUAL FUND ADV | 94 | $8.2M | $0 |
| AUTONEUM NORTH AMERICA, INC. AUTONEUM NORTH AMERICA, INC. CARPET RETIREMENT PLAN FOR SALARIED EMPLOYEES | NOVI, MI | Other NONE | 29 | $8.2M | $0 |
| CHILDREN AND ADULT DISABILITY AND EDUCATIONAL SERVICES CADES DEFINED CONTRIBUTION RETIREMENT PLAN | SWARTHMORE, PA | Other NONE | 452 | $7.7M | $0 |
| UNITED DISABILITIES SERVICES FOUNDATION UNITED DISABILITIES SERVICES FOUNDATION 401(K) PLAN | LANCASTER, PA | Other NONE | 346 | $7.6M | $0 |
| AUTONEUM NORTH AMERICA, INC. AUTONEUM NORTH AMERICA, INC. EMPLOYEE RETIREMENT PLAN | NOVI, MI | Other NONE | 1 | $7.4M | $0 |
| GREATER THAN ONE, INC. GREATER THAN ONE 401(K) PLAN | NEW YORK, NY | TPA / Administrator PLAN ADMINISTRATOR | 46 | $7.1M | $40K |
| FIDELITAS, LLC FIDELITAS, LLC 401(K) PLAN | BOERNE, TX | TPA / Administrator PLAN ADMINISTRATOR | 128 | $7.1M | $24K |
| G M LEADER CORPORATION PROVIDENCE PLACE 401(K) RETIREMENT PLAN | HUMMELSTOWN, PA | Other NONE | 361 | $6.9M | $0 |
| UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION DIMENSIONS HEALTH CORPORATION PENSION PLAN | LINTHICUM, MD | Other NONE | 73 | $6.7M | $192K |
| LINC HOUSING CORPORATION LINC HOUSING 401(K) RETIREMENT PLAN | LONG BEACH, CA | TPA / Administrator PLAN ADMINISTRATOR | 114 | $6.7M | $23K |
| THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN | PITTSBURGH, PA | Other NONE | 133 | $6.3M | $0 |
| THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN | PITTSBURGH, PA | Other NONE | 117 | $5.7M | $0 |
| ZF TRW TRW AUTOMOTIVE SALARIED PENSION PLAN | LIVONIA, MI | Other NONE | 0 | $5.5M | $983K |
| PROCESS SYSTEMS INCORPORATED CONSTRUCTION COMPANY PSICC 401(K) PLAN | MEMPHIS, TN | TPA / Administrator PLAN ADMINISTRATOR | 81 | $5.5M | $29K |
| SNOW SHOE REFRACTORIES SNOW SHOE REFRACTORIES, LLC PENSION PLAN FOR HOURLY EMPLOYEES | CLARENCE, PA | Other NONE | 0 | $5.3M | $0 |
| SCHUBEMO HOLDINGS, INC. APEX RETIREMENT SAVINGS PLAN | JOPLIN, MO | Other NONE | 148 | $5.2M | $0 |
| THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN | PITTSBURGH, PA | Other NONE | 89 | $5.2M | $0 |
| PENNON ORGANIZATION LNP MEDIA GROUP, INC. 401(K) RETIREMENT PLAN | HARRISBURG, PA | Other NONE | 121 | $5.1M | $0 |
| PROCESS SYSTEMS INCORPORATED CONSTRUCTION COMPANY PSICC 401(K) PLAN | MEMPHIS, TN | TPA / Administrator PLAN ADMINISTRATOR | 191 | $4.8M | $23K |
| CENTURY PRODUCTS, INC. A TEXAS CORPORATION CENTURY PRODUCTS, INC. A TEXAS CORPORATION 401(K) PLAN | GREENSBORO, NC | TPA / Administrator PLAN ADMINISTRATOR | 127 | $4.6M | $43K |
| ABARTA COCA-COLA BEVERAGES, LLC ABARTA COCA-COLA BEVERAGES, LLC TEAMSTERS LOCAL 585 PENSION PLAN | PITTSBURGH, PA | Other NONE | 136 | $4.4M | $0 |
| ABARTA COCA-COLA BEVERAGES, LLC ABARTA COCA-COLA BEVERAGES, LLC TEAMSTERS LOCAL 585 PENSION PLAN | PITTSBURGH, PA | Other NONE | 141 | $4.3M | $0 |
| CENTURY PRODUCTS, INC. A TEXAS CORPORATION CENTURY PRODUCTS, INC. A TEXAS CORPORATION 401(K) PLAN | GREENSBORO, NC | TPA / Administrator PLAN ADMINISTRATOR | 124 | $4.1M | $53K |
| POLARITYTE MD, INC. POLARITYTE MD, INC RETIREMENT PLAN | SALT LAKE CITY, UT | TPA / Administrator PLAN ADMINISTRATOR | 37 | $4.0M | $30K |
| ABARTA COCA-COLA BEVERAGES, LLC ABARTA COCA-COLA BEVERAGES, LLC TEAMSTERS LOCAL 585 PENSION PLAN | PITTSBURGH, PA | Other NONE | 201 | $3.5M | $0 |
| AMERICAN TRUCK BUSINESS SERVICES, L.L.C. AMERICAN TRUCK BUSINESS SERVICES, L.L.C. RETIREMENT PLAN | GOLDEN, CO | TPA / Administrator PLAN ADMINISTRATOR | 119 | $3.4M | $19K |
| AMERICAN TRUCK BUSINESS SERVICES, L.L.C. AMERICAN TRUCK BUSINESS SERVICES, L.L.C. RETIREMENT PLAN | GOLDEN, CO | TPA / Administrator PLAN ADMINISTRATOR | 121 | $2.7M | $15K |
| STOCK MFG. & DESIGN CO. INC. STOCK MFG. & DESIGN CO., INC. 401(K) PLAN | CLEVES, OH | TPA / Administrator PLAN ADMINISTRATOR | 110 | $2.3M | $19K |
| AMERICAN TRUCK BUSINESS SERVICES, L.L.C. AMERICAN TRUCK BUSINESS SERVICES, L.L.C. RETIREMENT PLAN | GOLDEN, CO | TPA / Administrator PLAN ADMINISTRATOR | 92 | $2.0M | $16K |
| GENCO ENERGY SERVICES, INC. GENCO ENERGY SERVICES, INC. 401(K) PLAN | MCALLEN, TX | Other INVESTMENT PROVIDOR | 81 | $2.0M | $0 |
| GENCO ENERGY SERVICES, INC. GENCO ENERGY SERVICES, INC. 401(K) PLAN | MCALLEN, TX | Other INVESTMENT PROVIDOR | 138 | $1.8M | $0 |
| ALEXANDER SCHOOL, INC. ALEXANDER SCHOOL, INC. 401(K) | MIAMI, FL | TPA / Administrator PLAN ADMINISTRATOR | 101 | $1.5M | $14K |
| ABARTA, INC. ABARTA, INC. PENSION PLAN | PITTSBURGH, PA | Other NONE | 0 | $811K | $0 |
| WESTGATE CHEVROLET, INC. APPLE AUTOMOTIVE GROUP 401(K) PLAN | YORK, PA | Other NONE | 3 | $449 | $0 |
| PRYSMIAN CABLES AND SYS USA, LLC PRYSMIAN CABLES AND SYSTEMS PENSION PLAN | HIGHLAND HEIGHTS, KY | Other COSNULTING ADMIN | 0 | $0 | $85K |
| OLD REPUBLIC INTERNATIONAL CORP OLD REPUBLIC BASELINE SECURITY PLAN | CHICAGO, IL | Custodian CUSTODY/ MAINTENANCE | 0 | $0 | $8K |
| HP INTERNATIONAL TRADING B.V. PUERTO RICO BRANCH, LLC HP INC. PUERTO RICO PENSION PLAN AND TRUST | SPRING, TX | Other ADMINISTRATOR | 0 | $0 | $205K |
| ABB INC. ABB INC. CASH BALANCE PENSION PLAN | CARY, NC | Other NONE | 0 | $0 | $19K |
| SOLVAY USA INC. SOLVAY CONSOLIDATED PENSION PLAN | PRINCETON, NJ | Other N/A | 0 | $0 | $52K |
