FIDUCIARY INVESTMENT
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
85
Active participants
102,224
Total plan assets
$19.4B
Filings (rows)
85
Direct comp
$3.4M
Indirect comp
$10K
Aggregating 2 name variants under "FIDUCIARY INVESTMENT"
SERVICES PROVIDED
Other59
Advisor / Consultant26
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| MANAGED ACCOUNT FIT BALANCED C | 6 |
| MANAGED ACCOUNT FIT CONSERVATIVE C | 6 |
| MANAGED ACCOUNT FIT AGGRESSIVE C | 6 |
| FIT MODERATELY CONSERVATIVE PORTFOL | 4 |
| MANAGED ACCOUNT FIT GR C | 4 |
| MANAGED ACCT FIT MOD CNSRV C | 4 |
| CONSERVATIVE PORTFOLIO | 3 |
| FIT BALANCED PORTFOLIO CLASS B | 3 |
| BALANCED PORTFOLIO | 3 |
| FIT CONSERVATIVE PORTFOLIO CLASS B | 3 |
| FIT GROWTH PORTFOLIO CLASS B | 3 |
| MODERATE PORTFOLIO | 3 |
| FIT AGGRESSIVE PORTFOLIO CLASS B | 3 |
| GROWTH PORTFOLIO | 3 |
| FIT BALANCED PORTFOLIO CLASS A | 2 |
| FIT GROWTH PORTFOLIO CLASS A | 2 |
| MANAGED ACCOUNT FIT GROWTH C | 2 |
| AGGRESSIVE PORTFOLIO | 2 |
| FIDUCIARY INVESTMENT TRUST CNSRV D | 2 |
| FIDUCIARY INVESTMENT TRUST MOD CNSR | 2 |
| FIDUCIARY INVESTMENT TRUST GROWTH D | 2 |
| FIDUCIARY INVESTMENT TRUST BALANCED | 2 |
| FIDUCIARY INVESTMENT TRUST AGGRESSI | 2 |
| FIT AGGRESSIVE PORTFOLIO CLASS A | 2 |
| MNG ACCOUNT FIT MODLY CONSV C | 2 |
Top plans served
All 85 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SAMSUNG ELECTRONICS AMERICA, INC. SAMSUNG 401(K) PLAN | ENGLEWOOD CLIFFS, NJ | Advisor / Consultant CONSULTANT | 13,861 | $3.1B | $20K |
| SAMSUNG ELECTRONICS AMERICA, INC. SAMSUNG 401(K) PLAN | RIDGEFIELD PARK, NJ | Advisor / Consultant INVESTMENT ADVISOR | 14,598 | $2.6B | $77K |
| SAMSUNG SAMSUNG 401(K) PLAN | RIDGEFIELD PARK, NJ | Advisor / Consultant INVESTMENT ADVISORY | 13,555 | $2.0B | $75K |
| ENBRIDGE EMPLOYEE SERVICES, INC. ENBRIDGE EMPLOYEE SERVICES, INC. EMPLOYEES' SAVINGS PLAN | HOUSTON, TX | Other NONE | 7,116 | $1.8B | $48K |
| KUEHNE & NAGEL INC. KUEHNE & NAGEL 401(K) PLAN | JERSEY CITY, NJ | Other NONE | 6,805 | $507.7M | $14K |
| ARXADA, LLC THE ARXADA CONSOLIDATED PENSION PLAN | MORRISTOWN, NJ | Other NONE | 255 | $395.5M | $187K |
| ARXADA, LLC THE ARXADA CONSOLIDATED PENSION PLAN | MORRISTOWN, NJ | Other NONE | 211 | $395.3M | $187K |
| TRINITY COLLEGE TRINITY COLLEGE 403(B) RETIREMENT PLAN | HARTFORD, CT | Other NONE | 688 | $381.4M | $45K |
| ARXADA, LLC THE ARXADA CONSOLIDATED PENSION PLAN | MORRISTOWN, NJ | Other NONE | 188 | $375.8M | $190K |
| ALLEN OVERY SHEARMAN STERLING US LLP MASTER TRUST FOR VARIOUS EMPLOYEE BENEFITS OF SHEARMAN & STERLING LLP | NEW YORK, NY | Other NONE | — | $364.8M | $72K |
| SHEARMAN & STERLING LLP MASTER TRUST FOR VARIOUS EMPLOYEE BENEFITS OF SHEARMAN & STERLING LLP | NEW YORK, NY | Other NONE | — | $357.5M | $68K |
| TRINITY COLLEGE TRINITY COLLEGE 403(B) RETIREMENT PLAN | HARTFORD, CT | Other NONE | 702 | $357.2M | $45K |
| TRINITY COLLEGE TRINITY COLLEGE 403(B) RETIREMENT PLAN | HARTFORD, CT | Other NONE | 709 | $327.6M | $55K |
| MILFORD REGIONAL MEDICAL CENTER MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN | MILFORD, MA | Advisor / Consultant INVESTMENT ADVISOR | 2,439 | $233.5M | $57K |
| SAVE THE CHILDREN FEDERATION, INC. SAVE THE CHILDREN FEDERATION, INC. RETIREMENT SAVINGS PLAN | FAIRFIELD, CT | Advisor / Consultant INVESTMENT ADVISOR | 1,728 | $228.9M | $47K |
| MILFORD REGIONAL MEDICAL CENTER MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN | MILFORD, MA | Advisor / Consultant INVESTMENT ADVISOR | 2,385 | $203.8M | $26K |
| SAVE THE CHILDREN FEDERATION, INC. SAVE THE CHILDREN FEDERATION, INC. RETIREMENT SAVINGS PLAN | FAIRFIELD, CT | Advisor / Consultant INVESTMENT ADVISOR | 1,644 | $198.3M | $36K |
| THE HOTCHKISS SCHOOL THE HOTCHKISS SCHOOL 403(B) RETIREMENT PLAN | LAKEVILLE, CT | Other NONE | 386 | $183.9M | $34K |
| THE HOTCHKISS SCHOOL THE HOTCHKISS SCHOOL 403(B) RETIREMENT PLAN | LAKEVILLE, CT | Other NONE | 375 | $167.3M | $33K |
| NEW YORK LAW SCHOOL NEW YORK LAW SCHOOL DEFINED CONTRIBUTION RET. PLAN | NEW YORK, NY | Other NONE | 164 | $164.9M | $50K |
| SAVE THE CHILDREN FEDERATION, INC. SAVE THE CHILDREN FEDERATION, INC. RETIREMENT SAVINGS PLAN | FAIRFIELD, CT | Advisor / Consultant INVESTMENT ADVISOR | 1,523 | $161.3M | $35K |
| NEW YORK LAW SCHOOL NEW YORK LAW SCHOOL DEFINED CONTRIBUTION RET. PLAN | NEW YORK, NY | Other NONE | 163 | $157.7M | $57K |
| US ELECTRICAL SERVICES, INC. U. S. ELECTRICAL SERVICES, INC. 401(K) PLAN | MIDDLETOWN, CT | Advisor / Consultant INVESTMENT ADVISORY | 1,467 | $156.6M | $0 |
| THE HOTCHKISS SCHOOL THE HOTCHKISS SCHOOL 403(B) RETIREMENT PLAN | LAKEVILLE, CT | Other NONE | 380 | $150.2M | $32K |
| ACUREN INSPECTION, INC. ACUREN INSPECTION, INC. RETIREMENT SAVINGS PLAN | DANBURY, CT | Other CONSULTING | 3,404 | $148.7M | $8K |
| ASSUMPTION UNIVERSITY ASSUMPTION UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WORCESTER, MA | Other NONE | 568 | $146.2M | $59K |
| NEW YORK LAW SCHOOL NEW YORK LAW SCHOOL DEFINED CONTRIBUTION RET. PLAN | NEW YORK, NY | Other NONE | 135 | $145.2M | $44K |
| MIZUHO BANK LTD. MIZUHO BANK, LTD. PENSION PLAN | NEW YORK, NY | Other NONE | 698 | $137.8M | $14K |
| ASSUMPTION UNIVERSITY ASSUMPTION UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WORCESTER, MA | Other NONE | 568 | $137.2M | $45K |
| UNIVERSITY OF SAINT JOSEPH UNIVERSITY OF SAINT JOSEPH 403(B) RETIREMENT PLAN | WEST HARTFORD, CT | Advisor / Consultant ADVISOR | 948 | $136.4M | $43K |
| KLEIN TOOLS, INC. KLEIN TOOLS RETIREMENT SAVINGS PLAN | MANSFIELD, TX | Other NONE | 1,501 | $136.0M | $6K |
| BIG 'I' RETIREMENT SERVICES LLC BIG 'I' MEP 401(K) PLAN | ALEXANDRIA, VA | Other FIDUCIARY INVESTMENT ADVI | 718 | $130.3M | $63K |
| ACUREN INSPECTION, INC. ACUREN INSPECTION, INC. RETIREMENT SAVINGS PLAN | DANBURY, CT | Other CONSULTING | 3,411 | $130.1M | $23K |
| UNIVERSITY OF SAINT JOSEPH UNIVERSITY OF SAINT JOSEPH 403(B) RETIREMENT PLAN | WEST HARTFORD, CT | Advisor / Consultant ADVISOR | 813 | $127.6M | $54K |
| WELCH FOODS INC., A COOPERATIVE WELCH FOODS, INC. & NATIONAL GRAPE CO-OPERATIVE ASSOC., INC. SAVINGS/SUPPLEMENTAL RETIREMENT PLAN | CONCORD, MA | Other NONE | 315 | $125.3M | $50K |
| ASSUMPTION UNIVERSITY ASSUMPTION UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WORCESTER, MA | Other NONE | 571 | $123.6M | $33K |
| BIG 'I' RETIREMENT SERVICES LLC BIG 'I' MEP 401(K) PLAN | ALEXANDRIA, VA | Other FIDUCIARY INVESTMENT ADVI | 737 | $122.4M | $60K |
| TRUSTEES OF EMMANUEL COLLEGE EMMANUEL COLLEGE DEFINED CONTRIBUTION PLAN | BOSTON, MA | Other NONE | 502 | $121.6M | $36K |
| UNIVERSITY OF SAINT JOSEPH UNIVERSITY OF SAINT JOSEPH 403(B) RETIREMENT PLAN | WEST HARTFORD, CT | Advisor / Consultant ADVISOR | 896 | $115.8M | $41K |
| TRUSTEES OF EMMANUEL COLLEGE EMMANUEL COLLEGE DEFINED CONTRIBUTION PLAN | BOSTON, MA | Other NONE | 551 | $108.4M | $35K |
| HARTWICK COLLEGE HARTWICK COLLEGE 403(B) RETIREMENT PLAN | ONEONTA, NY | Advisor / Consultant ADVISOR | 467 | $105.4M | $33K |
| HARTWICK COLLEGE HARTWICK COLLEGE 403(B) RETIREMENT PLAN | ONEONTA, NY | Advisor / Consultant ADVISOR | 514 | $97.3M | $26K |
| TRUSTEES OF EMMANUEL COLLEGE EMMANUEL COLLEGE DEFINED CONTRIBUTION PLAN | BOSTON, MA | Other NONE | 467 | $94.7M | $34K |
| GERRESHEIMER GLASS INC. SAVINGS PLAN FOR EMPLOYEES OF THE GERRESHEIMER COMPANIES | VINELAND, NJ | Other NONE | 891 | $94.4M | $21K |
| VERRILL DANA, LLP VERRILL DANA LLP 401(K) SAVINGS PLAN | PORTLAND, ME | Advisor / Consultant INVESTMENT ADVISOR | 281 | $89.1M | $12K |
| HARTWICK COLLEGE HARTWICK COLLEGE 403(B) RETIREMENT PLAN | ONEONTA, NY | Advisor / Consultant ADVISOR | 506 | $88.0M | $25K |
| ATLANTIC HEALTH SYSTEM MEMORIAL HEALTH FOUNDATION, INC. RETIRED EMPLOYEE BENEFIT PLAN | MORRISTOWN, NJ | Other NONE | 0 | $87.0M | $7K |
| ATLANTIC HEALTH SYSTEM MEMORIAL HEALTH FOUNDATION, INC. RETIRED EMPLOYEE BENEFIT PLAN | MORRISTOWN, NJ | Other NONE | 0 | $85.4M | $41K |
| NEW ENGLAND INSTITUTE OF TECHNOLOGY NEW ENGLAND INSTITUTE OF TECHNOLOGY TAX SHELTERED ANNUITY MATCHING PLAN | EAST GREENWICH, RI | Advisor / Consultant CONSULTANT | 286 | $80.6M | $25K |
| ACUREN INSPECTION, INC. ACUREN INSPECTION, INC. RETIREMENT SAVINGS PLAN | DANBURY, CT | Other CONSULTING | 2,510 | $79.0M | $30K |
| TRUSTEES OF THE COLLEGE OF THE HOLY CROSS HOLY CROSS RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES | WORCESTER, MA | Other NONE | 271 | $77.0M | $61K |
| VERRILL DANA, LLP VERRILL DANA LLP 401(K) SAVINGS PLAN | PORTLAND, ME | Advisor / Consultant INVESTMENT ADVISOR | 272 | $76.0M | $31K |
| NEW ENGLAND INSTITUTE OF TECHNOLOGY NEW ENGLAND INSTITUTE OF TECHNOLOGY TAX SHELTERED ANNUITY MATCHING PLAN | EAST GREENWICH, RI | Advisor / Consultant CONSULTANT | 263 | $70.6M | $32K |
| DAY KIMBALL HEALTHCARE DAY KIMBALL HOSPITAL RETIREMENT INCOME PLAN | PUTNAM, CT | Other NONE | 158 | $68.5M | $64K |
| BAY STATE MILLING COMPANY THE BAY STATE MILLING COMPANY RETIREMENT PLAN | QUINCY, MA | Other NONE | 604 | $68.3M | $21K |
| NELES-JAMESBURY, INC. RETIREMENT PLAN FOR ELIGIBLE EMPLOYEES OF NELES-JAMESBURY, INC. AND AFFILIATES | SHREWSBURY, MA | Other RETAINED BY EMPLOYER | 49 | $66.9M | $105K |
| NELES-JAMESBURY, INC. RETIREMENT PLAN FOR ELIGIBLE EMPLOYEES OF NELES-JAMESBURY, INC. AND AFFILIATES | SHREWSBURY, MA | Other RETAINED BY EMPLOYER | 52 | $65.9M | $17K |
| FXI, INC. FXI 401(K) PLAN | RADNOR, PA | Other NONE | 2,078 | $64.3M | $10K |
| VERRILL DANA, LLP VERRILL DANA LLP 401(K) SAVINGS PLAN | PORTLAND, ME | Advisor / Consultant INVESTMENT ADVISOR | 255 | $62.7M | $15K |
| AMERICAN MATHEMATICAL SOCIETY AMERICAN MATHEMATICAL SOCIETY RETIREMENT PLAN | PROVIDENCE, RI | Other NONE | 191 | $62.6M | $27K |
| KENT SCHOOL CORPORATION KENT SCHOOL DC RETIREMENT PLAN | KENT, CT | Other NONE | 264 | $61.6M | $36K |
| AMERICAN MATHEMATICAL SOCIETY AMERICAN MATHEMATICAL SOCIETY RETIREMENT PLAN | PROVIDENCE, RI | Other NONE | 183 | $59.3M | $21K |
| SOUTH COUNTY HOSPITAL, INC. SOUTH COUNTY HOSPITAL RETIREMENT PLAN | WAKEFIELD, RI | Other NONE | 118 | $53.7M | $30K |
| AMERICAN MATHEMATICAL SOCIETY AMERICAN MATHEMATICAL SOCIETY RETIREMENT PLAN | PROVIDENCE, RI | Other NONE | 171 | $52.5M | $41K |
| BEIERSDORF, INC. BEIERSDORF, INC. CASH BALANCE RETIREMENT PLAN | STAMFORD, CT | Other NONE | 440 | $47.7M | $34K |
| SOUTH COUNTY HOSPITAL, INC. SOUTH COUNTY HOSPITAL RETIREMENT PLAN | WAKEFIELD, RI | Other NONE | 133 | $47.1M | $31K |
| WELLS COLLEGE WELLS COLLEGE TAX DEFERRED RETIREMENT PLAN | AURORA, NY | Other | 107 | $45.4M | $26K |
| WELLS COLLEGE WELLS COLLEGE TAX DEFERRED RETIREMENT PLAN | AURORA, NY | Other | 102 | $42.7M | $17K |
| ROBERTS WESLEYAN UNIVERSITY ROBERTS WESLEYAN UNIVERSITY RETIREMENT PLAN | ROCHESTER, NY | Other NONE | 399 | $40.8M | $25K |
| BEIERSDORF, INC. BEIERSDORF, INC. CASH BALANCE RETIREMENT PLAN | STAMFORD, CT | Other NONE | 547 | $40.5M | $33K |
| VALLEY MEDICAL FACILITIES, INC. RETIREMENT PLAN FOR EMPLOYEES OF OHIO VALLEY GENERAL HOSPITAL | BEAVER, PA | Other NONE | 94 | $34.6M | $32K |
| HARTFORD HEALTH CARE CORPORATION ASM/METRO/AETNA 401(K) PLAN | MANCHESTER, CT | Other OTHER | 316 | $24.9M | $8K |
| STRATEGIC INSIGHT LTD. STRATEGIC INSIGHT, LTD 401(K) PLAN | ARLINGTON, VA | Advisor / Consultant INVESTMENT ADVISOR | 151 | $24.4M | $10K |
| HARTFORD HEALTH CARE CORPORATION ASM/METRO/AETNA 401(K) PLAN | MANCHESTER, CT | Advisor / Consultant INVESTMENT ADVISOR | 294 | $20.0M | $7K |
| EMPIRE INDUSTRIES, INC. EMPIRE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | MANCHESTER, CT | Advisor / Consultant INVESTMENT ADVISOR | 85 | $13.9M | $37K |
| UNITED CONCRETE PRODUCTS, INC. UNITED CONCRETE PRODUCTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | YALESVILLE, CT | Other RETAINED BY EMPLOYER | 242 | $9.9M | $34K |
| UNITED CONCRETE PRODUCTS, INC. UNITED CONCRETE PRODUCTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | YALESVILLE, CT | Other RETAINED BY EMPLOYER | 230 | $9.0M | $28K |
| UNITED CONCRETE PRODUCTS, INC. UNITED CONCRETE PRODUCTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | YALESVILLE, CT | Other RETAINED BY EMPLOYER | 226 | $7.0M | $27K |
| RAND-WHITNEY GROUP, LLC RAND-WHITNEY RETIREMENT PLAN FOR MEMBERS OF BARGAINING UNITS | WORCESTER, MA | Advisor / Consultant ADVISOR | 153 | $4.4M | $26K |
| MIZUHO BANK LTD. MIZUHO BANK, LTD. PENSION PLAN | NEW YORK, NY | Other NONE | 2 | $4.3M | $44K |
| RAND-WHITNEY GROUP, LLC RAND-WHITNEY RETIREMENT PLAN FOR MEMBERS OF BARGAINING UNITS | WORCESTER, MA | Advisor / Consultant ADVISOR | 94 | $3.9M | $22K |
| RAND-WHITNEY GROUP, LLC RAND-WHITNEY RETIREMENT PLAN FOR MEMBERS OF BARGAINING UNITS | WORCESTER, MA | Advisor / Consultant ADVISOR | 80 | $3.3M | $23K |
| VALLEY MEDICAL FACILITIES, INC. RETIREMENT PLAN FOR EMPLOYEES OF OHIO VALLEY GENERAL HOSPITAL | BEAVER, PA | Other NONE | 0 | $129K | $25K |
| ALSTOM SIGNALING INC. EMPLOYEE RETIREMENT PLAN FOR HOURLY EMPLOYEES OF ALSTOM SIGNALING INC. | WEST HENRIETTA, NY | Other NONE | 0 | $13K | $12K |
| WELLS COLLEGE WELLS COLLEGE TAX DEFERRED RETIREMENT PLAN | AURORA, NY | Other | 0 | — | $20K |