Fisher 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

Active participants

237,585

Total plan assets

$76.7B

Filings (rows)

Direct comp

$642K

Indirect comp

$439

Showing only "FISHER INVESTMENT"

View all 4 variants aggregated →

FISHER INVESTMENTS315 FISHER INVESTMENT5 FISHER INVESTMENTS 401 K SOLUTIONS2 FISHER INVESTMENT MANAGEMENT1

SERVICES PROVIDED

Other service providers4

Advisor / Consultant1

CITs / DFEs sponsored by this firm

Click a collective trust to see every plan that holds it.

Fund / entity	Plans holding
	1
	1

Plans served

All 5 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Apple Inc. Apple 401(k) Plan · all filings	CUPERTINO, CA	Advisor / Consultant	102,051	$30.8B	$230K	$0
Apple Inc. Apple 401(k) Plan · all filings	CUPERTINO, CA	Other service providers	101,217	$24.7B	$52K	$0
Citigroup Inc. The Citigroup Pension Plan · all filings	STAMFORD, CT	Other service providers	15,906	$10.6B	$140K	$439
Citigroup Inc. The Citigroup Pension Plan · all filings	STAMFORD, CT	Other service providers	17,283	$10.5B	$212K	$0
Merieux Nutrisciences Corporation Merieux Nutrisciences & Subsidiaries Retirement Plan · all filings	CHICAGO, IL	Other service providers	1,128	$93.5M	$7K	$0