FMR
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
39
Active participants
163,238
Total plan assets
$299.6B
Filings (rows)
39
Direct comp
$36.2M
Indirect comp
$0
Aggregating 3 name variants under "FMR"
SERVICES PROVIDED
Other35
Recordkeeper3
TPA / Administrator1
Top plans served
All 39 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA, GA | Other NONE | — | $51.4B | $1.4M |
| UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA, GA | Other NONE | — | $50.4B | $1.3M |
| UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA, GA | Other NONE | — | $42.9B | $989K |
| VERIZON COMMUNICATIONS INC. BELL ATLANTIC MASTER TRUST | BASKING RIDGE, NJ | Other NONE | — | $16.2B | $2.6M |
| VERIZON COMMUNICATIONS INC. BELL ATLANTIC MASTER TRUST | BASKING RIDGE, NJ | Other NONE | — | $16.0B | $2.1M |
| SHELL USA, INC. SHELL PENSION PLAN | HOUSTON, TX | Other NONE | 12,688 | $15.1B | $2.4M |
| SHELL USA, INC. SHELL PENSION PLAN | HOUSTON, TX | Other NONE | 12,215 | $14.6B | $1.8M |
| AT&T INC. AT&T SAVINGS GROUP INVESTMENT TRUST | DALLAS, TX | Other NONE | — | $12.5B | $311K |
| AT&T INC. AT&T SAVINGS GROUP INVESTMENT TRUST | DALLAS, TX | Other NONE | — | $12.1B | $321K |
| AT&T INC. AT&T SAVINGS GROUP INVESTMENT TRUST | DALLAS, TX | Other NONE | — | $11.7B | $536K |
| SHELL USA, INC. SHELL PENSION PLAN | HOUSTON, TX | Other NONE | 11,963 | $9.7B | $3.2M |
| VERIZON COMMUNICATIONS INC. BELL ATLANTIC MASTER TRUST | BASKING RIDGE, NJ | Other NONE | — | $7.9B | $1.0M |
| NATIONWIDE MUTUAL INSURANCE COMPANY NATIONWIDE RETIREMENT PLAN | COLUMBUS, OH | Recordkeeper ADMIN / RECORDKEEPING | 22,022 | $5.3B | $2.7M |
| NATIONWIDE MUTUAL INSURANCE COMPANY NATIONWIDE RETIREMENT PLAN | COLUMBUS, OH | Recordkeeper ADMIN / RECORDKEEPING | 21,374 | $5.0B | $2.6M |
| NATIONWIDE MUTUAL INSURANCE COMPANY NATIONWIDE DEFINED BENEFIT MASTER TRUST | COLUMBUS, OH | Recordkeeper ADMIM/RECORDKEEPING | — | $4.1B | $3.5M |
| THE HARTFORD FINANCIAL SERVICES GROUP, INC. THE HARTFORD RETIREMENT PLAN FOR U.S. EMPLOYEES | HARTFORD, CT | Other NONE | 7,034 | $3.6B | $1.1M |
| THE HARTFORD FINANCIAL SERVICES GROUP, INC. THE HARTFORD RETIREMENT PLAN FOR U.S. EMPLOYEES | HARTFORD, CT | Other NONE | 7,529 | $3.5B | $1.4M |
| THE HARTFORD FINANCIAL SERVICES GROUP, INC. THE HARTFORD RETIREMENT PLAN FOR U.S. EMPLOYEES | HARTFORD, CT | Other NONE | 6,527 | $3.4B | $1.1M |
| AT&T INC. AT&T UMBRELLA BENEFIT PLAN NO. 1 | DALLAS, TX | Other NONE | 0 | $2.2B | $247K |
| SANTANDER HOLDINGS USA, INC. SANTANDER 401(K) PLAN | WYOMISSING, PA | Other NONE | 13,334 | $1.6B | $2K |
| AT&T INC. AT&T UMBRELLA BENEFIT PLAN NO. 1 | DALLAS, TX | Other NONE | 0 | $1.4B | $295K |
| NATIONAL GRID USA SERVICE COMPANY, INC. NIAGARA MOHAWK PENSION PLAN | BROOKLYN, NY | Other NONE | 3,577 | $1.2B | $431K |
| NATIONAL GRID USA SERVICE COMPANY, INC. NIAGARA MOHAWK PENSION PLAN | BROOKLYN, NY | Other NONE | 3,648 | $1.1B | $121K |
| KEYSIGHT TECHNOLOGIES, INC. KEYSIGHT TECHNOLOGIES, INC. RETIREMENT PLAN | SANTA ROSA, CA | Other N/A | 1,776 | $893.0M | $421K |
| KEYSIGHT TECHNOLOGIES, INC. KEYSIGHT TECHNOLOGIES, INC. RETIREMENT PLAN | SANTA ROSA, CA | Other N/A | 2,012 | $775.2M | $270K |
| AT&T INC. AT&T UMBRELLA BENEFIT PLAN NO. 1 | DALLAS, TX | Other NONE | 0 | $739.5M | $445K |
| TEXAS CHILDREN'S TEXAS CHILDREN'S HOSPITAL CASH BALANCE PENSION PLAN | HOUSTON, TX | Other NONE | 13,281 | $679.4M | $865K |
| TEXAS CHILDREN'S TEXAS CHILDREN'S HOSPITAL CASH BALANCE PENSION PLAN | HOUSTON, TX | Other NONE | 12,128 | $572.0M | $765K |
| AGILENT TECHNOLOGIES, INC. AGILENT TECHNOLOGIES, INC. RETIREMENT PLAN | SANTA CLARA, CA | Other N/A | 1,716 | $500.8M | $645K |
| AGILENT TECHNOLOGIES, INC. AGILENT TECHNOLOGIES, INC. RETIREMENT PLAN | SANTA CLARA, CA | Other N/A | 1,967 | $435.6M | $992K |
| AAAA RETIRE. FUND FOR MEM. AGENCIES 103-12-IE | CHARLOTTE, NC | Other N/A | — | $420.1M | $0 |
| AAAA RETIRE. FUND FOR MEM. AGENCIES 103-12-IE | CHARLOTTE, NC | Other N/A | — | $399.2M | $0 |
| AAAA RETIREMENT FUND FOR MEMBER AGENCIES 103-12-IE | CHARLOTTE, NC | Other N/A | — | $375.9M | $0 |
| REGAL REXNORD CORPORATION REGAL REXNORD 401(K) PLAN | MILWAUKEE, WI | Other NONE | 3,178 | $304.9M | $19K |
| IBEW LOCAL UNION 269 ANNUITY FUND IBEW LOCAL UNION 269 ANNUITY FUND | WEST TRENTON, NJ | Other NONE | 868 | $243.1M | $0 |
| AGILENT TECHNOLOGIES, INC. AGILENT TECHNOLOGIES, INC. DEFERRED PROFIT-SHARING PLAN | SANTA CLARA, CA | Other N/A | 264 | $81.2M | $161K |
| AGILENT TECHNOLOGIES, INC. AGILENT TECHNOLOGIES, INC. DEFERRED PROFIT-SHARING PLAN | SANTA CLARA, CA | Other N/A | 203 | $74.1M | $94K |
| VITAMIN COTTAGE NATURAL FOOD MARKETS, INC. VITAMIN COTTAGE EMPLOYEE 401(K) PLAN | LAKEWOOD, CO | TPA / Administrator CONTRACT ADMIN | 3,934 | $41.2M | $17K |
| VERIZON BUSINESS GLOBAL LLC WESTERN UNION INTERNATIONAL, INC. PENSION PLAN | BASKING RIDGE, NJ | Other NONE | 0 | $3.5M | $18K |
