FRANCISCO PARTNERS
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
19
Active participants
10,286
Total plan assets
$206.3B
Filings (rows)
38
Direct comp
$9.8M
Indirect comp
$390K
Aggregating 14 name variants under "FRANCISCO PARTNERS"
FRANCISCO PARTNERS AGILITY II8FRANCISCO PARTNERS VI6FRANCISCO PARTNERS VII5FRANCISCO PARTNERS4FRANCISCO PARTNERS V4FRANCISCO PARTNERS VI-B3FRANCISCO PARTNERS VII-PENSION1FRANCISCO PARTNERS IV1FRANCISCO PARTNERS V-B1FRANCISCO PARTNERS AGILITY II-A1FRANCISCO PARTNERS AGILITY IV1FRANCISCO PARTNERS MANAGEMENT1FRANCISCO PARTNERS AGILITY V - AGIL1FRANCISCO PARTNERS VII-A1
SERVICES PROVIDED
Other17
Advisor / Consultant2
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| FRANCISCO PARTNERS VI-B | 2 |
Top plans served
Showing top 38 of 19 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON, CT | Other NONE | — | $42.1B | $1.6M |
| THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST UAW GM RETIREES MEDICAL BENEFITS PLAN | DETROIT, MI | Other NONE | 0 | $31.4B | $213K |
| THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST UAW GM RETIREES MEDICAL BENEFITS PLAN | DETROIT, MI | Other NONE | 0 | $31.4B | $638K |
| THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST UAW GM RETIREES MEDICAL BENEFITS PLAN | DETROIT, MI | Other NONE | 0 | $30.8B | $539K |
| THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST UAW GM RETIREES MEDICAL BENEFITS PLAN | DETROIT, MI | Other NONE | 0 | $30.8B | $349K |
| THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST UAW GM RETIREES MEDICAL BENEFITS PLAN | DETROIT, MI | Other NONE | 0 | $30.8B | $592K |
| THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST UAW FORD RETIREES MEDICAL BENEFITS PLAN | DETROIT, MI | Other NONE | 0 | $19.8B | $393K |
| THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST UAW FORD RETIREES MEDICAL BENEFITS PLAN | DETROIT, MI | Other NONE | 0 | $19.8B | $150K |
| THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST UAW FORD RETIREES MEDICAL BENEFITS PLAN | DETROIT, MI | Other NONE | 0 | $19.3B | $379K |
| THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST UAW FORD RETIREES MEDICAL BENEFITS PLAN | DETROIT, MI | Other NONE | 0 | $19.3B | $245K |
| THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST UAW FORD RETIREES MEDICAL BENEFITS PLAN | DETROIT, MI | Other NONE | 0 | $19.3B | $417K |
| THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN | DETROIT, MI | Other NONE | 0 | $12.8B | $253K |
| THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN | DETROIT, MI | Other NONE | 0 | $12.8B | $95K |
| THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN | DETROIT, MI | Other NONE | 0 | $12.4B | $241K |
| THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN | DETROIT, MI | Other NONE | 0 | $12.4B | $156K |
| THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN | DETROIT, MI | Other NONE | 0 | $12.4B | $267K |
| DOMINION ENERGY, INC. DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST | RICHMOND, VA | Other INV-MGMT | — | $9.1B | $150K |
| BP CORPORATION NORTH AMERICA INC. BP MASTER TRUST FOR EMPLOYEE PENSION PLANS | HOUSTON, TX | Other NONE | — | $5.5B | $296K |
| BP CORPORATION NORTH AMERICA INC. BP MASTER TRUST FOR EMPLOYEE PENSION PLANS | HOUSTON, TX | Other NONE | — | $5.5B | $286K |
| BP CORPORATION NORTH AMERICA INC. BP MASTER TRUST FOR EMPLOYEE PENSION PLANS | HOUSTON, TX | Other NONE | — | $5.4B | $456K |
| BP CORPORATION NORTH AMERICA INC. BP MASTER TRUST FOR EMPLOYEE PENSION PLANS | HOUSTON, TX | Other NONE | — | $5.3B | $332K |
| BP CORPORATION NORTH AMERICA INC. BP MASTER TRUST FOR EMPLOYEE PENSION PLANS | HOUSTON, TX | Other NONE | — | $5.3B | $522K |
| UPMC UPMC MASTER TRUST | PITTSBURGH, PA | Other INVESTMENT MGR | — | $2.9B | $0 |
| UPMC UPMC MASTER TRUST | PITTSBURGH, PA | Other INVESTMENT MGR | — | $2.9B | $61K |
| UPMC UPMC MASTER TRUST | PITTSBURGH, PA | Other INVESTMENT MGR | — | $2.9B | $119K |
| UPMC UPMC MASTER TRUST | PITTSBURGH, PA | Other INVESTMENT MGR | — | $2.9B | $99K |
| UPMC UPMC MASTER TRUST | PITTSBURGH, PA | Other INVESTMENT MGR | — | $2.9B | $0 |
| UPMC UPMC MASTER TRUST | PITTSBURGH, PA | Other INVESTMENT MGR | — | $2.8B | $0 |
| UPMC UPMC MASTER TRUST | PITTSBURGH, PA | Other INVESTMENT MGR | — | $2.8B | $0 |
| UPMC UPMC MASTER TRUST | PITTSBURGH, PA | Other INVESTMENT MGR | — | $2.8B | $0 |
| UPMC UPMC MASTER TRUST | PITTSBURGH, PA | Other INVESTMENT MGR | — | $2.8B | $0 |
| UPMC UPMC MASTER TRUST | PITTSBURGH, PA | Advisor / Consultant INVESTMENT MANAGER | — | $2.6B | $186K |
| UPMC UPMC MASTER TRUST | PITTSBURGH, PA | Advisor / Consultant INVESTMENT MANAGER | — | $2.6B | $77K |
| ARAMCO SHARED BENEFITS COMPANY ARAMCO U.S. RETIREMENT INCOME PLAN | HOUSTON, TX | Other NONE | 1,552 | $1.9B | $458K |
| ARAMCO SHARED BENEFITS COMPANY ARAMCO U.S. RETIREMENT INCOME PLAN | HOUSTON, TX | Other NONE | 1,618 | $1.8B | $252K |
| BD OF TRUSTEES OF IBT CONSOLIDATED PENSION FUND IBT CONSOLIDATED PENSION PLAN | SEATTLE, WA | Other NONE | 3,457 | $180.5M | $31K |
| BD OF TRUSTEES OF IBT CONSOLIDATED PENSION FUND IBT CONSOLIDATED PENSION PLAN | SEATTLE, WA | Other NONE | 3,491 | $171.1M | $14K |
| SIMPSON THACHER & BARTLETT LLP CASH BALANCE PLAN FOR PARTNERS & SR. STAFF OF STB LLP | NEW YORK, NY | Advisor / Consultant INVESTMENT MANAGER | 168 | $159.4M | $0 |