GLOBAL TRUST
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
97
Active participants
319,807
Total plan assets
$114.0B
Filings (rows)
97
Direct comp
$23.4M
Indirect comp
$170K
Aggregating 7 name variants under "GLOBAL TRUST"
SERVICES PROVIDED
Other63
Advisor / Consultant18
Trustee16
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| JOHN HANCOCK STABLE VALUE FUND CIT | 152 |
| JOHN HANCOCK STABLE VALUE FUND | 139 |
| IR&M CORE BOND COLLECTIVE FUND | 139 |
| JOHN HANCOCK STABLE VAL FD R6 | 66 |
| AMERICAN CENTURY U S PREMIER LCG | 65 |
| AC IN RETIRE TR I | 63 |
| NEPC GLOBAL EQUITY CIT | 49 |
| ARROWSTREET GLOBAL EQUITY ACWI CIT | 48 |
| IR + M CORE BOND CIT | 45 |
| CRESCENT CAPITAL TRUST II LEVERED | 44 |
| HRDG LVNR INTL BN | 43 |
| AC IN RETIRE TR IX | 38 |
| NEPC EMERGING MARKETS EQUITY CIT | 36 |
| AMER CENT HIGH YIELD BD TR K | 35 |
| VICTORY RS SMALL CAP GROWTH COLLECT | 34 |
| AMERICAN CENTURY RETIREMENT DATE TR | 29 |
| HRDG LVNR INTL EQ M | 29 |
| JH STABLE VALUE R6 | 29 |
| IR&M LONG CORPORATE COLLECTIVE FUND | 28 |
| WM BLAIR SMID GR CIT | 27 |
| AMER CENT IN RETIRE TRUST I | 27 |
| AC IN RETIRE TR III | 26 |
| CRESCENT CAPITAL TRUST II | 26 |
| JOHN HANCOCK STABLE VALUE R11 | 25 |
| VICTORY SMALL CAP VALUE FUND | 25 |
Top plans served
All 97 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| LAWRENCE LIVERMORE NAT'L SECURITY, LLC AND TRIAD NAT'L SECURITY, LLC LAWRENCE LIVERMORE NAT'L SECURITY,LLC AND TRIAD NAT'L SECURITY LLC DEFINED BENEFIT PENSION PLAN GROUP TRUST | LOS ALAMOS, NM | Other NONE | — | $10.4B | $1.5M |
| LAWRENCE LIVERMORE NAT'L SECURITY, LLC AND TRIAD NAT'L SECURITY, LLC LAWRENCE LIVERMORE NAT'L SECURITY,LLC AND TRIAD NAT'L SECURITY LLC DEFINED BENEFIT PENSION PLAN GROUP TRUST | LOS ALAMOS, NM | Other NONE | — | $10.2B | $1.4M |
| LAWRENCE LIVERMORE NAT'L SECURITY, LLC AND TRIAD NAT'L SECURITY, LLC LAWRENCE LIVERMORE NAT'L SECURITY,LLC AND TRIAD NAT'L SECURITY LLC DEFINED BENEFIT PENSION PLAN GROUP TRUST | LOS ALAMOS, NM | Other NONE | — | $9.7B | $1.6M |
| ERNST & YOUNG U.S. LLP ERNST & YOUNG INACTIVE DEFINED BENEFIT RETIREMENT PLAN | SECAUCUS, NJ | Other FUND MANAGER | 0 | $3.4B | $196K |
| KPMG LLP KPMG PENSION PLAN | MONTVALE, NJ | Other NONE | 20,564 | $3.2B | $26K |
| KPMG LLP KPMG PENSION PLAN | MONTVALE, NJ | Other NONE | 18,369 | $3.1B | $11K |
| KPMG LLP KPMG PENSION PLAN | MONTVALE, NJ | Other NONE | 23,545 | $3.0B | $23K |
| GLOBAL TRUST COMPANY CAHABA PARTNERS EQUITY PLUS FUND | WOBURN, MA | Trustee TRUSTEE | — | $2.8B | $1.4M |
| BOARD OF TRUSTEES NEW YORK HOTEL TRADES COUNCIL AND HOTEL ASSOCIATION OF NEW YORK CITY, INC. PENSION FUND | NEW YORK, NY | Advisor / Consultant INVESTMENT MANAGER | 27,574 | $2.6B | $0 |
| MEIJER, INC. MEIJER PENSION MASTER TRUST | GRAND RAPIDS, MI | Advisor / Consultant INVESTMENT MANAGER | — | $2.6B | $39K |
| PARAMOUNT GLOBAL PARAMOUNT GLOBAL MASTER TRUST | NEW YORK, NY | Other NONE | — | $2.6B | $383K |
| PARAMOUNT GLOBAL PARAMOUNT GLOBAL MASTER TRUST | NEW YORK, NY | Other NONE | — | $2.5B | $367K |
| GLOBAL TRUST COMPANY CAHABA PARTNERS EQUITY PLUS FUND | WOBURN, MA | Trustee TRUSTEE | — | $2.4B | $1.3M |
| PARAMOUNT GLOBAL PARAMOUNT GLOBAL MASTER TRUST | NEW YORK, NY | Other INVESTMENT MGT. | — | $2.4B | $400K |
| BOARD OF TRUSTEES NEW YORK HOTEL TRADES COUNCIL AND HOTEL ASSOCIATION OF NEW YORK CITY, INC. PENSION FUND | NEW YORK, NY | Advisor / Consultant INVESTMENT MANAGER | 25,208 | $2.3B | $221K |
| ERNST & YOUNG U.S. LLP ERNST & YOUNG INACTIVE DEFINED BENEFIT RETIREMENT PLAN | SECAUCUS, NJ | Other FUND MANAGER | 0 | $2.2B | $130K |
| BOARD OF TRUSTEES NEW YORK HOTEL TRADES COUNCIL AND HOTEL ASSOCIATION OF NEW YORK CITY, INC. PENSION FUND | NEW YORK, NY | Advisor / Consultant INVESTMENT MANAGER | 24,024 | $2.1B | $315K |
| BD OF TRUSTEES LOCAL 705 I.B. OF T. PENSION TRUST FUND LOCAL 705 INT'L BROTHERHOOD OF TEAMSTERS PENSION TR. FD. | CHICAGO, IL | Other NONE | 5,166 | $1.9B | $139K |
| KPMG LLP KPMG PARTNER PENSION PLAN | MONTVALE, NJ | Other NONE | 2,262 | $1.9B | $41K |
| KPMG LLP KPMG PARTNER PENSION PLAN | MONTVALE, NJ | Other NONE | 2,299 | $1.8B | $54K |
| BD OF TRUSTEES LOCAL 705 I.B. OF T. PENSION TRUST FUND LOCAL 705 INT'L BROTHERHOOD OF TEAMSTERS PENSION TR. FD. | CHICAGO, IL | Other NONE | 5,346 | $1.7B | $138K |
| GLOBAL TRUST COMPANY CAHABA PARTNERS CORE FIXED INCOME FUND | WOBURN, MA | Trustee TRUSTEE | — | $1.7B | $809K |
| KPMG LLP KPMG PARTNER PENSION PLAN | MONTVALE, NJ | Other NONE | 2,272 | $1.7B | $37K |
| TRUSTEES OF THE PLUMBERS PENSION FUND, LOCAL 130, U.A. PLUMBERS' PENSION FUND, LOCAL 130, U.A. | CHICAGO, IL | Other NONE | 2,976 | $1.6B | $432K |
| GLOBAL TRUST COMPANY CAHABA PARTNERS CORE FIXED INCOME FUND | WOBURN, MA | Trustee TRUSTEE | — | $1.5B | $716K |
| TRUSTEES OF THE PLUMBERS PENSION FUND, LOCAL 130, U.A. PLUMBERS' PENSION FUND, LOCAL 130, U.A. | CHICAGO, IL | Other NONE | 3,000 | $1.4B | $403K |
| BOARD OF TRUSTEES, SOUTHERN CALIFORNIA IBEW-NECA SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN | PASADENA, CA | Other NONE | 26,682 | $1.2B | $463K |
| GLOBAL TRUST COMPANY DOUBLELINE SECURITIZED INCOME PORTFOLIO | WOBURN, MA | Trustee TRUSTEE | — | $1.2B | $344K |
| GLOBAL TRUST COMPANY DOUBLELINE SECURITIZED INCOME PORTFOLIO | WOBURN, MA | Trustee TRUSTEE | — | $1.1B | $352K |
| BOARD OF TRUSTEES, SOUTHERN CALIFORNIA IBEW-NECA SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN | PASADENA, CA | Other NONE | 26,117 | $1.1B | $462K |
| GLOBAL TRUST COMPANY DOUBLELINE SECURITIZED INCOME PORTFOLIO | WOBURN, MA | Trustee TRUSTEE | — | $1.0B | $331K |
| GLOBAL TRUST COMPANY CAHABA PARTNERS TACTICAL EQUITY FUND | WOBURN, MA | Trustee TRUSTEE | — | $896.6M | $436K |
| LES SCHWAB WAREHOUSE CENTER, LLC LES SCHWAB PROFIT SHARING RETIREMENT PLAN | BEND, OR | Advisor / Consultant INDEPENDENT ADVISOR | 6,051 | $865.4M | $62K |
| AUTOMOTIVE MACHINISTS PENSION TRUST AUTOMOTIVE MACHINISTS PENSION PLAN | SEATTLE, WA | Other NONE | 505 | $847.3M | $124K |
| BD OF TR OPER ENG CONS. INDUSTRY MISCELLANEOUS PENSION FUND OPERATING ENG CONS IND MISC. PENSION FUND | PITTSBURGH, PA | Other NONE | 3,934 | $845.6M | $199K |
| LOREAL USA, INC. PENSION PLAN OF L'OREAL USA, INC. | BERKELEY HEIGHTS, NJ | Advisor / Consultant INVESTMENT MANAGER | 6,109 | $829.2M | $293K |
| ESTEE LAUDER, INC. THE ESTEE LAUDER COMPANIES RETIREMENT GROWTH ACCOUNT PLAN | LONG ISLAND CITY, NY | Other NONE | 7,965 | $811.9M | $29K |
| LES SCHWAB WAREHOUSE CENTER, LLC LES SCHWAB PROFIT SHARING RETIREMENT PLAN | BEND, OR | Advisor / Consultant INDEPENDENT ADVISOR | 5,738 | $805.5M | $46K |
| AUTOMOTIVE MACHINISTS PENSION TRUST AUTOMOTIVE MACHINISTS PENSION PLAN | SEATTLE, WA | Other NONE | 510 | $802.8M | $112K |
| BD OF TR OPER ENG CONS. INDUSTRY MISCELLANEOUS PENSION FUND OPERATING ENG CONS IND MISC. PENSION FUND | PITTSBURGH, PA | Other NONE | 3,908 | $800.7M | $174K |
| AUTOMOTIVE MACHINISTS PENSION TRUST AUTOMOTIVE MACHINISTS PENSION PLAN | SEATTLE, WA | Other NONE | 589 | $785.5M | $90K |
| GLOBAL TRUST COMPANY CAHABA PARTNERS TACTICAL EQUITY FUND | WOBURN, MA | Trustee TRUSTEE | — | $771.9M | $428K |
| LES SCHWAB WAREHOUSE CENTER, LLC LES SCHWAB PROFIT SHARING RETIREMENT PLAN | BEND, OR | Advisor / Consultant INDEPENDENT ADVISOR | 5,290 | $770.3M | $49K |
| BD OF TR OPER ENG CONS. INDUSTRY MISCELLANEOUS PENSION FUND OPERATING ENG CONS IND MISC. PENSION FUND | PITTSBURGH, PA | Other NONE | 4,047 | $742.3M | $165K |
| LES SCHWAB WAREHOUSE CENTER, LLC LES SCHWAB PROFIT SHARING RETIREMENT PLAN | BEND, OR | Advisor / Consultant INDEPENDENT ADVISOR | 5,463 | $730.9M | $62K |
| MARY HITCHCOCK MEMORIAL HOSPITAL PENSION PLAN FOR EMPLOYEES OF DARTMOUTH-HITCHCOCK | LEBANON, NH | Other NONE | 1,373 | $625.7M | $115K |
| MARY HITCHCOCK MEMORIAL HOSPITAL PENSION PLAN FOR EMPLOYEES OF DARTMOUTH-HITCHCOCK | LEBANON, NH | Other NONE | 1,514 | $621.5M | $143K |
| GLOBAL TRUST COMPANY CAHABA PARTNERS PUBLIC INFLATION HEDGES FUND | WOBURN, MA | Trustee TRUSTEE | — | $618.7M | $265K |
| AMETEK, INC. AMETEK, INC. EMPLOYEES' MASTER RETIREMENT TRUST | BERWYN, PA | Other NONE | — | $617.4M | $293K |
| GLOBAL TRUST COMPANY CAHABA PARTNERS EQUITY PLUS FUND | WOBURN, MA | Trustee TRUSTEE | — | $609.9M | $862K |
| MARY HITCHCOCK MEMORIAL HOSPITAL PENSION PLAN FOR EMPLOYEES OF DARTMOUTH-HITCHCOCK | LEBANON, NH | Other NONE | 1,263 | $609.1M | $119K |
| AMETEK, INC. AMETEK, INC. EMPLOYEES' MASTER RETIREMENT TRUST | BERWYN, PA | Other NONE | — | $607.0M | $261K |
| GLOBAL TRUST COMPANY CAHABA PARTNERS PUBLIC INFLATION HEDGES FUND | WOBURN, MA | Trustee TRUSTEE | — | $577.9M | $300K |
| AMETEK, INC. AMETEK, INC. EMPLOYEES' MASTER RETIREMENT TRUST | BERWYN, PA | Other NONE | — | $568.9M | $298K |
| BOARD OF TRUSTEES, IRON WORKERS LOCAL NO. 25 IRON WORKERS' LOCAL NO. 25 PENSION FUND | TROY, MI | Other NONE KNOWN | 1,795 | $565.1M | $81K |
| I.B.E.W. BOARD OF TRUSTEES FOR LOCAL 357 PENSION TRUST I.B.E.W. LOCAL UNION NO 357 PENSION TRUST FUND, PLAN A | LAS VEGAS, NV | Other NONE | 2,514 | $551.7M | $126K |
| I.B.E.W. BOARD OF TRUSTEES FOR LOCAL 357 PENSION TRUST I.B.E.W. LOCAL UNION NO 357 PENSION TRUST FUND, PLAN A | LAS VEGAS, NV | Other NONE | 2,795 | $533.7M | $108K |
| ALASKA TEAMSTER EMPLOYER PENSION TRUST ALASKA TEAMSTER-EMPLOYER PENSION TRUST | ANCHORAGE, AK | Other NONE | 3,901 | $516.0M | $137K |
| BOARD OF TRUSTEES WATERFRONT EMPLOYERS - ILA PENSION PLAN WATERFRONT EMPLOYERS - ILA PENSION PLAN | CHARLESTON, SC | Other NONE | 1,343 | $482.0M | $174K |
| I.B.E.W. BOARD OF TRUSTEES FOR LOCAL 357 PENSION TRUST I.B.E.W. LOCAL UNION NO 357 PENSION TRUST FUND, PLAN A | LAS VEGAS, NV | Other NONE | 2,367 | $470.7M | $99K |
| BOARD OF TRUSTEES WATERFRONT EMPLOYERS - ILA PENSION PLAN WATERFRONT EMPLOYERS - ILA PENSION PLAN | CHARLESTON, SC | Other NONE | 1,624 | $439.6M | $141K |
| GLOBAL TRUST COMPANY CAHABA PARTNERS CORE FIXED INCOME FUND | WOBURN, MA | Trustee TRUSTEE | — | $394.8M | $557K |
| BOARD OF TRUSTEES, NALC ANNUITY TRUST FUND NALC ANNUITY TRUST FUND | ASHBURN, VA | Other NONE | 563 | $344.8M | $221K |
| PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 RETIREMENT TRUST PENSION PLAN OF THE PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 RETIREMENT TRUST | DES MOINES, IA | Other | 1,304 | $331.0M | $62K |
| PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 RETIREMENT TRUST PENSION PLAN OF THE PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 RETIREMENT TRUST | DES MOINES, IA | Other | 1,233 | $293.5M | $144K |
| BOARD OF TRUSTEES P&S LOCAL 21 PENSION FUND PLUMBERS & STEAMFITTERS LOCAL 21 PENSION FUND | PEEKSKILL, NY | Other SERVICE PROVIDER | 669 | $278.6M | $237K |
| BOARD OF TRUSTEES LOCAL 456 PENSION FUND WESTCHESTER TEAMSTERS LOCAL 456 PENSION FUND | ELMSFORD, NY | Advisor / Consultant INVESTMENT MANAGER | 868 | $265.9M | $140K |
| PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 RETIREMENT TRUST PENSION PLAN OF THE PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 RETIREMENT TRUST | DES MOINES, IA | Other | 1,164 | $259.8M | $146K |
| BOARD OF TRUSTEES P&S LOCAL 21 PENSION FUND PLUMBERS & STEAMFITTERS LOCAL 21 PENSION FUND | PEEKSKILL, NY | Other SERVICE PROVIDER | 623 | $254.5M | $262K |
| BOARD OF TRUSTEES LOCAL 456 ANNUITY FUND TEAMSTERS LOCAL 456 ANNUITY FUND | ELMSFORD, NY | Advisor / Consultant INVESTMENT MANAGER | 1,046 | $254.4M | $140K |
| BOARD OF TRUSTEES LOCAL 456 PENSION FUND WESTCHESTER TEAMSTERS LOCAL 456 PENSION FUND | ELMSFORD, NY | Advisor / Consultant INVESTMENT MANAGER | 914 | $241.3M | $140K |
| BOARD OF TRUSTEES LOCAL 456 ANNUITY FUND TEAMSTERS LOCAL 456 ANNUITY FUND | ELMSFORD, NY | Advisor / Consultant INVESTMENT MANAGER | 1,635 | $232.9M | $140K |
| BOARD OF TRUSTEES LOCAL 456 PENSION FUND WESTCHESTER TEAMSTERS LOCAL 456 PENSION FUND | ELMSFORD, NY | Advisor / Consultant INVESTMENT MANAGER | 983 | $219.4M | $69K |
| BOARD OF TRUSTEES LOCAL 456 ANNUITY FUND TEAMSTERS LOCAL 456 ANNUITY FUND | ELMSFORD, NY | Advisor / Consultant INVESTMENT MANAGER | 1,619 | $212.3M | $69K |
| BOARD OF TRUSTEES LOCAL 60 ANNUITY FUND WESTCHESTER HEAVY CONSTRUCTION LABORERS LOCAL 60 ANNUITY FUND | HAWTHORNE, NY | Advisor / Consultant INVESTMENT MANAGER | 1,101 | $200.2M | $75K |
| BOARD OF TRUSTEES LOCAL 60 ANNUITY FUND WESTCHESTER HEAVY CONSTRUCTION LABORERS LOCAL 60 ANNUITY FUND | HAWTHORNE, NY | Advisor / Consultant INVESTMENT MANAGER | 1,026 | $180.8M | $75K |
| BOARD OF TRUSTEES LOCAL 60 ANNUITY FUND WESTCHESTER HEAVY CONSTRUCTION LABORERS LOCAL 60 ANNUITY FUND | HAWTHORNE, NY | Advisor / Consultant INVESTMENT MANAGER | 1,093 | $160.0M | $35K |
| BOARD OF TRUSTEES - MIDWEST PENSION PLAN MIDWEST PENSION PLAN | HILLSIDE, IL | Other NONE | 1,707 | $132.1M | $49K |
| BOARD OF TRUSTEES - MIDWEST PENSION PLAN MIDWEST PENSION PLAN | HILLSIDE, IL | Other NONE | 1,725 | $127.3M | $45K |
| LOCAL 705 INTL BROTHERHOOD OF TEAMSTERS HEALTH & WELFARE FUND - TR LOCAL 705 INTL BROTHERHOOD OF TEAMSTERS HEALTH AND WELFARE FUND | CHICAGO, IL | Other NONE | 1,423 | $109.5M | $34K |
| GLOBAL TRUST COMPANY CAHABA PARTNERS PUBLIC INFLATION HEDGES FUND | WOBURN, MA | Trustee TRUSTEE | — | $107.5M | $158K |
| LOCAL 705 INTL BROTHERHOOD OF TEAMSTERS HEALTH & WELFARE FUND - TR LOCAL 705 INTL BROTHERHOOD OF TEAMSTERS HEALTH AND WELFARE FUND | CHICAGO, IL | Other NONE | 1,430 | $107.0M | $36K |
| LOCAL 705 INTL BROTHERHOOD OF TEAMSTERS HEALTH & WELFARE FUND - TR LOCAL 705 INTL BROTHERHOOD OF TEAMSTERS HEALTH AND WELFARE FUND | CHICAGO, IL | Other NONE | 1,859 | $101.7M | $43K |
| FLORIDA CRYSTALS CORPORATION MASTER TRUST FOR FLORIDA CRYSTALS PENSION PLANS | WEST PALM BEACH, FL | Other | — | $96.4M | $18K |
| FLORIDA CRYSTALS CORPORATION MASTER TRUST FOR FLORIDA CRYSTALS PENSION PLANS | WEST PALM BEACH, FL | Other NONE | — | $96.3M | $18K |
| FLORIDA CRYSTALS CORPORATION MASTER TRUST FOR FLORIDA CRYSTALS PENSION PLANS | WEST PALM BEACH, FL | Other | — | $91.2M | $19K |
| BOARD OF TRUSTEES LOCAL UNION 373 U.A. PENSION FUND PLUMBERS & STEAMFITTERS PENSION FUND LOCAL UNION 373 | MOUNTAINVILLE, NY | Other NONE | 228 | $79.9M | $40K |
| BOARD OF TRUSTEES LOCAL UNION 373 U.A. PENSION FUND PLUMBERS & STEAMFITTERS PENSION FUND LOCAL UNION 373 | MOUNTAINVILLE, NY | Other NONE | 233 | $68.2M | $40K |
| AMERICAN SUGAR REFINING, INC. AMERICAN SUGAR REFINING AND SUBSIDIARIES PENSION P | YONKERS, NY | Other NONE | 344 | $61.1M | $18K |
| BOARD OF TRUSTEES LOCAL UNION 373 U.A. PENSION FUND PLUMBERS & STEAMFITTERS PENSION FUND LOCAL UNION 373 | MOUNTAINVILLE, NY | Other NONE | 216 | $57.6M | $39K |
| CONST IND & LABORERS DEFINED CONTRIBUTION PENSION PLAN CONSTRUCTION INDUSTRY AND LABORERS DEFINED CONTRIBUTION PENSION PLAN | LAS VEGAS, NV | Other NONE | 3,032 | $30.7M | $12K |
| FIRSTBANK PR FIRSTBANK PUERTO RICO PENSION PLAN FOR THE FORMER EMPLOYEES OF BANCO CENTRAL HISPANO - PUERTO RICO | SAN JUAN, PR | Trustee TRUSTEE | 0 | $29.7M | $10K |
| FIRSTBANK PR FIRSTBANK PUERTO RICO PENSION PLAN FOR THE FORMER EMPLOYEES OF BANCO CENTRAL HISPANO - PUERTO RICO | SAN JUAN, PR | Other NONE | 0 | $29.7M | $10K |
| CONST IND & LABORERS DEFINED CONTRIBUTION PENSION PLAN CONSTRUCTION INDUSTRY AND LABORERS DEFINED CONTRIBUTION PENSION PLAN | LAS VEGAS, NV | Other NONE | 3,054 | $26.1M | $7K |
| CONST IND & LABORERS DEFINED CONTRIBUTION PENSION PLAN CONSTRUCTION INDUSTRY AND LABORERS DEFINED CONTRIBUTION PENSION PLAN | LAS VEGAS, NV | Other NONE | 2,713 | $20.2M | $7K |
| ESTERLINE TECHNOLOGIES CORPORATION ESTERLINE TECHNOLOGIES RETIREMENT PLAN | CLEVELAND, OH | Other NONE | 0 | $8.9M | $36K |
| GLOBAL TRUST COMPANY CAHABA PARTNERS TACTICAL EQUITY FUND | WOBURN, MA | Trustee TRUSTEE | — | $0 | $270K |