Form 5500 Search

GQG 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
50
Active participants
148,327
Total plan assets
$304.0B
Filings (rows)
50
Direct comp
$15.6M
Indirect comp
$31K

SERVICES PROVIDED

Other49
Advisor / Consultant1

CITs / DFEs sponsored by this firm

Fund / entityPlans holding
GQG INTERNATIONAL CIT7
GQG EMERG MKT UNIT4
GQG PARTNERS INTERNATIONAL EQUITY3
CF GQG PARTNERS INTERNATIONAL EQUIT3
GLOBAL EQUITY CIT CLASS E3
GQG PARTNERS GLOBAL EQUITY CIT3
GQG PARTNERS INTL EQUITY FUND2
GQG PARTNERS GLOBAL EQ CIT2
GLOBAL EQUITY CIT SER 102
GQG PARTNERS GLOBAL EQUITY CIT CL D2
RELIANCE TR INSTL RETIREMENT TR2
GQG INTERNATIONAL EQUITY CIT2
CF GQG PARTNS GBL EQ CIT CL D2
RELIANCE TRUST CO1
CF GQG PARTNERS EMER MARKET1
GQG PARTNERS GLOBAL EQUITY FD1

Top plans served

All 50 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
BASKING RIDGE, NJ
Other
NONE
$41.1B$1.5M
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
BASKING RIDGE, NJ
Other
NONE
$36.7B$2.4M
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
BASKING RIDGE, NJ
Other
NONE
$33.3B$2.7M
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI
Other
NONE
0$30.8B$860K
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
BASKING RIDGE, NJ
Other
NONE
63,563$29.4B$396K
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI
Other
NONE
0$19.3B$410K
CATERPILLAR INC.
CATERPILLAR INC. INVESTMENT TRUST
IRVING, TX
Other
NONE
$18.5B$18K
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.
CONSOLIDATED EDISON RETIREMENT PLAN
NEW YORK, NY
Other
NONE
10,608$16.2B$345K
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.
CONSOLIDATED EDISON RETIREMENT PLAN
NEW YORK, NY
Other
NONE
10,314$15.6B$1.0M
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI
Other
NONE
0$12.4B$236K
CATERPILLAR INC.
CATERPILLAR INC. MASTER RETIREMENT TRUST
IRVING, TX
Other
NONE
$12.0B$13K
HUNTINGTON INGALLS INDUSTRIES, INC.
NEW SHIPS, INC. PENSION MASTER TRUST
NEWPORT NEWS, VA
Other
NONE
$7.2B$1.5M
HUNTINGTON INGALLS INDUSTRIES, INC.
NEW SHIPS, INC. PENSION MASTER TRUST
NEWPORT NEWS, VA
Other
NONE
$7.0B$1.5M
HUNTINGTON INGALLS INDUSTRIES, INC.
NEW SHIPS, INC. PENSION MASTER TRUST
NEWPORT NEWS, VA
Other
NONE
$6.9B$1.8M
WILLIS TOWERS WATSON US LLC
WILLIS TOWERS WATSON SAVINGS PLAN TRUST
ARLINGTON, VA
Other
NONE
$4.1B$0
HSBC NORTH AMERICA HOLDINGS INC.
HSBC - NORTH AMERICA (U.S.) PENSION PLAN
CHICAGO, IL
Other
NONE
2,447$3.6B$322K
HSBC NORTH AMERICA HOLDINGS INC.
HSBC - NORTH AMERICA (U.S.) PENSION PLAN
CHICAGO, IL
Other
NONE
2,288$3.3B$28K
AIR PRODUCTS AND CHEMICALS, INC.
AIR PRODUCTS AND CHEMICALS MASTER TRUST
ALLENTOWN, PA
Advisor / Consultant
INVESTMENT MANAGER
$2.5B$229K
BOARD OF TRUSTEES IRON WORKERS
IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND PENSION FUND
DORCHESTER, MA
Other
NONE
2,297$640.1M$0
BOARD OF TRUSTEES IRON WORKERS
IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND PENSION FUND
DORCHESTER, MA
Other
NONE
2,275$585.9M$0
BOARD OF TRUSTEES, SAG-AFTRA HEALTH PLAN
SAG-AFTRA HEALTH PLAN
BURBANK, CA
Other
NONE
27,199$504.5M$71K
BOARD OF TRUSTEES RETAIL FOOD EMPLOYERS & UFCW LOCAL 711 PENSION
RETAIL FOOD EMPLOYERS & UFCW LOCAL 711 PENSION
MURRAY, UT
Other
NONE
8,046$355.5M$0
BOARD OF TRUSTEES RETAIL FOOD EMPLOYERS & UFCW LOCAL 711 PENSION
RETAIL FOOD EMPLOYERS & UFCW LOCAL 711 PENSION
MURRAY, UT
Other
NONE
8,448$333.5M$0
D & H CORPORATE GROUP INC.
D & H EMPLOYEE STOCK OWNERSHIP PLAN
HARRISBURG, PA
Other
NONE
1,478$313.9M$0
D & H CORPORATE GROUP INC.
D & H EMPLOYEE STOCK OWNERSHIP PLAN
HARRISBURG, PA
Other
NONE
1,459$288.9M$0
D & H CORPORATE GROUP INC.
D & H EMPLOYEE STOCK OWNERSHIP PLAN
HARRISBURG, PA
Other
NONE
1,461$184.1M$0
EXETER HEALTH RESOURCES, INC.
EXETER HEALTH RESOURCES, INC. ACCOUNT BALANCE PENSION PLAN
EXETER, NH
Other
NONE
1,279$115.4M$59K
EXETER HEALTH RESOURCES, INC.
EXETER HEALTH RESOURCES, INC. ACCOUNT BALANCE PENSION PLAN
EXETER, NH
Other
NONE
1,331$107.3M$43K
YORK BUILDING PRODUCTS CO., INC.
YORK BUILDING PRODUCTS CO. INC. PROFIT SHARING PLAN AND TRUST
YORK, PA
Other
NONE
412$97.2M$0
EXETER HEALTH RESOURCES, INC.
EXETER HEALTH RESOURCES, INC. ACCOUNT BALANCE PENSION PLAN
EXETER, NH
Other
NONE
1,306$95.0M$49K
GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC.
GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. RETIREMENT AND SECURITY PROGRAM
NEW BRAUNFELS, TX
Other
NONE
64$85.6M$0
GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC.
GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. RETIREMENT AND SECURITY PROGRAM
NEW BRAUNFELS, TX
Other
NONE
58$78.9M$0
LYDALL, INC.
RETIREMENT INCOME PLAN FOR EMPLOYEES OF INTERFACE PERFORMANCE MATERIALS, INC.
GLASTONBURY, CT
Other
NONE
64$35.3M$0
ALKEGEN
RETIREMENT INCOME PLAN FOR EMPLOYEES OF INTERFACE PERFORMANCE MATERIALS, INC.
GLASTONBURY, CT
Other
NONE
57$34.3M$0
PENNSYLVANIA MEDICAL SOCIETY
PENSION PLAN OF THE PENNSYLVANIA MEDICAL SOCIETY
MECHANICSBURG, PA
Other
NONE
16$31.9M$0
PLUMBERS & STEAMFITTERS LOCAL 489 PENSION TRUST FUND TRUSTEES
RETIREMENT PLAN OF THE PLUMBERS & STEAMFITTERS LOCAL NO 489
CUMBERLAND, MD
Other
NONE
114$27.9M$0
GLASGOW, INC.
GLASGOW, INC. PENSION PLAN
GLENSIDE, PA
Other
NONE
71$27.8M$6K
STEWART & TATE, INC.
STEWART & TATE EMPLOYEES PROFIT SHARING PLAN
YORK, PA
Other
NONE
181$26.3M$0
NEW YORK CITY BALLET, INC.
RETIREMENT PLAN FOR SALARIED EMPLOYEES OF NEW YORK CITY BALLET, INC.
NEW YORK, NY
Other
INVESTMENT
49$23.6M$11K
D. F. STAUFFER BISCUIT COMPANY, INC
STAUFFER BISCUIT COMPANY PENSION PLAN
YORK, PA
Other
NONE
169$22.3M$0
SAXTON & STUMP, LLC
SAXTON & STUMP, LLC 401(K) PROFIT SHARING PLAN
LANCASTER, PA
Other
NONE
155$21.5M$0
NEW YORK CITY BALLET, INC.
RETIREMENT PLAN FOR SALARIED EMPLOYEES OF NEW YORK CITY BALLET, INC.
NEW YORK, NY
Other
INVESTMENT
49$21.3M$11K
D. F. STAUFFER BISCUIT COMPANY, INC
STAUFFER BISCUIT COMPANY PENSION PLAN
YORK, PA
Other
NONE
174$19.2M$0
SAXTON & STUMP, LLC
SAXTON & STUMP, LLC 401(K) PROFIT SHARING PLAN
LANCASTER, PA
Other
NONE
142$17.8M$0
D. F. STAUFFER BISCUIT COMPANY, INC
STAUFFER BISCUIT COMPANY PENSION PLAN
YORK, PA
Other
NONE
9$16.5M$0
SAXTON & STUMP, LLC
SAXTON & STUMP, LLC 401(K) PROFIT SHARING PLAN
LANCASTER, PA
Other
NONE
165$16.2M$0
NEW YORK CITY BALLET, INC.
RETIREMENT PLAN FOR SALARIED EMPLOYEES OF NEW YORK CITY BALLET, INC.
NEW YORK, NY
Other
INVESTMENT
46$13.7M$14K
GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC.
GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. MEDICAL BENEFIT PLAN
NEW BRAUNFELS, TX
Other
NONE
219$12.6M$0
GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC.
GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. MEDICAL BENEFIT PLAN
NEW BRAUNFELS, TX
Other
NONE
205$12.4M$0
DONSCO, INC.
RETIREMENT PLAN FOR HOURLY AND SALARIED EMPLOYEES OF DONSCO, INC.
WRIGHTSVILLE, PA
Other
NONE
109$12.3M$0
GQG PARTNERS — Form 5500 Service Provider Profile | Form 5500 Search