HOTCHKIS &
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
21
Active participants
100,781
Total plan assets
$218.8B
Filings (rows)
21
Direct comp
$12.8M
Indirect comp
$0
Aggregating 4 name variants under "HOTCHKIS &"
SERVICES PROVIDED
Advisor / Consultant11
Other10
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| H&W SMCP DVRSFD VL R | 2 |
Top plans served
All 21 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT | SEATTLE, WA | Other SERVICE PROVIDER | — | $62.9B | $1.1M |
| JOHNSON AND JOHNSON JOHNSON AND JOHNSON SAVINGS PLAN TRUST | NEW BRUNSWICK, NJ | Advisor / Consultant INVESTMENT MANAGER | — | $22.8B | $1.9M |
| JOHNSON AND JOHNSON JOHNSON AND JOHNSON PENSION AND SAVINGS PLAN MASTER TRUST | NEW BRUNSWICK, NJ | Advisor / Consultant INVESTMENT MANAGER | — | $22.4B | $1.0M |
| JOHNSON AND JOHNSON JOHNSON AND JOHNSON SAVINGS PLAN TRUST | NEW BRUNSWICK, NJ | Advisor / Consultant INVESTMENT MANAGER | — | $22.0B | $2.7M |
| JOHNSON AND JOHNSON JOHNSON AND JOHNSON PENSION AND SAVINGS PLANS MAST ER TRUST | NEW BRUNSWICK, NJ | Advisor / Consultant INVESTMENT MANAGEMENT | — | $21.1B | $2.5M |
| AMERICAN AIRLINES, INC. - RETIREMENT AMERICAN AIRLINES INC., MASTER FIXED BENEFIT PENSION TRUST | FORT WORTH, TX | Other NONE | 0 | $12.6B | $812K |
| AMERICAN AIRLINES, INC. - RETIREMENT AMERICAN AIRLINES INC., MASTER FIXED BENEFIT PENSION TRUST | FORT WORTH, TX | Advisor / Consultant INVESTMENT MANAGEMENT | 0 | $12.5B | $451K |
| AMERICAN AIRLINES, INC. - RETIREMENT AMERICAN AIRLINES INC., MASTER FIXED BENEFIT PENSION TRUST | FORT WORTH, TX | Other NONE | 0 | $12.0B | $736K |
| NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEES NATIONAL ELEVATOR INDUSTRY PENSION PLAN | NEWTOWN SQUARE, PA | Other NONE | 28,308 | $11.2B | $9K |
| NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEES NATIONAL ELEVATOR INDUSTRY PENSION PLAN | NEWTOWN SQUARE, PA | Other NONE | 27,434 | $10.4B | $11K |
| JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUND ALASKA ELECTRICAL PENSION PLAN | ANCHORAGE, AK | Other NONE | 3,855 | $2.1B | $421K |
| JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION PLAN ALASKA ELECTRICAL PENSION PLAN | ANCHORAGE, AK | Other NONE | 3,863 | $2.1B | $436K |
| JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUND ALASKA ELECTRICAL PENSION PLAN | ANCHORAGE, AK | Other NONE | 3,898 | $2.0B | $447K |
| ROCHESTER GENERAL HEALTH SYSTEM ROCHESTER GENERAL HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN | ROCHESTER, NY | Advisor / Consultant INVESTMENT MANAGER | 7,601 | $717.1M | $96K |
| ROCHESTER GENERAL HEALTH SYSTEM ROCHESTER GENERAL HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN | ROCHESTER, NY | Advisor / Consultant INVESTMENT MANAGER | 7,388 | $601.0M | $53K |
| ROCHESTER GENERAL HEALTH SYSTEM ROCHESTER GENERAL HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN | ROCHESTER, NY | Advisor / Consultant INVESTMENT MANAGER | 7,157 | $556.8M | $102K |
| UNITY HEALTH SYSTEM UNITY HEALTH SYSTEM RETIREMENT PLAN | ROCHESTER, NY | Advisor / Consultant INVESTMENT MANAGER | 3,874 | $343.0M | $36K |
| UNITY HEALTH SYSTEM UNITY HEALTH SYSTEM RETIREMENT PLAN | ROCHESTER, NY | Advisor / Consultant INVESTMENT MANAGER | 3,774 | $321.5M | $48K |
| UNITY HEALTH SYSTEM UNITY HEALTH SYSTEM RETIREMENT PLAN | ROCHESTER, NY | Advisor / Consultant INVESTMENT MANAGER | 3,508 | $301.0M | $43K |
| 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 |