Form 5500 Search

HSBC

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
58
Active participants
142,242
Total plan assets
$177.0B
Filings (rows)
62
Direct comp
$484K
Indirect comp
$1.9M

SERVICES PROVIDED

Other55
Broker3

Top plans served

Showing top 62 of 58 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
GENERAL ELECTRIC COMPANY
GENERAL ELECTRIC PENSION TRUST
BOSTON, MA
Broker
SECURITIES BROKERAGE
$46.7B$0
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Broker
SECURITIES BROKERAGE
$46.2B$0
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
ARLINGTON, VA
Broker
BROKER
53,861$9.4B$0
DOMINION ENERGY, INC.
DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST
RICHMOND, VA
Other
BROKG
$9.1B$0
DOMINION ENERGY, INC.
DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST
RICHMOND, VA
Other
BROKG
$9.1B$0
DOMINION ENERGY, INC.
DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST
RICHMOND, VA
Other
BROKG
$8.8B$0
DOMINION ENERGY, INC.
DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST
RICHMOND, VA
Other
BROKG
$8.8B$0
DOMINION ENERGY, INC.
DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST
RICHMOND, VA
Other
BROKG
$8.3B$0
DOMINION ENERGY, INC.
DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST
RICHMOND, VA
Other
BROKG
$8.3B$0
MARATHON ASSET MANAGEMENT LIMITED (FKA MARATHON ASSET MANAGEMENT LLP)
MARATHON-LONDON INTERNATIONAL FUND
CHICAGO, IL
Other
NONE
$4.7B
MARATHON ASSET MANAGEMENT LIMITED
MARATHON-LONDON INTERNATIONAL FUND
CHICAGO, IL
Other
NONE
$4.5B$0
MARATHON ASSET MANAGEMENT LIMITED
MARATHON-LONDON INTERNATIONAL FUND
CHICAGO, IL
Other
NONE
$3.9B$0
MARATHON ASSET MANAGEMENT LIMITED (FKA MARATHON ASSET MANAGEMENT LLP)
MARATHON-LONDON INTERNATIONAL INVESTMENT TRUST I
CHICAGO, IL
Other
NONE
$3.1B
MARATHON ASSET MANAGEMENT LIMITED
MARATHON-LONDON INTERNATIONAL INVESTMENT TRUST I
CHICAGO, IL
Other
NONE
$3.0B$0
ABERDEEN ASSET MANAGEMENT
EMERGING MARKETS EQUITY FUND, A SERIES OF THE ABERDEEN INSTITUTIONAL COMMINGLED FUNDS, LLC.
KANSAS CITY, MO
Other
NONE
$2.9B$0
GENESIS ASSET MANAGERS, LLP
THE GENESIS GROUP TRUST FOR EMPLOYEE BENEFIT PLANS
PRIDES CROSSING, MA
Other
NONE
$2.9B$0
GENESIS ASSET MANAGERS, LLP
THE GENESIS GROUP TRUST FOR EMPLOYEE BENEFIT PLANS
PRIDES CROSSING, MA
Other
NONE
$2.9B$0
ABERDEEN ASSET MANAGEMENT
EMERGING MARKETS EQUITY FUND, A SERIES OF THE ABRDN INSTITUTIONAL COMMINGLED FUNDS, LLC.
KANSAS CITY, MO
Other
NONE
$2.6B$0
MARATHON ASSET MANAGEMENT LIMITED
MARATHON-LONDON INTERNATIONAL INVESTMENT TRUST I
CHICAGO, IL
Other
NONE
$2.2B$0
GREEN COURT CAPITAL MANAGEMENT LTD
GREEN COURT GREATER CHINA LONG-ONLY EQUITY FUND LTD.
Other
NONE
$1.9B$0
ABERDEEN ASSET MANAGEMENT
EMERGING MARKETS EQUITY FUND, A SERIES OF ABRDN INSTITUTIONAL COMMINGLED FUNDS, LLC.
KANSAS CITY, MO
Other
NONE
$1.6B$0
CARILION CLINIC
RETIREMENT PLAN OF CARILION CLINIC
ROANOKE, VA
Other
NONE
10,559$1.5B$7K
GREEN COURT CAPITAL MANAGEMENT LTD
GREEN COURT CHINA OPPORTUNITY FUND LTD.
Other
NONE
$1.4B$0
GREEN COURT CAPITAL MANAGEMENT LTD
GREEN COURT GREATER CHINA LONG-ONLY EQUITY FUND LTD.
Other
NONE
$1.3B$0
CARILION CLINIC
RETIREMENT PLAN OF CARILION CLINIC
ROANOKE, VA
Other
NONE
11,006$1.3B$7K
LAZARD ASSET MANAGEMENT LLC
LAZARD INTERNATIONAL STRATEGIC EQUITY (ACW EX-U.S.) TRUST
KANSAS CITY, MO
Other
NONE
$1.3B$0
GREEN COURT CAPITAL MANAGEMENT LTD
GREEN COURT GREATER CHINA LONG-ONLY EQUITY FUND LTD.
Other
NONE
$1.2B$0
LAZARD ASSET MANAGEMENT LLC
LAZARD INTERNATIONAL STRATEGIC EQUITY (ACW EX-U.S.) TRUST
KANSAS CITY, MO
Other
NONE
$790.6M$0
LSV ASSET MANAGEMENT
LSV INTERNATIONAL VALUE EQUITY TRUST
CHICAGO, IL
Other
NONE
$772.8M$0
CAUSEWAY CAPITAL MANAGEMENT LLC
CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES
LOS ANGELES, CA
Other
NONE
$447.4M$0
CAUSEWAY CAPITAL MANAGEMENT LLC
CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES
LOS ANGELES, CA
Other
NONE
$424.2M$0
GREEN COURT CAPITAL MANAGEMENT LTD
GREEN COURT CHINA OPPORTUNITY FUND LTD.
Other
NONE
$405.3M$0
LAZARD ASSET MANAGEMENT LLC
EMERGING MARKETS EQUITY GROUP TRUST
KANSAS CITY, MO
Other
NONE
$373.7M$0
CAUSEWAY CAPITAL MANAGEMENT LLC
CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES
LOS ANGELES, CA
Other
NONE
$354.0M$0
LAZARD ASSET MANAGEMENT LLC
LAZARD GLOBAL LISTED INFRASTRUCTURE TRUST
KANSAS CITY, MO
Other
NONE
$285.7M$0
BOARD OF TRUSTEES OF THE UNITED WELFARE FUND
UNITED WELFARE FUND-SECURITY PLAN
NEW ROCHELLE, NY
Other
NONE
23,107$285.1M$44K
GENESIS INVESTMENT MANAGEMENT, LLP
THE GENESIS GROUP TRUST FOR EMPLOYEE BENEFIT PLANS
Other
NONE
$280.6M$0
BOARD OF TRUSTEES OF THE UNITED WELFARE FUND
UNITED WELFARE FUND-SECURITY PLAN
NEW ROCHELLE, NY
Other
NONE
18,827$280.2M$58K
BOARD OF TRUSTEES OF THE UNITED WELFARE FUND
UNITED WELFARE FUND-SECURITY PLAN
NEW ROCHELLE, NY
Other
NONE
19,421$272.0M$47K
LAZARD ASSET MANAGEMENT LLC
LAZARD EMERGING MARKETS SMALL CAP EQUITY TRUST
KANSAS CITY, MO
Other
NONE
$240.2M$0
MARATHON ASSET MANAGEMENT LIMITED (FKA MARATHON ASSET MANAGEMENT LLP)
MARATHON-LONDON EMERGING MARKETS INVESTMENT TRUST
CHICAGO, IL
Other
NONE
$236.5M
CAUSEWAY CAPITAL MANAGEMENT LLC
CAUSEWAY INTERNATIONAL OPPORTUNITIES GROUP TRUST
KANSAS CITY, MO
Other
NONE
$223.6M$0
CAUSEWAY CAPITAL MANAGEMENT LLC
CAUSEWAY INTERNATIONAL OPPORTUNITIES GROUP TRUST
KANSAS CITY, MO
Other
NONE
$204.6M$0
ABERDEEN ASSET MANAGEMENT
EAFE PLUS FUND, A SERIES OF THE ABRDN INSTITUTIONAL COMMINGLED FUNDS, LLC.
KANSAS CITY, MO
Other
NONE
$204.3M$0
CAUSEWAY CAPITAL MANAGEMENT LLC
CAUSEWAY INTERNATIONAL OPPORTUNITIES GROUP TRUST
KANSAS CITY, MO
Other
NONE
$201.3M$0
LAZARD ASSET MANAGEMENT LLC
LAZARD EMERGING MARKETS SMALL CAP EQUITY TRUST
KANSAS CITY, MO
Other
NONE
$174.8M$0
CAUSEWAY CAPITAL MANAGEMENT LLC
CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES B
LOS ANGELES, CA
Other
NONE
$164.7M$0
GREEN COURT CAPITAL MANAGEMENT LTD
GREEN COURT CHINA OPPORTUNITY FUND LTD.
Other
NONE
$155.3M$0
LORD ABBETT & CO LLC
LORD ABBETT INTERNATIONAL SMALL CAP TRUST
KANSAS CITY, MO
Other
NONE
$139.7M$0
LORD ABBETT & CO LLC
LORD ABBETT INTERNATIONAL SMALL CAP TRUST
KANSAS CITY, MO
Other
NONE
$106.0M$0
LORD ABBETT & CO LLC
LORD ABBETT INTERNATIONAL SMALL CAP TRUST
KANSAS CITY, MO
Other
NONE
$104.4M$0
GREEN COURT CAPITAL MANAGEMENT LTD
GREEN COURT CHINA OPPORTUNITY FUND LLC
Other
NONE
$95.1M$0
GREEN COURT CAPITAL MANAGEMENT LTD
GREEN COURT CHINA OPPORTUNITY FUND LLC
Other
NONE
$81.8M$0
ABERDEEN ASSET MANAGEMENT
EMERGING MARKETS SMALLER COMPANIES FUND, A SERIES OF ABRDN INSTITUTIONAL COMMINGLED FUNDS, LLC.
KANSAS CITY, MO
Other
NONE
$46.1M$0
SABIN METAL CORPORATION
SABIN METAL CORP. RETIREMENT PLAN
EAST HAMPTON, NY
Other
NONE
115$32.3M$98K
SABIN METAL CORPORATION
SABIN METAL CORP. RETIREMENT PLAN
EAST HAMPTON, NY
Other
NONE
112$17.2M$91K
IDAHO AGC SELF-FUNDED BENEFIT TRUST
IDAHO AGC SELF-FUNDED BENEFIT TRUST
BOISE, ID
Other
NONE
2,716$12.9M$20K
MCKINLEY CAPITAL EMERGING MARKETS GROWTH FUND SERIES A
MCKINLEY CAPITAL EMERGING MARKETS GROWTH FUND SERIES A
ANCHORAGE, AK
Other
NONE
$12.4M
IDAHO AGC SELF-FUNDED BENEFIT TRUST
IDAHO AGC SELF-FUNDED BENEFIT TRUST
BOISE, ID
Other
NONE
2,510$10.8M$16K
SABIN METAL CORPORATION
SABIN METAL CORP. RETIREMENT PLAN
EAST HAMPTON, NY
Other
NONE
8$513K$59K
DYNO NOBEL INC
DYNO NOBEL INC. DEFINED BENEFIT PENSION PLAN II
SALT LAKE CITY, UT
Other
0$0$19K
DYNO NOBEL INC.
DYNO NOBEL INC. DEFINED BENEFIT PENSION PLAN I
SALT LAKE CITY, UT
Other
0$0$19K