Form 5500 Search

INSTINET

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
45
Active participants
127,988
Total plan assets
$210.1B
Filings (rows)
58
Direct comp
$35K
Indirect comp
$1.2M

SERVICES PROVIDED

Other38
Broker7

Top plans served

Showing top 58 of 45 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
GENERAL ELECTRIC COMPANY
GENERAL ELECTRIC PENSION TRUST
BOSTON, MA
Broker
SECURITIES BROKERAGE
$46.7B$0
GENERAL ELECTRIC COMPANY
GENERAL ELECTRIC PENSION TRUST
BOSTON, MA
Broker
SECURITIES BROKERAGE
$46.7B$0
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
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Broker
SECURITIES BROKERAGE
$46.2B$0
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Broker
SECURITIES BROKERAGE
$46.2B$0
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Broker
SECURITIES BROKERAGE
$24.9B$0
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Broker
SECURITIES BROKERAGE
$24.9B$0
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Broker
SECURITIES BROKERAGE
$24.9B$0
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
ARLINGTON, VA
Broker
BROKER
55,939$10.2B$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
$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
$8.8B$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
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
MUFG BANK, LTD.
MUFG BANK, LTD. RETIREMENT PLAN
NEW YORK, NY
Other
NONE
5,502$3.6B$17K
MARATHON ASSET MANAGEMENT LIMITED (FKA MARATHON ASSET MANAGEMENT LLP)
MARATHON-LONDON INTERNATIONAL INVESTMENT TRUST I
CHICAGO, IL
Other
NONE
$3.1B
RHUMBLINE ADVISERS CORP.
RHUMBLINE S&P INDEX POOLED TRUST
KANSAS CITY, MO
Other
NONE
$3.0B$0
MARATHON ASSET MANAGEMENT LIMITED
MARATHON-LONDON INTERNATIONAL INVESTMENT TRUST I
CHICAGO, IL
Other
NONE
$3.0B$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
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$9K
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$8K
ABERDEEN ASSET MANAGEMENT
EMERGING MARKETS EQUITY FUND, A SERIES OF ABRDN INSTITUTIONAL COMMINGLED FUNDS, LLC.
KANSAS CITY, MO
Other
NONE
$1.6B$0
RHUMBLINE ADVISERS CORP.
RHUMBLINE QSI INDEX LLC
KANSAS CITY, MO
Other
NONE
$1.2B$0
LSV ASSET MANAGEMENT
LSV INTERNATIONAL VALUE EQUITY TRUST
CHICAGO, IL
Other
NONE
$850.9M$0
RHUMBLINE ADVISERS CORP.
RHUMBLINE CORE BOND POOLED INDEX TRUST
KANSAS CITY, MO
Other
NONE
$792.9M$0
LSV ASSET MANAGEMENT
LSV INTERNATIONAL VALUE EQUITY TRUST
CHICAGO, IL
Other
NONE
$772.8M$0
NATIONAL FUEL GAS COMPANY
NATIONAL FUEL GAS COMPANY RETIREMENT PLAN
WILLIAMSVILLE, NY
Broker
BROKER
1,029$766.5M$0
RHUMBLINE ADVISERS CORP.
RHUMBLINE INTERNATIONAL POOLED INDEX TRUST
KANSAS CITY, MO
Other
NONE
$614.4M$0
NATIONAL FUEL GAS COMPANY
NATIONAL FUEL GAS COMPANY RETIREMENT PLAN
WILLIAMSVILLE, NY
Broker
BROKER
1,145$596.7M$0
COLUMBIA PYRFORD INTERNATIONAL PRIVATE FUND, LLC
COLUMBIA PYRFORD INTERNATIONAL STOCK PRIVATE FUND, LLC
KANSAS CITY, MO
Other
NONE
$575.5M$0
COLUMBIA PYRFORD INTERNATIONAL STOCK PRIVATE FUND, LLC
COLUMBIA PYRFORD INTERNATIONAL STOCK PRIVATE FUND, LLC
BOSTON, MA
Other
NONE
$507.8M$0
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
INTERNATIONAL STOCK FUND, LLC
KANSAS CITY, MO
Other
NONE
$493.5M$0
RHUMBLINE ADVISERS CORP.
RHUMBLINE INTERNATIONAL POOLED INDEX TRUST
KANSAS CITY, MO
Other
NONE
$473.3M$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
RHUMBLINE ADVISERS CORP.
RHUMBLINE INTERNATIONAL POOLED INDEX TRUST
KANSAS CITY, MO
Other
NONE
$392.5M$0
CAUSEWAY CAPITAL MANAGEMENT LLC
CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES
LOS ANGELES, CA
Other
NONE
$354.0M$0
SOUTH LASALLE INTERNATIONAL EQUITIES TRUST
SOUTH LASALLE INTERNATIONAL EQUITIES TRUST
BOSTON, MA
Other
NONE
$349.7M$0
SOUTH LASALLE INTERNATIONAL EQUITIES TRUST
SOUTH LASALLE INTERNATIONAL EQUITIES TRUST
KANSAS CITY, MO
Other
NONE
$313.5M$0
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
SOUTH LASALLE INTERNATIONAL EQUITIES TRUST
KANSAS CITY, MO
Other
NONE
$304.1M$0
CAUSEWAY CAPITAL MANAGEMENT LLC
CAUSEWAY INTERNATIONAL OPPORTUNITIES GROUP TRUST
KANSAS CITY, MO
Other
NONE
$223.6M$0
CAUSEWAY CAPITAL MANAGEMENT LLC
CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES B
LOS ANGELES, CA
Other
NONE
$208.6M$0
CAUSEWAY CAPITAL MANAGEMENT LLC
CAUSEWAY INTERNATIONAL OPPORTUNITIES GROUP TRUST
KANSAS CITY, MO
Other
NONE
$204.6M$0
CAUSEWAY CAPITAL MANAGEMENT LLC
CAUSEWAY INTERNATIONAL OPPORTUNITIES GROUP TRUST
KANSAS CITY, MO
Other
NONE
$201.3M$0
CAUSEWAY CAPITAL MANAGEMENT LLC
CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES B
LOS ANGELES, CA
Other
NONE
$198.0M$0
CAUSEWAY CAPITAL MANAGEMENT LLC
CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES B
LOS ANGELES, CA
Other
NONE
$164.7M$0
RHUMBLINE ADVISERS CORP.
RHUMBLINE GLOBAL MINIMUM
KANSAS CITY, MO
Other
NONE
$148.0M$0