INSTITUTIONAL INVESTMENT
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
94
Active participants
282,270
Total plan assets
$59.4B
Filings (rows)
94
Direct comp
$2.6M
Indirect comp
$832K
Aggregating 5 name variants under "INSTITUTIONAL INVESTMENT"
SERVICES PROVIDED
Advisor / Consultant71
Other21
TPA / Administrator2
Top plans served
All 94 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| CATERPILLAR INC. CATERPILLAR 401(K) SAVINGS PLAN | IRVING, TX | Other NONE | 41,360 | $13.8B | $58K |
| WARNER BROS. DISCOVERY, INC. WARNER BROS. DISCOVERY DEFINED CONTRIBUTION MASTER TRUST | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISOR | — | $8.1B | $120K |
| WARNER MEDIA, LLC WARNERMEDIA DEFINED CONTRIBUTION MASTER TRUST | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISOR | — | $7.6B | $30K |
| WARNER BROS. DISCOVERY, INC. WARNER BROS. DISCOVERY DEFINED CONTRIBUTION MASTER TRUST | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISOR | — | $7.5B | $172K |
| LINDE INC. LINDE RETIREMENT SAVINGS PLAN | DANBURY, CT | Advisor / Consultant INVESTMENT ADVISOR | 11,323 | $2.9B | $62K |
| LINDE INC. LINDE RETIREMENT SAVINGS PLAN | DANBURY, CT | Other NONE | 11,201 | $2.8B | $62K |
| NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION RETIREMENT&SECURITY PROGRAM FOR EMPLOYEES OF NTCA AND ITS MEMBERS | ARLINGTON, VA | Other NONE | 9,544 | $2.5B | $20K |
| LINDE INC. LINDE RETIREMENT SAVINGS PLAN | DANBURY, CT | Other NONE | 10,671 | $2.4B | $62K |
| BOARD OF DIRECTORS OF THE IBEW LOCALS' SAVING & RETIREMENT GROUP TRUST INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN | IRVINGTON, NY | Advisor / Consultant INVESTMENT ADVISORY TO T | 348 | $742.0M | $110K |
| BOISE CASCADE COMPANY BOISE CASCADE COMPANY SAVINGS PLAN | BOISE, ID | Advisor / Consultant CONSULTANT | 4,101 | $740.4M | $10K |
| BOARD OF DIRECTORS OF THE IBEW LOCALS' SAVING & RETIREMENT GROUP TRUST INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN | IRVINGTON, NY | Advisor / Consultant INVESTMENT ADVISORY TO T | 372 | $697.9M | $80K |
| BOARD OF DIRECTORS OF THE IBEW LOCALS' SAVING & RETIREMENT GROUP TRUST INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN | IRVINGTON, NY | Advisor / Consultant INVESTMENT ADVISORY TO T | 376 | $675.6M | $40K |
| BOISE CASCADE COMPANY BOISE CASCADE COMPANY SAVINGS PLAN | BOISE, ID | Advisor / Consultant CONSULTANT | 3,877 | $655.5M | $0 |
| SABIC INNOVATIVE PLASTICS US LLC SABIC U.S. EMPLOYEE RETIREMENT SAVINGS PLAN | HOUSTON, TX | Advisor / Consultant CONSULTANT | 2,058 | $634.8M | $8K |
| CATERPILLAR INC. CATERPILLAR INC. TAX DEFERRED RETIREMENT PLAN | IRVING, TX | Other NONE | 7,079 | $578.1M | $11K |
| BOISE CASCADE COMPANY BOISE CASCADE COMPANY SAVINGS PLAN | BOISE, ID | Advisor / Consultant CONSULTANT | 3,439 | $536.5M | $0 |
| APOGEE ENTERPRISES, INC. APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN | MINNEAPOLIS, MN | Advisor / Consultant INVESTMENT ADVISORY | 3,614 | $497.1M | $0 |
| APOGEE ENTERPRISES, INC. APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN | MINNEAPOLIS, MN | Advisor / Consultant INVESTMENT ADVISORY | 3,778 | $461.6M | $20K |
| APOGEE ENTERPRISES, INC. APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN | MINNEAPOLIS, MN | Advisor / Consultant INVESTMENT ADVISORY | 3,894 | $407.4M | $13K |
| ENSIGN SERVICES, INC. ENSIGN SERVICES, INC. 401(K) RETIREMENT SAVINGS PLAN | SAN JUAN CAPISTRANO, CA | Advisor / Consultant INVESTMENT ADVISOR | 42,462 | $373.8M | $60K |
| CGB ENTERPRISES, INC. CGB ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN | COVINGTON, LA | Other OTHER | 1,647 | $335.3M | $157K |
| CGB ENTERPRISES, INC. CGB ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN | COVINGTON, LA | Other NONE | 1,522 | $291.5M | $84K |
| ENSIGN SERVICES, INC. ENSIGN SERVICES, INC. 401(K) RETIREMENT SAVINGS PLAN | SAN JUAN CAPISTRANO, CA | Advisor / Consultant INVESTMENT ADVISOR | 35,280 | $285.9M | $79K |
| ENSIGN SERVICES, INC. ENSIGN SERVICES, INC. 401(K) RETIREMENT SAVINGS PLAN | SAN JUAN CAPISTRANO, CA | Advisor / Consultant INVESTMENT ADVISOR | 33,003 | $204.0M | $72K |
| INTERNATIONAL TRANSMISSION COMPANY INTERNATIONAL TRANSMISSION COMPANY RETIREMENT PLAN | NOVI, MI | Advisor / Consultant CONSULTANT | 789 | $149.3M | $50K |
| BOISE CASCADE COMPANY BOISE CASCADE COMPANY HOURLY SAVINGS PLAN | BOISE, ID | Advisor / Consultant CONSULTANT | 2,103 | $145.7M | $5K |
| INTERNATIONAL TRANSMISSION COMPANY INTERNATIONAL TRANSMISSION COMPANY RETIREMENT PLAN | NOVI, MI | Advisor / Consultant CONSULTANT | 750 | $137.6M | $50K |
| GCP APPLIED TECHNOLOGIES GCP APPLIED TECHNOLOGIES INC. SAVINGS & INVESTMENT PLAN | MALVERN, PA | Advisor / Consultant INVESTMENT ADVISOR | 609 | $137.1M | $58K |
| BOISE CASCADE COMPANY BOISE CASCADE COMPANY HOURLY SAVINGS PLAN | BOISE, ID | Advisor / Consultant CONSULTANT | 2,132 | $133.1M | $0 |
| GCP APPLIED TECHNOLOGIES GCP APPLIED TECHNOLOGIES INC. SAVINGS & INVESTMENT PLAN | CAMBRIDGE, MA | TPA / Administrator PLAN ADMINISTRATOR | 676 | $127.3M | $31K |
| INTERNATIONAL TRANSMISSION COMPANY INTERNATIONAL TRANSMISSION COMPANY RETIREMENT PLAN | NOVI, MI | Advisor / Consultant CONSULTANT | 728 | $120.9M | $50K |
| HOSPITAL FOR SPECIAL CARE HOSPITAL FOR SPECIAL CARE 403(B) RETIREMENT PLAN | NEW BRITAIN, CT | Advisor / Consultant INVESTMENT ADVISOR | 1,261 | $118.3M | $35K |
| BOISE CASCADE COMPANY BOISE CASCADE COMPANY HOURLY SAVINGS PLAN | BOISE, ID | Advisor / Consultant CONSULTANT | 2,026 | $112.0M | $0 |
| HOSPITAL FOR SPECIAL CARE HOSPITAL FOR SPECIAL CARE 403(B) RETIREMENT PLAN | NEW BRITAIN, CT | Advisor / Consultant INVESTMENT ADVISOR | 1,235 | $110.1M | $34K |
| HOSPITAL FOR SPECIAL CARE HOSPITAL FOR SPECIAL CARE 403(B) RETIREMENT PLAN | NEW BRITAIN, CT | Advisor / Consultant INVESTMENT ADVISOR | 1,168 | $102.6M | $34K |
| FN AMERICA LLC EMPLOYEES' SAVINGS PLAN OF FN AMERICA, LLC | MCLEAN, VA | Advisor / Consultant INVESTMENT ADVISORY | 527 | $100.4M | $0 |
| FN AMERICA LLC EMPLOYEES' SAVINGS PLAN OF FN AMERICA, LLC | MCLEAN, VA | Advisor / Consultant INVESTMENT ADVISORY | 602 | $94.7M | $0 |
| BOISE CASCADE COMPANY BOISE CASCADE COMPANY RETIREMENT SAVINGS PLAN | BOISE, ID | Advisor / Consultant CONSULTANT | 1,243 | $90.6M | $3K |
| INDEPENDENT BANK CORPORATION INDEPENDENT BANK CORPORATION 401(K) PLAN | IONIA, MI | Advisor / Consultant INVESTMENT ADVISORY | 820 | $88.8M | $0 |
| BOISE CASCADE COMPANY BOISE CASCADE COMPANY RETIREMENT SAVINGS PLAN | BOISE, ID | Advisor / Consultant CONSULTANT | 1,252 | $83.8M | $0 |
| FN AMERICA LLC EMPLOYEES' SAVINGS PLAN OF FN AMERICA, LLC | MCLEAN, VA | Advisor / Consultant INVESTMENT ADVISORY | 565 | $82.3M | $0 |
| INDEPENDENT BANK CORPORATION INDEPENDENT BANK CORPORATION 401(K) PLAN | IONIA, MI | Advisor / Consultant INVESTMENT ADVISORY | 910 | $78.7M | $0 |
| PENNANT SERVICES, INC. PENNANT 401(K) RETIREMENT SAVINGS PLAN | EAGLE, ID | Advisor / Consultant CONSULTANT | 6,390 | $75.1M | $71K |
| BOISE CASCADE COMPANY BOISE CASCADE COMPANY RETIREMENT SAVINGS PLAN | BOISE, ID | Advisor / Consultant CONSULTANT | 1,257 | $75.1M | $0 |
| ZEN-NOH GRAIN CORPORATION ZEN-NOH GRAIN CORPORATION RETIREMENT SAVINGS PLAN | COVINGTON, LA | Other OTHER | 277 | $71.5M | $36K |
| ZEN-NOH GRAIN CORPORATION ZEN-NOH GRAIN CORPORATION RETIREMENT SAVINGS PLAN | COVINGTON, LA | Other OTHER | 277 | $68.0M | $36K |
| BURKE & HERBERT BANK BURKE & HERBERT BANK & TRUST COMPANY INVESTMENT AND SAVINGS PLAN | ALEXANDRIA, VA | Advisor / Consultant ADVISOR | 352 | $67.5M | $20K |
| ZEN-NOH GRAIN CORPORATION ZEN-NOH GRAIN CORPORATION RETIREMENT SAVINGS PLAN | COVINGTON, LA | Other NONE | 284 | $61.5M | $41K |
| BURKE & HERBERT BANK BURKE & HERBERT BANK & TRUST COMPANY INVESTMENT AND SAVINGS PLAN | ALEXANDRIA, VA | Advisor / Consultant ADVISOR | 403 | $60.7M | $20K |
| HERBERT, ROWLAND & GRUBIC, INC. HERBERT, ROWLAND & GRUBIC, INC. PROFIT SHARING AND SAVINGS PLAN | HARRISBURG, PA | TPA / Administrator CONTRACT ADMINISTRATOR | 375 | $56.5M | $15K |
| GCP APPLIED TECHNOLOGIES INC. GCP APPLIED TECHNOLOGIES INC. RETIREMENT PLAN FOR SALARIED EMPLOYEES | ALPHARETTA, GA | Advisor / Consultant INVESTMENT ADVISORY | 173 | $56.3M | $70K |
| PENNANT SERVICES, INC. PENNANT 401(K) RETIREMENT SAVINGS PLAN | EAGLE, ID | Advisor / Consultant CONSULTANT | 4,332 | $53.2M | $40K |
| BURKE & HERBERT BANK BURKE & HERBERT BANK & TRUST COMPANY INVESTMENT AND SAVINGS PLAN | ALEXANDRIA, VA | Advisor / Consultant ADVISOR | 413 | $51.7M | $20K |
| ION FINANCIAL, MHC ION FINANCIAL, MHC 401K PLAN | NAUGATUCK, CT | Other SERVICE PROVIDER | 349 | $50.8M | $0 |
| HERBERT, ROWLAND & GRUBIC, INC. HERBERT, ROWLAND & GRUBIC, INC. PROFIT SHARING AND SAVINGS PLAN | HARRISBURG, PA | Advisor / Consultant CONSULTANT | 339 | $46.1M | $0 |
| ION FINANCIAL, MHC ION FINANCIAL, MHC 401K PLAN | NAUGATUCK, CT | Other SERVICE PROVIDER | 356 | $45.6M | $0 |
| THERMOFORMING TECHNOLOGY GROUP LLC BROWN MACHINE GROUP 401(K) PLAN | BEAVERTON, MI | Advisor / Consultant CONSULTANT | 252 | $43.7M | $35K |
| THERMOFORMING TECHNOLOGY GROUP LLC BROWN MACHINE GROUP 401(K) PLAN | BEAVERTON, MI | Advisor / Consultant CONSULTANT | 264 | $41.3M | $35K |
| LINDE NUCO2 MANAGEMENT LLC 401(K) SAVINGS & RETIREMENT PLAN | STUART, FL | Other CONSULTING | 1,146 | $40.9M | $1K |
| THERMOFORMING TECHNOLOGY GROUP LLC BROWN MACHINE GROUP 401(K) PLAN | BEAVERTON, MI | Advisor / Consultant CONSULTANT | 275 | $37.3M | $35K |
| PENNANT SERVICES, INC. PENNANT 401(K) RETIREMENT SAVINGS PLAN | EAGLE, ID | Advisor / Consultant CONSULTANT | 3,979 | $37.0M | $24K |
| ION FINANCIAL, MHC ION FINANCIAL, MHC 401K PLAN | NAUGATUCK, CT | Other SERVICE PROVIDER | 322 | $36.8M | $0 |
| HERBERT, ROWLAND & GRUBIC, INC. HERBERT, ROWLAND & GRUBIC, INC. PROFIT SHARING AND SAVINGS PLAN | HARRISBURG, PA | Advisor / Consultant CONSULTANT | 312 | $35.6M | $0 |
| COOPER CONSOLIDATED, LLC COOPER CONSOLIDATED, LLC 401(K) RETIREMENT SAVINGS PLAN | COVINGTON, LA | Other OTHER | 203 | $28.5M | $10K |
| COOPER CONSOLIDATED, LLC COOPER CONSOLIDATED, LLC 401(K) RETIREMENT SAVINGS PLAN | COVINGTON, LA | Other OTHER | 197 | $25.3M | $10K |
| TANTUS TECHNOLOGIES, INC. TANTUS TECHNOLOGIES 401(K) PLAN | ARLINGTON, VA | Advisor / Consultant ADVISOR | 220 | $25.1M | $14K |
| REDICO, LLC. REDICO RETIREMENT SAVINGS PLAN | SOUTHFIELD, MI | Advisor / Consultant INVESTMENT ADVISOR | 515 | $22.8M | $35K |
| OCEUS NETWORKS, LLC OCEUS NETWORKS, LLC 401(K) PLAN | HERNDON, VA | Advisor / Consultant INVESTMENT ADVISOR | 95 | $22.8M | $11K |
| COOPER CONSOLIDATED, LLC. COOPER CONSOLIDATED, LLC 401(K) RETIREMENT SAVINGS PLAN | COVINGTON, LA | Other NONE | 187 | $21.6M | $15K |
| REDICO, LLC. REDICO RETIREMENT SAVINGS PLAN | SOUTHFIELD, MI | Advisor / Consultant INVESTMENT ADVISOR | 500 | $21.0M | $31K |
| ALLAN S. GOODMAN, INC. ALLAN S. GOODMAN, INC. 401(K) PROFIT SHARING PLAN | EAST HARTFORD, CT | Other RETAINED BY EMPLOYER | 63 | $20.6M | $20K |
| TORRINGTON SUPPLY COMPANY, INC. TORRINGTON SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN | WATERBURY, CT | Advisor / Consultant INVESTMENT ADVISOR | 181 | $20.3M | $17K |
| TANTUS TECHNOLOGIES, INC. TANTUS TECHNOLOGIES 401(K) PLAN | ARLINGTON, VA | Advisor / Consultant ADVISOR | 177 | $19.4M | $12K |
| OCEUS NETWORKS, LLC OCEUS NETWORKS, LLC 401(K) PLAN | HERNDON, VA | Advisor / Consultant INVESTMENT ADVISOR | 88 | $18.5M | $11K |
| TORRINGTON SUPPLY COMPANY, INC. TORRINGTON SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN | WATERBURY, CT | Advisor / Consultant INVESTMENT ADVISOR | 169 | $17.9M | $17K |
| REDICO, LLC. REDICO RETIREMENT SAVINGS PLAN | SOUTHFIELD, MI | Advisor / Consultant INVESTMENT ADVISOR | 387 | $17.4M | $0 |
| TORRINGTON SUPPLY COMPANY, INC. TORRINGTON SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN | WATERBURY, CT | Advisor / Consultant INVESTMENT ADVISOR | 156 | $17.1M | $17K |
| VILLAGE FORD, INC. VILLAGE FORD, INC. 401(K) SAVINGS PLAN | DEARBORN, MI | Advisor / Consultant NVESTMENT ADVISOR/ADVISOR | 179 | $15.5M | $14K |
| TANTUS TECHNOLOGIES, INC. TANTUS TECHNOLOGIES 401(K) PLAN | ARLINGTON, VA | Advisor / Consultant ADVISOR | 171 | $15.0M | $12K |
| VILLAGE FORD, INC. VILLAGE FORD, INC. 401(K) SAVINGS PLAN | DEARBORN, MI | Advisor / Consultant ADVISOR | 175 | $14.3M | $6K |
| VILLAGE FORD, INC. VILLAGE FORD, INC. 401(K) SAVINGS PLAN | DEARBORN, MI | Advisor / Consultant CONSULTANT/ADVISOR | 155 | $13.6M | $15K |
| EASTERN ENGINEERED WOOD PRODUCTS, INC. EASTERN ENGINEERED WOOD PRODUCTS 401(K) PLAN | BETHLEHEM, PA | Other SERVICE PROVIDER | 92 | $13.0M | $1K |
| EMBASSY OF THE FEDERAL REPUBLIC OF GERMANY EMBASSY OF THE FEDERAL REPUBLIC OF GERMANY 401(K) PLAN | WASHINGTON, DC | Advisor / Consultant ADVISORY | 148 | $10.8M | $18K |
| EMBASSY OF THE FEDERAL REPUBLIC OF GERMANY EMBASSY OF THE FEDERAL REPUBLIC OF GERMANY 401(K) PLAN | WASHINGTON, DC | Other SERVICE PROVIDER | 152 | $9.3M | $18K |
| AMERICAN HOUSE MANAGEMENT COMPANY, LLC AMERICAN HOUSE 401(K) PLAN | SOUTHFIELD, MI | Advisor / Consultant INVESTMENT ADVISOR | 2,726 | $8.5M | $13K |
| EMBASSY OF THE FEDERAL REPUBLIC OF GERMANY EMBASSY OF THE FEDERAL REPUBLIC OF GERMANY 401(K) PLAN | WASHINGTON, DC | Other SERVICE PROVIDER | 148 | $7.7M | $18K |
| AMERICAN HOUSE MANAGEMENT COMPANY, LLC AMERICAN HOUSE 401(K) PLAN | SOUTHFIELD, MI | Advisor / Consultant INVESTMENT ADVISOR | 2,281 | $7.5M | $11K |
| GORNO FORD GORNO FORD RETIREMENT SAVINGS PLAN | WOODHAVEN, MI | Advisor / Consultant INVESTMENT ADVISORY | 108 | $7.1M | $0 |
| IONIA COUNTY COMMUNITY MENTAL HEALTH AUTHORIT IONIA COUNTY COMMUNITY MENTAL HEALTH AUTHORITY 401(A) PLAN | IONIA, MI | Advisor / Consultant INVESTMENT ADVISORY | 114 | $4.8M | $0 |
| IONIA COUNTY COMMUNITY MENTAL HEALTH AUTHORIT IONIA COUNTY COMMUNITY MENTAL HEALTH AUTHORITY 401(A) PLAN | IONIA, MI | Advisor / Consultant INVESTMENT ADVISORY | 105 | $4.0M | $0 |
| APOGEE SFS US, LLC. TUBELITE, INC. HOURLY EMPLOYEES PENSION PLAN | WALKER, MI | Advisor / Consultant INVESTMENT ADVISORY | 6 | $3.6M | $12K |
| IONIA COUNTY COMMUNITY MENTAL HEALTH AUTHORIT IONIA COUNTY COMMUNITY MENTAL HEALTH AUTHORITY 401(A) PLAN | IONIA, MI | Advisor / Consultant INVESTMENT ADVISORY | 100 | $3.2M | $0 |
| GCP APPLIED TECHNOLOGIES INC. GCP APPLIED TECHNOLOGIES INC. RETIREMENT PLAN FOR SALARIED EMPLOYEES | ALPHARETTA, GA | Advisor / Consultant INVESTMENT ADVISORY | 0 | $0 | $68K |
| DISCOVERY COMMUNICATIONS, LLC DISCOVERY COMMUNICATIONS, LLC RETIREMENT SAVINGS PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $38K |