INSTITUTIONAL SHAREHOLDER
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
30
Active participants
200,601
Total plan assets
$199.7B
Filings (rows)
30
Direct comp
$552K
Indirect comp
$0
Aggregating 5 name variants under "INSTITUTIONAL SHAREHOLDER"
SERVICES PROVIDED
Other28
Recordkeeper2
Top plans served
All 30 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM PERSONAL PENSION PLAN | ARMONK, NY | Other PARTY-IN-INTEREST | 14,881 | $25.5B | $24K |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM PERSONAL PENSION PLAN | ARMONK, NY | Other PARTY-IN-INTEREST | 13,377 | $25.0B | $24K |
| FCA US LLC FCA US LLC MASTER RETIREMENT TRUST BALANCED POOL | AUBURN HILLS, MI | Other | — | $19.3B | $39K |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM PERSONAL PENSION PLAN | ARMONK, NY | Other PARTY-IN-INTEREST | 43,052 | $17.9B | $24K |
| FCA US LLC FCA US LLC MASTER RETIREMENT TRUST BALANCED POOL | AUBURN HILLS, MI | Other | — | $17.3B | $35K |
| FCA US LLC FCA US LLC MASTER RETIREMENT TRUST BALANCED POOL | AUBURN HILLS, MI | Other | — | $17.0B | $37K |
| THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN | DETROIT, MI | Other NONE | 0 | $12.7B | $35K |
| EIDP, INC. DUPONT PENSION TRUST | WILMINGTON, DE | Other NONE | — | $10.7B | $8K |
| ASCENSION HEALTH DBA ASCENSION HEALTHCARE ASCENSION HEALTHCARE MASTER PENSION TRUST | ST. LOUIS, MO | Other OTHER SERVICES | — | $8.1B | $19K |
| ASCENSION HEALTH DBA ASCENSION HEALTHCARE ASCENSION HEALTHCARE MASTER PENSION TRUST | ST. LOUIS, MO | Other OTHER SERVICES | — | $8.0B | $19K |
| ASCENSION HEALTH DBA ASCENSION HEALTHCARE ASCENSION HEALTHCARE MASTER PENSION TRUST | ST. LOUIS, MO | Other OTHER SERVICES | — | $8.0B | $46K |
| NATIONWIDE MUTUAL INSURANCE COMPANY NATIONWIDE SAVINGS PLAN | COLUMBUS, OH | Recordkeeper CONSULTANT/ RECORDKEEPER | 24,715 | $6.7B | $20K |
| NATIONWIDE MUTUAL INSURANCE COMPANY NATIONWIDE RETIREMENT PLAN | COLUMBUS, OH | Recordkeeper CONSULTANT/ RECORDKEEPER | 21,374 | $5.0B | $26K |
| THE KROGER CO THE KROGER CO MASTER RETIREMENT TRUST | CINCINNATI, OH | Other OTHER SERVICES | — | $2.5B | $7K |
| THE KROGER CO THE KROGER CO MASTER RETIREMENT TRUST | CINCINNATI, OH | Other OTHER SERVICES | — | $2.5B | $7K |
| THE KROGER CO THE KROGER CO MASTER RETIREMENT TRUST | CINCINNATI, OH | Other OTHER SERVICES | — | $2.4B | $7K |
| AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES AFSCME EMPLOYEES PENSION PLAN | WASHINGTON, DC | Other NONE | 1,741 | $1.6B | $9K |
| AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES AFSCME EMPLOYEES PENSION PLAN | WASHINGTON, DC | Other NONE | 1,688 | $1.6B | $9K |
| SSM HEALTH CARE CORPORATION SSM HEALTH CARE SYSTEM MASTER PENSION TRUST | SAINT LOUIS, MO | Other NONE | — | $1.6B | $39K |
| AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES AFSCME EMPLOYEES PENSION PLAN | WASHINGTON, DC | Other NONE | 1,661 | $1.5B | $8K |
| PROVIDENCE HEALTH & SERVICES PROVIDENCE HEALTH & SERVICES AND SWEDISH HEALTH SERVICES MASTER RETIREMENT TRUST | RENTON, WA | Other NONE | — | $1.1B | $10K |
| BOARD OF TRUSTEES IRON WORKERS IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND PENSION FUND | DORCHESTER, MA | Other NONE | 2,142 | $683.1M | $5K |
| BOARD OF TRUSTEES IRON WORKERS IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND PENSION FUND | DORCHESTER, MA | Other NONE | 2,297 | $640.1M | $5K |
| BOARD OF TRUSTEES IRON WORKERS IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND PENSION FUND | DORCHESTER, MA | Other NONE | 2,275 | $585.9M | $5K |
| BOARD OF TRUSTEES, SOUTHERN CALIFORNIA LOCAL 831 - SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER PENSION FUND | COVINA, CA | Other NONE | 1,227 | $489.3M | $5K |
| BOARD OF TRUSTEES, SOUTHERN CALIFORNIA LOCAL 831 - SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER PENSION FUND | COVINA, CA | Other NONE | 1,126 | $459.2M | $5K |
| BOARD OF TRUSTEES, SOUTHERN CALIFORNIA LOCAL 831 - SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER PENSION FUND | COVINA, CA | Other NONE | 1,042 | $431.0M | $5K |
| RETA TRUST RETA PLAN | WALNUT CREEK, CA | Other N/A | 23,680 | $101.4M | $25K |
| RETA TRUST RETA PLAN | WALNUT CREEK, CA | Other N/A | 22,433 | $95.0M | $25K |
| RETA TRUST RETA PLAN | WALNUT CREEK, CA | Other N/A | 21,890 | $90.5M | $19K |