INVESTMENT RESEARCH
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
68
Active participants
107,308
Total plan assets
$106.3B
Filings (rows)
71
Direct comp
$3.4M
Indirect comp
$0
Aggregating 15 name variants under "INVESTMENT RESEARCH"
INVESTMENT RESEARCH & ADVISORY13INVESTMENT RESEARCH & AD10INVESTMENT RESEARCH & ADVISORY GROU10INVESTMENT RESEARCH & ADV GROUP7INVESTMENT RESEARCH & ADVISORY GRO6INVESTMENT RESEARCH5INVESTMENT RESEARCH & ADVISORY GRP4INVESTMENT RESEARCH CONSORTIUM3INVESTMENT RESEARCH & MGMT2INVESTMENT RESEARCH & ADV GRP2INVESTMENT RESEARCH ADVISORY GROUP2INVESTMENT RESEARCH AND2INVESTMENT RESEARCH ADVI1INVESTMENT RESEARCH & ADV GRP IN1INVESTMENT RESEARCH MANAGEMENT1
SERVICES PROVIDED
Advisor / Consultant41
Other27
Top plans served
Showing top 71 of 68 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST | BETHESDA, MD | Other INVESTMENT RESEARCH | — | $24.9B | $45K |
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST | BETHESDA, MD | Other OTHER FEES | — | $24.6B | $45K |
| NOKIA OF AMERICA CORPORATION LUCENT TECHNOLOGIES INC. MASTER PENSION TRUST | MOUNTAIN AVENUE, NJ | Other NONE | — | $24.1B | $1.1M |
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST | BETHESDA, MD | Other INVESTMENT RESEARCH | — | $23.7B | $45K |
| HEALTH FIRST SHARED SERVICES, INC. HEALTH FIRST RETIREMENT SAVINGS PLAN | MELBOURNE, FL | Other NONE | 9,278 | $903.0M | $35K |
| MOHAWK CARPET, LLC MOHAWK INDUSTRIES RETIREMENT PLAN 2 | CALHOUN, GA | Advisor / Consultant INVESTMENT ADVISOR | 7,922 | $767.1M | $54K |
| SONIC AUTOMOTIVE, INC. SONIC AUTOMOTIVE, INC. 401(K) PLAN | CHARLOTTE, NC | Advisor / Consultant INVESTMENT ADVISORY | 8,427 | $548.3M | $53K |
| SSAB ENTERPRISES LLC SSAB ENTERPRISES, LLC RETIREMENT SAVINGS AND PROFIT SHARING PLAN | MOBILE, AL | Other NONE | 1,549 | $541.3M | $56K |
| SSAB ENTERPRISES LLC SSAB ENTERPRISES, LLC RETIREMENT SAVINGS AND PROFIT SHARING PLAN | MOBILE, AL | Other NONE | 1,536 | $493.7M | $55K |
| SONIC AUTOMOTIVE, INC. SONIC AUTOMOTIVE, INC. 401(K) PLAN & TRUST | CHARLOTTE, NC | Advisor / Consultant INVESTMENT ADVISORY | 8,228 | $491.0M | $70K |
| ASBURY AUTOMOTIVE GROUP LLC ASBURY AUTOMOTIVE RETIREMENT SAVINGS PLAN | DULUTH, GA | Advisor / Consultant INVESTMENT ADVISOR | 8,171 | $481.7M | $20K |
| SONIC AUTOMOTIVE, INC. SONIC AUTOMOTIVE, INC. 401(K) PLAN & TRUST | CHARLOTTE, NC | Advisor / Consultant INVESTMENT ADVISORY | 7,819 | $424.4M | $70K |
| MATIV HOLDINGS, INC. MATIV HOLDINGS, INC. PENSION PLAN | ALPHARETTA, GA | Advisor / Consultant INVESTMENT MANAGEMENT | 500 | $356.8M | $13K |
| MATIV HOLDINGS, INC. MATIV HOLDINGS, INC. PENSION PLAN | ALPHARETTA, GA | Advisor / Consultant INVESTMENT MANAGEMENT | 594 | $349.3M | $13K |
| SCIENTIFIC GAMES, LLC SCIENTIFIC GAMES, LLC 401(K) PLAN | ALPHARETTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 1,775 | $238.5M | $44K |
| SCIENTIFIC GAMES, LLC SCIENTIFIC GAMES, LLC 401(K) PLAN | ALPHARETTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 1,827 | $215.4M | $33K |
| CINEMARK USA, INC. CINEMARK USA, INC. PLAN AND TRUST | PLANO, TX | Advisor / Consultant INVESTMENT ADVISOR | 8,261 | $215.1M | $20K |
| MOHAWK CARPET, LLC MOHAWK INDUSTRIES RETIREMENT PLAN 1 | CALHOUN, GA | Advisor / Consultant INVESTMENT ADVISOR | 10,965 | $211.2M | $96K |
| CINEMARK USA, INC. CINEMARK USA, INC. PLAN AND TRUST | PLANO, TX | Advisor / Consultant INVESTMENT ADVISOR | 9,060 | $190.4M | $20K |
| CINEMARK USA, INC. CINEMARK USA, INC. PLAN AND TRUST | PLANO, TX | Advisor / Consultant INVESTMENT ADVISOR | 1,698 | $161.4M | $20K |
| ZENITH AMERICAN SOLUTIONS, INC. ZENITH AMERICAN SOLUTIONS, INC. RETIREMENT SAVINGS 401(K) PLAN | TAMPA, FL | Other NONE | 1,358 | $128.8M | $40K |
| ZENITH AMERICAN SOLUTIONS, INC. ZENITH AMERICAN SOLUTIONS, INC. RETIREMENT SAVINGS 401(K) PLAN | TAMPA, FL | Other OTHER | 1,371 | $124.1M | $40K |
| INNOSPEC, INC. INNOSPEC 401(K) AND PROFIT SHARING PLAN | ENGLEWOOD, CO | Other NONE | 781 | $116.5M | $45K |
| ZENITH AMERICAN SOLUTIONS, INC ZENITH AMERICAN SOLUTIONS, INC. RETIREMENT SAVINGS | TAMPA, FL | Other NONE | 1,515 | $114.5M | $20K |
| HIGHWOODS REALTY LIMITED PARTNERSHIP HIGHWOODS PROPERTIES 401(K) RETIREMENT PLAN | RALEIGH, NC | Other NONE | 346 | $102.1M | $52K |
| INNOSPEC, INC. INNOSPEC 401(K) AND PROFIT SHARING PLAN | ENGLEWOOD, CO | Other NONE | 765 | $99.8M | $34K |
| MCLARENS, LLC MCLARENS, LLC DEFINED CONTRIBUTION 401(K) PLAN | NORCROSS, GA | Other NONE | 744 | $99.1M | $35K |
| MUNICH AMERICAN REASSURANCE COMPANY EMPLOYEE SAVINGS AND DEFERRED INCOME PLAN OF MUNICH AMERICAN REASSURANCE COMPANY | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 298 | $93.8M | $20K |
| KEURIG DR PEPPER INC. DR PEPPER SNAPPLE GROUP, INC. PERSONAL PENSION ACCOUNT PLAN | FRISCO, TX | Other NONE | 331 | $87.3M | $155K |
| KEURIG DR PEPPER INC. DR PEPPER SNAPPLE GROUP, INC. PERSONAL PENSION ACCOUNT PLAN | FRISCO, TX | Other NONE | 297 | $84.2M | $143K |
| MCLARENS, LLC MCLARENS, LLC DEFINED CONTRIBUTION 401(K) PLAN | NORCROSS, GA | Other NONE | 776 | $84.0M | $35K |
| MUNICH AMERICAN REASSURANCE COMPANY EMPLOYEE SAVINGS AND DEFERRED INCOME PLAN OF MUNICH AMERICAN REASSURANCE COMPANY | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 292 | $77.8M | $30K |
| GRAIN CRAFT, LLC GRAIN CRAFT 401(K) PLAN | CHATTANOOGA, TN | Advisor / Consultant INVESTMENT ADVISORY | 612 | $72.6M | $41K |
| GRAIN CRAFT, LLC GRAIN CRAFT 401(K) PLAN | CHATTANOOGA, TN | Advisor / Consultant INVESTMENT ADVISORY | 462 | $63.6M | $10K |
| GRAIN CRAFT, LLC GRAIN CRAFT 401(K) PLAN | CHATTANOOGA, TN | Advisor / Consultant INVESTMENT ADVISORY | 462 | $63.6M | $31K |
| MCLARENS, LLC MCLARENS, LLC DEFINED CONTRIBUTION 401(K) PLAN | PEACHTREE CORNERS, GA | Other NONE | 667 | $62.1M | $35K |
| GRAIN CRAFT, LLC GRAIN CRAFT 401(K) PLAN | CHATTANOOGA, TN | Advisor / Consultant INVESTMENT ADVISORY | 492 | $58.3M | $9K |
| BURTON + BURTON BURTON + BURTON PROFIT SHARING & 401K PLAN | BOGART, GA | Other NONE | 234 | $52.7M | $47K |
| L&M COMPANIES, INC. L&M FAMILY OF COMPANIES 401(K) AND PROFIT SHARING PLAN | RALEIGH, NC | Advisor / Consultant INVESTMENT ADVISORY | 223 | $50.0M | $32K |
| KIDS2, LLC KIDS2 RETIREMENT SALARY SAVINGS PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 225 | $45.8M | $33K |
| L&M COMPANIES, INC. L&M FAMILY OF COMPANIES 401(K) AND PROFIT SHARING PLAN | RALEIGH, NC | Advisor / Consultant INVESTMENT ADVISORY | 203 | $45.6M | $8K |
| L&M COMPANIES, INC. L&M FAMILY OF COMPANIES 401(K) AND PROFIT SHARING PLAN | RALEIGH, NC | Advisor / Consultant INVESTMENT ADVISORY | 203 | $45.6M | $24K |
| BURTON + BURTON BURTON + BURTON PROFIT SHARING & 401K PLAN | BOGART, GA | Other NONE | 230 | $44.2M | $41K |
| KIDS2, INC. KIDS2 RETIREMENT SALARY SAVINGS PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 240 | $42.1M | $15K |
| SELIG ENTERPRISES, INC. SELIG ENTERPRISES, INC. SAVINGS & PROFIT SHARING PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISORY | 235 | $41.8M | $6K |
| ECHOPARK AUTOMOTIVE, INC. ECHOPARK AUTOMOTIVE, INC. 401(K) PLAN | CHARLOTTE, NC | Advisor / Consultant INVESTMENT ADVISORY | 1,509 | $41.4M | $18K |
| APOTEX CORP APOTEX CORP. RETIREMENT SAVINGS PLAN | WESTON, FL | Advisor / Consultant INVESTMENT ADVISOR | 189 | $39.7M | $17K |
| L&M COMPANIES, INC. L&M FAMILY OF COMPANIES 401(K) AND PROFIT SHARING PLAN | RALEIGH, NC | Advisor / Consultant INVESTMENT ADVISORY | 221 | $39.1M | $30K |
| LARSON-JUHL US LLC LARSON-JUHL RETIREMENT INVESTMENT PLAN | SUWANEE, GA | Advisor / Consultant ADVISOR | 339 | $38.3M | $42K |
| LARSON-JUHL US LLC LARSON-JUHL RETIREMENT INVESTMENT PLAN | SUWANEE, GA | Advisor / Consultant ADVISOR | 296 | $38.2M | $38K |
| LARSON-JUHL US LLC LARSON-JUHL RETIREMENT INVESTMENT PLAN | SUWANEE, GA | Advisor / Consultant ADVISOR | 253 | $37.3M | $37K |
| G & L HOLDINGS, INC. G&L HOLDINGS, INC. 401(K) PLAN | ROME, GA | Advisor / Consultant INVESTMENT ADVISORY | 283 | $37.0M | $24K |
| APOTEX CORP APOTEX CORP. RETIREMENT SAVINGS PLAN | WESTON, FL | Advisor / Consultant INVESTMENT ADVISOR | 164 | $36.9M | $6K |
| SELIG ENTERPRISES, INC. SELIG ENTERPRISES, INC. SAVINGS & PROFIT SHARING PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 207 | $36.2M | $38K |
| SHF HOLDINGS, INC. SUMMIT HILL FOODS, INC. 401(K) PLAN | ROME, GA | Advisor / Consultant INVESTMENT ADVISORY | 248 | $35.1M | $31K |
| IMPACT TECH INC. IMPACT 401(K) PLAN | SANTA BARBARA, CA | Advisor / Consultant ADVISOR | 441 | $34.9M | $25K |
| G & L HOLDINGS, INC. G&L HOLDINGS, INC. 401(K) PLAN | ROME, GA | Advisor / Consultant INVESTMENT ADVISORY | 398 | $33.3M | $51K |
| G & L HOLDINGS, INC. G&L HOLDINGS, INC. 401(K) PLAN | ROME, GA | Advisor / Consultant INVESTMENT ADVISORY | 398 | $33.3M | $5K |
| PHOENIX AIR GROUP, INC. PHOENIX AIR GROUP, INC. 401(K) PLAN | CARTERSVILLE, GA | Advisor / Consultant INVESTMENT ADVISORY | 308 | $26.9M | $20K |
| IMPACT TECH INC. IMPACT 401(K) PLAN | SANTA BARBARA, CA | Advisor / Consultant ADVISOR | 455 | $25.8M | $25K |
| PHOENIX AIR GROUP, INC. PHOENIX AIR GROUP, INC. 401(K) PLAN | CARTERSVILLE, GA | Advisor / Consultant INVESTMENT ADVISORY | 312 | $23.3M | $19K |
| PHOENIX AIR GROUP, INC. PHOENIX AIR GROUP, INC. 401(K) PLAN | CARTERSVILLE, GA | Advisor / Consultant INVESTMENT ADVISORY | 323 | $19.7M | $19K |
| LEIGH FIBERS, INC. LEIGH FIBERS LLC INCENTIVE SAVINGS AND RETIREMENT PLAN | WELLFORD, SC | Other NONE | 216 | $14.6M | $15K |
| LEIGH FIBERS, INC. LEIGH FIBERS, LLC INCENTIVE SAVINGS AND RETIREMENT PLAN | WELLFORD, SC | Other NONE | 108 | $11.5M | $6K |
| LEIGH FIBERS, INC. LEIGH FIBERS, LLC INCENTIVE SAVINGS AND RETIREMENT PLAN | WELLFORD, SC | Other NONE | 131 | $10.5M | $14K |
| MACHINE & WELDING SUPPLY COMPANY MACHINE & WELDING SUPPLY COMPANY EMPLOYEES' RETIREMENT PLAN | RICHMOND, VA | Other NONE | 80 | $10.1M | $13K |
| GRAIN CRAFT, LLC GRAIN CRAFT, INC. RETIREMENT PLAN FOR HOURLY EMPLOYEES | CHATTANOOGA, TN | Other NONE | 17 | $9.5M | $20K |
| ON SERVICES, LLC ON SERVICES 401(K) RETIREMENT SAVINGS PLAN | NORCROSS, GA | Advisor / Consultant ADVISOR | 258 | $9.1M | $15K |
| ON SERVICES, LLC ON SERVICES 401(K) RETIREMENT SAVINGS PLAN | NORCROSS, GA | Advisor / Consultant ADVISOR | 245 | $6.2M | $9K |
| ARCET EQUIPMENT COMPANY ARC3 GASES PENSION PLAN | RICHMOND, VA | Other NONE | 0 | $1.7M | $15K |
| MACHINE & WELDING SUPPLY COMPANY MACHINE & WELDING SUPPLY COMPANY EMPLOYEES' RETIREMENT PLAN | DUNN, NC | Other NONE | 0 | $0 | $8K |