JACKSON SQUARE
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
81
Active participants
554,206
Total plan assets
$258.5B
Filings (rows)
84
Direct comp
$13.8M
Indirect comp
$0
Aggregating 4 name variants under "JACKSON SQUARE"
SERVICES PROVIDED
Other81
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| JACKSON SQUARE SMID CG CIT | 3 |
| JACKSON SQUARE SMID CAP GROWTH FUND | 2 |
Top plans served
Showing top 84 of 81 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| CATERPILLAR INC. CATERPILLAR INC. INVESTMENT TRUST | IRVING, TX | Other NONE | — | $18.5B | $607K |
| CATERPILLAR INC. CATERPILLAR INC. INVESTMENT TRUST | IRVING, TX | Other NONE | — | $16.4B | $360K |
| BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND IAM NATIONAL PENSION FUND | WASHINGTON, DC | Other NONE | 102,863 | $15.0B | $55K |
| BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND IAM NATIONAL PENSION FUND | WASHINGTON, DC | Other NONE | 102,493 | $14.3B | $602K |
| BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND IAM NATIONAL PENSION FUND | WASHINGTON, DC | Other NONE | 92,151 | $13.8B | $1.1M |
| CATERPILLAR INC. CATERPILLAR INC. INVESTMENT TRUST | IRVING, TX | Other NONE | — | $13.8B | $572K |
| EIDP, INC. DUPONT PENSION TRUST | WILMINGTON, DE | Other NONE | — | $12.9B | $355K |
| EIDP, INC. DUPONT PENSION TRUST | WILMINGTON, DE | Other NONE | — | $12.9B | $329K |
| CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING, TX | Other NONE | — | $12.8B | $238K |
| CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING, TX | Other NONE | — | $12.5B | $450K |
| CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING, TX | Other NONE | — | $12.0B | $369K |
| EIDP, INC. DUPONT PENSION TRUST | WILMINGTON, DE | Other NONE | — | $11.7B | $211K |
| EIDP, INC. DUPONT PENSION TRUST | WILMINGTON, DE | Other NONE | — | $11.7B | $66K |
| EIDP, INC. DUPONT PENSION TRUST | WILMINGTON, DE | Other NONE | — | $10.7B | $373K |
| EIDP, INC. DUPONT PENSION TRUST | WILMINGTON, DE | Other NONE | — | $10.7B | $96K |
| WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | SAN FRANCISCO, CA | Other NONE | 53,528 | $8.8B | $58K |
| TEXTRON INC. TEXTRON INC. MASTER TRUST | PROVIDENCE, RI | Other NONE | — | $7.6B | $27K |
| PHILLIPS 66 COMPANY PHILLIPS 66 SAVINGS PLAN | HOUSTON, TX | Other NONE | 12,476 | $7.6B | $414K |
| TEXTRON INC. TEXTRON INC. MASTER TRUST | PROVIDENCE, RI | Other NONE | — | $7.2B | $1.5M |
| PHILLIPS 66 COMPANY PHILLIPS 66 SAVINGS PLAN | HOUSTON, TX | Other NONE | 10,970 | $6.1B | $508K |
| NEXTERA ENERGY, INC. NEXTERA ENERGY, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | JUNO BEACH, FL | Other NONE | 16,733 | $5.5B | $11K |
| NEXTERA ENERGY, INC. NEXTERA ENERGY, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | JUNO BEACH, FL | Other NONE | 15,212 | $5.4B | $798K |
| AMERICAN ELECTRIC POWER SERVICE CORPORATION AEP RETIREMENT SAVINGS 401(K) PLAN | COLUMBUS, OH | Other NONE | 16,345 | $5.2B | $445K |
| AMERICAN ELECTRIC POWER SERVICE CORPORATION AEP RETIREMENT SAVINGS 401(K) PLAN | COLUMBUS, OH | Other NONE | 17,531 | $5.2B | $471K |
| NEXTERA ENERGY, INC. NEXTERA ENERGY, INC. EMPLOYEE PENSION PLAN | JUNO BEACH, FL | Other NONE | 14,419 | $5.1B | $415K |
| NEXTERA ENERGY, INC. NEXTERA ENERGY, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | JUNO BEACH, FL | Other NONE | 16,678 | $5.0B | $615K |
| SOUTHERN CALIFORNIA EDISON COMPANY EDISON 401(K) SAVINGS PLAN | ROSEMEAD, CA | Other INVESTMENT MGMT | 13,202 | $4.9B | $384K |
| NEXTERA ENERGY, INC. NEXTERA ENERGY, INC. EMPLOYEE PENSION PLAN | JUNO BEACH, FL | Other NONE | 12,767 | $4.8B | $477K |
| AMERICAN ELECTRIC POWER SERVICE CORPORATION AEP RETIREMENT SAVINGS 401(K) PLAN | COLUMBUS, OH | Other NONE | 17,291 | $4.7B | $577K |
| MULTIPLE EMPLOYERS THE NATIONAL FOOTBALL LEAGUE CLUB EMPLOYEES PENSION PLAN | BALTIMORE, MD | Other NONE | 4,544 | $2.2B | $64K |
| MULTIPLE EMPLOYERS THE NATIONAL FOOTBALL LEAGUE CLUB EMPLOYEES PENSION PLAN | BALTIMORE, MD | Other NONE | 4,720 | $2.1B | $147K |
| MULTIPLE EMPLOYERS THE NATIONAL FOOTBALL LEAGUE CLUB EMPLOYEES PENSION PLAN | BALTIMORE, MD | Other NONE | 5,068 | $2.0B | $194K |
| NATIONAL FOOTBALL LEAGUE NFL PENSION PLAN | NEW YORK, NY | Other NONE | 1,626 | $545.4M | $88K |
| NATIONAL FOOTBALL LEAGUE NFL PENSION PLAN | NEW YORK, NY | Other NONE | 1,600 | $544.0M | $34K |
| NATIONAL FOOTBALL LEAGUE NFL PENSION PLAN | NEW YORK, NY | Other NONE | 1,599 | $461.3M | $67K |
| NATIONAL FOOTBALL LEAGUE THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | NEW YORK, NY | Other NONE | 2,051 | $254.3M | $38K |
| NATIONAL FOOTBALL LEAGUE THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | NEW YORK, NY | Other NONE | 2,118 | $229.5M | $55K |
| NATIONAL FOOTBALL LEAGUE THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | NEW YORK, NY | Other NONE | 1,946 | $186.6M | $51K |
| SAN FRANCISCO FORTY NINERS, LIMITED THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | SANTA CLARA, CA | Other NONE | 471 | $102.1M | $17K |
| NATIONAL FOOTBALL LEAGUE THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | NEW YORK, NY | Other NONE | 143 | $99.4M | $23K |
| BUFFALO BILLS, LLC THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | ORCHARD PARK, NY | Other NONE | 298 | $91.1M | $13K |
| SAN FRANCISCO FORTY NINERS, LIMITED THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | SANTA CLARA, CA | Other NONE | 422 | $87.9M | $22K |
| NATIONAL FOOTBALL LEAGUE THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | NEW YORK, NY | Other NONE | 140 | $85.0M | $25K |
| GREEN BAY PACKERS, INC. THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | GREEN BAY, WI | Other NONE | 1,409 | $79.8M | $13K |
| BUFFALO BILLS, LLC THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | ORCHARD PARK, NY | Other NONE | 276 | $75.6M | $17K |
| SAN FRANCISCO FORTY NINERS, LIMITED THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | SANTA CLARA, CA | Other NONE | 434 | $73.8M | $20K |
| NATIONAL FOOTBALL LEAGUE THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | NEW YORK, NY | Other NONE | 138 | $72.5M | $29K |
| INDIANAPOLIS COLTS, INC. THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | INDIANAPOLIS, IN | Other NONE | 263 | $71.9M | $12K |
| GREEN BAY PACKERS, INC. THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | GREEN BAY, WI | Other NONE | 609 | $68.2M | $17K |
| BUFFALO BILLS, LLC THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | ORCHARD PARK, NY | Other NONE | 241 | $60.4M | $14K |
| NEW YORK FOOTBALL GIANTS, INC. THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | E. RUTHERFORD, NJ | Other NONE | 228 | $59.8M | $10K |
| FOOTBALL NORTHWEST, LLC THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | RENTON, WA | Other NONE | 403 | $59.2M | $16K |
| INDIANAPOLIS COLTS, INC. THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | INDIANAPOLIS, IN | Other NONE | 261 | $58.8M | $14K |
| GREEN BAY PACKERS, INC. THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | GREEN BAY, WI | Other NONE | 515 | $57.2M | $16K |
| BALTIMORE RAVENS LIMITED THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | OWINGS MILLS, MD | Other NONE | 304 | $56.7M | $10K |
| CHARGERS FOOTBALL COMPANY THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | EL SEGUNDO, CA | Other NONE | 277 | $53.4M | $9K |
| BALTIMORE RAVENS LIMITED THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | OWINGS MILLS, MD | Other NONE | 297 | $52.1M | $14K |
| NEW YORK FOOTBALL GIANTS, INC. THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | E. RUTHERFORD, NJ | Other NONE | 226 | $52.0M | $14K |
| HOUSTON NFL HOLDINGS, L.P. THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | HOUSTON, TX | Other NONE | 285 | $51.6M | $9K |
| CHICAGO BEARS FOOTBALL CLUB, INC. THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | LAKE FOREST, IL | Other NONE | 290 | $50.9M | $11K |
| FOOTBALL NORTHWEST, LLC THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | RENTON, WA | Other NONE | 382 | $50.6M | $21K |
| INDIANAPOLIS COLTS, INC. THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | INDIANAPOLIS, IN | Other NONE | 253 | $47.9M | $12K |
| NEW ORLEANS LOUISIANA SAINTS. LLC NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | METAIRIE, LA | Other NONE | 162 | $46.8M | $13K |
| CHICAGO BEARS FOOTBALL CLUB, INC. THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | LAKE FOREST, IL | Other NONE | 274 | $46.6M | $15K |
| MINNESOTA VIKINGS FOOTBALL, LLC THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | EAGAN, MN | Other NONE | 274 | $46.3M | $18K |
| CHARGERS FOOTBALL COMPANY THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | COSTA MESA, CA | Other NONE | 289 | $45.6M | $11K |
| MIAMI DOLPHINS, LTD. THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | MIAMI GARDENS, FL | Other NONE | 337 | $45.4M | $11K |
| NEW YORK FOOTBALL GIANTS, INC. THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | E. RUTHERFORD, NJ | Other NONE | 216 | $44.8M | $13K |
| HOUSTON NFL HOLDINGS, L.P. THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | HOUSTON, TX | Other NONE | 290 | $43.1M | $12K |
| BALTIMORE RAVENS LIMITED THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | OWINGS MILLS, MD | Other NONE | 283 | $40.9M | $12K |
| FOOTBALL NORTHWEST, LLC THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | RENTON, WA | Other NONE | 335 | $40.3M | $19K |
| CHICAGO BEARS FOOTBALL CLUB, INC. THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | LAKE FOREST, IL | Other NONE | 254 | $39.4M | $15K |
| MINNESOTA VIKINGS FOOTBALL, LLC THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | EAGAN, MN | Other NONE | 273 | $38.6M | $17K |
| PITTSBURGH STEELERS, LLC THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | PITTSBURGH, PA | Other NONE | 219 | $38.2M | $8K |
| NEW ORLEANS LOUISIANA SAINTS. LLC NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | METAIRIE, LA | Other NONE | 155 | $37.8M | $12K |
| MIAMI DOLPHINS, LTD. THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | MIAMI GARDENS, FL | Other NONE | 288 | $37.0M | $10K |
| CHARGERS FOOTBALL COMPANY THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | COSTA MESA, CA | Other NONE | 252 | $35.7M | $10K |
| BUCCANEERS TEAM LLC THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | TAMPA, FL | Other NONE | 308 | $35.5M | $8K |
| PITTSBURGH STEELERS, LLC THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | PITTSBURGH, PA | Other NONE | 242 | $34.8M | $12K |
| PITTSBURGH STEELERS, LLC THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | PITTSBURGH, PA | Other NONE | 191 | $34.5M | $13K |
| HOUSTON NFL HOLDINGS, L.P. THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | HOUSTON, TX | Other NONE | 238 | $33.8M | $10K |
| JACKSONVILLE JAGUARS, LLC THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | JACKSONVILLE, FL | Other NONE | 281 | $32.9M | $10K |
| TENNESSEE FOOTBALL, INC. THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | HOUSTON, TX | Other NONE | 253 | $31.7M | $10K |
| BUCCANEERS TEAM LLC THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN | TAMPA, FL | Other NONE | 296 | $30.1M | $7K |