Form 5500 Search

JACOBS LEVY

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
54
Active participants
295,488
Total plan assets
$666.9B
Filings (rows)
54
Direct comp
$46.4M
Indirect comp
$0

SERVICES PROVIDED

Other38
Advisor / Consultant16

Top plans served

All 54 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
SEATTLE, WA
Other
SERVICE PROVIDER
$73.5B$1.5M
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
SEATTLE, WA
Other
SERVICE PROVIDER
$71.5B$1.3M
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
SEATTLE, WA
Other
SERVICE PROVIDER
$62.9B$1.4M
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
BETHESDA, MD
Advisor / Consultant
INVESTMENT MANAGEMENT
$56.1B$963K
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST
BETHESDA, MD
Advisor / Consultant
INVESTMENT MANAGEMENT
$23.7B$440K
CATERPILLAR INC.
CATERPILLAR INC. INVESTMENT TRUST
IRVING, TX
Other
NONE
$18.5B$977K
GENENTECH, INC.
ROCHE U.S. RETIREMENT PLANS MASTER TRUST
SOUTH SAN FRANCISCO, CA
Advisor / Consultant
INVESTMENT MANAGER
$18.0B$3.6M
FCA US LLC
FCA US LLC MASTER RETIREMENT TRUST BALANCED POOL
AUBURN HILLS, MI
Other
$17.3B$928K
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
ARLINGTON, VA
Advisor / Consultant
INVESTMENT MANAGEMENT
61,593$16.8B$1.1M
GENENTECH, INC.
ROCHE U.S. RETIREMENT PLANS MASTER TRUST
SOUTH SAN FRANCISCO, CA
Advisor / Consultant
INVESTMENT MANAGER
$16.7B$2.9M
CATERPILLAR INC.
CATERPILLAR INC. INVESTMENT TRUST
IRVING, TX
Other
NONE
$16.4B$853K
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
ARLINGTON, VA
Advisor / Consultant
INVESTMENT MANAGEMENT
60,192$15.0B$1.0M
GENENTECH, INC.
ROCHE U.S. RETIREMENT PLANS MASTER TRUST
SOUTH SAN FRANCISCO, CA
Advisor / Consultant
INVESTMENT MANAGER
$14.5B$2.4M
CATERPILLAR INC.
CATERPILLAR INC. INVESTMENT TRUST
IRVING, TX
Other
NONE
$13.8B$902K
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
ARLINGTON, VA
Advisor / Consultant
INVESTMENT MANAGEMENT
60,023$13.0B$975K
CATERPILLAR INC.
CATERPILLAR INC. MASTER RETIREMENT TRUST
IRVING, TX
Other
NONE
$12.8B$990K
AMERICAN AIRLINES, INC. - RETIREMENT
AMERICAN AIRLINES INC., MASTER FIXED BENEFIT PENSION TRUST
FORT WORTH, TX
Other
NONE
0$12.6B$623K
CATERPILLAR INC.
CATERPILLAR INC. MASTER RETIREMENT TRUST
IRVING, TX
Other
NONE
$12.5B$1.3M
AMERICAN AIRLINES, INC. - RETIREMENT
AMERICAN AIRLINES INC., MASTER FIXED BENEFIT PENSION TRUST
FORT WORTH, TX
Advisor / Consultant
INVESTMENT MANAGEMENT
0$12.5B$475K
DEERE & COMPANY
JOHN DEERE PENSION TRUST (MASTER TRUST)
MOLINE, IL
Other
NONE
$12.1B$639K
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
INDIANAPOLIS, IN
Other
NONE KNOWN
$12.1B$2.6M
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
INDIANAPOLIS, IN
Other
NONE KNOWN
$12.1B$2.1M
CATERPILLAR INC.
CATERPILLAR INC. MASTER RETIREMENT TRUST
IRVING, TX
Other
NONE
$12.0B$909K
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
INDIANAPOLIS, IN
Other
NONE KNOWN
$11.5B$1.8M
NOKIA OF AMERICA CORPORATION
NOKIA SAVINGS/401(K) PLAN
MURRAY HILL, NJ
Other
NONE
6,331$9.8B$2.5M
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE SAVINGS PLAN MASTER TRUST-NTC
INDIANAPOLIS, IN
Other
NONE KNOWN
$9.2B$732K
NOKIA OF AMERICA CORPORATION
NOKIA SAVINGS/401(K) PLAN
MURRAY HILL, NJ
Other
NONE
7,104$9.1B$2.1M
SANOFI-AVENTIS US LLC
SANOFI US GROUP SAVINGS MASTER TRUST
MORRISTOWN, NJ
Advisor / Consultant
INVESTMENT MANAGER
0$8.5B$357K
NOKIA OF AMERICA CORPORATION
NOKIA SAVINGS/401(K) PLAN
MURRAY HILL, NJ
Other
NONE
7,326$8.2B$2.5M
SANOFI-AVENTIS US LLC
SANOFI US GROUP SAVINGS MASTER TRUST
BRIDGEWATER, NJ
Advisor / Consultant
INVESTMENT MANAGER
0$7.8B$304K
SANOFI-AVENTIS US LLC
SANOFI US GROUP SAVINGS MASTER TRUST
BRIDGEWATER, NJ
Advisor / Consultant
INVESTMENT MANAGER
0$6.8B$297K
EXELON CORPORATION
EXELON CORPORATION DCRP MASTER TRUST - PRIMARY
CHICAGO, IL
Advisor / Consultant
INVESTMENT MANAGER
$6.1B$856K
AMEREN CORPORATION
AMEREN RETIREMENT PLAN
ST. LOUIS, MO
Other
NONE
9,113$4.8B$418K
AMEREN CORPORATION
AMEREN RETIREMENT PLAN
ST. LOUIS, MO
Other
NONE
9,543$4.7B$392K
AMEREN CORPORATION
AMEREN RETIREMENT PLAN
ST. LOUIS, MO
Other
NONE
9,436$4.4B$430K
MARSH & MCLENNAN COMPANIES, INC.
MARSH & MCLENNAN COMPANIES RETIREMENT PLAN
NEW YORK, NY
Other
NONE
7,319$4.4B$394K
MARSH & MCLENNAN COMPANIES, INC.
MARSH & MCLENNAN COMPANIES RETIREMENT PLAN
NEW YORK, NY
Other
NONE
7,766$4.3B$263K
MARSH & MCLENNAN COMPANIES, INC.
MARSH & MCLENNAN COMPANIES RETIREMENT PLAN
NEW YORK, NY
Other
NONE
6,545$4.2B$264K
EMERSON ELECTRIC COMPANY
EMERSON ELECTRIC CO RETIREMENT MASTER TRUST
SAINT LOUIS, MO
Other
NONE
$3.8B$310K
SYSCO CORPORATION
SYSCO CORPORATION RETIREMENT PLAN
HOUSTON, TX
Other
INV-MGMT
10,406$2.6B$124K
ANNUITY BOARD OF THE NFL PLAYER ANNUITY PROGRAM
NFL PLAYER ANNUITY PROGRAM
BALTIMORE, MD
Other
NONE
2,790$2.0B$121K
ANNUITY BOARD OF THE NFL PLAYER ANNUITY PROGRAM
NFL PLAYER ANNUITY PROGRAM
BALTIMORE, MD
Other
NONE
2,745$1.7B$133K
ANNUITY BOARD OF THE NFL PLAYER ANNUITY PROGRAM
NFL PLAYER ANNUITY PROGRAM
BALTIMORE, MD
Other
NONE
2,736$1.4B$22K
CAMPBELL SOUP COMPANY
CAMPBELL PENSION PLANS MASTER RETIREMENT TRUST
CAMDEN, NJ
Other
NONE
$1.3B$183K
CAMPBELL SOUP COMPANY
CAMPBELL PENSION PLANS MASTER RETIREMENT TRUST
CAMDEN, NJ
Other
NONE
$1.3B$155K
CONSTRUCTION INDUSTRY LABORERS PENSION FUND
CONSTRUCTION INDUSTRY LABORERS PENSION FUND
KANSAS CITY, MO
Advisor / Consultant
INVESTMENT MANAGER
5,274$905.2M$190K
EXELON CORPORATION
EXELON CORPORATION HEALTH CARE PROGRAM
CHICAGO, IL
Advisor / Consultant
INVESTMENT MANAGER
18,433$873.7M$52K
TRUSTEE OF EXCV & PVRS LOCAL 731 PENSION TRUST FUND
LOCAL NO 731 EXCAVATORS AND PAVERS PENSION TRUST FUND
BURR RIDGE, IL
Other
NONE
399$191.1M$45K
TRUSTEE OF EXCV & PVRS LOCAL 731 PENSION TRUST FUND
LOCAL NO 731 EXCAVATORS AND PAVERS PENSION TRUST FUND
BURR RIDGE, IL
Other
NONE
414$174.7M$59K
EXELON CORPORATION
PECO ENERGY COMPANY RETIREE MEDICAL TRUST
CHICAGO, IL
Advisor / Consultant
INVESTMENT MANAGER
$149.3M$10K
CATERPILLAR INC.
CATERPILLAR INC. GROUP INSURANCE MASTER TRUST
IRVING, TX
Other
NONE
$144.1M$144K
CATERPILLAR INC.
CATERPILLAR INC. GROUP INSURANCE MASTER TRUST
IRVING, TX
Other
NONE
$102.4M$139K
CATERPILLAR INC.
CATERPILLAR INC. GROUP INSURANCE MASTER TRUST
IRVING, TX
Other
NONE
$88.0M$138K
STORMONT-VAIL HEALTHCARE, INC.
STORMONT-VAIL HEALTHCARE RETIREMENT PLAN
TOPEKA, KS
Other
NONE
0$0$35K