| Fund / entity | Plans holding |
|---|---|
| JAMES TESTA DDS PETER MUGLIA DDS | 2 |
| JAMES TESTA PETERMUGLIADDS | 1 |
| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SHEEHY AUTO STORES, INC. THE SHEEHY ORGANIZATION 401(K) SAVINGS PLAN | FAIRFAX, VA | Other INVESTMENT/FINANCIAL ADVI | 1,711 | $130.6M | $52K |
| SHEEHY AUTO STORES, INC. THE SHEEHY ORGANIZATION 401(K) SAVINGS PLAN | FAIRFAX, VA | Other INVESTMENT/FINANCIAL ADVI | 1,593 | $108.7M | $90K |
| SHEEHY AUTO STORES, INC. |
| FAIRFAX, VA |
Other INVESTMENT/FINANCIAL ADVI |
| 1,618 |
| $84.8M |
| $87K |
| INFINITY SYSTEMS ENGINEERING INFINITY SYSTEMS ENGINEERING, LLC 401(K) PLAN | COLORADO SPRINGS, CO | Other INVESTMENT/FINANCIAL ADVI | 288 | $70.0M | $21K |
| NORTHPOINT DEVELOPMENT, LLC NORTHPOINT DEVELOPMENT, LLC 401(K) SAFE HARBOR PLAN | RIVERSIDE, MO | Other 17998 | 1,025 | $69.6M | — |
| INFINITY SYSTEMS ENGINEERING, INFINITY SYSTEMS ENGINEERING, LLC 401(K) PLAN | COLORADO SPRINGS, CO | Other INVESTMENT/FINANCIAL ADVI | 291 | $59.0M | $75K |
| INFINITY SYSTEMS ENGINEERING, INFINITY SYSTEMS ENGINEERING, LLC 401(K) PLAN | COLORADO SPRINGS, CO | Other INVESTMENT/FINANCIAL ADVI | 251 | $48.2M | $12K |
| OHIO OPERATING ENGINEERS APPRENTICESHIP FUND OHIO OPERATING ENGINEERS APPRENTICESHIP FUND | COLUMBUS, OH | Other EMPLOYEE | 10,439 | $29.3M | $20K |
| SEBIA, INC. SEBIA, INC 401(K) PLAN | NORCROSS, GA | Other INVESTMENT/FINANCIAL ADVI | 193 | $28.6M | $10K |
| ENCOMPASS MEDICAL GROUP, P.A. ENCOMPASS MEDICAL GROUP, P.A. 401(K) RETIREMENT PLAN | LENEXA, KS | Other INVESTMENT/FINANCIAL ADVI | 174 | $26.5M | $14K |
| ENCOMPASS MEDICAL GROUP, P.A. ENCOMPASS MEDICAL GROUP, P.A. 401(K) RETIREMENT PLAN | LENEXA, KS | Other INVESTMENT/FINANCIAL ADVI | 191 | $26.4M | $58K |
| ENCOMPASS MEDICAL GROUP, P.A. ENCOMPASS MEDICAL GROUP, P.A. 401(K) RETIREMENT PLAN | LENEXA, KS | Other INVESTMENT/FINANCIAL ADVI | 228 | $26.2M | $59K |
| SEBIA, INC SEBIA, INC 401(K) PLAN | NORCROSS, GA | Other INVESTMENT/FINANCIAL ADVI | 111 | $15.7M | $17K |
| KBI SERVICES, INC. KBI SERVICES, INC. 401(K) & PROFIT SHARING PLAN | NEW YORK, NY | Other INVESTMENT/FINANCIAL ADVI | 846 | $15.6M | $32K |
| LOCAL 68 ENGINEERS UNION EDUCATION EDUCATION FUND BOARD OF TRUSTEES LOCAL 68 ENGINEERS UNION EDUCATION PLAN | WEST CALDWELL, NJ | Other NONE | 2,970 | $13.5M | $10K |
| SEBIA, INC SEBIA, INC 401(K) PLAN | NORCROSS, GA | Other INVESTMENT/FINANCIAL ADVI | 106 | $12.2M | $17K |
| CALVIN B. TAYLOR BANKING COMPANY THE TAYLOR BANK 401(K) PLAN | BERLIN, MD | Other INVESTMENT/FINANCIAL ADVI | 113 | $12.2M | $8K |
| LOCAL 68 ENGINEERS UNION EDUCATION EDUCATION FUND BOARD OF TRUSTEES LOCAL 68 ENGINEERS UNION EDUCATION PLAN | WEST CALDWELL, NJ | Other NONE | 2,851 | $11.8M | $8K |
| CALVIN B. TAYLOR BANKING COMPANY THE TAYLOR BANK 401(K) PLAN | BERLIN, MD | Other INVESTMENT/FINANCIAL ADVI | 105 | $11.6M | $16K |
| HEBRON SAVINGS BANK HEBRON SAVINGS BANK 401(K) PROFIT SHARING PLAN | HEBRON, MD | Other INVESTMENT/FINANCIAL ADVI | 132 | $10.6M | $7K |
| TODAYTIX, INC. TODAYTIX, INC. RETIREMENT TRUST | NEW YORK, NY | Other INVESTMENT/FINANCIAL ADVI | 163 | $10.2M | $35K |
| RESICAP PAYROLL LLC RESICAP 401(K) PLAN | ATLANTA, GA | Other INVESTMENT/FINANCIAL ADVI | 187 | $10.2M | $6K |
| CALVIN B. TAYLOR BANKING COMPANY THE TAYLOR BANK 401(K) PLAN | BERLIN, MD | Other INVESTMENT/FINANCIAL ADVI | 103 | $10.1M | $16K |
| NYSMITH SCHOOL FOR THE GIFTED, I NYSMITH SCHOOL FOR THE GIFTED, INC. 401(K) PLAN | HERNDON, VA | Other INVESTMENT/FINANCIAL ADVI | 164 | $9.7M | $6K |
| KBI SERVICES, INC. KBI SERVICES, INC. 401(K) & PROFIT SHARING PLAN | NEW YORK, NY | Other INVESTMENT/FINANCIAL ADVI | 581 | $9.5M | $9K |
| RESICAP PAYROLL LLC RESICAP 401(K) PLAN | ATLANTA, GA | Other INVESTMENT/FINANCIAL ADVI | 206 | $8.1M | $21K |
| TODAYTIX, INC. TODAYTIX, INC. RETIREMENT TRUST | NEW YORK, NY | Other INVESTMENT/FINANCIAL ADVI | 181 | $7.8M | $21K |
| RESICAP PAYROLL LLC RESICAP 401(K) PLAN | ATLANTA, GA | Other INVESTMENT/FINANCIAL ADVI | 343 | $6.1M | $12K |
| FIRSTHAND HEALTH, INC. FIRSTHAND HEALTH 401(K) PLAN. | NEW YORK, NY | Other INVESTMENT/FINANCIAL ADVI | 298 | $2.3M | $6K |
| SERVICE EMPLOYMENT REDEVELOPMENT/JOBS FOR PROGRESS SOUTHERN AZ, INC. JOBS FOR PROGRESS 401(K) PLAN | TUCSON, AZ | Other CONSULTING | 133 | $1.5M | $4K |
| MAIN INDUSTRIES, INC. MAIN INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | HAMPTON, VA | Other NONE | 119 | $675K | $9K |
| HANDCRAFT CLEANERS & LAUNDERERS, INC HANDCRAFT CLEANERS & LAUNDERERS, INC. GROUP HEALTH BENEFIT PLAN | RICHMOND, VA | Broker BROKER | 153 | $54K | $48K |
| VIOS GLOBAL, LLC VIOS GLOBAL 401(K) PLAN | NEW YORK, NY | Other INVESTMENT/FINANCIAL ADVI | 0 | $0 | $6K |
| CALAB, INC CALAB, INC WELFARE BENEFIT PLAN | GRAND PRAIRIE, TX | Other | 171 | — | $5K |
| BRIDGEWATER HOME, INC. BRIDGEWATER HOME, INC. EMPLOYEE BENEFIT PLAN | BRIDGEWATER, VA | Other SERVICE PROVIDER | 234 | — | $0 |
| LEADWISE, INC. LEADWISE, INC. EMPLOYEE BENEFIT PLAN | MIAMISBURG, OH | Broker BROKER | 409 | — | $14K |
| HALEY BUICK GMC TRUCK INC HALEY AUTOMOTIVE GROUP EMPLOYEE BENEFITS PLAN | RICHMOND, VA | Broker INS AGENTS AND BROKERS | 669 | — | $0 |
| MPMC-MP MATERIALS CORP. MP MATERIALS HEALTH PLAN | LAS VEGAS, NV | Broker BROKER | 690 | — | $195K |
| MISSION LANE LLC MISSION LANE LLC EMPLOYEE HEALTH AND WELFARE PLAN | RICHMOND, VA | Broker INS AGENTS AND BROKERS | 688 | — | $145K |
| TALBERT BUILDING SUPPLY, INC TALBERT BUILDING SUPPLY, INC.EMPLOYEE WELFARE PLAN | ROXBORO, NC | Broker BROKER | 168 | — | $55K |
| TIRES UNLIMITED, INC. TIRES UNLIMITED, INC. EMPLOYEE BENEFITS PLAN | ROXBORO, NC | Broker BROKER | 142 | — | $36K |
| ARCADIA FARMS, LLC DBA ARCADIA BEVERAGE ARCADIA BEVERAGE WRAP PLAN | ARDEN, NC | Broker AGENT | 104 | — | $0 |
| MICKEY TRUCK BODIES, INC. MICKEY TRUCK BODIES, INC. EMPLOYEE BENEFITS PLAN | HIGH POINT, NC | Broker BROKER | 261 | — | $60 |
| MCGOHAN BRABENDER, INC. MCGOHAN BRABENDER, INC. EMPLOYEE BENEFIT PLAN | DAYTON, OH | Broker BROKER | 296 | — | $6K |
| MICKEY TRUCK BODIES, INC. MICKEY TRUCK BODIES, INC. EMPLOYEE BENEFITS PLAN | HIGH POINT, NC | Broker BROKER | 402 | — | $114 |
| GENERAL TOOL COMPANY GENERAL TOOL CO. INC. EMPLOYEE HEALTH BENEFIT PLAN | CINCINNATI, OH | Broker BROKER | 252 | — | $7K |
| TEMPERPACK TECHNOLOGIES, INC. TEMPERPACK TECHNOLOGIES, INC. EMPLOYEE BENEFIT PLAN | RICHMOND, VA | Broker BROKER | 397 | — | -$12K |
| NILIT AMERICA, INC. NILIT AMERICA, INC. CAFETERIA PLAN | RIDGEWAY, VA | Broker BROKER | 115 | — | $0 |
| WALL RESIDENCES, INC. WALL RESIDENCES EMPLOYEE BENEFIT PLAN | FLOYD, VA | Broker INS AGENTS AND BROKERS | 197 | — | $93K |
| DURHAM CITY TRANSIT COMPANY DURHAM CITY TRANSIT COMPANY FLEXIBLE BENEFIT PLAN | DURHAM, NC | Other NONE | 206 | — | $50K |
| HANDCRAFT CLEANERS & LAUNDERERS, INC. HANDCRAFT CLEANERS & LAUNDERERS, INC. HEALTH AND WELFARE PLAN | RICHMOND, VA | Broker BROKER | 291 | — | $55K |
| HANDCRAFT CLEANERS & LAUNDERERS, INC. HANDCRAFT CLEANERS & LAUNDERERS, INC. HEALTH AND WELFARE PLAN | RICHMOND, VA | Broker BROKER | 282 | — | $4K |
| HANDCRAFT CLEANERS & LAUNDERERS, INC. HANDCRAFT CLEANERS & LAUNDERERS, INC. HEALTH AND WELFARE PLAN | RICHMOND, VA | Broker BROKER | 344 | — | $48K |
| MICKEY TRUCK BODIES, INC. MICKEY TRUCK BODIES, INC. EMPLOYEE BENEFITS PLAN | HIGH POINT, NC | Broker BROKER | 261 | — | $44K |
| MCGOHAN BRABENDER, INC. MCGOHAN BRABENDER, INC. EMPLOYEE BENEFIT PLAN | DAYTON, OH | Broker BROKER | 252 | — | $9K |
| RESIDENTIAL MANAGEMENT SYSTEMS, INC THE RMS MEDICAL AND FLEXIBLE BENEFIT PLAN | WORTHINGTON, OH | Broker BROKER | 211 | — | $4K |
| VIRGINIA EVERYWHERE LLC DBA ALL POINTS BROADBAND VIRGINIA EVERYWHERE LLC DBA ALL POINTS BROADBAND HEALTH & WELFARE PLAN | RICHMOND, VA | Other 0 | 116 | — | $0 |
| A&A MAINTENANCE ENTERPRISE, INC. A & A MAINTENANCE ENTERPRISE, INC. HEALTH AND WELFARE PLAN | YONKERS, NY | Broker AGENT OR BROKER | 162 | — | $4K |
| MCGOHAN BRABENDER, INC. MCGOHAN BRABENDER, INC. EMPLOYEE BENEFIT PLAN | DAYTON, OH | Broker BROKER | 307 | — | $8K |
| CAPTECH VENTURES, INC. CAPTECH VENTURES, INC. GROUP WELFARE PLAN | RICHMOND, VA | Broker BROKER | 1,135 | — | $0 |
| BRIDGEWATER HOME, INC. BRIDGEWATER HOME, INC. EMPLOYEE BENEFIT PLAN | BRIDGEWATER, VA | Other SERVICE PROVIDER | 244 | — | $0 |
| AILERON MANAGEMENT, LLC AILERON MANAGEMENT, LLC WRAP PLAN | GREENVILLE, SC | Broker INS AGENTS AND BROKERS | 140 | — | $20K |
| SKAALEN NURSING AND REHABILITATION CENTER, INC. SKAALEN SUNSET HOME, INC. MAJOR MEDICAL PLAN | STOUGHTON, WI | Broker BROKER | 99 | — | $2K |
| HALEY BUICK GMC TRUCK INC HALEY AUTOMOTIVE GROUP EMPLOYEE BENEFITS PLAN | RICHMOND, VA | Broker INS AGENTS AND BROKERS | 663 | — | $0 |
| MICKEY TRUCK BODIES, INC. MICKEY TRUCK BODIES, INC. EMPLOYEE BENEFITS PLAN | HIGH POINT, NC | Broker BROKER | 402 | — | $42K |
| MICKEY TRUCK BODIES MICKEY TRUCK BODIES, INC. EMPLOYEE BENEFITS PLAN | HIGH POINT, NC | Broker BROKER | 346 | — | $46K |
| MICKEY TRUCK BODIES MICKEY TRUCK BODIES, INC. EMPLOYEE BENEFITS PLAN | HIGH POINT, NC | Broker BROKER | 346 | — | $146 |
| GOTU TECHNOLOGY INC GOTU HEALTH AND WELFARE BENEFIT PLAN | MIAMI, FL | Broker BROKER | 135 | — | $7K |
| NILIT AMERICA, INC. NILIT AMERICA, INC. CAFETERIA PLAN | RIDGEWAY, VA | Broker BROKER | 107 | — | $0 |
| WARM HEARTH INC WARM HEARTH WELFARE BENEFITS PLAN | BLACKSBURG, VA | Broker INS AGENTS AND BROKERS | 189 | — | $0 |
| TALBERT BUILDING SUPPLY, INC TALBERT BUILDING SUPPLY, INC.EMPLOYEE WELFARE PLAN | ROXBORO, NC | Broker BROKER | 158 | — | $47K |
| BRIDGEWATER HOME, INC. BRIDGEWATER HOME, INC. EMPLOYEE BENEFIT PLAN | BRIDGEWATER, VA | Other SERVICE PROVIDER | 0 | — | $0 |
| WILBARGER GENERAL HOSPITAL EMPLOYEE BENEFIT PLAN WILBARGER GENERAL HOSPITAL | VERNON, TX | Broker BROKER | 162 | — | $52K |
| WESTMINSTER CANTERBURY OF WINCHESTER EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN | WINCHESTER, VA | Other NONE | 179 | — | $0 |
| TEMPERPACK TECHNOLOGIES, INC. TEMPERPACK TECHNOLOGIES, INC. EMPLOYEE BENEFIT PLAN | RICHMOND, VA | Broker BROKER | 397 | — | -$12K |
| WARM HEARTH INC WARM HEARTH WELFARE BENEFITS PLAN | BLACKSBURG, VA | Broker INS AGENTS AND BROKERS | 157 | — | $0 |
| WARM HEARTH INC WARM HEARTH WELFARE BENEFITS PLAN | BLACKSBURG, VA | Broker INS AGENTS AND BROKERS | 145 | — | $0 |
