JEFFERIES
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
94
Active participants
1,120,149
Total plan assets
$640.0B
Filings (rows)
105
Direct comp
$11.6M
Indirect comp
$1.9M
Aggregating 11 name variants under "JEFFERIES"
SERVICES PROVIDED
Other78
Broker13
Advisor / Consultant3
Top plans served
Showing top 105 of 94 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN | SEATTLE, WA | Other NONE | 231,156 | $57.4B | $24K |
| WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN | SEATTLE, WA | Other NONE | 231,353 | $56.4B | $49K |
| WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN | SEATTLE, WA | Other NONE | 229,511 | $53.7B | $35K |
| THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST | SEATTLE, WA | Other SERVICE PROVIDER | — | $49.9B | $1.7M |
| GENERAL ELECTRIC COMPANY GENERAL ELECTRIC PENSION TRUST | BOSTON, MA | Broker SECURITIES BROKERAGE | — | $46.7B | $0 |
| GENERAL ELECTRIC COMPANY GENERAL ELECTRIC PENSION TRUST | BOSTON, MA | Broker SECURITIES BROKERAGE | — | $46.7B | $0 |
| GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE GENERAL ELECTRIC PENSION TRUST | EVENDALE, OH | Broker SECURITIES BROKERAGE | — | $46.2B | $0 |
| GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE GENERAL ELECTRIC PENSION TRUST | EVENDALE, OH | Broker SECURITIES BROKERAGE | — | $46.2B | $0 |
| AT&T INC. SBC MASTER PENSION TRUST | DALLAS, TX | Other NONE | — | $30.6B | $1.6M |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM PERSONAL PENSION PLAN | ARMONK, NY | Other PARTY-IN INTEREST | 13,377 | $25.0B | $1.4M |
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST | BETHESDA, MD | Advisor / Consultant INVESTMENT MANAGEMENT | — | $24.9B | $2.2M |
| GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE GENERAL ELECTRIC PENSION TRUST | EVENDALE, OH | Broker SECURITIES BROKERAGE | — | $24.9B | $0 |
| GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE GENERAL ELECTRIC PENSION TRUST | EVENDALE, OH | Broker SECURITIES BROKERAGE | — | $24.9B | $0 |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM PERSONAL PENSION PLAN | ARMONK, NY | Other PARTY-ININTEREST | 43,052 | $17.9B | $61K |
| FCA US LLC FCA US LLC MASTER RETIREMENT TRUST BALANCED POOL | AUBURN HILLS, MI | Other | — | $17.3B | $943K |
| FCA US LLC FCA US LLC MASTER RETIREMENT TRUST BALANCED POOL | AUBURN HILLS, MI | Other | — | $17.0B | $512K |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION 401(K) PENSION PLAN | ARLINGTON, VA | Broker BROKER | 61,593 | $16.8B | $0 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION 401(K) PENSION PLAN | ARLINGTON, VA | Broker BROKER | 60,192 | $15.0B | $0 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION 401(K) PENSION PLAN | ARLINGTON, VA | Broker BROKER | 60,023 | $13.0B | $0 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION RETIREMENT SECURITY PLAN | ARLINGTON, VA | Broker BROKER | 56,128 | $11.5B | $0 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION RETIREMENT SECURITY PLAN | ARLINGTON, VA | Broker BROKER | 56,128 | $11.5B | $0 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION RETIREMENT SECURITY PLAN | ARLINGTON, VA | Broker BROKER | 55,939 | $10.2B | $0 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION RETIREMENT SECURITY PLAN | ARLINGTON, VA | Broker BROKER | 55,939 | $10.2B | $0 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION RETIREMENT SECURITY PLAN | ARLINGTON, VA | Broker BROKER | 53,861 | $9.4B | $0 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION RETIREMENT SECURITY PLAN | ARLINGTON, VA | Broker BROKER | 53,861 | $9.4B | $0 |
| DOMINION ENERGY, INC. DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST | RICHMOND, VA | Other BROKG | — | $9.1B | $0 |
| DOMINION ENERGY, INC. DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST | RICHMOND, VA | Other BROKG | — | $9.1B | $0 |
| DOMINION ENERGY, INC. DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST | RICHMOND, VA | Other BROKG | — | $8.8B | $0 |
| DOMINION ENERGY, INC. DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST | RICHMOND, VA | Other BROKG | — | $8.8B | $0 |
| DOMINION ENERGY, INC. DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST | RICHMOND, VA | Other BROKG | — | $8.8B | $0 |
| DOMINION ENERGY, INC. DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST | RICHMOND, VA | Other BROKG | — | $8.3B | $0 |
| DOMINION ENERGY, INC. DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST | RICHMOND, VA | Other BROKG | — | $8.3B | $0 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY MASSACHUSETTS INSTITUTE OF TECHNOLOGY BASIC RETIREMENT PLAN | CAMBRIDGE, MA | Other OTHER INVESTMENT FEES | 12,533 | $5.4B | $0 |
| CONSTELLATION ENERGY GENERATION LLC CONSTELLATION RETIREMENT PROGRAM | KENNETT SQUARE, PA | Other OTHER SERVICES | 4,809 | $5.3B | $485K |
| MARATHON ASSET MANAGEMENT LIMITED (FKA MARATHON ASSET MANAGEMENT LLP) MARATHON-LONDON INTERNATIONAL FUND | CHICAGO, IL | Other NONE | — | $4.7B | — |
| MARATHON ASSET MANAGEMENT LIMITED MARATHON-LONDON INTERNATIONAL FUND | CHICAGO, IL | Other NONE | — | $4.5B | $0 |
| MARATHON ASSET MANAGEMENT LIMITED MARATHON-LONDON INTERNATIONAL FUND | CHICAGO, IL | Other NONE | — | $3.9B | $0 |
| MARATHON ASSET MANAGEMENT LIMITED MARATHON-LONDON INTERNATIONAL INVESTMENT TRUST I | CHICAGO, IL | Other NONE | — | $3.0B | $0 |
| ABERDEEN ASSET MANAGEMENT EMERGING MARKETS EQUITY FUND, A SERIES OF THE ABERDEEN INSTITUTIONAL COMMINGLED FUNDS, LLC. | KANSAS CITY, MO | Other NONE | — | $2.9B | $0 |
| GENESIS ASSET MANAGERS, LLP THE GENESIS GROUP TRUST FOR EMPLOYEE BENEFIT PLANS | PRIDES CROSSING, MA | Other NONE | — | $2.9B | $0 |
| GENESIS ASSET MANAGERS, LLP THE GENESIS GROUP TRUST FOR EMPLOYEE BENEFIT PLANS | PRIDES CROSSING, MA | Other NONE | — | $2.9B | $0 |
| TRUSTEES OF THE UNIVERSITY OF PA UPHS RAP POOL | PHILADELPHIA, PA | Other NONE | — | $2.3B | $15K |
| MARATHON ASSET MANAGEMENT LIMITED MARATHON-LONDON INTERNATIONAL INVESTMENT TRUST I | CHICAGO, IL | Other NONE | — | $2.2B | $0 |
| TRUSTEES OF THE UNIVERSITY OF PA UPHS RAP POOL | PHILADELPHIA, PA | Other NONE | — | $2.1B | $30K |
| ARAMCO SHARED BENEFITS COMPANY ARAMCO U.S. RETIREMENT INCOME PLAN | HOUSTON, TX | Other NONE | 1,416 | $1.8B | $952K |
| DOMINION ENERGY, INC. DOMINION ENERGY RETIREE HEALTH & WELFARE PLAN | RICHMOND, VA | Other BROKG | — | $1.8B | $0 |
| ABERDEEN ASSET MANAGEMENT EMERGING MARKETS EQUITY FUND, A SERIES OF ABRDN INSTITUTIONAL COMMINGLED FUNDS, LLC. | KANSAS CITY, MO | Other NONE | — | $1.6B | $0 |
| CONSTELLATION ENERGY GENERATION LLC CONSTELLATION EMPLOYEE PENSION PLAN | KENNETT SQUARE, PA | Other OTHER SERVICES | 3,518 | $1.3B | $75K |
| LAZARD ASSET MANAGEMENT LLC LAZARD INTERNATIONAL STRATEGIC EQUITY (ACW EX-U.S.) TRUST | KANSAS CITY, MO | Other NONE | — | $1.3B | $0 |
| LAZARD ASSET MANAGEMENT LLC LAZARD INTERNATIONAL STRATEGIC EQUITY (ACW EX-U.S.) TRUST | KANSAS CITY, MO | Other NONE | — | $1.2B | $0 |
| RHUMBLINE ADVISERS CORP. RHUMBLINE MID-CAP INDEX FUND POOLED TRUST | KANSAS CITY, MO | Other NONE | — | $1.2B | $0 |
| DOMINION ENERGY, INC. DOMINION ENERGY RETIREE HEALTH AND WELFARE PLAN | RICHMOND, VA | Other BROKG | — | $1.1B | $0 |
| RHUMBLINE ADVISERS CORP. RHUMBLINE MID-CAP INDEX FUND POOLED TRUST | KANSAS CITY, MO | Other NONE | — | $1.1B | $0 |
| RHUMBLINE ADVISERS CORP. RHUMBLINE QSI INDEX LLC | KANSAS CITY, MO | Other NONE | — | $1.0B | $0 |
| LYONDELL CHEMICAL COMPANY LYONDELLBASELL MASTER TRUST | HOUSTON, TX | Other NONE | — | $1.0B | $904K |
| DOMINION ENERGY, INC. DOMINION ENERGY RETIREE HEALTH AND WELFARE PLAN | RICHMOND, VA | Other BROKG | — | $1.0B | $0 |
| RHUMBLINE ADVISERS CORP. RHUMBLINE QSI INDEX LLC | KANSAS CITY, MO | Other NONE | — | $980.1M | $0 |
| RHUMBLINE ADVISERS CORP. RHUMBLINE CORE BOND POOLED INDEX TRUST | KANSAS CITY, MO | Other NONE | — | $970.5M | $0 |
| TRUSTEES OF THE UNIVERSITY OF PA UNIV OF PA HEALTH & WELFARE PLAN FOR RET & DIS EMP | PHILADELPHIA, PA | Other N/A | 0 | $854.2M | $18K |
| RHUMBLINE ADVISERS CORP. RHUMBLINE CORE BOND POOLED INDEX TRUST | KANSAS CITY, MO | Other NONE | — | $792.9M | $0 |
| LAZARD ASSET MANAGEMENT LLC LAZARD INTERNATIONAL STRATEGIC EQUITY (ACW EX-U.S.) TRUST | KANSAS CITY, MO | Other NONE | — | $790.6M | $0 |
| RHUMBLINE ADVISERS CORP. RHUMBLINE INTERNATIONAL POOLED INDEX TRUST | KANSAS CITY, MO | Other NONE | — | $614.4M | $0 |
| NATIONAL FUEL GAS COMPANY NATIONAL FUEL GAS COMPANY RETIREMENT PLAN | WILLIAMSVILLE, NY | Broker BROKER | 1,145 | $596.7M | $0 |
| PVH CORP. PVH CORP PENSION MASTER TRUST | BRIDGEWATER, NJ | Broker BROKER COMMISSIONS | — | $573.8M | $0 |
| LAZARD ASSET MANAGEMENT LLC LAZARD GLOBAL LISTED INFRASTRUCTURE TRUST | KANSAS CITY, MO | Other NONE | — | $571.3M | $0 |
| PVH CORP. PVH CORP PENSION MASTER TRUST | BRIDGEWATER, NJ | Broker BROKER COMMISSIONS | — | $533.4M | $0 |
| PVH CORP. PVH CORP PENSION MASTER TRUST | BRIDGEWATER, NJ | Broker BROKER COMMISSIONS | — | $477.6M | $0 |
| RHUMBLINE ADVISERS CORP. RHUMBLINE INTERNATIONAL POOLED INDEX TRUST | KANSAS CITY, MO | Other NONE | — | $473.3M | $0 |
| CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES | LOS ANGELES, CA | Other NONE | — | $447.4M | $0 |
| CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES | LOS ANGELES, CA | Other NONE | — | $424.2M | $0 |
| RHUMBLINE ADVISERS CORP. RHUMBLINE INTERNATIONAL POOLED INDEX TRUST | KANSAS CITY, MO | Other NONE | — | $392.5M | $0 |
| RHUMBLINE ADVISERS CORP. RHUMBLINE SMALL-CAP INDEX FUND POOLED TRUST | KANSAS CITY, MO | Other NONE | — | $391.5M | $0 |
| LAZARD ASSET MANAGEMENT LLC EMERGING MARKETS EQUITY GROUP TRUST | KANSAS CITY, MO | Other NONE | — | $373.7M | $0 |
| RHUMBLINE ADVISERS CORP. RHUMBLINE SMALL-CAP INDEX FUND POOLED TRUST | KANSAS CITY, MO | Other NONE | — | $362.6M | $0 |
| CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES | LOS ANGELES, CA | Other NONE | — | $354.0M | $0 |
| ABERDEEN ASSET MANAGEMENT EAFE PLUS FUND, A SERIES OF THE ABRDN INSTITUTIONAL COMMINGLED FUNDS, LLC. | KANSAS CITY, MO | Other NONE | — | $302.0M | $0 |
| LAZARD ASSET MANAGEMENT LLC LAZARD GLOBAL LISTED INFRASTRUCTURE TRUST | KANSAS CITY, MO | Other NONE | — | $292.3M | $0 |
| GENESIS INVESTMENT MANAGEMENT, LLP THE GENESIS GROUP TRUST FOR EMPLOYEE BENEFIT PLANS | — | Other NONE | — | $280.6M | $0 |
| LAZARD ASSET MANAGEMENT LLC LAZARD EMERGING MARKETS SMALL CAP EQUITY TRUST | KANSAS CITY, MO | Other NONE | — | $240.2M | $0 |
| BELL ASSET MANAGEMENT LTD. BELL AUSTRALIA TRUST | KANSAS CITY, MO | Other NONE | — | $228.8M | $0 |
| CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY INTERNATIONAL OPPORTUNITIES GROUP TRUST | KANSAS CITY, MO | Other NONE | — | $223.6M | $0 |
| CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES B | LOS ANGELES, CA | Other NONE | — | $208.6M | $0 |
| BELL ASSET MANAGEMENT LTD. BELL GLOBAL TRUST | KANSAS CITY, MO | Other NONE | — | $208.5M | $0 |
| CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY INTERNATIONAL OPPORTUNITIES GROUP TRUST | KANSAS CITY, MO | Other NONE | — | $204.6M | $0 |
| CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY INTERNATIONAL OPPORTUNITIES GROUP TRUST | KANSAS CITY, MO | Other NONE | — | $201.3M | $0 |
| CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES B | LOS ANGELES, CA | Other NONE | — | $198.0M | $0 |
| BELL ASSET MANAGEMENT LTD. BELL GLOBAL TRUST | KANSAS CITY, MO | Other NONE | — | $194.0M | $0 |
| LAZARD ASSET MANAGEMENT LLC LAZARD EMERGING MARKETS SMALL CAP EQUITY TRUST | KANSAS CITY, MO | Other NONE | — | $174.8M | $0 |
| BELL ASSET MANAGEMENT LTD. BELL GLOBAL TRUST | KANSAS CITY, MO | Other NONE | — | $165.5M | $0 |
| CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES B | LOS ANGELES, CA | Other NONE | — | $164.7M | $0 |
| RHUMBLINE ADVISERS CORP. RHUMBLINE GLOBAL MINIMUM | KANSAS CITY, MO | Other NONE | — | $159.0M | $0 |
| EPOCH INVESTMENT PARTNERS, INC. AEON GLOBAL CHOICE FUND, LLC. | KANSAS CITY, MO | Other NONE | — | $156.4M | $0 |
| LORD ABBETT & CO LLC LORD ABBETT INTERNATIONAL SMALL CAP TRUST | KANSAS CITY, MO | Other NONE | — | $139.7M | $0 |
| BELL ASSET MANAGEMENT LTD. BELL AUSTRALIA TRUST | KANSAS CITY, MO | Other NONE | — | $137.9M | $0 |
| LORD ABBETT & CO LLC LORD ABBETT SMALL CAP GROWTH TRUST | KANSAS CITY, MO | Other NONE | — | $126.4M | $0 |
| LORD ABBETT & CO LLC LORD ABBETT SMALL CAP GROWTH TRUST | KANSAS CITY, MO | Other NONE | — | $116.3M | $0 |
| AMPEX CORPORATION AMPEX CONSOLIDATED RETIREMENT PLAN | STAMFORD, CT | Advisor / Consultant FINANCIAL ADVISOR | 0 | $109.4M | $661K |
| LORD ABBETT & CO LLC LORD ABBETT INTERNATIONAL SMALL CAP TRUST | KANSAS CITY, MO | Other NONE | — | $106.0M | $0 |
| LORD ABBETT & CO LLC LORD ABBETT INTERNATIONAL SMALL CAP TRUST | KANSAS CITY, MO | Other NONE | — | $104.4M | $0 |
| MCKINLEY CAPITAL INTERNATIONAL GROWTH FUND, LP MCKINLEY CAPITAL INTERNATIONAL GROWTH FUND, LP | ANCHORAGE, AK | Other NONE | — | $53.7M | — |
| COLUMBIA INTEGRATED SMALL AND MID CAP PRIVATE FUND, LLC COLUMBIA INTEGRATED SMALL AND MID CAP PRIVATE FUND, LLC | BOSTON, MA | Other NONE | — | $24.2M | $0 |
| TRUWEST COMPANY, LLC TRUWEST COMPANY, LLC RETIREMENT SAVINGS PLAN | WESTLAKE, OH | Other NONE | 261 | $21.5M | $2 |
| ALDERCREST DEVELOPMENT CORP. ALDERCREST DEVELOPMENT CORP. 401(K) P/S PLAN | OLD BRIDGE, NJ | Advisor / Consultant INVESTMENT ADVISOR | 282 | $4.3M | $0 |
| MCKINLEY CAPITAL INTERNATIONAL GROWTH FUND, LP MCKINLEY CAPITAL INTERNATIONAL GROWTH FUND, LP | ANCHORAGE, AK | Other NONE | — | $31K | — |
| MCKINLEY CAPITAL EMERGING MARKETS GROWTH FUND SERIES A MCKINLEY CAPITAL EMERGING MARKETS GROWTH FUND SERIES A | ANCHORAGE, AK | Other NONE | — | $5K | — |