Form 5500 Search

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
15
Active participants
693,165
Total plan assets
$273.1B
Filings (rows)
16
Direct comp
$108K
Indirect comp
$371K

SERVICES PROVIDED

Other12
Broker3

Top plans served

Showing top 16 of 15 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect 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
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
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
DOMINION ENERGY, INC.
DOMINION ENERGY RETIREE HEALTH & WELFARE PLAN
RICHMOND, VA
Other
BROKG
$1.8B$0
NATIONAL FUEL GAS COMPANY
NATIONAL FUEL GAS COMPANY RETIREMENT PLAN
WILLIAMSVILLE, NY
Broker
BROKER
1,145$596.7M$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
CAUSEWAY CAPITAL MANAGEMENT LLC
CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES
LOS ANGELES, CA
Other
NONE
$354.0M$0
CAUSEWAY CAPITAL MANAGEMENT LLC
CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES B
LOS ANGELES, CA
Other
NONE
$208.6M$0
CAUSEWAY CAPITAL MANAGEMENT LLC
CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES B
LOS ANGELES, CA
Other
NONE
$198.0M$0
CAUSEWAY CAPITAL MANAGEMENT LLC
CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES B
LOS ANGELES, CA
Other
NONE
$164.7M$0
EPOCH INVESTMENT PARTNERS, INC.
AEON GLOBAL CHOICE FUND, LLC.
KANSAS CITY, MO
Other
NONE
$156.4M$0
JEFFERIES & — Form 5500 Service Provider Profile | Form 5500 Search