JOHNSON INVESTMENT
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
52
Active participants
211,739
Total plan assets
$56.9B
Filings (rows)
52
Direct comp
$2.0M
Indirect comp
$45K
Aggregating 4 name variants under "JOHNSON INVESTMENT"
SERVICES PROVIDED
Other40
Advisor / Consultant12
Top plans served
All 52 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 17,444 | $16.8B | $14K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Other NONE | 32,145 | $8.9B | $12K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Advisor / Consultant INVESTMENT ADVISOR | 34,203 | $8.0B | $10K |
| JETBLUE AIRWAYS CORPORATION JETBLUE AIRWAYS RETIREMENT PLAN | LONG ISLAND CITY, NY | Other NONE | 23,089 | $5.4B | $10K |
| JETBLUE AIRWAYS CORPORATION JETBLUE AIRWAYS RETIREMENT PLAN | LONG ISLAND CITY, NY | Other NONE | 24,252 | $4.6B | $5K |
| JETBLUE AIRWAYS CORPORATION JETBLUE AIRWAYS RETIREMENT PLAN | LONG ISLAND CITY, NY | Other NONE | 24,195 | $3.7B | $6K |
| THE MATHWORKS, INC. THE MATHWORKS 401(K) RETIREMENT PLAN | NATICK, MA | Other NONE | 3,799 | $1.8B | $10K |
| AMERITEAM SERVICES, LLC TEAMHEALTH 401(K) PLAN | KNOXVILLE, TN | Other NONE | 18,577 | $1.8B | $6K |
| NCR CORPORATION NCR PENSION PLAN | ATLANTA, GA | Other NONE | 886 | $998.1M | $4K |
| SOLARIS HEALTH HOLDINGS, LLC SOLARIS 401(K) PLAN | FT. LAUDERDALE, FL | Other NONE | 5,644 | $464.7M | $48K |
| VORYS, SATER, SEYMOUR AND PEASE LLP VORYS, SATER, SEYMOUR AND PEASE LLP RETIREMENT PLAN | COLUMBUS, OH | Other NONE | 708 | $435.5M | $25K |
| BOARD OF TRUSTEES, INTERNATIONAL ASSOCIATION PENSION PLAN INTERNATIONAL ASSOCIATION PENSION PLAN | OAKBROOK, IL | Other NONE | 745 | $401.4M | $66K |
| VORYS, SATER, SEYMOUR AND PEASE LLP VORYS, SATER, SEYMOUR AND PEASE LLP RETIREMENT PLAN | COLUMBUS, OH | Other NONE | 690 | $385.1M | $22K |
| VORYS, SATER, SEYMOUR AND PEASE LLP VORYS, SATER, SEYMOUR AND PEASE LLP RETIREMENT PLAN | COLUMBUS, OH | Other NONE | 681 | $324.8M | $24K |
| NORTHSHORE UNIVERSITY HEALTHSYSTEM NORTHSHORE UNIVERSITY HEALTHSYSTEM PENSION PLAN | EVANSTON, IL | Other NONE | 1,160 | $205.0M | $28K |
| UNITED ASSN OF JOURNEYMEN & APPRENTICE LOCAL 198 AFL-CIO PENSION FUND UNITED ASSO JOURNEYMEN & APPRNC PENSION FUND | JACKSONVILLE, FL | Advisor / Consultant INVESTMENT MANAGER | 783 | $193.4M | $21K |
| KEATING MUETHING & KLEKAMP PLL KEATING MUETHING & KLEKAMP 401(K) PROFIT SHARING PLAN | CINCINNATI, OH | Advisor / Consultant INVESTMENT ADVISOR | 224 | $179.9M | $6K |
| BOARD OF TRUSTEES TEAMSTERS LOCAL 210 AFFILIATED PENSION TRUST FUND TEAMSTERS LOCAL 210 AFFILIATED PENSION TRUST FUND | NEW YORK, NY | Other NONE | 926 | $161.6M | $61K |
| KEATING MUETHING & KLEKAMP PLL KEATING MUETHING & KLEKAMP 401(K) PROFIT SHARING PLAN | CINCINNATI, OH | Advisor / Consultant INVESTMENT ADVISOR | 232 | $149.6M | $6K |
| PLASTERERS & CEMENT MASONS LOCAL NO. 109 PENSION PLAN OPERATIVE PLASTERERS AND CEMENT MASONS LOCAL NO. 109 PENSION PLAN | TROY, MI | Advisor / Consultant INVESTMENT MANAGER | 450 | $127.3M | $22K |
| PLASTERERS & CEMENT MASONS LOCAL NO. 109 PENSION PLAN OPERATIVE PLASTERERS AND CEMENT MASONS LOCAL NO. 109 PENSION PLAN | TROY, MI | Advisor / Consultant INVESTMENT MANAGER | 455 | $121.8M | $21K |
| PLASTERERS & CEMENT MASONS LOCAL NO. 109 PENSION PLAN OPERATIVE PLASTERERS AND CEMENT MASONS LOCAL NO. 109 PENSION PLAN | CANFIELD, OH | Advisor / Consultant INVESTMENT MANAGER | 464 | $115.9M | $21K |
| BUYERS PRODUCTS COMPANY BUYERS PRODUCTS COMPANY EMPLOYEES PROFIT SHARING PLAN | MENTOR, OH | Other NONE | 872 | $100.9M | $278K |
| BOARD OF TRUSTEES OF THE WISCONSIN HEALTH FUND WISCONSIN HEALTH FUND | MILWAUKEE, WI | Other NONE | 1,470 | $93.6M | $45K |
| BUYERS PRODUCTS COMPANY BUYERS PRODUCTS COMPANY EMPLOYEES PROFIT SHARING PLAN | MENTOR, OH | Other NONE | 689 | $90.3M | $247K |
| BOARD OF TRUSTEES OF THE WISCONSIN HEALTH FUND WISCONSIN HEALTH FUND | MILWAUKEE, WI | Other NONE | 1,521 | $86.4M | $40K |
| BUYERS PRODUCTS COMPANY BUYERS PRODUCTS COMPANY EMPLOYEES PROFIT SHARING PLAN | MENTOR, OH | Other NONE | 761 | $80.7M | $227K |
| UNION CONSTRUCTION WORKERS HEALTH PLAN UNION CONSTRUCTION WORKERS HEALTH PLAN | HOLLAND, OH | Other NONE | 1,877 | $80.1M | $37K |
| BOARD OF TRUSTEES OF THE WISCONSIN HEALTH FUND WISCONSIN HEALTH FUND | MILWAUKEE, WI | Other NONE | 1,683 | $78.3M | $48K |
| UNION CONSTRUCTION WORKERS HEALTH PLAN UNION CONSTRUCTION WORKERS HEALTH PLAN | HOLLAND, OH | Other NONE | 1,842 | $73.0M | $38K |
| UNION CONSTRUCTION WORKERS HEALTH PLAN UNION CONSTRUCTION WORKERS HEALTH PLAN | HOLLAND, OH | Other NONE | 1,824 | $65.9M | $67K |
| BOARD OF TRUSTEES OPERATING ENGINEERS 112 DEFINED CONTRIBUTION PENSION OPERATING ENGINEERS LOCAL 112 DEFINED CONTRIBUTION PENSION PLAN | ANDERSON, IN | Other NONE | 1,025 | $60.8M | $51K |
| TRUSTEES OF OPERATING ENGINEERS LOCAL 112 HEALTH & WELFARE TRUST OPERATING ENGINEERS LOCAL 112 HEALTH & WELFARE TRUST | ANDERSON, IN | Other NONE | 533 | $60.8M | $53K |
| TRUSTEES OF OPERATING ENGINEERS LOCAL 112 HEALTH & WELFARE TRUST OPERATING ENGINEERS LOCAL 112 HEALTH & WELFARE TRUST | ANDERSON, IN | Other NONE | 533 | $58.2M | $41K |
| BOARD OF TRUSTEES OPERATING ENGINEERS 112 DEFINED CONTRIBUTION PENSION OPERATING ENGINEERS LOCAL 112 DEFINED CONTRIBUTION PENSION PLAN | ANDERSON, IN | Other NONE | 1,065 | $56.4M | $39K |
| TRUSTEES OF OPERATING ENGINEERS LOCAL 112 HEALTH & WELFARE TRUST OPERATING ENGINEERS LOCAL 112 HEALTH & WELFARE TRUST | ANDERSON, IN | Other NONE | 515 | $54.4M | $43K |
| BOARD OF TRUSTEES OPERATING ENGINEERS 112 DEFINED CONTRIBUTION PENSION OPERATING ENGINEERS LOCAL 112 DEFINED CONTRIBUTION PENSION PLAN | ANDERSON, IN | Other NONE | 1,166 | $53.9M | $41K |
| THE MOUNTAIN COMPANY THE PROFIT SHARING AND RETIREMENT PLAN FOR THE MOUNTAIN COMPANY AND THE LAUREL MANAGEMENT GROUP, INC. | VIENNA, WV | Other NOT AFFILIATED | 215 | $52.9M | $39K |
| ANESTHESIA ASSOCIATES, P.L.L. ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST | PAINESVILLE, OH | Advisor / Consultant INVESTMENT ADVISOR | 22 | $48.7M | $7K |
| THE MOUNTAIN COMPANY THE PROFIT SHARING AND RETIREMENT PLAN FOR THE MOUNTAIN COMPANY AND THE LAUREL MANAGEMENT GROUP, INC. | VIENNA, WV | Other NOT AFFILIATED | 221 | $48.5M | $37K |
| ANESTHESIA ASSOCIATES, P.L.L. ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST | PAINESVILLE, OH | Advisor / Consultant INVESTMENT ADVISOR | 104 | $47.6M | $7K |
| THE MOUNTAIN COMPANY THE PROFIT SHARING AND RETIREMENT PLAN FOR THE MOUNTAIN COMPANY AND THE LAUREL MANAGEMENT GROUP, INC. | VIENNA, WV | Other NOT AFFILIATED | 242 | $42.4M | $29K |
| EXCAVATING GRADING & ASPHALT CRAFT 731 HEALTH AND WELFARE FUND HEALTH AND WELFARE FUND OF THE EXCAVATING GRADING | BURR RIDGE, IL | Other NONE | 372 | $25.9M | $8K |
| EXCAVATING GRADING & ASPHALT CRAFT 731 HEALTH AND WELFARE FUND HEALTH AND WELFARE FUND OF THE EXCAVATING GRADING | BURR RIDGE, IL | Other NONE | 403 | $24.8M | $7K |
| STEED HAMMOND PAUL, INC. SHP 401(K) RETIREMENT PLAN | CINCINNATI, OH | Advisor / Consultant INVESTMENT ADVISORY | 109 | $23.6M | $0 |
| EXCAVATING GRADING & ASPHALT CRAFT 731 HEALTH AND WELFARE FUND HEALTH AND WELFARE FUND OF THE EXCAVATING GRADING | BURR RIDGE, IL | Other NONE | 411 | $22.1M | $8K |
| GREATER CINCINNATI DIGESTIVE HEALTH NETWORK, INC GREATER CINCINNATI DIGESTIVE HEALTH NETWORK, INC PROFIT SHARING PLAN | CINCINNATI, OH | Other | 77 | $12.0M | $16K |
| MCAF, LLC MCSWAIN CARPETS 401(K) PLAN | CINCINNATI, OH | Other NONE | 98 | $8.8M | $21K |
| CAP & ASSOCIATES, INC. CAP & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | COLUMBUS, OH | Advisor / Consultant INVESTMENT ADVISOR | 69 | $6.2M | $17K |
| ROTATIONAL MOLDING TECHNOLOGIES INC ROTATIONAL MOLDING TECHNOLOGIES INC EMPLOYEES' PROFIT SHARING PLAN AND TRUST | NEW PARIS, IN | Other NONE | 85 | $2.8M | $8K |
| ROTATIONAL MOLDING TECHNOLOGIES INC ROTATIONAL MOLDING TECHNOLOGIES INC EMPLOYEES' PROFIT SHARING PLAN AND TRUST | NEW PARIS, IN | Other NONE | 101 | $2.7M | $7K |
| ROTATIONAL MOLDING TECHNOLOGIES INC ROTATIONAL MOLDING TECHNOLOGIES INC EMPLOYEES' PROFIT SHARING PLAN AND TRUST | NEW PARIS, IN | Other NONE | 82 | $2.2M | $6K |