Click a collective trust to see every plan that holds it.
| 3 |
| JPM STRATEGIC PROPERTY FUND | 3 |
| JPM EMERGING MARKET FUND | 3 |
| CORPORATE HI YIELD FUND | 1 |
| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| NEXTERA ENERGY, INC. NEXTERA ENERGY, INC. EMPLOYEE PENSION PLAN | JUNO BEACH, FL | Investment manager | 15,485 | $5.3B | $1.5M | $0 |
| BOARD OF TRUSTEES SCREEN ACTORS GUILD - PRODUCERS SCREEN ACTORS GUILD - PRODUCERS PENSION PLAN | BURBANK, CA | Investment manager | 31,218 | $5.3B | $2.8M | $0 |
| NEXTERA ENERGY, INC. NEXTERA ENERGY, INC. EMPLOYEE PENSION PLAN | JUNO BEACH, FL | Investment manager | 14,419 | $5.1B | $1.3M | $0 |
| BOARD OF TRUSTEES SCREEN ACTORS GUILD - PRODUCERS SCREEN ACTORS GUILD - PRODUCERS PENSION PLAN | BURBANK, CA | Investment manager | 31,823 | $4.9B | $3.1M | $0 |
| NEXTERA ENERGY, INC. NEXTERA ENERGY, INC. EMPLOYEE PENSION PLAN | JUNO BEACH, FL | Investment manager | 12,767 | $4.8B | $1.3M | $0 |
| BOARD OF TRUSTEES SCREEN ACTORS GUILD - PRODUCERS SCREEN ACTORS GUILD - PRODUCERS PENSION PLAN | BURBANK, CA | Investment manager | 33,798 | $4.4B | $3.1M | $0 |
| SAVANNAH RIVER NUCLEAR SOLUTIONS SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST | AIKEN, SC | Investment manager | — | $3.9B | $143K | $0 |
| SAVANNAH RIVER NUCLEAR SOLUTIONS SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST | AIKEN, SC | Investment manager | — | $3.7B | $507K | $0 |
| BUILDING TRADES UNITED PENSION TRUST FUND BUILDING TRADES UNITED PENSION TRUST FUND MILWAUKEE AND VICINITY | ELM GROVE, WI | Investment manager | 9,922 | $3.5B | $1.1M | $0 |
| SAVANNAH RIVER NUCLEAR SOLUTIONS SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST | AIKEN, SC | Investment manager | — | $3.5B | $666K | $0 |
| BUILDING TRADES UNITED PENSION TRUST FUND BUILDING TRADES UNITED PENSION TRUST FUND MILWAUKEE AND VICINITY | ELM GROVE, WI | Investment manager | 9,711 | $3.3B | $1.3M | $0 |
| FACTORY MUTUAL INSURANCE COMPANY FACTORY MUTUAL INSURANCE COMPANY PENSION PLAN | JOHNSTON, RI | Investment manager | 3,786 | $3.0B | $242K | $0 |
| BUILDING TRADES UNITED PENSION TRUST FUND BUILDING TRADES UNITED PENSION TRUST FUND MILWAUKEE AND VICINITY | ELM GROVE, WI | Investment manager | 9,500 | $3.0B | $795K | $0 |
| FACTORY MUTUAL INSURANCE COMPANY FACTORY MUTUAL INSURANCE COMPANY PENSION PLAN | JOHNSTON, RI | Investment manager | 3,656 | $2.9B | $385K | $0 |
| AMICA MUTUAL INSURANCE COMPANY AMICA PENSION FUND | PROVIDENCE, RI | Investment manager | 2,053 | $1.7B | $46K | $0 |
| CARPENTERS PENSION TRUST FUND OF KANSAS CITY CARPENTERS PENSION TRUST FUND OF KANSAS CITY | KANSAS CITY, MO | Advisor / Consultant | 6,530 | $1.5B | $222K | $0 |
| CITGO PETROLEUM CORPORATION CITGO PETROLEUM CORPORATION DEFINED BENEFIT MASTER TRUST | HOUSTON, TX | Investment manager | — | $1.3B | $46K | $0 |
| CITGO PETROLEUM CORPORATION CITGO PETROLEUM CORPORATION DEFINED BENEFIT MASTER TRUST | HOUSTON, TX | Investment manager | — | $1.3B | $49K | $0 |
| BOARD OF TRUSTEES, DESERT STATES EMPLOYERS & UFCW DESERT STATES EMPLOYERS & UFCW UNIONS PENSION PLAN | PHOENIX, AZ | Investment manager | 24,360 | $1.0B | $172K | $0 |
| BOARD OF TRUSTEES, DESERT STATES EMPLOYERS & UFCW DESERT STATES EMPLOYERS & UFCW UNIONS PENSION PLAN | PHOENIX, AZ | Investment manager | 24,099 | $1.0B | $292K | $0 |
| BOARD OF TRUSTEES, DESERT STATES EMPLOYERS & UFCW DESERT STATES EMPLOYERS & UFCW UNIONS PENSION PLAN | PHOENIX, AZ | Investment manager | 19,139 | $960.3M | $364K | $0 |
| ALLETE, INC. & AFFILIATED COMPANIES ALLETE AND AFFILIATED COMPANIES MASTER PENSION TRUST | DULUTH, MN | Advisor / Consultant | — | $633.8M | $188K | $0 |
| JOINT PENSION FUND OF LOCAL UNION JOINT PENSION FUND OF LOCAL UNION NO 102 | PARSIPPANY, NJ | Investment manager | 2,013 | $607.7M | $142K | $0 |
| ALLETE, INC. & AFFILIATED COMPANIES ALLETE AND AFFILIATED COMPANIES MASTER PENSION TRUST | DULUTH, MN | Advisor / Consultant | — | $590.9M | $221K | $0 |
| ALLETE AND AFFILIATED COMPANIES ALLETE AND AFFILIATED COMPANIES MASTER PENSION TRUST | DULUTH, MN | Advisor / Consultant | — | $568.6M | $221K | $0 |
| AMICA MUTUAL INSURANCE COMPANY AMICA MUTUAL INSURANCE COMPANY RETIREE MEDICAL PLAN | PROVIDENCE, RI | Investment manager | 0 | $354.0M | $13K | $0 |
| D & H CORPORATE GROUP INC. D & H EMPLOYEE STOCK OWNERSHIP PLAN | HARRISBURG, PA | Investment manager | 1,478 | $313.9M | $0 | $0 |
| OPERATING ENGINEERS LOCAL 428 ANNUITY TRUST FUND OPERATING ENGINEERS LOCAL 428 ANNUITY TRUST FUND | PHOENIX, AZ | Investment manager | 8,185 | $313.5M | $125K | $0 |
| OPERATING ENGINEERS LOCAL 428 ANNUITY TRUST FUND OPERATING ENGINEERS LOCAL 428 ANNUITY TRUST FUND | PHOENIX, AZ | Investment manager | 7,789 | $291.3M | $198K | $0 |
| D & H CORPORATE GROUP INC. D & H EMPLOYEE STOCK OWNERSHIP PLAN | HARRISBURG, PA | Investment manager | 1,459 | $288.9M | $0 | $0 |
| PLUMBERS LOCAL 9 PENSION FUND PLUMBERS LOCAL 9 PENSION PLAN | WEST TRENTON, NJ | Investment manager | 727 | $259.8M | $211K | $0 |
| OPERATING ENGINEERS LOCAL 428 ANNUITY TRUST FUND OPERATING ENGINEERS LOCAL 428 ANNUITY TRUST FUND | PHOENIX, AZ | Investment manager | 7,670 | $256.4M | $170K | $0 |
| TRUSTEES OF IBEW & OUTSIDE CONTRACTORS LOCAL 9 HEALTH & WELFARE LOCAL UNION NO. 9 I.B.E.W. AND OUTSIDE CONTRACTORS HEALTH & WELFARE | TINLEY PARK, IL | Investment manager | 1,216 | $230.3M | $175K | $0 |
| B OF T IBEW LOCAL 640 & AZ CHAPTER NECA DB PENSION PLAN IBEW LOCAL NO 640 & AZ CHAPTER NECA DEFINED BENEFIT PENSION PLAN | PHOENIX, AZ | Investment manager | 2,690 | $228.6M | $63K | $0 |
| TRUSTEES OF IBEW & OUTSIDE CONTRACTORS LOCAL 9 HEALTH & WELFARE LOCAL UNION NO. 9 I.B.E.W. AND OUTSIDE CONTRACTORS HEALTH & WELFARE | TINLEY PARK, IL | Investment manager | 1,302 | $204.5M | $81K | $0 |
| B OF T IBEW LOCAL 640 CHAPTER NECA DB PENSION PLAN IBEW LOCAL NO 640 & AZ CHAPTER NECA DEFINED BENEFIT PENSION PLAN | PHOENIX, AZ | Investment manager | 1,996 | $200.4M | $70K | $0 |
| MEGGITT AIRCRAFT BRAKING SYSTEMS CORPORATION K & F INDUSTRIES MASTER PENSION TRUST | AKRON, OH | Advisor / Consultant | — | $181.3M | $333K | $0 |
| A.F.OF L.-A.G.C. BUILDING TRADES PENSION A.F.OF L.-A.G.C. BUILDING TRADES PENSION PLAN | MOBILE, AL | Advisor / Consultant | 1,177 | $167.5M | $70K | $0 |
| A.F.OF L.-A.G.C. BUILDING TRADES PENSION A.F.OF L.-A.G.C. BUILDING TRADES PENSION PLAN | MOBILE, AL | Advisor / Consultant | 1,101 | $153.3M | $41K | $0 |
| BERKSHIRE HATHAWAY ENERGY COMPANY BHE MASTER RETIREMENT TRUST - JPM CORE FI MTU | DES MOINES, IA | Investment manager | — | $143.8M | $240K | $0 |
| BERKSHIRE HATHAWAY ENERGY COMPANY BHE MASTER RETIREMENT TRUST - JPM CORE FI MTU | DES MOINES, IA | Investment manager | — | $134.2M | $252K | $0 |
| BERKSHIRE HATHAWAY ENERGY COMPANY BHE MASTER RETIREMENT TRUST - JPM CORE FI MTU | DES MOINES, IA | Investment manager | — | $134.1M | $228K | $0 |
| HERC RENTALS INC. HERC RENTALS PENSION PLAN | BONITA SPRINGS, FL | Investment manager | 1,054 | $121.0M | $109K | $0 |
| HERC RENTALS INC. HERC RENTALS PENSION PLAN | BONITA SPRINGS, FL | Investment manager | 1,006 | $118.4M | $64K | $0 |
| HERC RENTALS INC. HERC RENTALS PENSION PLAN | BONITA SPRINGS, FL | Investment manager | 1,119 | $116.8M | $54K | $0 |
| MILK DRIVERS & DAIRY EMPLOYEES LOCAL NO. 246 OF WASHINGTON D.C PENSION MILK DRIVERS AND DAIRY EMPLOYEES LOCAL 246 PENSION FUND | LANDOVER, MD | Investment manager | 165 | $104.9M | $30K | $0 |
| BERKSHIRE HATHAWAY ENERGY COMPANY BHE MASTER RETIREMENT TRUST - JPM MULTAS DIV FD | DES MOINES, IA | Investment manager | — | $102.5M | $360K | $0 |
| ALLIANCE COAL, LLC ALLIANCE COAL, LLC & AFF. PENSION PLAN FOR COAL EMPLOYEES | TULSA, OK | Investment manager | 237 | $101.4M | $185K | $0 |
| MILK DRIVERS & DAIRY EMPLOYEES LOCAL NO. 246 OF WASHINGTON D.C PENSION MILK DRIVERS AND DAIRY EMPLOYEES LOCAL 246 PENSION FUND | LANDOVER, MD | Investment manager | 158 | $100.0M | $9K | $0 |
| ALLIANCE COAL, LLC ALLIANCE COAL, LLC & AFF. PENSION PLAN FOR COAL EMPLOYEES | TULSA, OK | Investment manager | 258 | $97.5M | $438K | $0 |
| JOINT BOARD OF TRUSTEES I.B.E.W. LOCAL 90 PENSION FUND I.B.E.W. LOCAL UNION NO. 90 PENSION FUND | WALLINGFORD, CT | Investment manager | 364 | $94.7M | $108K | $0 |
| BERKSHIRE HATHAWAY ENERGY COMPANY BHE MASTER RETIREMENT TRUST - JPM MULTAS DIV FD | DES MOINES, IA | Investment manager | — | $94.3M | $12.4M | $0 |
| BERKSHIRE HATHAWAY ENERGY COMPANY BHE MASTER RETIREMENT TRUST - JPM MULTAS DIV FD | DES MOINES, IA | Investment manager | — | $92.4M | $245K | $0 |
| ALLIANCE COAL, LLC ALLIANCE COAL, LLC & AFF. PENSION PLAN FOR COAL EMPLOYEES | TULSA, OK | Investment manager | 278 | $92.1M | $741K | $0 |
| JOINT BOARD OF TRUSTEES I.B.E.W. LOCAL 90 PENSION FUND I.B.E.W. LOCAL UNION NO. 90 PENSION FUND | WALLINGFORD, CT | Investment manager | 388 | $88.5M | $127K | $0 |
| JOINT BOARD OF TRUSTEES I.B.E.W. LOCAL 90 PENSION FUND I.B.E.W. LOCAL UNION NO. 90 PENSION FUND | WALLINGFORD, CT | Investment manager | 372 | $81.9M | $127K | $0 |
| EMPLOYERS-SHOPMEN'S LOCAL 516 PEN TRUST FUND BOARD OF TRUSTEES PENSION PLAN OF THE EMPLOYERS-SHOPMEN'S LOCAL 516 PENSION TRUST | TUALATIN, OR | Advisor / Consultant | 575 | $74.8M | $166K | $0 |
| BOARD OF TRUSTEES, EMPLOYERS- SHOPMEN'S LOCAL 516 PENSION TRUST PENSION PLAN OF THE EMPLOYERS-SHOPMEN'S LOCAL 516 PENSION TRUST | TUALATIN, OR | Advisor / Consultant | 650 | $74.2M | $113K | $0 |
| BOARD OF TRUSTEES ARIZONA LABORERS & TEAMSTERS PENSION TRUST FUND ARIZONA LABORERS & TEAMSTERS PENSION TRUST FUND | PHOENIX, AZ | Investment manager | 0 | $50.2M | $107K | $0 |
| AGC OF AMERICA, SAN DIEGO CHAPTER, INC. RETIREMENT TRUST FUND ASSOCIATED GENERAL CONTRACTORS OF AMERICA, SAN DIEGO CHAPTER, INC. RETIREMENT TRUST FUND EMPLOYEE PENSION BENEFIT PLAN | SAN DIEGO, CA | Advisor / Consultant | 370 | $26.9M | $12K | $0 |
| AGC OF AMERICA, SAN DIEGO CHAPTER, INC. RETIREMENT TRUST FUND ASSOCIATED GENERAL CONTRACTORS OF AMERICA, SAN DIEGO CHAPTER, INC. RETIREMENT TRUST FUND EMPLOYEE PENSION BENEFIT PLAN | SAN DIEGO, CA | Advisor / Consultant | 316 | $24.2M | $2K | $0 |
| AGC OF AMERICA, SAN DIEGO CHAPTER, INC. RETIREMENT TRUST FUND ASSOCIATED GENERAL CONTRACTORS OF AMERICA, SAN DIEGO CHAPTER, INC. RETIREMENT TRUST FUND EMPLOYEE PENSION BENEFIT PLAN | SAN DIEGO, CA | Advisor / Consultant | 285 | $22.9M | $2K | $0 |
| OPERATING ENGINEERS LOCAL 428 PENSION TRUST OPERATING ENGINEERS LOCAL 428 PENSION TRUST | PHOENIX, AZ | Investment manager | 12 | $21.5M | $14K | $0 |
| OPERATING ENGINEERS LOCAL 428 PENSION TRUST OPERATING ENGINEERS LOCAL 428 PENSION TRUST | PHOENIX, AZ | Investment manager | 0 | $19.5M | $16K | $0 |
| OPERATING ENGINEERS LOCAL 428 PENSION TRUST OPERATING ENGINEERS LOCAL 428 PENSION TRUST | PHOENIX, AZ | Investment manager | — | $16.7M | $10K | $0 |
| GUIDING EYES FOR THE BLIND, INC. GUIDING EYES FOR THE BLIND, INC. PENSION PLAN | YORKTOWN HEIGHTS, NY | Investment manager | 0 | $0 | $111K | $0 |
