LEGAL AND
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
85
Active participants
840,237
Total plan assets
$136.8B
Filings (rows)
90
Direct comp
$26.7M
Indirect comp
$0
Aggregating 11 name variants under "LEGAL AND"
LEGAL AND GENERAL31LEGAL AND GENERAL INVESTMENT21LEGAL AND GENERAL INVESTMENT MGMT13LEGAL AND GENERAL INVESTMENT MANAGE6LEGAL AND GENERAL INV MANAGEMENT3LEGAL AND GENERAL INVESTMENTS MGMT3LEGAL AND GENERAL INVESTMENT MANAGT3LEGAL AND GENERAL INV MGT AMERICA3LEGAL AND GNRL INVSMT MGMT AMERICA1LEGAL AND GENERAL COLLECTIVE1LEGAL AND GENARAL INVESTMENT1
SERVICES PROVIDED
Other65
Advisor / Consultant17
Legal counsel3
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| LGIMA LONG DURATION US CREDIT FUND | 3 |
| L&G LONG DURATION US CREDIT COLLECT | 3 |
| LGIMA US CREDIT FUND | 3 |
| LEGAL & GENERAL EMERGING MKT DBT FD | 3 |
| EMERGING MARKET COLLECTIVE INV | 2 |
| L&G US LONG DURATION US EQUITY CIT | 2 |
| S&P 500 COLLECTIVE INV | 2 |
| MSCI EAFE COLLECTIVE INV | 2 |
| LEGAL & GENERAL TREASURY 15+STRIPS | 2 |
| LEGAL & GENERAL GLOBAL INFRASTRUCTU | 1 |
| LEGAL AND GENERAL GLOBAL CORE | 1 |
| LEGAL AND GENERAL US LONG DUR EQ | 1 |
Top plans served
Showing top 90 of 85 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| JOHNSON AND JOHNSON JOHNSON AND JOHNSON PENSION AND SAVINGS PLAN MASTER TRUST | NEW BRUNSWICK, NJ | Other | — | $22.7B | $2.3M |
| TRUSTEES OF CENTRAL STATES, SE & SW AREAS HEALTH & WELFARE FUND CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN | CHICAGO, IL | Other INVESTMENT SERVICES | 226,080 | $16.6B | $1.0M |
| TRUSTEES OF CENTRAL STATES, SE & SW AREAS HEALTH & WELFARE FUND CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN | CHICAGO, IL | Other INVESTMENT SERVICES | 228,415 | $14.2B | $1.2M |
| TRUSTEES OF CENTRAL STATES, SE & SW AREAS HEALTH & WELFARE FUND CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN | CHICAGO, IL | Other INVESTMENT SERVICES | 237,668 | $12.1B | $1.1M |
| AMEREN CORPORATION AMEREN RETIREMENT PLAN | ST. LOUIS, MO | Other NONE | 9,113 | $4.8B | $706K |
| AMEREN CORPORATION AMEREN RETIREMENT PLAN | ST. LOUIS, MO | Other NONE | 9,543 | $4.7B | $684K |
| AMEREN CORPORATION AMEREN RETIREMENT PLAN | ST. LOUIS, MO | Other NONE | 9,436 | $4.4B | $779K |
| EMERSON ELECTRIC COMPANY EMERSON ELECTRIC CO RETIREMENT MASTER TRUST | SAINT LOUIS, MO | Other NONE | — | $3.8B | $31K |
| UNITED AIRLINES, INC. CONTINENTAL AIRLINES, INC. PENSION MASTER TRUST | HOUSTON, TX | Advisor / Consultant INVESTMENT MANAGER | — | $3.5B | $272K |
| UNITED AIRLINES, INC. CONTINENTAL AIRLINES, INC. PENSION MASTER TRUST | HOUSTON, TX | Other NONE | — | $3.4B | $714K |
| SALT RIVER VALLEY WATER USERS ASSOCIATION SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN | PHOENIX, AZ | Advisor / Consultant INVESTMENT MANAGER | 5,246 | $2.9B | $1.4M |
| SALT RIVER VALLEY WATER USERS ASSOCIATION SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN | PHOENIX, AZ | Advisor / Consultant INVESTMENT MANAGER | 4,989 | $2.8B | $1.1M |
| SALT RIVER VALLEY WATER USERS ASSOCIATION SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN | PHOENIX, AZ | Advisor / Consultant INVESTMENT MANAGER | 4,790 | $2.5B | $1.1M |
| CELANESE AMERICAS LLC CELANESE AMERICAS RETIREMENT PENSION PLAN | IRVING, TX | Advisor / Consultant INVESTMENT MANAGER | 1,096 | $2.1B | $444K |
| CELANESE AMERICAS LLC CELANESE AMERICAS RETIREMENT PENSION PLAN | IRVING, TX | Advisor / Consultant INVESTMENT MANAGER | 1,192 | $2.0B | $461K |
| CELANESE AMERICAS LLC CELANESE AMERICAS RETIREMENT PENSION PLAN | IRVING, TX | Advisor / Consultant INVESTMENT MANAGER | 976 | $1.9B | $418K |
| KELLOGG COMPANY KELLOGG COMPANY MASTER RETIREMENT TRUST | BATTLE CREEK, MI | Other N/A | — | $1.8B | $176K |
| ATI INC. ALLEGHENY TECHNOLOGIES INCORPORATED MASTER PENSION TRUST | PITTSBURGH, PA | Other NONE | — | $1.6B | $255K |
| ATI INC. ALLEGHENY TECHNOLOGIES INCORPORATED MASTER PENSION TRUST | PITTSBURGH, PA | Other NONE | — | $1.6B | $115K |
| AON CORPORATION AON RETIREMENT PENSION PLAN | LINCOLNSHIRE, IL | Other NONE | 1,806 | $1.5B | $183K |
| HORMEL FOODS CORPORATION HORMEL FOODS CORP. MASTER DEFINED BENEFIT TRUST | AUSTIN, MN | Other NONE | — | $1.3B | $161K |
| KELLANOVA KELLANOVA PENSION MASTER TRUST | CHICAGO, IL | Other N/A | — | $1.3B | $97K |
| MONDELEZ GLOBAL LLC MONDELEZ GLOBAL LLC MASTER RETIREMENT TRUST | CHICAGO, IL | Other NONE | — | $1.3B | $634K |
| MONDELEZ GLOBAL LLC MONDELEZ GLOBAL LLC MASTER RETIREMENT TRUST | CHICAGO, IL | Other NONE | — | $1.3B | $161K |
| HORMEL FOODS CORPORATION HORMEL FOODS CORP. MASTER DEFINED BENEFIT TRUST | AUSTIN, MN | Other NONE | — | $1.2B | $163K |
| MOLSON COORS BEVERAGE COMPANY USA LLC MOLSON COORS PENSION PLAN | MILWAUKEE, WI | Legal counsel LEGAL AND GENERAL INVE. | 1,596 | $1.1B | $82K |
| MOLSON COORS BEVERAGE COMPANY USA LLC MOLSON COORS PENSION PLAN | MILWAUKEE, WI | Legal counsel LEGAL AND GENERAL INVE. | 1,511 | $1.1B | $192K |
| MOLSON COORS BEVERAGE COMPANY USA LLC MOLSON COORS PENSION PLAN | MILWAUKEE, WI | Legal counsel LEGAL AND GENERAL INVE. | 1,454 | $1.1B | $130K |
| CHEVRON PHILLIPS CHEMICAL COMPANY LP CHEVRON PHILLIPS CHEMICAL COMPANY LP PENSION PLAN MASTER TRUST | THE WOODLANDS, TX | Other NONE | — | $1.0B | $66K |
| CHEVRON PHILLIPS CHEMICAL COMPANY LP CHEVRON PHILLIPS CHEMICAL COMPANY LP PENSION PLAN MASTER TRUST | THE WOODLANDS, TX | Other NONE | — | $1.0B | $389K |
| CHEVRON PHILLIPS CHEMICAL COMPANY LP CHEVRON PHILLIPS CHEMICAL COMPANY LP PENSION PLAN MASTER TRUST | THE WOODLANDS, TX | Other NONE | — | $1.0B | $527K |
| UNIVERSITY HOSPITALS HEALTH SYSTEM UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN | SHAKER HEIGHTS, OH | Other NONE | 23,558 | $890.8M | $49K |
| HORMEL FOODS CORPORATION HORMEL FOODS CORPORATION PENSION PLAN | AUSTIN, MN | Other NONE | 7,527 | $879.5M | $122K |
| UNIVERSITY HOSPITALS HEALTH SYSTEM UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN | SHAKER HEIGHTS, OH | Other NONE | 23,194 | $856.8M | $40K |
| CEMENT MASONS PENSION TRUST FUND FOR N.CAL CEMENT MASONS PENSION TRUST FUND FOR NORTHERN CALIFORNIA | DUBLIN, CA | Other NONE | 2,904 | $712.7M | $27K |
| BAY AREA PAINTERS & TAPERS PENSION TRUST BAY AREA PAINTERS & TAPERS PENSION TRUST | DUBLIN, CA | Other NONE | 3,428 | $700.0M | $15K |
| FIRST HORIZON CORPORATION FIRST HORIZON CORPORATION PENSION PLAN | MEMPHIS, TN | Other NONE | 1,016 | $674.6M | $386K |
| FIRST HORIZON CORPORATION FIRST HORIZON CORPORATION PENSION PLAN | MEMPHIS, TN | Other NONE | 1,107 | $663.9M | $447K |
| FIRST HORIZON CORPORATION FIRST HORIZON CORPORATION PENSION PLAN | MEMPHIS, TN | Other NONE | 953 | $603.1M | $291K |
| PIEDMONT HEALTHCARE, INC. PIEDMONT HEALTHCARE, INC. CONSOLIDATED RETIREMENT PLAN | ATLANTA, GA | Other NONE | 1,469 | $438.1M | $204K |
| PIEDMONT HEALTHCARE, INC. PIEDMONT HEALTHCARE, INC. CONSOLIDATED RETIREMENT PLAN | ATLANTA, GA | Other NONE | 1,307 | $437.9M | $168K |
| FLOWSERVE CORPORATION FLOWSERVE CORPORATION PENSION PLAN | IRVING, TX | Advisor / Consultant INVESTMENT MANAGEMENT | 4,630 | $381.1M | $56K |
| FLOWSERVE CORPORATION FLOWSERVE CORPORATION PENSION PLAN | IRVING, TX | Advisor / Consultant INVESTMENT MANAGEMENT | 4,630 | $381.1M | $26K |
| R.R. DONNELLEY RR DONNELLEY PENSION PLAN | CHICAGO, IL | Other NONE | 2,390 | $380.4M | $222K |
| R.R. DONNELLEY RR DONNELLEY PENSION PLAN | CHICAGO, IL | Other NONE | 2,626 | $377.8M | $450K |
| ROLLS-ROYCE CORPORATION ROLLS-ROYCE CORPORATION HOURLY-RATE EMPLOYEES PENSION PLAN | RESTON, VA | Other NONE | 644 | $373.6M | $296K |
| ROSEBURG FOREST PRODUCTS COMPANY MASTER TRUST FOR ROSEBURG FOREST PRODUCTS CO. | DILLARD, OR | Advisor / Consultant INVESTMENT MANAGEMENT | — | $369.2M | $30K |
| ROSEBURG FOREST PRODUCTS COMPANY MASTER TRUST FOR ROSEBURG FOREST PRODUCTS CO. | DILLARD, OR | Advisor / Consultant INVESTMENT MANAGEMENT | — | $367.9M | $43K |
| FLOWSERVE CORPORATION FLOWSERVE CORPORATION PENSION PLAN | IRVING, TX | Advisor / Consultant INVESTMENT MANAGEMENT | 4,039 | $362.5M | $140K |
| ROLLS-ROYCE CORPORATION ROLLS-ROYCE CORPORATION HOURLY-RATE EMPLOYEES PENSION PLAN | RESTON, VA | Other NONE | 705 | $360.8M | $260K |
| ROLLS-ROYCE CORPORATION ROLLS-ROYCE CORPORATION HOURLY-RATE EMPLOYEES PENSION PLAN | RESTON, VA | Other NONE | 623 | $358.2M | $748K |
| ROSEBURG FOREST PRODUCTS COMPANY MASTER TRUST FOR ROSEBURG FOREST PRODUCTS CO. | DILLARD, OR | Advisor / Consultant INVESTMENT MANAGEMENT | — | $348.1M | $12K |
| HORMEL FOODS CORPORATION HORMEL FOODS CORPORATION HOURLY EMPLOYEES' PENSION PLAN | AUSTIN, MN | Other NONE | 2,658 | $296.9M | $41K |
| ATI INC. ALLEGHENY TECHNOLOGIES INCORPORATED MASTER PENSION TRUST | PITTSBURGH, PA | Other NONE | — | $292.8M | $71K |
| ATI INC. ALLEGHENY TECHNOLOGIES INCORPORATED MASTER PENSION TRUST | PITTSBURGH, PA | Other NONE | — | $292.8M | $99K |
| ATI INC. ALLEGHENY TECHNOLOGIES INCORPORATED MASTER PENSION TRUST | PITTSBURGH, PA | Other NONE | — | $292.8M | $359K |
| MONDELEZ GLOBAL LLC MONDELEZ GLOBAL LLC MASTER RETIREMENT TRUST | CHICAGO, IL | Other NONE | — | $282.4M | $163K |
| ATI INC. ALLEGHENY TECHNOLOGIES INCORPORATED MASTER PENSION TRUST | PITTSBURGH, PA | Other NONE | — | $280.4M | $19K |
| ATI INC. ALLEGHENY TECHNOLOGIES INCORPORATED MASTER PENSION TRUST | PITTSBURGH, PA | Other NONE | — | $280.4M | $204K |
| TRUSTEES OF LOCAL 153- GHI PENSION PLAN LOCAL 153-GHI PENSION PLAN | NEW YORK, NY | Other NONE | 126 | $251.5M | $522K |
| TRUSTEES OF LOCAL 153- GHI PENSION PLAN LOCAL 153-GHI PENSION PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT MANAGER | 143 | $240.7M | $562K |
| TRUSTEES OF LOCAL 153- GHI PENSION PLAN LOCAL 153-GHI PENSION PLAN | NEW YORK, NY | Other NONE | 117 | $237.4M | $531K |
| ST. CLAIR HOSPITAL ST. CLAIR HOSPITAL RETIREMENT PLAN | PITTSBURGH, PA | Other NONE | 1,365 | $190.5M | $160K |
| ST. CLAIR HOSPITAL ST. CLAIR HOSPITAL RETIREMENT PLAN | PITTSBURGH, PA | Other NONE | 1,429 | $189.9M | $317K |
| ST. CLAIR HOSPITAL ST. CLAIR HOSPITAL RETIREMENT PLAN | PITTSBURGH, PA | Other NONE | 1,325 | $189.7M | $313K |
| INGRAM INDUSTRIES INC. INGRAM RETIREMENT PLAN | NASHVILLE, TN | Advisor / Consultant INVESTMENT MANAGER | 101 | $158.4M | $174K |
| CHROMALLOY CORPORATION CHROMALLOY GROUP PENSION PLAN | PALM BEACH GARDENS, FL | Advisor / Consultant INVESTMENT MANAGEMENT | 225 | $149.8M | $42K |
| CHROMALLOY CORPORATION SEQUA GROUP PENSION PLAN | PALM BEACH GARDENS, FL | Other NONE | 250 | $132.4M | $25K |
| MATERION CORPORATION MATERION CORPORATION PENSION PLAN | MAYFIELD HEIGHTS, OH | Other NONE | 503 | $131.3M | $264K |
| MATERION CORPORATION MATERION CORPORATION PENSION PLAN | MAYFIELD HEIGHTS, OH | Other NONE | 455 | $129.3M | $148K |
| FOSTER WHEELER, INC. FOSTER WHEELER INC. PENSION PLAN FOR CERTAIN EMPLOYEES | HAMPTON, NJ | Other NONE | 22 | $115.3M | $86K |
| AIPCF VI LG FUNDING, LP GERBER PENSION PLAN | NEW YORK, NY | Other NONE | 0 | $99.2M | $56K |
| MAINEGENERAL HEALTH MAINEGENERAL HEALTH PENSION PLAN | AUGUSTA, ME | Other NONE | 596 | $97.3M | $7K |
| JOINT COMMISSION ON ACCREDITATION OF HEALTHCARE ORGANIZATIONS JOINT COMM ON ACRED OF HEALTHCARE ORG ACCNT BASED RETIR PLN | OAKBROOK TERRACE, IL | Other NONE | 983 | $88.9M | $58K |
| JOINT COMMISSION ON ACCREDITATION OF HEALTHCARE ORGANIZATIONS JOINT COMM ON ACRED OF HEALTHCARE ORG ACCNT BASED RETIR PLN | OAKBROOK TERRACE, IL | Other NONE | 917 | $83.7M | $82K |
| AIPCF VI LG FUNDING, LP GERBER PENSION PLAN | NEW YORK, NY | Other NONE | 0 | $73.0M | $289K |
| FOSTER WHEELER, INC. FOSTER WHEELER INC. SALARIED EMPLOYEES PENSION PLAN | HAMPTON, NJ | Other NONE | 30 | $72.5M | $44K |
| ACUITY BRANDS, INC. ACUITY BRANDS, INC. PENSION PLAN | ATLANTA, GA | Other NONE | 857 | $70.8M | $196K |
| AIPCF VI LG FUNDING, LP GERBER PENSION PLAN | NEW YORK, NY | Other NONE | 0 | $68.9M | $86K |
| ACUITY BRANDS, INC. ACUITY BRANDS, INC. PENSION PLAN | ATLANTA, GA | Other NONE | 862 | $68.0M | $87K |
| ACUITY BRANDS, INC. ACUITY BRANDS, INC. LEGACY PENSION PLAN | ATLANTA, GA | Other NONE | 21 | $64.4M | $175K |
| ACUITY BRANDS, INC. ACUITY BRANDS, INC. LEGACY PENSION PLAN | ATLANTA, GA | Other NONE | 20 | $59.2M | $116K |
| WSP USA ENVIRONMENT & INFRASTRUCTURE INC. LAW COMPANIES GROUP, INC. PENSION PLAN | NEW YORK, NY | Other NONE | 99 | $50.8M | $42K |
| JOINT COMMISSION ON ACCREDITATION OF HEALTHCARE ORGANIZATIONS JOINT COMM ON ACRED OF HEALTHCARE ORG ACCNT BASED RETIR PLN | OAKBROOK TERRACE, IL | Other NONE | 77 | $30.8M | $58K |
| THE JEWISH FEDERATIONS OF NORTH AMERICA RETIREMENT PLAN OF THE JEWISH FEDERATIONS OF NORTH AMERICA | NEW YORK, NY | Advisor / Consultant CONSULTANT | 25 | $18.9M | $2K |
| ROLLS-ROYCE NORTH AMERICA, INC. RETIREMENT PLAN FOR ROLLS-ROYCE NORTH AMERICA | RESTON, VA | Other NONE | 0 | $1.4M | -$59K |
| STAMFORD HEALTH, INC. STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN | STAMFORD, CT | Other NONE | 0 | $504K | $136K |
| AIPCF VI LG FUNDING, LP GERBER PENSION PLAN | NEW YORK, NY | Other NONE | 0 | $0 | $32K |
| AON CORPORATION AON PENSION MASTER TRUST | LINCOLNSHIRE, IL | Other NONE | — | $0 | $183K |
| INGRAM INDUSTRIES INC. INGRAM RETIREMENT PLAN | NASHVILLE, TN | Advisor / Consultant INVESTMENT MANAGER | 0 | $0 | $90K |
