LINDSELL TRAIN
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
24
Active participants
86,156
Total plan assets
$97.2B
Filings (rows)
24
Direct comp
$11.4M
Indirect comp
$0
Aggregating 2 name variants under "LINDSELL TRAIN"
SERVICES PROVIDED
Other21
Advisor / Consultant3
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| LINDSELL TRAIN GLOBAL EQUITY | 8 |
| CF LINDSELL TRAIN GLOBAL EQUITY FUN | 3 |
Top plans served
All 24 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| FEDEX CORPORATION FEDEX CORPORATION EMPLOYEES' PENSION TRUST | COLLIERVILLE, TN | Other NONE | — | $27.6B | $2.5M |
| FEDEX CORPORATION FEDEX CORPORATION EMPLOYEES' PENSION TRUST | COLLIERVILLE, TN | Other NONE | — | $27.1B | $2.4M |
| FEDEX CORPORATION FEDEX CORPORATION EMPLOYEES' PENSION TRUST | COLLIERVILLE, TN | Other NONE | — | $25.5B | $2.3M |
| BATTELLE MEMORIAL INSTITUTE PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE | COLUMBUS, OH | Other NONE | 5,086 | $1.8B | $529K |
| BATTELLE MEMORIAL INSTITUTE PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE | COLUMBUS, OH | Other NONE | 5,310 | $1.8B | $303K |
| AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES AMERICAN EXPRESS RETIREMENT PLAN | NEW YORK, NY | Other SERVICE PROVIDER | 3,334 | $1.2B | $331K |
| SIDLEY AUSTIN LLP SIDLEY AUSTIN MASTER PENSION TRUST | CHICAGO, IL | Other NONE | — | $1.1B | $102K |
| SIDLEY AUSTIN LLP SIDLEY AUSTIN MASTER PENSION TRUST | CHICAGO, IL | Other NONE | — | $1.0B | $90K |
| AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES AMERICAN EXPRESS RETIREMENT PLAN | NEW YORK, NY | Other SERVICE PROVIDER | 3,664 | $1.0B | $396K |
| ESTEE LAUDER, INC. THE ESTEE LAUDER COMPANIES RETIREMENT GROWTH ACCOUNT PLAN | LONG ISLAND CITY, NY | Other NONE | 8,377 | $949.5M | $301K |
| SIDLEY AUSTIN LLP SIDLEY AUSTIN MASTER PENSION TRUST | CHICAGO, IL | Other NONE | — | $904.1M | $132K |
| ESTEE LAUDER, INC. THE ESTEE LAUDER COMPANIES RETIREMENT GROWTH ACCOUNT PLAN | LONG ISLAND CITY, NY | Other NONE | 8,396 | $855.0M | $296K |
| ESTEE LAUDER, INC. THE ESTEE LAUDER COMPANIES RETIREMENT GROWTH ACCOUNT PLAN | LONG ISLAND CITY, NY | Other NONE | 7,965 | $811.9M | $305K |
| BATTELLE MEMORIAL INSTITUTE THE 2017 EMPLOYEES' PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE | COLUMBUS, OH | Other NONE | 1,158 | $769.0M | $225K |
| COTTAGE HEALTH COTTAGE HEALTH PENSION PLAN | SANTA BARBARA, CA | Other NONE | 3,446 | $747.9M | $105K |
| ROCHESTER GENERAL HEALTH SYSTEM ROCHESTER GENERAL HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN | ROCHESTER, NY | Advisor / Consultant INVESTMENT MANAGER | 7,601 | $717.1M | $84K |
| ROCHESTER GENERAL HEALTH SYSTEM ROCHESTER GENERAL HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN | ROCHESTER, NY | Advisor / Consultant INVESTMENT MANAGER | 7,388 | $601.0M | $98K |
| RESOLUTE FP US, INC. RESOLUTE FP US MASTER TRUST | — | Other NONE | — | $575.3M | $266K |
| RESOLUTE FP US, INC. RESOLUTE FP US MASTER TRUST | — | Other NONE | — | $565.7M | $125K |
| ROCHESTER GENERAL HEALTH SYSTEM ROCHESTER GENERAL HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN | ROCHESTER, NY | Advisor / Consultant INVESTMENT MANAGER | 7,157 | $556.8M | $175K |
| TIMKENSTEEL CORPORATION TIMKENSTEEL CORPORATION BARGAINING UNIT PENSION PLAN | CANTON, OH | Other | 1,120 | $353.8M | $69K |
| JOINT BOARD OF TRUSTEES, OPERATING ENGINEERS LOCAL 324, DC OPERATING ENGINEERS' LOCAL 324, DEFINED CONTRIBUTION PENSION PLAN | TROY, MI | Other NONE KNOWN | 8,349 | $247.8M | $52K |
| JOINT BOARD OF TRUSTEES, OPERATING ENGINEERS LOCAL 324, DC OPERATING ENGINEERS' LOCAL 324, DEFINED CONTRIBUTION PENSION PLAN | TROY, MI | Other NONE KNOWN | 7,667 | $236.6M | $123K |
| TIMKENSTEEL CORPORATION TIMKENSTEEL CORPORATION RETIREMENT PLAN | CANTON, OH | Other | 138 | $137.7M | $27K |