Form 5500 Search

LORD ABBETT

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
206
Active participants
3,557,703
Total plan assets
$324.1B
Filings (rows)
209
Direct comp
$26.0M
Indirect comp
$797K

SERVICES PROVIDED

Other193
Advisor / Consultant13

CITs / DFEs sponsored by this firm

Fund / entityPlans holding
LORD ABBETT CORE BOND CLASS R15
LORD ABBETT HIGH YIELD CORE TR II5
LORD ABBETT SMALL CAP GROWTH TRUST3
LORD ABBETT GROUP FIXED INCOME FUND3
LORD ABBETT SHORT DURATION INCOME I3
AMERITAS LIFE INS SEP A/C D3
LORD ABBETT GROWTH OPP3
LA SM CP GR EQ II LH3
SHORT DURATION CR TR IRT MIRRORED3
LORD ABBETT GROUP TRUST CORE INCOME3
VOYA FINANCIAL2
VOYA RETIREMENT INS & ANNUITY CO2
LRDABT HI YLD R42
LORD ABBETT2
LORD ABBETT INTERNATIONAL SMALL CAP2
LORD ABBETT RET OPT2
LABB SC GR EQ TR II CL LH1
TRANSAMERICA FINANCIAL LIFE INSURAN1
LORD ABBETT HIGH YIELD CORD TR II1
CORE-FIXED INCOME FUND1
LORD ABBET HIGH YIELD CORE TR II1
TRANSAMERICA FINANCIAL LIFE INS CO1
JOHN HANCOCK LIFE INSURANCE1
VRIAC SEPERATE ACCOUNT D1
LRDABT TTL RTN I1

Top plans served

Showing top 209 of 206 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND
NATIONAL ELECTRICAL BENEFIT FUND
ROCKVILLE, MD
Other
NONE
343,794$20.4B$716K
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND
NATIONAL ELECTRICAL BENEFIT FUND
ROCKVILLE, MD
Other
NONE
332,362$18.9B$647K
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLAN
NATIONAL ELECTRICAL ANNUITY PLAN
ROCKVILLE, MD
Other
NONE
89,789$18.1B$1.3M
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUND
1199SEIU HEALTH CARE EMPLOYEES PENSION FUND
NEW YORK, NY
Other
NONE
115,036$16.9B
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUND
1199SEIU HEALTH CARE EMPLOYEES PENSION FUND
NEW YORK, NY
Other
NONE
111,833$16.2B
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLAN
NATIONAL ELECTRICAL ANNUITY PLAN
ROCKVILLE, MD
Other
NONE
86,141$15.8B$637K
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
WASHINGTON, DC
Other
NONE
102,863$15.0B$240K
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
WASHINGTON, DC
Other
NONE
102,493$14.3B$394K
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
WASHINGTON, DC
Other
NONE
92,151$13.8B$259K
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLAN
NATIONAL ELECTRICAL ANNUITY PLAN
ROCKVILLE, MD
Other
NONE
84,425$13.8B$1.8M
MARRIOTT INTERNATIONAL, INC.
MARRIOTT INTERNATIONAL, INC. POOLED INVESTMENT TRUST FOR PARTICIPANT DIRECTED ACCOUNTS
BETHESDA, MD
Other
NONE
$10.1B$558K
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY CASH BALANCE PLAN
MINNEAPOLIS, MN
Other
NONE
40,642$8.3B$87K
MARRIOTT INTERNATIONAL, INC.
MARRIOTT INTERNATIONAL, INC. POOLED INVESTMENT TRUST FOR PARTICIPANT DIRECTED ACCOUNTS
BETHESDA, MD
Other
NONE
$8.2B$580K
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUND
UNITED FOOD & COMMERCIAL WORKERS INTL UNION - INDUSTRY PENSION FUND
OAK BROOK, IL
Other
NONE
20,984$8.0B$575K
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUND
UNITED FOOD & COMMERCIAL WORKERS INTL UNION - INDUSTRY PENSION FUND
OAK BROOK, IL
Other
NONE
20,680$8.0B$643K
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET MUTUAL MASTER RETIREMENT PLAN
SALT LAKE CITY, UT
Other
NA
11,210$7.8B$181K
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET MUTUAL MASTER RETIREMENT PLAN
SALT LAKE CITY, UT
Other
NA
10,478$7.7B$56K
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET MUTUAL MASTER RETIREMENT PLAN
SALT LAKE CITY, UT
Other
NA
9,784$7.1B$65K
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS PENSION FUND
EASTERN ATLANTIC STATES CARPENTERS PENSION FUND
PHILADELPHIA, PA
Other
NONE
12,161$5.0B$634K
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS PENSION FUND
EASTERN ATLANTIC STATES CARPENTERS PENSION FUND
PHILADELPHIA, PA
Other
NONE
12,421$4.7B$516K
BOARD OF ADMINISTRATION, CARPENTERS PENSION AND AN-
CARPENTERS PENSION AND ANNUITY PLAN OF PHILADELPHIA AND VICINITY
PHILADELPHIA, PA
Other
NONE
11,775$4.2B$327K
NATIONAL ELEVATOR INDUSTRY HEALTH BENEFIT PLAN BOARD OF TRUSTEES
NATIONAL ELEVATOR INDUSTRY HEALTH BENEFIT PLAN
NEWTOWN SQUARE, PA
Other
NONE
26,202$3.4B$447K
NATIONAL ELEVATOR INDUSTRY HEALTH BENEFIT PLAN BOARD OF TRUSTEES
NATIONAL ELEVATOR INDUSTRY HEALTH BENEFIT PLAN
NEWTOWN SQUARE, PA
Other
NONE
25,761$3.1B$467K
NATIONAL ELEVATOR INDUSTRY HEALTH BENEFIT PLAN BOARD OF TRUSTEES
NATIONAL ELEVATOR INDUSTRY HEALTH BENEFIT PLAN
NEWTOWN SQUARE, PA
Other
NONE
25,987$2.8B$456K
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS' PENSION BENEFIT FUND
INT'L BROTHERHOOD OF ELECTRICAL WORKERS' PENSION BENEFIT FUND
WASHINGTON, DC
Other
NONE
472,935$2.8B$348K
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS' PENSION BENEFIT FUND
INT'L BROTHERHOOD OF ELECTRICAL WORKERS' PENSION BENEFIT FUND
WASHINGTON, DC
Other
NONE
450,729$2.6B$439K
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS' PENSION BENEFIT FUND
INT'L BROTHERHOOD OF ELECTRICAL WORKERS' PENSION BENEFIT FUND
WASHINGTON, DC
Other
NONE
431,907$2.5B$145K
BOARD OF TRUSTEES OF CARPENTERS PENSION FUND OF ILLINOIS
CARPENTERS PENSION FUND OF ILLINOIS
DOWNERS GROVE, IL
Other
NONE
5,031$2.3B$437K
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS ANNUITY FUND
EASTERN ATLANTIC STATES CARPENTERS ANNUITY FUND
PHILADELPHIA, PA
Other
NONE
14,943$2.2B$437K
BOARD OF TRUSTEES OF CARPENTERS PENSION FUND OF ILLINOIS
CARPENTERS PENSION FUND OF ILLINOIS
DOWNERS GROVE, IL
Other
NONE
4,997$2.1B$273K
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS ANNUITY FUND
EASTERN ATLANTIC STATES CARPENTERS ANNUITY FUND
PHILADELPHIA, PA
Other
NONE
14,807$2.1B$309K
BOARD OF TRUSTEES OF CARPENTERS PENSION FUND OF ILLINOIS
CARPENTERS PENSION FUND OF ILLINOIS
DOWNERS GROVE, IL
Other
NONE
4,750$2.1B$132K
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS ANNUITY FUND
EASTERN ATLANTIC STATES CARPENTERS ANNUITY FUND
PHILADELPHIA, PA
Other
NONE
17,441$2.0B$430K
MANAGEMENT-ILA MANAGED HEALTH
MILA NATIONAL HEALTH PLAN
NEW YORK, NY
Advisor / Consultant
INVESTMENT MANAGER
23,890$1.7B$120K
BD OF TRUSTEES HEAVY & GENERAL LABORERS' OF NJ ANNUITY FUND
HEAVY & GENERAL LABORERS' LOCAL UNIONS 472 & 172 OF NJ ANNUITY PLAN
NEWARK, NJ
Other
NONE
9,133$1.6B$454K
MANAGEMENT-ILA MANAGED HEALTH
MILA NATIONAL HEALTH PLAN
NEW YORK, NY
Advisor / Consultant
INVESTMENT MANAGER
24,106$1.5B$113K
CARILION CLINIC
RETIREMENT PLAN OF CARILION CLINIC
ROANOKE, VA
Other
NONE
10,559$1.5B$81K
MANAGEMENT-ILA MANAGED HEALTH
MILA NATIONAL HEALTH PLAN
NEW YORK, NY
Advisor / Consultant
INVESTMENT MANAGER
23,521$1.4B$151K
BD OF TRUSTEES HEAVY & GENERAL LABORERS' OF NJ ANNUITY FUND
HEAVY & GENERAL LABORERS' LOCAL UNIONS 472 & 172 OF NJ ANNUITY PLAN
NEWARK, NJ
Other
NONE
8,865$1.4B$264K
BD OF TRUSTEES HEAVY & GENERAL LABORERS' OF NJ ANNUITY FUND
HEAVY & GENERAL LABORERS' LOCAL UNIONS 472 & 172 OF NJ ANNUITY PLAN
NEWARK, NJ
Other
NONE
8,602$1.3B$354K
CARILION CLINIC
RETIREMENT PLAN OF CARILION CLINIC
ROANOKE, VA
Other
NONE
11,006$1.3B$65K
EXECUTIVE COMMITTEE OF THE U.F.C.W INTL UNION
UFCW INTL UNION PENSION PLAN FOR EMPLOYEES
WASHINGTON, DC
Other
NONE
2,086$1.2B$166K
EXECUTIVE COMMITTEE OF THE U.F.C.W INTL UNION
UFCW INTL UNION PENSION PLAN FOR EMPLOYEES
WASHINGTON, DC
Other
NONE
2,113$1.1B$152K
EXECUTIVE COMMITTEE OF THE U.F.C.W INTL UNION
UFCW INTL UNION PENSION PLAN FOR EMPLOYEES
WASHINGTON, DC
Other
NONE
2,212$1.1B$169K
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND
EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND
PHILADELPHIA, PA
Other
NONE
11,484$1.1B$167K
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND
EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND
PHILADELPHIA, PA
Other
NONE
11,342$1.1B$260K
BOARD OF TRUSTEES, DESERT STATES EMPLOYERS & UFCW
DESERT STATES EMPLOYERS & UFCW UNIONS PENSION PLAN
PHOENIX, AZ
Other
NONE
24,360$1.0B$85K
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND
EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND
PHILADELPHIA, PA
Other
NONE
11,140$1.0B$89K
BOARD OF TRUSTEES, DESERT STATES EMPLOYERS & UFCW
DESERT STATES EMPLOYERS & UFCW UNIONS PENSION PLAN
PHOENIX, AZ
Other
NONE
24,099$1.0B$100K
BOARD OF TRUSTEES, DESERT STATES EMPLOYERS & UFCW
DESERT STATES EMPLOYERS & UFCW UNIONS PENSION PLAN
PHOENIX, AZ
Other
NONE
19,139$960.3M$34K
BOARD OF TRUSTEES LOCAL 580 PENSION FUND
LOCAL 580 PENSION FUND
NEW YORK, NY
Other
NONE
1,429$952.6M$164K
METAL TRADES BRANCH LOCAL 638 PENSION FUND
METAL TRADES BRANCH LOCAL 638 PENSION FUND
LONG ISLAND CITY, NY
Other
NONE
3,333$925.3M$85K
BOARD OF TRUSTEES OF NYCDCC WELFARE FUND
NEW YORK CITY DISTRICT COUNCIL OF CARPENTERS WELFARE FUND
NEW YORK, NY
Other
NONE
11,821$869.5M$244K
BOARD OF TRUSTEES LOCAL 580 PENSION FUND
LOCAL 580 PENSION FUND
NEW YORK, NY
Other
NONE
1,516$859.5M$157K
METAL TRADES BRANCH LOCAL 638 PENSION FUND
METAL TRADES BRANCH LOCAL 638 PENSION FUND
LONG ISLAND CITY, NY
Other
3,267$843.2M$76K
BOARD OF TRUSTEES OF NYCDCC WELFARE FUND
NEW YORK CITY DISTRICT COUNCIL OF CARPENTERS WELFARE FUND
NEW YORK, NY
Other
NONE
12,306$826.8M$259K
NATIONAL FUEL GAS COMPANY
NATIONAL FUEL GAS COMPANY RETIREMENT PLAN
WILLIAMSVILLE, NY
Other
INVESTMENT MGMT
1,029$766.5M$209K
BOARD OF TRUSTEES LOCAL 580 PENSION FUND
LOCAL 580 PENSION FUND
NEW YORK, NY
Other
NONE
1,665$765.5M$156K
BOARD OF TRUSTEES OF THE CEMENT AND CONCRETE WORKERS DC PENSION FD
CEMENT AND CONCRETE WORKERS DC PENSION FUND
BAYSIDE, NY
Other
NONE
863$745.5M$91K
BOARD OF TRUSTEES IRON WORKERS LOCALS 40, 361 & 417 PENSION FUND
IRON WORKERS LOCALS 40, 361 & 417 PENSION FUND
NEW YORK, NY
Other
NONE
1,826$728.8M$689K
MARY KAY INC.
MARY KAY INC. PROFIT SHARING AND 401(K) PLAN
ADDISON, TX
Advisor / Consultant
INVESTMENT MANAGER
1,770$712.9M$97K
BOARD OF TRUSTEES LOCAL 580 ANNUITY FUND
LOCAL 580 ANNUITY FUND
NEW YORK, NY
Other
NONE
3,222$710.0M$214K
BOARD OF TRUSTEES LOCAL 580 ANNUITY FUND
LOCAL 580 ANNUITY FUND
NEW YORK, NY
Other
NONE
3,222$710.0M$214K
BOARD OF TRUSTEES OF THE CEMENT AND CONCRETE WORKERS DC PENSION FD
CEMENT AND CONCRETE WORKERS DC PENSION FUND
BAYSIDE, NY
Other
NONE
977$674.1M$85K
TRUSTEES OF THE MEMBERS RETIREMENT PLAN
THE MEMBERS RETIREMENT PLAN
CAROL STREAM, IL
Other
NONE
3,688$674.0M$71K
TRUSTEES OF THE MEMBERS RETIREMENT PLAN
THE MEMBERS RETIREMENT PLAN
ST. CHARLES, IL
Other
NONE
3,501$673.9M$108K
BOARD OF TRUSTEES IRON WORKERS LOCALS 40, 361 & 417 PENSION FUND
IRON WORKERS LOCALS 40, 361 & 417 PENSION FUND
NEW YORK, NY
Other
NONE
1,891$672.2M$508K
TRUSTEES OF MINNEAPOLIS RETAIL MEAT CUTTERS AND FOOD HANDLERS PENSION
MINNEAPOLIS RETAIL MEAT CUTTERS AND FOOD HANDLERS PENSION FUND
BLOOMINGTON, MN
Other
NONE
1,729$638.0M$97K
BOARD OF TRUSTEES OF THE CEMENT AND CONCRETE WORKERS DC PENSION FUND
CEMENT AND CONCRETE WORKERS DC PENSION FUND
BAYSIDE, NY
Other
NONE
997$608.2M$65K
NATIONAL FUEL GAS COMPANY
NATIONAL FUEL GAS COMPANY RETIREMENT PLAN
WILLIAMSVILLE, NY
Other
INVESTMENT MGMT
1,145$596.7M$247K
FIRSTENERGY CORP
FIRSTENERGY CORP WELFARE PLAN
AKRON, OH
Other
NONE
12,332$575.6M$28K
BOARD OF TRUSTEES OF THE 32BJ SCHOOL WORKERS PENSION FUND
32BJ SCHOOL WORKERS PENSION FUND
NEW YORK, NY
Other
NONE
5,425$565.2M$142K
BOARD OF TRUSTEES OF THE 32BJ SCHOOL WORKERS PENSION FUND
32BJ SCHOOL WORKERS PENSION FUND
NEW YORK, NY
Other
NONE
5,675$514.6M$169K
UFCW & EMPLOYERS BENEFIT TRUST
UFCW & EMPLOYERS BENEFIT TRUST
CONCORD, CA
Other
NONE
25,895$484.1M$58K
UFCW & EMPLOYERS BENEFIT TRUST
UFCW & EMPLOYERS BENEFIT TRUST
CONCORD, CA
Other
NONE
25,845$475.6M$62K
IRON WORKERS DISTRICT COUNCIL PHILA VICINITY RETIREMENT AND PENSION
IRON WORKERS PENSION PLAN
SPRINGFIELD, NJ
Other
NONE
1,532$443.2M$129K
BOARD OF TRUSTEES LOCAL 1298 PENSION FUND
LABORERS LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES PENSION FUND
HEMPSTEAD, NY
Advisor / Consultant
INVESTMENT MANAGER
1,218$434.1M$28K
TRUSTEES OF SHEET METAL WORKERS LOCAL UNION NO. 80 PENSION FUND
SHEET METAL WORKERS LOCAL UNION NO. 80 PENSION FUND
TROY, MI
Other
1,348$421.7M$0
BOARD OF TRUSTEES STEAMFITTERS INDUSTRY PENSION FUND
STEAMFITTERS INDUSTRY PENSION FUND
LONG ISLAND CITY, NY
Other
2,090$417.4M$192K
IRON WORKERS DISTRICT COUNCIL PHILA VICINITY RETIREMENT AND PENSION
IRON WORKERS PENSION PLAN
SPRINGFIELD, NJ
Other
NONE
1,509$397.7M$130K
TRUSTEES OF SHEET METAL WORKERS LOCAL UNION NO. 80 PENSION FUND
SHEET METAL WORKERS LOCAL UNION NO. 80 PENSION FUND
TROY, MI
Other
NONE
1,303$393.1M$61K
BOARD OF TRUSTEES LOCAL 1298 PENSION FUND
LABORERS LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES PENSION FUND
HEMPSTEAD, NY
Advisor / Consultant
INVESTMENT MANAGER
1,184$384.8M$54K
IRONWORKERS LOCAL 11 ANNUITY FUND BOARD OF TRUSTEES
IRONWORKERS LOCAL 11 ANNUITY FUND
SPRINGFIELD, NJ
Other
NONE
1,159$383.9M$88K
IRONWORKERS LOCAL 11 ANNUITY FUND BOARD OF TRUSTEES
IRONWORKERS LOCAL 11 ANNUITY FUND
SPRINGFIELD, NJ
Other
NONE
1,148$375.5M$105K
BD OF TRUSTEES IUOE LOCAL 30 PENSION FUND
IUOE LOCAL 30 PENSION FUND
WHITESTONE, NY
Other
NONE
2,514$367.2M$177K
TRUSTEES OF SHEET METAL WORKERS LOCAL UNION NO. 80 PENSION FUND
SHEET METAL WORKERS LOCAL UNION NO. 80 PENSION FUND
TROY, MI
Other
NONE
1,202$345.9M$75K
UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUND
UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUND
CHERRY HILL, NJ
Other
NONE
27$344.4M$7K
PAVERS & ROAD BUILDERS DC ANNUITY FUND
PAVERS & ROAD BUILDERS DC ANNUITY FUND
WHITESTONE, NY
Other
NONE
3,024$343.4M$86K
BOARD OF TRUSTEES LOCAL 580 INSURANCE FUND
LOCAL 580 INSURANCE FUND
NEW YORK, NY
Other
NONE
1,480$335.3M$114K
UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUND
UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUND
CHERRY HILL, NJ
Other
NONE
35$334.5M$9K
BD OF TRUSTEES IUOE LOCAL 30 PENSION FUND
IUOE LOCAL 30 PENSION FUND
WHITESTONE, NY
Other
NONE
2,396$331.1M$161K
BOARD OF TRUSTEES LOCAL 580 INSURANCE FUND
LOCAL 580 INSURANCE FUND
NEW YORK, NY
Other
NONE
1,605$328.0M$114K
BOARD OF TRUSTEES LOCAL 580 INSURANCE FUND
LOCAL 580 INSURANCE FUND
NEW YORK, NY
Other
NONE
1,816$321.8M$115K
PAVERS & ROAD BUILDERS DC ANNUITY FUND
PAVERS & ROAD BUILDERS DC ANNUITY FUND
WHITESTONE, NY
Other
NONE
2,816$312.8M$80K
BD OF TRUSTEES IUOE LOCAL 30 PENSION FUND
IUOE LOCAL 30 PENSION FUND
WHITESTONE, NY
Other
NONE
2,205$302.9M$154K
PAVERS & ROAD BUILDERS DC ANNUITY FUND
PAVERS & ROAD BUILDERS DC ANNUITY FUND
WHITESTONE, NY
Other
NONE
3,043$287.3M$75K
STEVENS & LEE
STEVENS & LEE SAVINGS PLAN
READING, PA
Other
NONE
385$281.2M$0
OGE ENERGY CORP.
OGE ENERGY CORP. RETIREMENT PLAN
OKLAHOMA CITY, OK
Advisor / Consultant
INV ADVISOR
730$280.7M$110K
BOARD OF TRUSTEES LOCAL 456 PENSION FUND
WESTCHESTER TEAMSTERS LOCAL 456 PENSION FUND
ELMSFORD, NY
Advisor / Consultant
INVESTMENT MANAGER
868$265.9M$20K
BOARD OF TRUSTEES LOCAL 456 PENSION FUND
WESTCHESTER TEAMSTERS LOCAL 456 PENSION FUND
ELMSFORD, NY
Advisor / Consultant
INVESTMENT MANAGER
868$265.9M$158K
BOARD OF TRUSTEES LOCAL 456 ANNUITY FUND
TEAMSTERS LOCAL 456 ANNUITY FUND
ELMSFORD, NY
Advisor / Consultant
INVESTMENT MANAGER
1,046$254.4M$178K
STEVENS & LEE
STEVENS & LEE SAVINGS PLAN
READING, PA
Other
NONE
374$254.3M$0
BOARD OF TRUSTEES LOCAL 456 PENSION FUND
WESTCHESTER TEAMSTERS LOCAL 456 PENSION FUND
ELMSFORD, NY
Advisor / Consultant
INVESTMENT MANAGER
914$241.3M$128K
BOARD OF TRUSTEES LOCAL 456 PENSION FUND
WESTCHESTER TEAMSTERS LOCAL 456 PENSION FUND
ELMSFORD, NY
Advisor / Consultant
INVESTMENT MANAGER
914$241.3M$23K
BOARD OF TRUSTEES LOCAL 456 ANNUITY FUND
TEAMSTERS LOCAL 456 ANNUITY FUND
ELMSFORD, NY
Advisor / Consultant
INVESTMENT MANAGER
1,635$232.9M$159K
STEVENS & LEE
STEVENS & LEE SAVINGS PLAN
READING, PA
Other
NONE
343$224.5M$0
BOARD OF TRUSTEES LOCAL 456 PENSION FUND
WESTCHESTER TEAMSTERS LOCAL 456 PENSION FUND
ELMSFORD, NY
Advisor / Consultant
INVESTMENT MANAGER
983$219.4M$119K
BOARD OF TRUSTEES LOCAL 456 PENSION FUND
WESTCHESTER TEAMSTERS LOCAL 456 PENSION FUND
ELMSFORD, NY
Advisor / Consultant
INVESTMENT MANAGER
983$219.4M$34K
BOARD OF TRUSTEES LOCAL 456 ANNUITY FUND
TEAMSTERS LOCAL 456 ANNUITY FUND
ELMSFORD, NY
Advisor / Consultant
INVESTMENT MANAGER
1,619$212.3M$159K
PAVERS & ROAD BUILDERS DC WELFARE FUND
PAVERS & ROAD BUILDERS DC WELFARE FUND
WHITESTONE, NY
Other
NONE
2,663$190.3M$63K
PAVERS & ROAD BUILDERS DC WELFARE FUND
PAVERS & ROAD BUILDERS DC WELFARE FUND
WHITESTONE, NY
Other
NONE
2,194$173.5M$6K
BOARD OF TRUSTEES, SHEET METAL WORKERS LOCAL NO. 292 PENSION FUND
SHEET METAL WORKERS LOCAL NO. 292 PENSION FUND
TROY, MI
Other
NONE
608$160.0M$0
PAVERS & ROAD BUILDERS DC WELFARE FUND
PAVERS & ROAD BUILDERS DC WELFARE FUND
WHITESTONE, NY
Other
NONE
1,880$156.2M$36K
THE SHERWIN-WILLIAMS COMPANY
THE SHERWIN-WILLIAMS COMPANY MASTER TRUST
CLEVELAND, OH
Other
$148.9M$104K
BOARD OF TRUSTEES, SHEET METAL WORKERS LOCAL NO. 292 PENSION FUND
SHEET METAL WORKERS LOCAL NO. 292 PENSION FUND
TROY, MI
Other
NONE
590$145.9M$0
THE SHERWIN-WILLIAMS COMPANY
THE SHERWIN-WILLIAMS COMPANY MASTER TRUST
CLEVELAND, OH
Other
$135.2M$91K
BOARD OF TRUSTEES, SAN FRANCISCO CULINARY BARTENDERS &
SAN FRANCISCO CULINARY BARTENDERS & SERVICE EMPLOYEES WELFARE FUND
PLEASANTON, CA
Other
NONE
6,490$132.4M$85K
THE SHERWIN-WILLIAMS COMPANY
THE SHERWIN-WILLIAMS COMPANY MASTER TRUST
CLEVELAND, OH
Other
$119.4M$102K
BOARD OF TRUSTEES, SAN FRANCISCO CULINARY BARTENDERS &
SAN FRANCISCO CULINARY BARTENDERS & SERVICE EMPLOYEES WELFARE FUND
PLEASANTON, CA
Other
NONE
6,219$83.9M$40K
FLUENCE ENERGY, LLC
FLUENCE SAVINGS PLAN
ARLINGTON, VA
Other
NONE
736$80.9M$0
BOARD OF TRUSTEES LOCAL UNION 373 U.A. PENSION FUND
PLUMBERS & STEAMFITTERS PENSION FUND LOCAL UNION 373
MOUNTAINVILLE, NY
Other
NONE
228$79.9M$77K
NEW MEXICO PIPETRADES
NEW MEXICO PIPETRADES PENSION TRUST FUND PLAN B
ALBUQUERQUE, NM
Other
NONE
1,272$74.3M
TERRA MILLENNIUM CORPORATION
TERRA MILLENNIUM CORPORATION 401(K) PLAN
SALT LAKE CITY, UT
Other
INVESTMENT PROVIDER
887$74.3M$0
TERRA MILLENNIUM CORPORATION
TERRA MILLENNIUM CORPORATION 401(K) PLAN
SALT LAKE CITY, UT
Other
INVESTMENT PROVIDER
881$71.4M$0
OMITRON INC
OMITRON INC 401(K) PROFIT SHARING PLAN
BELTSVILLE, MD
Other
NONE
280$67.1M$0
FLUENCE ENERGY, LLC
FLUENCE SAVINGS PLAN
ARLINGTON, VA
Other
NONE
613$57.7M$0
BOARD OF TRUSTEES LOCAL 734 PENSION FUND
LOCAL 734 PENSION FUND
ISELIN, NJ
Other
NONE
30$55.3M$40K
BOARD OF TRUSTEES LOCAL 734 PENSION FUND
LOCAL 734 PENSION FUND
ISELIN, NJ
Other
NONE
31$55.1M$55K
OMITRON INC
OMITRON INC 401(K) PROFIT SHARING PLAN
BELTSVILLE, MD
Other
NONE
247$54.8M$0
UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUND
UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUND
CHERRY HILL, NJ
Other
NONE
26$51.2M$8K
OMITRON INC
OMITRON INC 401(K) PROFIT SHARING PLAN
BELTSVILLE, MD
Other
NONE
235$42.2M$0
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 112 PENSION PLAN
SHEET METAL WORKERS LOCAL 112 PENSION PLAN
ELMIRA, NY
Other
INVESTMENT PROVIDER
236$40.8M
FLUENCE ENERGY, LLC
FLUENCE SAVINGS PLAN
ARLINGTON, VA
Other
NONE
583$38.6M$0
ROSE COMPANIES EMPLOYER, LLC
ROSE COMPANIES EMPLOYER 401(K) PLAN
INDEPENDENCE, OH
Other
NONE
401$36.9M$0
ROSE COMPANIES EMPLOYER, LLC
ROSE COMPANIES EMPLOYER 401(K) PLAN
INDEPENDENCE, OH
Other
NONE
97$36.1M$0
SOUTHERN TIER SMW LOCAL 112 PENSION
SOUTHERN TIER SMW LOCAL 112 PENSION PLAN
ELMIRA, NY
Other
INVESTMENT PROVIDER
223$34.0M
BARLEY SNYDER LLP
BARLEY SNYDER PROFIT SHARING PLAN
LANCASTER, PA
Other
NONE
214$32.2M$0
ROSE COMPANIES EMPLOYER, LLC
ROSE COMPANIES EMPLOYER 401(K) PLAN
INDEPENDENCE, OH
Other
NONE
461$31.1M$0
ERP INTERNATIONAL, LLC
ERP INTERNATIONAL 401(K) RETIREMENT PLAN
LAUREL, MD
Other
NONE
849$29.2M$0
BARLEY SNYDER LLP
BARLEY SNYDER PROFIT SHARING PLAN
LANCASTER, PA
Other
NONE
219$27.6M$0
ERP INTERNATIONAL, LLC
ERP INTERNATIONAL 401(K) RETIREMENT PLAN
LAUREL, MD
Other
NONE
722$23.8M$0
TECHCXO LLC
TECHCXO LLC 401(K) PROFIT SHARING PLAN
GRAYSON, GA
Other
NONE
173$22.7M$0
MILKEN INSTITUTE
MILKEN INSTITUTE 403(B) PLAN
SANTA MONICA, CA
Other
INVESTMENT PROVIDER
200$22.5M$0
SAXTON & STUMP, LLC
SAXTON & STUMP, LLC 401(K) PROFIT SHARING PLAN
LANCASTER, PA
Other
NONE
155$21.5M$0
COUNCIL OF CHIEF STATE SCHOOL
COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND PROFIT SHARING PLAN
WASHINGTON, DC
Other
INVESTMENT PROVIDER
67$21.2M$0
PANINI AMERICA, INC.
PANINI AMERICA, INC. 401(K) PLAN
IRVING, TX
Other
NONE
256$20.6M$0
CEE KAY SUPPLY, INC
CEE KAY SUPPLY, INC. PROFIT SHARING PLAN
ST. LOUIS, MO
Other
NONE
145$19.8M$0
COUNCIL OF CHIEF STATE SCHOOL OFFICERS
COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND PROFIT SHARING PLAN
WASHINGTON, DC
Other
INVESTMENT PROVIDER
$19.4M$0
CEE KAY SUPPLY, INC
CEE KAY SUPPLY, INC. PROFIT SHARING PLAN
ST. LOUIS, MO
Other
NONE
133$18.5M$0
SAXTON & STUMP, LLC
SAXTON & STUMP, LLC 401(K) PROFIT SHARING PLAN
LANCASTER, PA
Other
NONE
142$17.8M$0
CEE KAY SUPPLY, INC
CEE KAY SUPPLY, INC. PROFIT SHARING PLAN
ST. LOUIS, MO
Other
NONE
153$17.5M$0
METLIFE LEGAL PLANS, INC.
METLIFE LEGAL PLANS 401(K) RETIREMENT SAVINGS PLAN
CLEVELAND, OH
Other
NONE
273$16.6M$0
PANINI AMERICA INC
PANINI AMERICA INC 401(K) PLAN
IRVING, TX
Other
NONE
233$16.4M$0
MANTHEI, INC.
MANTHEI 401(K) PROFIT SHARING PLAN
PETOSKEY, MI
Other
NONE
323$16.1M
SPOKANE UNITED METHODIST HOMES, INC
SPOKANE METHODIST HOMES, INC. EMPLOYEE RETIREMENT SAVINGS PLAN
SPOKANE, WA
Other
NONE
472$15.1M$0
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND
SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND
TROY, MI
Other
NONE
479$14.9M$0
SURVIVAL FLIGHT AIR AMBULANCE, LLC
SURVIVAL FLIGHT AIR AMBULANCE, LLC 401(K) PROFIT SHARING PLAN
CHANDLER, AZ
Other
NONE
623$14.5M$0
PANINI AMERICA INC
PANINI AMERICA INC 401(K) PLAN
IRVING, TX
Other
NONE
220$14.2M$0
METLIFE LEGAL PLANS, INC.
METLIFE LEGAL PLANS 401(K) RETIREMENT SAVINGS PLAN
CLEVELAND, OH
Other
NONE
246$13.6M$0
SPOKANE UNITED METHODIST HOMES, INC
SPOKANE METHODIST HOMES, INC. EMPLOYEE RETIREMENT SAVINGS PLAN
SPOKANE, WA
Other
NONE
480$12.9M$0
MANTHEI, INC.
MANTHEI 401(K) PROFIT SHARING PLAN
PETOSKEY, MI
Other
NONE
324$12.6M
COMMUNITY RESOURCES FOR INDEPENDENCE, INC.
COMMUNITY RESOURCES FOR INDEPENDENCE, INC. 401(K) PROFIT SHARING PLAN
ERIE, PA
Other
NONE
270$12.3M$0
SHEET METAL WORKERS LOCAL UNION 80 SUB FUND, BOARD OF TRUSTEES
SHEET METAL WORKERS LOCAL UNION NO. 80 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND
TROY, MI
Other
NONE
1,027$11.9M$0
MCGILL, POWER, BELL & ASSOCIATES, LLP
MCGILL, POWER, BELL & ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN
MEADVILLE, PA
Other
NONE
117$11.9M$0
COMMUNITY RESOURCES FOR INDEPENDENCE, INC.
COMMUNITY RESOURCES FOR INDEPENDENCE, INC. 401(K) PROFIT SHARING PLAN
ERIE, PA
Other
NONE
292$11.3M$0
SPOKANE UNITED METHODIST HOMES, INC
SPOKANE METHODIST HOMES, INC. EMPLOYEE RETIREMENT SAVINGS PLAN
SPOKANE, WA
Other
NONE
434$11.1M$0
MCGILL, POWER, BELL & ASSOCIATES, LLP
MCGILL, POWER, BELL & ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN
MEADVILLE, PA
Other
NONE
120$10.4M$0
METLIFE LEGAL PLANS, INC.
METLIFE LEGAL PLANS 401(K) RETIREMENT SAVINGS PLAN
CLEVELAND, OH
Other
NONE
211$10.2M$0
3 PHASE ELEVATOR CORP.
3 PHASE ELEVATOR 401(K) PLAN
CANTON, MA
Other
NONE
207$9.8M$0
MCGILL, POWER, BELL & ASSOCIATES, LLP
MCGILL, POWER, BELL & ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN
MEADVILLE, PA
Other
NONE
111$9.5M$0
SURVIVAL FLIGHT AIR AMBULANCE, LLC
SURVIVAL FLIGHT AIR AMBULANCE, LLC 401(K) PROFIT SHARING PLAN
CHANDLER, AZ
Other
NONE
473$9.5M$0
LEAFLY HOLDINGS, INC.
LEAFLY HOLDINGS RETIREMENT PLAN
SEATTLE, WA
Other
NONE
194$8.9M$0
CHECKOUT, LLC
CHECKOUT, LLC 401(K) PROFIT SHARING PLAN
NEW YORK, NY
Other
NONE
108$8.4M$0
LYNDRA THERAPEUTICS, INC.
LYNDRA, INC. 401(K) PLAN
WATERTOWN, MA
Other
NONE
58$8.1M$0
3 PHASE ELEVATOR CORP.
3 PHASE ELEVATOR 401(K) PLAN
CANTON, MA
Other
NONE
233$7.4M$0
LYNDRA THERAPEUTICS, INC.
LYNDRA, INC. 401(K) PLAN
WATERTOWN, MA
Other
NONE
68$7.3M$0
LIONEL, LLC
LIONEL, LLC RETIREMENT AND SAVINGS PLAN
CONCORD, NC
Other
NONE
129$7.0M$0
CRAYON INC.
CRAYON 401(K) PLAN
BOSTON, MA
Other
NONE
55$6.7M$0
ROBERT DIETRICK CO., INC.
ROBERT DIETRICK CO., INC. 401(K) PROFIT SHARING PLAN
FISHERS, IN
Other
NONE
137$6.5M$0
SURVIVAL FLIGHT AIR AMBULANCE, LLC
SURVIVAL FLIGHT AIR AMBULANCE, LLC 401(K) PROFIT SHARING PLAN
CHANDLER, AZ
Other
NONE
388$6.5M$0
CONCRETE PUMP PARTNERS
CONCRETE PUMP PARTNERS 401(K) PLAN
NASHVILLE, TN
Other
NONE
194$6.2M$0
ALLESCO INDUSTRIES, INC.
ALLESCO INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
CRANSTON, RI
Other
NONE
120$6.1M$0
LYNDRA THERAPEUTICS, INC.
LYNDRA, INC. 401(K) PLAN
WATERTOWN, MA
Other
NONE
123$6.0M$0
CHECKOUT, LLC
CHECKOUT, LLC 401(K) PROFIT SHARING PLAN
NEW YORK, NY
Other
NONE
110$5.7M$0
STARR COMMONWEALTH
STARR COMMONWEALTH 403(B) PLAN
ALBION, MI
Other
NONE
60$5.7M$0
CRAYON INC.
CRAYON 401(K) PLAN
BOSTON, MA
Other
NONE
65$5.5M$0
SCHUBEMO HOLDINGS, INC.
APEX RETIREMENT SAVINGS PLAN
JOPLIN, MO
Other
NONE
148$5.2M$0
ALLESCO INDUSTRIES, INC.
ALLESCO INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
CRANSTON, RI
Other
NONE
120$5.2M$0
CONCRETE PUMP PARTNERS
CONCRETE PUMP PARTNERS 401(K) PLAN
NASHVILLE, TN
Other
NONE
234$4.9M$0
ALLESCO INDUSTRIES, INC.
ALLESCO INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
CRANSTON, RI
Other
NONE
138$4.8M$0
INFINITY TECHNOLOGY SERVICES, LLC
INFINITY TECHNOLOGY SERVICES, LLC 401(K) PLAN
COLORADO SPRINGS, CO
Other
NONE
127$4.5M$0
STARR COMMONWEALTH
STARR COMMONWEALTH 403(B) PLAN
ALBION, MI
Other
NONE
59$4.4M$0
NEW DIRECTIONS NORTHWEST, INC.
NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN
BAKER CITY, OR
Other
INVESTMENT PROVIDER
143$4.2M$0
CRAYON INC.
CRAYON 401(K) PLAN
BOSTON, MA
Other
NONE
139$4.2M$0
NIGHT SHIFT BREWING
NIGHT SHIFT BREWING 401(K) P/S PLAN
FRAMINGHAM, MA
Other
NONE
116$4.1M$0
NIGHT SHIFT BREWING
NIGHT SHIFT BREWING 401(K) P/S PLAN
CHELSEA, MA
Other
NONE
102$4.0M$0
CONCRETE PUMP PARTNERS
CONCRETE PUMP PARTNERS 401(K) PLAN
NASHVILLE, TN
Other
NONE
207$3.5M$0
NEW DIRECTIONS NORTHWEST, INC.
NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN
BAKER CITY, OR
Other
INVESTMENT PROVIDER
262$3.3M$0
NIGHT SHIFT BREWING
NIGHT SHIFT BREWING 401(K) P/S PLAN
CHELSEA, MA
Other
NONE
111$3.1M$0
EXTRUSIONS, INC.
EXTRUSIONS, INC., ANODIZING, INC. & AFFILIATES 401(K) PROFIT SHARING PLAN
FORT SCOTT, KS
Other
NONE
104$2.5M$0
HOLTZ BUILDERS, INC.
HOLTZ COMPANIES 401(K) PLAN
LAKE DELTON, WI
Other
NONE
168$2.4M$0
UROLOGY OF CENTRAL PENNSYLVANIA, INC.
UROLOGY OF CENTRAL PENNSYLVANIA RETIREMENT PLAN
CAMP HILL, PA
Other
NONE
0$2.1M$0
DAMEN 4 MANAGEMENT OF ILLINOIS, LLC
ALIGNED MODERN HEALTH 401(K) PLAN
CHICAGO, IL
Other
NONE
170$1.6M$0
INNOVATE LOAN SERVICING CORPORATION
INNOVATE LOAN SERVICING CORP. RETIREMENT SAVINGS PLAN
FORT WORTH, TX
Other
NONE
51$1.4M$0
FRONTLINE RESOURCE MANAGEMENT, INC.
FRONTLINE RESOURCE MANAGEMENT 401(K) PLAN
LAFAYETTE, CO
Other
NONE
699$1.3M$0
SALEM COMMUNITY HOSPITAL
SALEM COMMUNITY HOSPITAL RETIREMENT PLAN
SALEM, OH
Other
INVESTMENT PROVIDER
0$42K
FRAMEBRIDGE, INC.
FRAMEBRIDGE, INC. 401(K) PLAN
WASHINGTON, DC
Other
NONE
0$0$0
BOARD OF TRUSTEES, CARPENTERS' HEALTH & WELFARE FUND OF PHILADELPHIA &
CARPENTERS' HEALTH AND WELFARE FUND OF PHILADELPHIA AND VICINITY
PHILADELPHIA, PA
Other
NONE
0$0$59K
BD OF TRUSTEES NORTHEAST CARPENTERS PENSION FUND
NORTHEAST CARPENTERS PENSION FUND
EDISON, NJ
Other
NONE
0$0$532K
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