Form 5500 Search

LSV 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
7
Active participants
11,359
Total plan assets
$37.7B
Filings (rows)
7
Direct comp
$4.6M
Indirect comp
$0
Aggregating 3 name variants under "LSV INVESTMENT"

SERVICES PROVIDED

Other7

Top plans served

All 7 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
CHEVRON CORPORATION
CHEVRON MASTER PENSION TRUST
SAN RAMON, CA
Other
NONE
$12.3B$1.4M
CHEVRON CORPORATION
CHEVRON MASTER PENSION TRUST
HOUSTON, TX
Other
NONE
$12.2B$1.7M
CHEVRON CORPORATION
CHEVRON MASTER PENSION TRUST
SAN RAMON, CA
Other
NONE
$11.3B$1.1M
SHEET METAL WORKERS LOCAL NO. 17 ANNUITY INCOME FUND
SHEET METAL WORKERS LOCAL 17 ANNUITY INCOME FUND
DORCHESTER, MA
Other
NONE
3,288$656.3M$143K
SHEET METAL WORKERS LOCAL NO. 17 ANNUITY INCOME FUND
SHEET METAL WORKERS LOCAL 17 ANNUITY INCOME FUND
DORCHESTER, MA
Other
NONE
3,065$616.7M$107K
SHEET METAL WORKERS LOCAL NO. 17 ANNUITY INCOME FUND
SHEET METAL WORKERS LOCAL 17 ANNUITY INCOME FUND
DORCHESTER, MA
Other
NONE
2,868$540.5M$92K
BOARD OF TRUSTEES IBEW LOCAL NO 640 & ARIZONA CHAPTER NECA H&W
IBEW LOCAL NO 640 & AZ CHAPTER NECA H&W TRUST FUND
PHOENIX, AZ
Other
NONE OTHER THAN CONTRACT
2,138$84.3M$18K
LSV INVESTMENT — Form 5500 Service Provider Profile | Form 5500 Search