Form 5500 Search

MAR VISTA

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
19
Active participants
462
Total plan assets
$338.1B
Filings (rows)
19
Direct comp
$7.4M
Indirect comp
$0
Aggregating 2 name variants under "MAR VISTA"

SERVICES PROVIDED

Other12
Advisor / Consultant7

Top plans served

All 19 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
BETHESDA, MD
Advisor / Consultant
INVESTMENT MANAGEMENT
$56.1B$425K
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
BETHESDA, MD
Advisor / Consultant
INVESTMENT MANAGEMENT
$51.8B$644K
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
BETHESDA, MD
Advisor / Consultant
INVESTMENT MANAGEMENT
$47.8B$578K
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST
BETHESDA, MD
Advisor / Consultant
INVESTMENT MANAGEMENT
$24.9B$1.0M
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST
BETHESDA, MD
Advisor / Consultant
INVESTMENT MANAGEMENT
$24.6B$648K
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST
BETHESDA, MD
Advisor / Consultant
INVESTMENT MANAGEMENT
$23.7B$468K
DELTA AIR LINES, INC.
DELTA MASTER TRUST
ATLANTA, GA
Advisor / Consultant
INVESTMENT MANAGER
$20.3B$40K
CATERPILLAR INC.
CATERPILLAR INC. INVESTMENT TRUST
IRVING, TX
Other
NONE
$18.5B$465K
CATERPILLAR INC.
CATERPILLAR INC. INVESTMENT TRUST
IRVING, TX
Other
NONE
$16.4B$373K
CATERPILLAR INC.
CATERPILLAR INC. INVESTMENT TRUST
IRVING, TX
Other
NONE
$13.8B$382K
CATERPILLAR INC.
CATERPILLAR INC. MASTER RETIREMENT TRUST
IRVING, TX
Other
NONE
$12.8B$624K
CATERPILLAR INC.
CATERPILLAR INC. MASTER RETIREMENT TRUST
IRVING, TX
Other
NONE
$12.5B$733K
CATERPILLAR INC.
CATERPILLAR INC. MASTER RETIREMENT TRUST
IRVING, TX
Other
NONE
$12.0B$626K
HARBOR CAPITAL ADVISORS, INC.
HARBOR CAPITAL GROUP TRUST FOR DEFINED BENEFIT PLANS
CHICAGO, IL
Other
NONE
$1.3B$129K
HARBOR CAPITAL ADVISORS, INC.
HARBOR CAPITAL GROUP TRUST FOR DEFINED BENEFIT PLANS
CHICAGO, IL
Other
NONE
$991.7M$33K
MUNGER, TOLLES & OLSON LLP
MTO 401(K) PROFIT SHARING PLAN
LOS ANGELES, CA
Other
IND ADV, PARTICIPANTS
462$282.2M$6K
CATERPILLAR INC.
CATERPILLAR INC. GROUP INSURANCE MASTER TRUST
IRVING, TX
Other
NONE
$144.1M$75K
CATERPILLAR INC.
CATERPILLAR INC. GROUP INSURANCE MASTER TRUST
IRVING, TX
Other
NONE
$102.4M$64K
CATERPILLAR INC.
CATERPILLAR INC. GROUP INSURANCE MASTER TRUST
IRVING, TX
Other
NONE
$88.0M$78K
MAR VISTA — Form 5500 Service Provider Profile | Form 5500 Search