MARATHON ASSET
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
98
Active participants
884,787
Total plan assets
$698.2B
Filings (rows)
98
Direct comp
$59.9M
Indirect comp
$0
Aggregating 4 name variants under "MARATHON ASSET"
SERVICES PROVIDED
Other85
Advisor / Consultant13
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| MARATHON-LONDON INTERNATIONAL FUND | 26 |
| MARATHON LONDON INTERNATIONAL FUND | 13 |
| MARATHON-LONDON GLOBAL EX US FUND | 6 |
| MARATHON LONDON GLOBAL FUND | 6 |
| MARATHON | 4 |
| MARATHON-LONDON INTL FD GROUP TRUST | 3 |
| MARATHON INTERNATIONAL EQUITY FUND | 3 |
| MARATHON LONDON GROUP TRUST | 3 |
| EMERGING MARKETS BOND FUND II | 3 |
| MARATHON-LONDON INTL FUND | 3 |
| MARATHON-LONDON INT INV TRUST I | 3 |
| MARATHON LONDON INT L GROUP TRUST | 3 |
| MARATHON LONDON INTERNATIONAL INVES | 3 |
| MARATHON-LONDON INTL INVESTMENT TRU | 3 |
| MARATHON LONDON INTERNATIONAL FD | 2 |
| MARATHON-LONDON INTNL INV TRUST I | 2 |
| MARATHON-LONDON INTL INV TRUST I | 2 |
| MARATHON LONDON INTERNATIONAL | 2 |
| MARATHON-LONDON GLOBAL FUND | 1 |
| MARATHON SECURED PRIVATE STRATEGIES | 1 |
| MARATHON-LONDON INTL INVEST TR I FD | 1 |
| MARATHON LONDON INTL FND GROUP TRST | 1 |
| MARATHON EMERGING MARKETS BOND FUND | 1 |
| MARATHON-LONDON INTERNATIONAL TRUST | 1 |
Top plans served
All 98 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST | SEATTLE, WA | Other SERVICE PROVIDER | — | $49.9B | $2.6M |
| THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST | SEATTLE, WA | Other SERVICE PROVIDER | — | $48.9B | $2.3M |
| THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST | SEATTLE, WA | Other SERVICE PROVIDER | — | $46.2B | $2.2M |
| RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON, CT | Other NONE | — | $43.6B | $1.5M |
| VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE, NJ | Other NONE | — | $41.1B | $1.4M |
| VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE, NJ | Other NONE | — | $36.7B | $1.4M |
| VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE, NJ | Other NONE | — | $33.3B | $2.2M |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM PERSONAL PENSION PLAN | ARMONK, NY | Other PARTY-IN INTEREST | 13,377 | $25.0B | $750K |
| JOHNSON AND JOHNSON JOHNSON AND JOHNSON PENSION AND SAVINGS PLAN MASTER TRUST | NEW BRUNSWICK, NJ | Advisor / Consultant INVESTMENT MANAGER | — | $22.4B | $2.2M |
| JOHNSON AND JOHNSON JOHNSON AND JOHNSON SAVINGS PLAN TRUST | NEW BRUNSWICK, NJ | Advisor / Consultant INVESTMENT MANAGER | — | $22.0B | $1.8M |
| JOHNSON AND JOHNSON JOHNSON AND JOHNSON PENSION AND SAVINGS PLANS MAST ER TRUST | NEW BRUNSWICK, NJ | Advisor / Consultant INVESTMENT MANAGEMENT | — | $21.1B | $3.6M |
| GENENTECH, INC. ROCHE U.S. RETIREMENT PLANS MASTER TRUST | SOUTH SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT MANAGER | — | $18.0B | $2.8M |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM PERSONAL PENSION PLAN | ARMONK, NY | Other PARTY-ININTEREST | 43,052 | $17.9B | $369K |
| GENENTECH, INC. ROCHE U.S. RETIREMENT PLANS MASTER TRUST | SOUTH SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT MANAGER | — | $16.7B | $2.5M |
| TWDC ENTERPRISES 18 CORP. THE WALT DISNEY COMPANY RETIREMENT PLAN MASTER TRUST | BURBANK, CA | Other NONE | — | $16.6B | $968K |
| VERIZON COMMUNICATIONS INC. BELL ATLANTIC MASTER TRUST | BASKING RIDGE, NJ | Other NONE | — | $16.2B | $794K |
| VERIZON COMMUNICATIONS INC. BELL ATLANTIC MASTER TRUST | BASKING RIDGE, NJ | Other NONE | — | $16.0B | $394K |
| TWDC ENTERPRISES 18 CORP. THE WALT DISNEY COMPANY RETIREMENT PLAN MASTER TRUST | BURBANK, CA | Other NONE | — | $15.3B | $883K |
| GENENTECH, INC. ROCHE U.S. RETIREMENT PLANS MASTER TRUST | SOUTH SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT MANAGER | — | $14.5B | $2.4M |
| PEPSICO, INC. PEPSICO EMPLOYEES RETIREMENT PLAN I | PURCHASE, NY | Other NONE | 12,289 | $7.7B | $1.1M |
| PEPSICO, INC. PEPSICO EMPLOYEES RETIREMENT PLAN I | PURCHASE, NY | Other NONE | 11,289 | $7.6B | $970K |
| INTERNATIONAL PAPER COMPANY THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT | MEMPHIS, TN | Other NONE | — | $7.4B | $188K |
| INTERNATIONAL PAPER COMPANY THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT | MEMPHIS, TN | Other NONE | — | $7.2B | $219K |
| PEPSICO, INC. PEPSICO EMPLOYEES RETIREMENT PLAN I | PURCHASE, NY | Other NONE | 10,017 | $6.8B | $694K |
| INTERNATIONAL PAPER COMPANY THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT | MEMPHIS, TN | Other NONE | — | $6.4B | $188K |
| SOUTHERN CALIFORNIA EDISON COMPANY EDISON 401(K) SAVINGS PLAN | ROSEMEAD, CA | Advisor / Consultant INVESTMENT MANAGEMENT | 13,749 | $6.4B | $255K |
| BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSION MOTION PICTURE INDUSTRY INDIVIDUAL ACCOUNT PLAN | STUDIO CITY, CA | Other NONE | 61,140 | $6.2B | $262K |
| BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSION MOTION PICTURE INDUSTRY PENSION PLAN | STUDIO CITY, CA | Other NONE | 61,464 | $5.9B | $345K |
| BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSION MOTION PICTURE INDUSTRY INDIVIDUAL ACCOUNT PLAN | STUDIO CITY, CA | Other NONE | 67,842 | $5.9B | $123K |
| THE PNC FINANCIAL SERVICES GROUP, INC. THE PNC FINANCIAL SERVICES GROUP, INC. PENSION PLAN | PITTSBURGH, PA | Other NONE | 53,273 | $5.6B | $2.4M |
| THE PNC FINANCIAL SERVICES GROUP, INC. THE PNC FINANCIAL SERVICES GROUP, INC. PENSION PLAN | PITTSBURGH, PA | Other NONE | 51,855 | $5.5B | $2.4M |
| MARS, INCORPORATED U. S. RETIREMENT PLAN | HACKETTSTOWN, NJ | Other NONE | 9,670 | $5.4B | $221K |
| THE PNC FINANCIAL SERVICES GROUP, INC. THE PNC FINANCIAL SERVICES GROUP, INC. PENSION PLAN | PITTSBURGH, PA | Other NONE | 55,039 | $5.4B | $2.3M |
| BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSION MOTION PICTURE INDUSTRY PENSION PLAN | STUDIO CITY, CA | Other NONE | 62,656 | $5.3B | $202K |
| MARS, INCORPORATED U. S. RETIREMENT PLAN | HACKETTSTOWN, NJ | Other NONE | 8,869 | $5.3B | $168K |
| SOUTHERN CALIFORNIA EDISON COMPANY THE SOUTHERN CALIFORNIA EDISON COMPANY RETIREMENT PLAN | ROSEMEAD, CA | Advisor / Consultant INVESTMENT MANAGEMENT | 8,726 | $4.7B | $146K |
| SOUTHERN CALIFORNIA EDISON COMPANY THE SOUTHERN CALIFORNIA EDISON COMPANY RETIREMENT PLAN | ROSEMEAD, CA | Advisor / Consultant INVESTMENT MANAGEMENT | 9,333 | $4.7B | $252K |
| SOUTHERN CALIFORNIA EDISON COMPANY THE SOUTHERN CALIFORNIA EDISON COMPANY RETIREMENT PLAN | ROSEMEAD, CA | Advisor / Consultant INVESTMENT MANAGEMENT | 9,551 | $4.5B | $239K |
| PEPSICO, INC. PEPSICO, INC. EMPLOYEES RETIREMENT PLAN H | PURCHASE, NY | Other NONE | 72,315 | $4.3B | $1.1M |
| PEPSICO, INC. PEPSICO, INC. EMPLOYEES RETIREMENT PLAN H | PURCHASE, NY | Other NONE | 73,116 | $4.2B | $879K |
| PEPSICO, INC. PEPSICO, INC. EMPLOYEES RETIREMENT PLAN H | PURCHASE, NY | Other NONE | 67,389 | $3.9B | $1.1M |
| GLAXOSMITHKLINE LLC GLAXOSMITHKLINE CASH BALANCE PENSION PLAN | PHILADELPHIA, PA | Other NONE | 7,793 | $2.9B | $473K |
| GLAXOSMITHKLINE LLC GLAXOSMITHKLINE CASH BALANCE PENSION PLAN | PHILADELPHIA, PA | Other NONE | 7,110 | $2.9B | $42K |
| GLAXOSMITHKLINE LLC GLAXOSMITHKLINE CASH BALANCE PENSION PLAN | PHILADELPHIA, PA | Other NONE | 8,515 | $2.8B | $456K |
| CLEVELAND-CLIFFS STEEL LLC CLEVELAND-CLIFFS STEEL LLC PENSION TRUST | CHICAGO, IL | Advisor / Consultant INVESTMENT MANAGER | — | $2.5B | $1.1M |
| BOARD OF TRUSTEES OF THE TWIN CITY CARPENTERS AND JOINERS PENSION FUND TWIN CITY CARPENTERS AND JOINERS PENSION FUND | BLOOMINGTON, MN | Other NONE | 5,909 | $2.0B | $521K |
| OLIN CORPORATION THE OLIN PENSION PLANS MASTER RETIREMENT TRUST | CLAYTON, MO | Other NONE | — | $1.9B | $11K |
| BOARD OF TRUSTEES OF THE TWIN CITY CARPENTERS AND JOINERS PENSION FUND TWIN CITY CARPENTERS AND JOINERS PENSION FUND | BLOOMINGTON, MN | Other NONE | 6,440 | $1.9B | $699K |
| BOARD OF TRUSTEES OF THE TWIN CITY CARPENTERS AND JOINERS PENSION FUND TWIN CITY CARPENTERS AND JOINERS PENSION FUND | BLOOMINGTON, MN | Other NONE | 6,412 | $1.8B | $728K |
| CONSOLIDATED NUCLEAR SECURITY, LLC DEFINED BENEFIT PLANS MTIA | OAK RIDGE, TN | Other NONE | — | $1.7B | $1.1M |
| ATI INC. ALLEGHENY TECHNOLOGIES INCORPORATED MASTER PENSION TRUST | PITTSBURGH, PA | Other NONE | — | $1.6B | $417K |
| THE CULTURAL INSTITUTIONS RETIREMENT SYSTEM THE CULTURAL INSTITUTIONS PENSION PLAN | NEW YORK, NY | Other NONE | 6,961 | $1.6B | $89K |
| CONSOLIDATED NUCLEAR SECURITY, LLC DEFINED BENEFIT PLANS MTIA | OAK RIDGE, TN | Other NONE | — | $1.5B | $165K |
| THE CULTURAL INSTITUTIONS RETIREMENT SYSTEM THE CULTURAL INSTITUTIONS PENSION PLAN | NEW YORK, NY | Other NONE | 6,665 | $1.5B | $177K |
| XCEL ENERGY INC. XCEL ENERGY PENSION PLAN AND XCEL ENERGY PENSION PLAN FOR BARGAINING EMPLOYEES | MINNEAPOLIS, MN | Other NONE | 7,317 | $1.3B | $53K |
| HARBOR CAPITAL ADVISORS, INC. HARBOR CAPITAL GROUP TRUST FOR DEFINED BENEFIT PLANS | CHICAGO, IL | Other NONE | — | $1.3B | $139K |
| XCEL ENERGY INC XCEL ENERGY PENSION PLAN AND XCEL ENERGY PENSION PLAN FOR BARGAINING EMPLOYEES | MINNEAPOLIS, MN | Other NONE | 7,262 | $1.3B | $386K |
| SIDLEY AUSTIN LLP SIDLEY AUSTIN MASTER PENSION TRUST | CHICAGO, IL | Other NONE | — | $1.1B | $113K |
| SIDLEY AUSTIN LLP SIDLEY AUSTIN MASTER PENSION TRUST | CHICAGO, IL | Other NONE | — | $1.0B | $98K |
| HARBOR CAPITAL ADVISORS, INC. HARBOR CAPITAL GROUP TRUST FOR DEFINED BENEFIT PLANS | CHICAGO, IL | Other NONE | — | $921.9M | $35K |
| XCEL ENERGY INC. NEW CENTURY ENERGIES, INC. RETIREMENT PLAN FOR PUBLIC SERVICE COMPANY OF COLORADO BARGAINING UNIT EES AND FORMER NON-BARGAINING UNIT EES | MINNEAPOLIS, MN | Other NONE | 1,953 | $918.9M | $32K |
| XCEL ENERGY INC NEW CENTURY ENERGIES INC RETIREMENT PLAN FOR PUBLIC SERVICE COMPANY OF COLORADO BARGAINING UNIT EES AND FORMER NON-BARGAINING UNIT EES | MINNEAPOLIS, MN | Other NONE | 1,942 | $909.1M | $237K |
| SIDLEY AUSTIN LLP SIDLEY AUSTIN MASTER PENSION TRUST | CHICAGO, IL | Other NONE | — | $904.1M | $90K |
| O-I GLASS, INC. OWENS-ILLINOIS, INC. MASTER RETIREMENT TRUST | PERRYSBURG, OH | Other RETAINED BY CLIENT | — | $837.1M | $111K |
| MAINEHEALTH MAINE MEDICAL CENTER PENSION PLAN | PORTLAND, ME | Other NONE | 2,332 | $795.0M | $119K |
| O-I GLASS, INC. OWENS-ILLINOIS, INC. MASTER RETIREMENT TRUST | PERRYSBURG, OH | Other RETAINED BY CLIENT | — | $794.8M | $17K |
| MAINEHEALTH MAINE MEDICAL CENTER PENSION PLAN | PORTLAND, ME | Other NONE | 2,484 | $763.9M | $114K |
| MAINEHEALTH MAINE MEDICAL CENTER PENSION PLAN | PORTLAND, ME | Other NONE | 2,679 | $697.3M | $368K |
| PPG INDUSTRIES, INC. PPG INDUSTRIES, INC. PENSION PLAN TRUST | PITSBURGH, PA | Other NONE | — | $693.0M | $257K |
| TELEDYNE TECHNOLOGIES INCORPORATED TELEDYNE TECHNOLOGIES INCORPORATED PENSION PLAN | THOUSAND OAKS, CA | Other NONE | 66 | $568.6M | $24K |
| O-I GLASS, INC. TENTH AMENDED & RESTATED OWENS-ILLINOIS HOURLY RETIREMENT PLAN | PERRYSBURG, OH | Other RETAINED BY CLIENT | 2,122 | $561.5M | $70K |
| TELEDYNE TECHNOLOGIES INCORPORATED TELEDYNE TECHNOLOGIES INCORPORATED PENSION PLAN | THOUSAND OAKS, CA | Other NONE | 87 | $560.2M | $45K |
| O-I GLASS, INC. TENTH AMENDED & RESTATED OWENS-ILLINOIS HOURLY RETIREMENT PLAN | PERRYSBURG, OH | Other RETAINED BY CLIENT | 1,789 | $544.1M | $12K |
| INTERNATIONAL PAPER COMPANY INTERNATIONAL PAPER CO RET ACCT - EMERGING MARKETS FIXED INCOME | MEMPHIS, TN | Other NONE | — | $527.9M | $38K |
| CONSOLIDATED NUCLEAR SECURITY, LLC CNS, LLC DEFINED BENEFIT/DEFINED CONTRIBUTION SHARED ACCOUNTS MTIA | OAK RIDGE, TN | Other NONE | — | $494.0M | $43K |
| WINDSTREAM SERVICES, LLC WINDSTREAM PENSION PLAN | LITTLE ROCK, AR | Other N/A | 1,704 | $478.6M | $340K |
| LIFESPAN CORPORATION LIFESPAN CORPORATION RETIREMENT PLAN | PROVIDENCE, RI | Other INVESTMENT MGMT | 7,439 | $464.0M | -$4K |
| TRUSTEES ELECTRICAL WORKERS LOCAL NO.292 PENSION PLAN ELECTRICAL WORKERS LOCAL NO. 292 PENSION PLAN | BROOKLYN PARK, MN | Other NONE | 2,466 | $447.5M | $108K |
| TRUSTEES ELECTRICAL WORKERS LOCAL NO.292 PENSION PLAN ELECTRICAL WORKERS LOCAL NO. 292 PENSION PLAN | BROOKLYN PARK, MN | Other NONE | 2,387 | $417.1M | $85K |
| WINDSTREAM SERVICES, LLC WINDSTREAM PENSION PLAN | LITTLE ROCK, AR | Other N/A | 1,443 | $414.7M | $34K |
| CONSOLIDATED NUCLEAR SECURITY, LLC CNS, LLC DEFINED BENEFIT/DEFINED CONTRIBUTION SHARED ACCOUNTS MTIA | OAK RIDGE, TN | Other NONE | — | $391.0M | $81K |
| TRUSTEES ELECTRICAL WORKERS LOCAL NO.292 PENSION PLAN ELECTRICAL WORKERS LOCAL NO. 292 PENSION PLAN | MAPLE GROVE, MN | Other NONE | 2,293 | $386.1M | $56K |
| XCEL ENERGY INC. NEW CENTURY ENERGIES, INC. RETIREMENT PLAN FOR SOUTHWESTERN PUBLIC SERVICE CO. BARGAINING UNIT EE AND FORMER NON-BARGAINING UNIT EMPLOYEES | MINNEAPOLIS, MN | Other NONE | 868 | $361.6M | $13K |
| XCEL ENERGY INC NEW CENTURY ENERGIES INC RETIREMENT PLAN FOR SOUTHWESTERN PUBLIC SERVICE CO BARGAINING UNIT EES AND FORMER NON-BARGAINING UNIT EMPLOYEES | MINNEAPOLIS, MN | Other NONE | 847 | $353.2M | $92K |
| GENERAL MILLS, INC. GMI INVESTMENT TRUST - POOLED INTERNATIONAL DEVELOPED MARKETS FUND | MINNEAPOLIS, MN | Other NONE | — | $334.6M | $1.1M |
| ATI INC. ALLEGHENY TECHNOLOGIES INCORPORATED MASTER PENSION TRUST | PITTSBURGH, PA | Other NONE | — | $292.8M | $170K |
| O-I GLASS, INC. TENTH AMENDED & RESTATED OWENS-ILLINOIS SALARY RETIREMENT PLAN | PERRYSBURG, OH | Other RETAINED BY CLIENT | 182 | $275.7M | $41K |
| O-I GLASS, INC. TENTH AMENDED & RESTATED OWENS-ILLINOIS SALARY RETIREMENT PLAN | PERRYSBURG, OH | Other RETAINED BY CLIENT | 152 | $250.7M | $6K |
| XCEL ENERGY INC. XCEL ENERGY INC. NON-BARGAINING PENSION PLAN (SOUTH) | MINNEAPOLIS, MN | Other NONE | 933 | $196.1M | $61K |
| XCEL ENERGY INC. XCEL ENERGY INC. NON-BARGAINING PENSION PLAN (SOUTH) | MINNEAPOLIS, MN | Other NONE | 893 | $194.3M | $8K |
| INTERNATIONAL PAPER COMPANY INTERNATIONAL PAPER CO RET ACCT - EMERGING MARKETS FIXED INCOME | MEMPHIS, TN | Other NONE | — | $161.4M | $39K |
| DOLE FOOD COMPANY, INC. CONSOLIDATED RETIREMENT PLAN OF DOLE FOOD COMPANY, INC. | CHARLOTTE, NC | Other N/A | 235 | $153.1M | $34K |
| DOLE FOOD COMPANY, INC. CONSOLIDATED RETIREMENT PLAN OF DOLE FOOD COMPANY, INC. | CHARLOTTE, NC | Other N/A | 224 | $152.3M | $23K |
| INTERNATIONAL PAPER COMPANY INTERNATIONAL PAPER CO RET ACCT - EMERGING MARKETS FIXED INCOME | MEMPHIS, TN | Other NONE | — | $150.4M | $35K |
| THE BANK OF NOVA SCOTIA SCOTIABANK PENSION PLAN (UNITED STATES) | — | Other NONE | 147 | $100.9M | $55K |
| AMERICAN COLLEGE OF SURGEONS AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS' RETIREMENT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISORY | 366 | $80.4M | $84K |
| AMERICAN COLLEGE OF SURGEONS AMERICAN COLLEGE OF SURGEONS STAFF MEMBERS' RETIREMENT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISORY | 359 | $71.1M | $100K |
| PEPSICO, INC. PEPSICO EMPLOYEES RETIREMENT PLAN A | PURCHASE, NY | Other NONE | 0 | $0 | $134K |