| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| BOARD OF TRUSTEES, SO CA UFCW UNIONS & FOOD EMPLOYERS SOUTHERN CALIFORNIA UFCW UNIONS AND FOOD EMPLOYERS JOINT PENSION TRUST FUND | CYPRESS, CA | Other service providers | 51,823 | $4.9B | $0 | $131K |
| BOARD OF TRUSTEES, UNITED FOOD AND COMMERCIAL WORKERS UNITED FOOD AND COMMERCIAL WORKERS UNIONS AND FOOD EMPLOYERS BENEFIT FUND | CYPRESS, CA | Other service providers | 38,585 | $477.5M | $0 | $62K |
| BOARD OF TRUSTEES OF SMART LOCAL UNION NO. 36 WELFARE PLAN INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS (SMART) LOCAL NO. 36 WELFARE PLAN | ST. LOUIS, MO | Other service providers | 1,433 | $60.7M | $51K | $0 |
| BOARD OF TRUSTEES OF SMART LOCAL UNION NO. 36 WELFARE PLAN INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS (SMART) LOCAL NO. 36 WELFARE PLAN | ST. LOUIS, MO | Other service providers | 1,430 | $60.5M | $51K | $0 |
| BOARD OF TRUSTEES OF SMART LOCAL UNION NO. 36 WELFARE PLAN INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS (SMART) LOCAL NO. 36 WELFARE PLAN | ST. LOUIS, MO | Other service providers | 1,356 | $56.7M | $57K | $0 |
| ASSOCIATED EMPLOYERS OF MONTANA ASSOCIATED EMPLOYERS GROUP BENEFIT PLAN AND TRUST | BILLINGS, MT | Broker | 7,740 | $54.3M | $291K | $0 |
| BOARD OF TRUSTEES, WESTERN REGIONS NECA 401(K) PLAN WESTERN REGIONS NECA 401(K) PLAN | SPOKANE, WA | Other service providers | 443 | $48.8M | $12K | $0 |
| ASSOCIATED EMPLOYERS OF MONTANA ASSOCIATED EMPLOYERS GROUP BENEFIT PLAN AND TRUST | BILLINGS, MT | Broker | 7,609 | $46.8M | $158K | $0 |
| ASSOCIATED EMPLOYERS OF MONTANA ASSOCIATED EMPLOYERS GROUP BENEFIT PLAN AND TRUST | BILLINGS, MT | Broker | 7,478 | $41.3M | $53K | $0 |
| BOARD OF TRUSTEES, WESTERN REGIONS NECA 401(K) PLAN WESTERN REGIONS NECA 401(K) PLAN | SPOKANE, WA | Other service providers | 425 | $37.0M | $5K | $0 |
| BOARD OF TRUSTEES SM WORKERS LOCAL 49 DEFINED CONTRIBUTION PLAN SM WORKERS LOCAL 49 DEFINED CONTRIBUTION PENSION PLAN | ALBUQUERQUE, NM | Other service providers | 772 | $17.9M | $12K | $0 |
| BOARD OF TRUSTEES OF SHEET METAL WORKERS 49 FAMILY HEALTH PLAN SHEET METAL WORKERS LOCAL 49 FAMILY HEALTH PLAN | ALBUQUERQUE, NM | Other service providers | 728 | $13.6M | $10K | $0 |
| BOARD OF TRUSTEES OF SHEET METAL WORKERS 49 FAMILY HEALTH PLAN SHEET METAL WORKERS LOCAL 49 FAMILY HEALTH PLAN | ALBUQUERQUE, NM | Other service providers | 792 | $13.2M | $10K | $0 |
| EMPLOYERS & LABORERS LOCALS 100 & 397 HEALTH & WELFARE PLAN EMPLOYERS & LABORERS LOCALS 100 & 397 HEALTH & WEL | ST. LOUIS, MO | Advisor / Consultant | 365 | $12.8M | $22K | $0 |
| BOARD OF TRUSTEES OF SHEET METAL WORKERS 49 FAMILY HEALTH PLAN SHEET METAL WORKERS LOCAL 49 FAMILY HEALTH PLAN | ALBUQUERQUE, NM | Other service providers | 673 | $12.6M | $9K | $0 |
| EMPLOYERS & LABORERS LOCALS 100 & 397 HEALTH & WELFARE PLAN EMPLOYERS & LABORERS LOCALS 100 & 397 HEALTH & WEL | ST. LOUIS, MO | Advisor / Consultant | 329 | $11.3M | $21K | $0 |
| TOWN PUMP INC. TOWN PUMP INC. EMPLOYEE BENEFITS PLAN | BUTTE, MT | Broker | 994 | $8.2M | $160K | $0 |
| ALTON IBEW/NECA HEALTH AND WELFARE PLAN ALTON IBEW/NECA HEALTH AND WELFARE PLAN | SAINT LOUIS, MO | Advisor / Consultant | 222 | $7.5M | $18K | $0 |
| ALTON IBEW/NECA HEALTH AND WELFARE PLAN ALTON IBEW/NECA HEALTH AND WELFARE PLAN | SAINT LOUIS, MO | Advisor / Consultant | 220 | $5.7M | $14K | $0 |
| BANCFIRST BANCFIRST CORPORATION EMPLOYEES' BENEFIT TRUST | OKLAHOMA CITY, OK | Other service providers | 1,504 | $5.5M | $48K | $0 |
| BANCFIRST BANCFIRST CORPORATION EMPLOYEES' BENEFIT TRUST | OKLAHOMA CITY, OK | Other service providers | 1,764 | $5.4M | $48K | $0 |
| HERSCHEND ENTERTAINMENT COMPANY, LLC HERSCHEND FAMILY ENTERTAINMENT WELFARE BENEFIT PLAN | BRANSONWEST, MO | Other service providers | 2,449 | $5.3M | $90K | $0 |
| BANCFIRST BANCFIRST CORPORATION EMPLOYEES' BENEFIT TRUST | OKLAHOMA CITY, OK | Other service providers | 1,504 | $4.7M | $48K | $0 |
| STEWART EMPLOYEE BENEFIT TRUST STEWART EMPLOYEE BENEFIT TRUST PLAN | YORK, PA | Other service providers | 1,304 | $2.9M | $60K | $0 |
| STEWART EMPLOYEE BENEFIT TRUST STEWART EMPLOYEE BENEFIT TRUST PLAN | YORK, PA | Other service providers | 1,275 | $2.1M | $69K | $0 |
| STEWART EMPLOYEE BENEFIT TRUST STEWART EMPLOYEE BENEFIT TRUST PLAN | YORK, PA | Other service providers | 0 | $1.7M | $55K | $0 |
| BROWN & JAMES PC BROWN & JAMES PC HEALTH INSURANCE PLAN | SAINT LOUIS, MO | Other service providers | 114 | — | $6K | $0 |
| FOGO DE CHAO, INC. FOGO DE CHAO, INC. BENEFIT PLAN | PLANO, TX | Broker | 1,142 | — | $0 | $127K |
