MARTINGALE
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
79,746
Total plan assets
$76.4B
Filings (rows)
19
Direct comp
$9.1M
Indirect comp
$0
Aggregating 5 name variants under "MARTINGALE"
SERVICES PROVIDED
Other18
Advisor / Consultant1
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| MARTINGALE INVESTMENT TRUST SERIES | 3 |
| MARTINGALE INVESTMENT TRUST LOW VOL | 3 |
| SERIES 1 US LOW VOLATILITY LARGE CA | 3 |
| MARTINGALE TRUST 1-US LOW VOL LRGCP | 3 |
| MARTINGALE INVESTMENT TRUST | 3 |
| MARTINGLE INV TRUST SERIES I | 3 |
| MARTINGALE INV TRUST SERIES 1-U S | 3 |
| MARTINGALE ASSET MANAGEMENT | 2 |
| 1-U S LOW VOLATILITY LARGECAP | 2 |
Top plans served
All 19 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON, CT | Other NONE | — | $43.6B | $310K |
| COX ENTERPRISES, INC. COX ENTERPRISES, INC. PENSION PLAN | ATLANTA, GA | Other NONE | 22,497 | $7.4B | $310K |
| COX ENTERPRISES, INC. COX ENTERPRISES, INC. PENSION PLAN | ATLANTA, GA | Other NONE | 24,008 | $7.1B | $431K |
| SCHLUMBERGER LIMITED SCHLUMBERGER MASTER PENSION TRUST | HOUSTON, TX | Other NONE | — | $3.8B | $105K |
| EXCAVATORS UNION PENSION FUND LOCA EXCAVATORS UNION LOCAL 731 PENSION FUND | ASTORIA, NY | Other NONE | 5,553 | $3.0B | $1.0M |
| EXCAVATORS UNION PENSION FUND LOCA EXCAVATORS UNION LOCAL 731 PENSION FUND | ASTORIA, NY | Other NONE | 5,257 | $2.6B | $855K |
| EXCAVATORS UNION PENSION FUND LOCA EXCAVATORS UNION LOCAL 731 PENSION FUND | ASTORIA, NY | Other NONE | 5,279 | $2.3B | $799K |
| BOARD OF TRUSTEES OF OPERATING ENGINEERS LOCAL 101 PENSION FUND OPERATING ENGINEERS LOCAL 101 PENSION FUND | KANSAS CITY, MO | Other NONE | 3,625 | $1.0B | $188K |
| BOARD OF TRUSTEES OF OPERATING ENGINEERS LOCAL 101 PENSION FUND OPERATING ENGINEERS LOCAL 101 PENSION FUND | KANSAS CITY, MO | Other NONE | 3,644 | $930.3M | $193K |
| BOARD OF TRUSTEES OF OPERATING ENGINEERS LOCAL 101 PENSION FUND OPERATING ENGINEERS LOCAL 101 PENSION FUND | KANSAS CITY, MO | Other NONE | 3,077 | $852.4M | $189K |
| LES SCHWAB WAREHOUSE CENTER, LLC LES SCHWAB PROFIT SHARING RETIREMENT PLAN | BEND, OR | Advisor / Consultant INDEPENDENT ADVISOR | 5,290 | $770.3M | $6K |
| BROWN-FORMAN CORPORATION BROWN-FORMAN CORPORATION MASTER RETIREMENT TRUST | LOUISVILLE, KY | Other NONE | — | $662.6M | $158K |
| MARTINGALE INVESTMENT TRUST SERIES 1 - US LOW VOLATILITY LARGECAP MARTINGALE INVESTMENT TRUST SERIES 1 - US LOW VOLATILITY LARGE CAP | BOSTON, MA | Other 3RD PARTY | — | $583.2M | $2.2M |
| MARTINGALE INVESTMENT TRUST SERIES 1 - US LOW VOLATILITY LARGECAP MARTINGALE INVESTMENT TRUST SERIES 1 - US LOW VOLATILITY LARGE CAP | BOSTON, MA | Other 3RD PARTY | — | $544.1M | $2.0M |
| WPS INSURANCE CORPORATION WPS PENSION PLAN | MONONA, WI | Other NONE | 518 | $333.6M | $118K |
| WPS INSURANCE CORPORATION WPS PENSION PLAN | MONONA, WI | Other NONE | 560 | $320.6M | $146K |
| WPS INSURANCE CORPORATION WPS PENSION PLAN | MONONA, WI | Other NONE | 438 | $317.3M | $125K |
| THE COCA-COLA COMPANY MASTER TRUST FOR 401(K) PLANS US LARGE CAP ACTIVE EQUITY FUND | ATLANTA, GA | Other NONE | — | $215.5M | $18K |
| THE COCA-COLA COMPANY MASTER TRUST FOR 401(K) PLANS US LARGE CAP ACTIVE EQUITY FUND | ATLANTA, GA | Other NONE | — | $0 | $15K |