MERCER GLOBAL
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
111
Active participants
423,093
Total plan assets
$100.7B
Filings (rows)
112
Direct comp
$8.0M
Indirect comp
$80K
Aggregating 3 name variants under "MERCER GLOBAL"
SERVICES PROVIDED
Advisor / Consultant58
Other51
Broker2
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| MERCER OPPORTUNISTIC FIXED INCOME | 3 |
| MERCER NON-US CORE EQUITY PTF | 3 |
| MERCER US LARGE CAP PASSIVE EQUITY | 3 |
| MERCER EMERGING MARKETS EQUITY PTF | 3 |
| MERCER GROUP TR MERCER LONG STRIPS | 3 |
| MERCER GLOBAL LOW VOLATILITY EQUITY | 3 |
| MERCER PASSIVE LONG GOV FI PTF | 3 |
| MERCER US SMALL/MID CAP EQTY PTF | 3 |
| MERCER ACTIVE LONG FI PTF | 3 |
| MERCER NON-US CORE EQ | 2 |
| MERCER CORE FIXED INCOME | 2 |
| MERCER US LARGE CAP CORE PASSIVE EQ | 2 |
| MERCER US SMALL/MID CAP GROWTH EQ | 2 |
| LONG DURATION INV GRADE CREDIT | 1 |
| NON-US CORE EQUITY | 1 |
| ACTIVE LONG INVESTMENT PORTFOL | 1 |
| MGI EMERGING MKTS EQUITY | 1 |
| US ACTIVE FIXED INCOME | 1 |
| MERCER ACTIVE INTERMEDIATE FIXED | 1 |
| MGI US LONG DURATION PASSIVE FIXED | 1 |
| LOW VOLATILITY EQUITY PORTFOLIO | 1 |
| OPPORTUNITY FIXED INCOME | 1 |
| GLOBAL LOW VOLATILITY EQUITY PORTFO | 1 |
| MGI US SMALL/MID CAP GROWTH EQUITY | 1 |
| MGI US LARGE CAP PASSIVE EQUITY CT | 1 |
Top plans served
Showing top 112 of 111 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| APPLE INC. APPLE 401(K) PLAN | CUPERTINO, CA | Other NONE | 101,450 | $19.8B | $7K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 17,444 | $16.8B | $14K |
| APPLE INC. APPLE 401(K) PLAN | CUPERTINO, CA | Other NONE | 106,111 | $15.0B | $15K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Advisor / Consultant INVESTMENT ADVISOR | 34,203 | $8.0B | $31K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,636 | $6.8B | $18K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Advisor / Consultant INVESTMENT ADVISOR | 33,913 | $6.6B | $62K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,078 | $5.6B | $55K |
| JETBLUE AIRWAYS CORPORATION JETBLUE AIRWAYS RETIREMENT PLAN | LONG ISLAND CITY, NY | Other NONE | 24,195 | $3.7B | $7K |
| FOLEY & LARDNER LLP FOLEY & LARDNER LLP DEFINED CONTRIBUTION RETIREMENT PLAN | MILWAUKEE, WI | Other NONE | 2,109 | $1.7B | $5K |
| ESSENTIA HEALTH ESSENTIA HEALTH RETIREMENT PLAN | DULUTH, MN | Other NONE | 15,491 | $1.6B | $5K |
| WASHINGTON PERMANENTE MEDICAL GROUP, P.C. WPMG 401(K) RETIREMENT SAVINGS PLAN | RENTON, WA | Other NONE | 1,713 | $1.3B | $8K |
| WASHINGTON PERMANENTE MEDICAL GROUP, P.C. WPMG 401(K) RETIREMENT SAVINGS PLAN | RENTON, WA | Other NONE | 1,760 | $1.1B | $23K |
| NORTHWEST PERMANENTE, P.C. NORTHWEST PERMANENTE, P.C. RETIREMENT PLAN - MPP ASPECT | PORTLAND, OR | Other OTHER SERVICES | 1,561 | $1.1B | $17K |
| NORTHWEST PERMANENTE, P.C. NORTHWEST PERMANENTE, P.C. RETIREMENT PLAN - MPP ASPECT | PORTLAND, OR | Advisor / Consultant CONSULTANT | 1,562 | $966.2M | $38K |
| KING & SPALDING LLP KING & SPALDING LLP PROFIT SHARING - 401(K) PLAN | ATLANTA, GA | Other NONE | 1,984 | $899.8M | $18K |
| FEDERATED MUTUAL INSURANCE COMPANY FEDERATED MUTUAL RETIREMENT PLAN | OWATONNA, MN | Other NONE | 2,699 | $788.7M | $545K |
| FEDERATED MUTUAL INSURANCE COMPANY FEDERATED MUTUAL RETIREMENT PLAN | OWATONNA, MN | Other NONE | 2,571 | $759.0M | $492K |
| FEDERATED MUTUAL INSURANCE COMPANY FEDERATED MUTUAL RETIREMENT PLAN | OWATONNA, MN | Other NONE | 2,391 | $653.9M | $429K |
| LOMA LINDA UNIVERSITY FACULTY MEDICAL GROUP LOMA LINDA UNIVERSITY FACULTY MEDICAL GROUP MULTIPLE EMPLOYER RETIREMENT PLAN | LOMA LINDA, CA | Other NONE | 3,892 | $612.7M | $5K |
| LOMA LINDA UNIVERSITY FACULTY MEDICAL GROUP LOMA LINDA UNIVERSITY FACULTY MEDICAL GROUP MULTIPLE EMPLOYER RETIREMENT PLAN | LOMA LINDA, CA | Other NONE | 3,885 | $516.6M | $15K |
| SHAMROCK FOODS COMPANY SHAMROCK FOODS COMPANY 401(K) PLAN AND TRUST | PHOENIX, AZ | Advisor / Consultant INVESTMENT ADVISOR | 5,985 | $454.8M | $210K |
| MCFARLAND CLINIC, P.C. MCFARLAND CLINIC, P.C. 401(K) PROFIT SHARING PLAN | AMES, IA | Other NONE | 1,398 | $448.2M | $15K |
| MCFARLAND CLINIC, P.C. MCFARLAND CLINIC, P.C. 401(K) PROFIT SHARING PLAN | AMES, IA | Other NONE | 1,436 | $405.1M | $49K |
| POLSINELLI PC POLSINELLI PROFIT SHARING PLAN I | KANSAS CITY, MO | Advisor / Consultant ADVISOR | 1,216 | $400.9M | $5K |
| SHAMROCK FOODS COMPANY SHAMROCK FOODS COMPANY 401(K) PLAN AND TRUST | PHOENIX, AZ | Advisor / Consultant INVESTMENT ADVISOR | 5,194 | $393.2M | $196K |
| SHAMROCK FOODS COMPANY SHAMROCK FOODS COMPANY 401(K) PLAN AND TRUST | PHOENIX, AZ | Advisor / Consultant INVESTMENT ADVISOR | 4,880 | $324.2M | $145K |
| BIC CORPORATION BIC CORPORATION MASTER TRUST | SHELTON, CT | Advisor / Consultant INVESTMENT MANAGER | — | $303.8M | $1.2M |
| BIC CORPORATION BIC CORPORATION MASTER TRUST | SHELTON, CT | Advisor / Consultant INVESTMENT MANAGER | — | $300.1M | $1.3M |
| SANSUM SANTA BARBARA MEDICAL CLINIC, INC. SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN | SANTA BARBARA, CA | Other NONE | 241 | $235.8M | $22K |
| SANSUM SANTA BARBARA MEDICAL CLINIC, INC. SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN | SANTA BARBARA, CA | Other NONE | 230 | $204.9M | $32K |
| SANSUM SANTA BARBARA MEDICAL CLINIC, INC. SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN | SANTA BARBARA, CA | Advisor / Consultant INVESTMENT ADVISOR | 222 | $184.5M | $36K |
| STRADLEY, RONON, STEVENS & YOUNG, LLP STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I | PHILADELPHIA, PA | Other NONE | 270 | $176.2M | $7K |
| STRADLEY, RONON, STEVENS & YOUNG, LLP STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I | PHILADELPHIA, PA | Other NONE | 277 | $149.8M | $22K |
| RADIOLOGY IMAGING ASSOCIATES P.C. RADIOLOGY IMAGING ASSOCIATES P.C. PROFIT SHARING PLAN | ENGLEWOOD, CO | Other NONE | 499 | $149.8M | $16K |
| MIDWEST ANESTHESIA PARTNERS LLC MIDWEST ANESTHESIA PARTNERS LLC 401(K) P/S PLAN | NAPERVILLE, IL | Other NONE | 211 | $126.3M | $10K |
| SHAMROCK FOODS COMPANY SHAMROCK FOODS COMPANY RETIREMENT PLAN | PHOENIX, AZ | Other NONE | 738 | $125.2M | $190K |
| TONKON TORP LLP PROFIT SHARING AND 401(K) PLAN TONKON TORP LLP PROFIT SHARING AND 401(K) PLAN | PORTLAND, OR | Other NONE | 184 | $109.1M | $15K |
| MEDICAL ASSOCIATION OF GEORGIA MEDICAL ASSOCIATION OF GEORGIA MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN | ATLANTA, GA | Other NONE | 657 | $108.0M | $37K |
| MEDICAL ASSOCIATION OF GEORGIA MEDICAL ASSOCIATION OF GEORGIA MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN | ATLANTA, GA | Other NONE | 657 | $108.0M | $98K |
| INSTITUTE OF NUCLEAR POWER OPERATIONS INSTITUTE OF NUCLEAR POWER OPERATIONS 401(K) RETIREMENT SAVINGS PLAN | ATLANTA, GA | Other NONE | 299 | $107.5M | $7K |
| METRO-WEST ANESTHESIA GROUP, INC. METRO-WEST ANESTHESIA GROUP, INC. 401(K) PLAN | CHESTERFIELD, MO | Advisor / Consultant INVESTMENT ADVISOR | 193 | $96.5M | $9K |
| G. M. LAWRENCE & CO. THE LAWRENCE GROUP COMPANIES 401(K) PLAN | NASHVILLE, TN | Advisor / Consultant INVESTMENT ADVISOR | 942 | $96.2M | $68K |
| SHAMROCK FOODS COMPANY SHAMROCK FOODS COMPANY RETIREMENT PLAN | PHOENIX, AZ | Other NONE | 147 | $90.2M | $226K |
| G. M. LAWRENCE & CO. THE LAWRENCE GROUP COMPANIES 401(K) PLAN | NASHVILLE, TN | Advisor / Consultant INVESTMENT ADVISOR | 961 | $88.7M | $17K |
| METRO-WEST ANESTHESIA GROUP, INC. METRO-WEST ANESTHESIA GROUP, INC. 401(K) PLAN | CHESTERFIELD, MO | Advisor / Consultant INVESTMENT ADVISOR | 160 | $76.7M | $6K |
| THE CARLSTAR GROUP LLC THE CARLSTAR GROUP LLC 401(K) PLAN | FRANKLIN, TN | Advisor / Consultant INVESTMENT ADVISOR | 849 | $68.9M | $13K |
| SUBURBAN PROPANE L.P. PENS PLAN FOR EES OF SUB PROPANE LP & SUBSIDIARIES | WHIPPANY, NJ | Other NONE | 225 | $58.7M | $172K |
| HAWLEY TROXELL ENNIS & HAWLEY LLP HAWLEY TROXELL 401(K) PLAN | BOISE, ID | Advisor / Consultant INVESTMENT ADVISOR | 125 | $54.5M | $41K |
| MEDICAL ASSOCIATION OF GEORGIA MEDICAL ASSOCIATION OF GEORGIA MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN | ATLANTA, GA | Other NONE | 568 | $47.8M | $103K |
| THE MAUI MEDICAL GROUP, INC. MAUI MEDICAL GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | WAILUKU, HI | Other NONE | 267 | $45.2M | $8K |
| PUEBLO RADIOLOGY MEDICAL GROUP, INC . PUEBLO RADIOLOGY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | SANTA BARBARA, CA | Other NONE | 98 | $41.0M | $21K |
| PUEBLO RADIOLOGY MEDICAL GROUP, INC . PUEBLO RADIOLOGY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | SANTA BARBARA, CA | Other NONE | 93 | $37.5M | $61K |
| CHILDREN'S MEDICAL GROUP, P.C. CHILDREN'S MEDICAL GROUP, P. C. 401(K) PROFIT SHARING PLAN | ATLANTA, GA | Other NONE | 161 | $34.2M | $0 |
| CHASSE BUILDING TEAM, INC. CHASSE BUILDING TEAM, INC. 401(K) PROFIT SHARING PLAN | TEMPE, AZ | Advisor / Consultant ADVISOR | 267 | $29.5M | $50K |
| CHILDREN'S MEDICAL GROUP, P.C. CHILDREN'S MEDICAL GROUP, P. C. 401(K) PROFIT SHARING PLAN | ATLANTA, GA | Other NONE | 158 | $29.1M | $12K |
| SUN VALLEY COMMUNITY SCHOOL, INC. SUN VALLEY COMMUNITY SCHOOL, INC. 403(B) PLAN | SUN VALLEY, ID | Advisor / Consultant ADVISOR | 144 | $28.2M | $17K |
| DUNLOP MANUFACTURING INC DUNLOP MANUFACTURING INC 401K PROFIT SHARING PLAN | BENICIA, CA | Other NONE | 234 | $25.6M | $35K |
| WILLMENG CONSTRUCTION, INC. WILLMENG CONSTRUCTION, INC. 401(K) PLAN | PHOENIX, AZ | Advisor / Consultant ADVISOR | 380 | $25.0M | $112K |
| SUN VALLEY COMMUNITY SCHOOL, INC. SUN VALLEY COMMUNITY SCHOOL, INC. 403(B) PLAN | SUN VALLEY, ID | Advisor / Consultant ADVISOR | 143 | $24.8M | $35K |
| BUCKEYE POWER SALES CO., INC. BUCKEYE POWER SALES CO., INC. 401(K) PLAN | BLACKLICK, OH | Other NONE | 246 | $24.7M | $41K |
| CHILDREN'S MEDICAL GROUP, P.C. CHILDREN'S MEDICAL GROUP, P. C. 401(K) PROFIT SHARING PLAN | ATLANTA, GA | Broker PARTICIPANT BROKERAGE | 118 | $24.5M | $38K |
| BUCKEYE POWER SALES CO., INC. BUCKEYE POWER SALES CO., INC. 401(K) PLAN | BLACKLICK, OH | Other NONE | 244 | $24.2M | $39K |
| NOVO CONSTRUCTION, INC. NOVO CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN | MENLO PARK, CA | Other NONE | 232 | $23.4M | $733 |
| DUNLOP MANUFACTURING INC DUNLOP MANUFACTURING INC 401K PROFIT SHARING PLAN | BENICIA, CA | Other NONE | 220 | $23.2M | $31K |
| CHASSE BUILDING TEAM, INC. CHASSE BUILDING TEAM, INC. 401(K) PROFIT SHARING PLAN | TEMPE, AZ | Advisor / Consultant ADVISOR | 222 | $22.1M | $50K |
| BINGHAM EQUIPMENT COMPANY BINGHAM COMPANIES PROFIT SHARING AND 401(K) PLAN | MESA, AZ | Advisor / Consultant ADVISOR | 263 | $22.0M | $69K |
| SUN VALLEY COMMUNITY SCHOOL, INC. SUN VALLEY COMMUNITY SCHOOL, INC. 403(B) PLAN | SUN VALLEY, ID | Advisor / Consultant ADVISOR | 133 | $21.5M | $27K |
| WILLMENG CONSTRUCTION, INC. WILLMENG CONSTRUCTION, INC. 401(K) PLAN | PHOENIX, AZ | Advisor / Consultant ADVISOR | 332 | $20.7M | $73K |
| BINGHAM EQUIPMENT COMPANY BINGHAM COMPANIES PROFIT SHARING AND 401(K) PLAN | MESA, AZ | Advisor / Consultant ADVISOR | 241 | $20.5M | $62K |
| THE LOEB ELECTRIC COMPANY LOEB ELECTRIC COMPANY 401(K) PROFIT SHARING PLAN & TRUST | COLUMBUS, OH | Advisor / Consultant ADVISOR | 307 | $20.4M | $13K |
| DUNLOP MANUFACTURING INC DUNLOP MANUFACTURING INC 401K PROFIT SHARING PLAN | BENICIA, CA | Other NONE | 199 | $20.1M | $31K |
| ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN | LAGUNA HILLS, CA | Broker SECURITIES BROKERAGE | 110 | $18.0M | $3K |
| THE FARMERS BANK THE FARMERS BANK 401K PLAN | PORTLAND, TN | Advisor / Consultant RIA | 153 | $17.8M | $32K |
| BINGHAM EQUIPMENT COMPANY BINGHAM COMPANIES PROFIT SHARING AND 401(K) PLAN | MESA, AZ | Advisor / Consultant ADVISOR | 229 | $17.3M | $63K |
| THE LOEB ELECTRIC COMPANY LOEB ELECTRIC COMPANY 401(K) PROFIT SHARING PLAN & TRUST | COLUMBUS, OH | Advisor / Consultant ADVISOR | 267 | $17.2M | $37K |
| CHASSE BUILDING TEAM, INC. CHASSE BUILDING TEAM, INC. 401(K) PROFIT SHARING PLAN | TEMPE, AZ | Advisor / Consultant ADVISOR | 204 | $16.6M | $50K |
| J.M. WILSON CORPORATION J.M. WILSON CORPORATION SAVINGS PLAN | PORTAGE, MI | Advisor / Consultant INVESTMENT ADVISORY | 142 | $15.4M | $0 |
| WILLMENG CONSTRUCTION, INC. WILLMENG CONSTRUCTION, INC. 401(K) PLAN | PHOENIX, AZ | Advisor / Consultant RIA | 354 | $15.4M | $75K |
| THE FARMERS BANK THE FARMERS BANK 401K PLAN | PORTLAND, TN | Advisor / Consultant RIA | 155 | $15.2M | $27K |
| INNERFACE ARCHITECTURAL SIGNAGE, INC. INNERFACE 401(K) RETIREMENT PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 112 | $15.0M | $4K |
| PEACHTREE HOTEL GROUP, LLC PEACHTREE HOTEL GROUP 401(K) PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 503 | $14.4M | $1K |
| J.M. WILSON CORPORATION J.M. WILSON CORPORATION SAVINGS PLAN | PORTAGE, MI | Advisor / Consultant INVESTMENT ADVISORY | 130 | $13.3M | $0 |
| NORTH IDAHO EYE INSTITUTE, PA NORTH IDAHO EYE INSTITUTE, PA 401(K) PROFIT SHARING PLAN | COEUR D ALENE, ID | Advisor / Consultant RIA | 134 | $13.1M | $23K |
| NORTH IDAHO EYE INSTITUTE, PA NORTH IDAHO EYE INSTITUTE, PA 401(K) PROFIT SHARING PLAN | COEUR D ALENE, ID | Advisor / Consultant RIA | 131 | $11.4M | $20K |
| J.M. WILSON CORPORATION J.M. WILSON CORPORATION SAVINGS PLAN | PORTAGE, MI | Advisor / Consultant INVESTMENT ADVISORY | 122 | $10.4M | $11K |
| RUBIO'S RESTAURANT GROUP, LLC RUBIO'S RESTAURANT GROUP, LLC 401 (K) PLAN | CARLSBAD, CA | Other SERVICE PROVIDER | 1,442 | $10.4M | $0 |
| NORTH IDAHO EYE INSTITUTE, PA NORTH IDAHO EYE INSTITUTE, PA 401(K) PROFIT SHARING PLAN | COEUR D ALENE, ID | Advisor / Consultant RIA | 129 | $9.1M | $19K |
| RUBIO'S RESTAURANT, INC. RUBIO'S RESTAURANT, INC. 401(K) PLAN | CARLSBAD, CA | Other OTHER FEES | 2,977 | $8.5M | $1K |
| CHC TECHNOLOGY, LLC CHC TECHNOLOGY, LLC 401(K) PROFIT SHARING PLAN | NORCROSS, GA | Advisor / Consultant INVESTMENT ADVISOR | 92 | $8.2M | $3K |
| TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN | PAW PAW, MI | Advisor / Consultant INVESTMENT ADVISOR | 190 | $6.5M | $30K |
| COMPREHENSIVE SENIOR CARE CORPORATION COMPREHENSIVE SENIOR CARE CORP. 403B PLAN | BATTLE CREEK, MI | Other NONE | 373 | $6.2M | $7K |
| TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN | PAW PAW, MI | Advisor / Consultant INVESTMENT ADVISOR | 189 | $5.7M | $24K |
| ROSS MORTGAGE CORPORATION ROSS MORTGAGE CORPORATION EMPLOYEE TAX DEFERRED SAVINGS PLAN - 401(K) | TROY, MI | Advisor / Consultant RIA | 85 | $5.7M | $6K |
| TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN | PAW PAW, MI | Advisor / Consultant INVESTMENT ADVISOR | 171 | $5.2M | $11K |
| DRAKE OFFICE OVERLOAD, INC. DRAKE EMPLOYEE SAVINGS PLAN | PHOENIX, AZ | Advisor / Consultant INVESTMENT ADVISOR | 167 | $5.1M | $24K |
| COMPREHENSIVE SENIOR CARE CORP. COMPREHENSIVE SENIOR CARE CORP. 403(B) PLAN | BATTLE CREEK, MI | Other NONE | 348 | $5.1M | $22K |
| DRAKE OFFICE OVERLOAD, INC. DRAKE EMPLOYEE SAVINGS PLAN | PHOENIX, AZ | Advisor / Consultant INVESTMENT ADVISOR | 177 | $5.1M | $23K |
| INNOVATION SPECIALTIES INNOVATION SPECIALTIES 401K PROFIT SHARING PLAN | CULVER CITY, CA | Other NONE | 151 | $4.7M | $52K |
| SOCIETY FOR HANDICAPPED CITIZENS OF MEDINA COUNTY,INC. SOCIETY FOR HANDICAPPED CITIZENS OF MEDINA COUNTY, INC. 403(B) PLAN | SEVILLE, OH | Advisor / Consultant ADVISOR | 151 | $4.4M | $0 |
| SOCIETY FOR HANDICAPPED CITIZENS OF MEDINA COUNTY,INC. SOCIETY FOR HANDICAPPED CITIZENS OF MEDINA COUNTY, INC. 403(B) PLAN | SEVILLE, OH | Advisor / Consultant ADVISOR | 140 | $3.8M | $0 |
| DRAKE OFFICE OVERLOAD, INC. DRAKE EMPLOYEE SAVINGS PLAN | PHOENIX, AZ | Advisor / Consultant INVESTMENT ADVISOR | 167 | $3.4M | $18K |
| CHERRY REPUBLIC, INC. CHERRY REPUBLIC INC 401(K) PS PLAN | GLEN ARBOR, MI | Other NONE | 108 | $3.1M | $10K |
| SOCIETY FOR HANDICAPPED CITIZENS OF MEDINA COUNTY,INC. SOCIETY FOR HANDICAPPED CITIZENS OF MEDINA COUNTY, INC. 403(B) PLAN | SEVILLE, OH | Advisor / Consultant ADVISOR | 145 | $3.0M | $0 |
| INNOVATIVE HEALTH MANAGEMENT PARTNER LLC ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP 401(K) PLAN | NEWPORT BEACH, CA | Advisor / Consultant INVESTMENT ADVISOR | 146 | $2.2M | $6K |
| TIMBERLAND HARVESTERS, LLC TIMBERLAND HARVESTERS, LLC 401(K) PROFIT SHARING PLAN | EUFAULA, AL | Advisor / Consultant INVESTMENT ADVISOR | 133 | $1.6M | $7K |
| TIMBERLAND HARVESTERS, LLC TIMBERLAND HARVESTERS, LLC 401(K) PROFIT SHARING PLAN | EUFAULA, AL | Advisor / Consultant INVESTMENT ADVISOR | 122 | $1.6M | $8K |
| TIMBERLAND HARVESTERS, LLC TIMBERLAND HARVESTERS, LLC 401(K) PROFIT SHARING PLAN | EUFAULA, AL | Advisor / Consultant INVESTMENT ADVISOR | 131 | $1.3M | $2K |
| VYANET OPERATING GROUP INC VYANET OPERATING GROUP INC 401(K) PROFIT SHARING PLAN & TRUST | BEND, OR | Other NONE | 156 | $1.1M | $6K |
| SHEPPARD PRATT HEALTH SYSTEM INC SHEPPARD PRATT HEALTH SYSTEM PENSION PLAN | TOWSON, MD | Other | 0 | $638K | $313K |
| SHAMROCK FOODS COMPANY SHAMROCK FOODS COMPANY RETIREMENT PLAN | PHOENIX, AZ | Other NONE | 0 | $0 | $147K |
| AMERIFIRST FINANCIAL CORPORATION AMERIFIRST FINANCIAL CORPORATION PROFIT SHARING AND RETIREMENT SAVINGS PLAN | KALAMAZOO, MI | Advisor / Consultant INVESTMENT ADVISORY | 0 | $0 | $12K |
| FIRST CARE MGMT COMPANY, LLC FIRST CARE MGMT COMPANY, LLC 401(K) PLAN | NASHVILLE, TN | Advisor / Consultant RIA/IA | 0 | $0 | $9K |