MILESTONE GROUP

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

Active participants

Total plan assets

$2.1B

Filings (rows)

Direct comp

$29K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
RUSSELL INVEST INSTITUTIONAL FUNDS LLC LARGE CAP U.S. EQUITY INDEX FUN RUSSELL INVESTMENTS INSTITUTIONAL FUNDS, L.L.C. LARGE CAP U. S. EQUITY INDEX FUND	SEATTLE, WA	Advisor / Consultant INVESTMENT MANAGEMENT	—	$964.7M	$12K
RUSSELL INVEST INSTITUTIONAL FUNDS LLC LARGE CAP U.S. EQUITY INDEX FUN RUSSELL INVESTMENTS INSTITUTIONAL FUNDS, L.L.C. LARGE CAP U. S. EQUITY INDEX FUND	SEATTLE, WA	Advisor / Consultant INVESTMENT MANAGEMENT	—	$687.6M	$12K