Form 5500 Search

MSCI

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
53
Active participants
732,692
Total plan assets
$1.0T
Filings (rows)
53
Direct comp
$3.5M
Indirect comp
$18K

SERVICES PROVIDED

Other48
Advisor / Consultant5

CITs / DFEs sponsored by this firm

Fund / entityPlans holding
STATE STREET GLOBAL ADVISORS3
MSCI EAFE INDEX - NL RETIREMENT PLA2
METLIFE2

Top plans served

All 53 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
SEATTLE, WA
Other
SERVICE PROVIDER
$73.5B$10K
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
SEATTLE, WA
Other
SERVICE PROVIDER
$71.5B$7K
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
ATLANTA, GA
Other
NONE
$51.4B$17K
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
ATLANTA, GA
Other
NONE
$50.4B$16K
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
SEATTLE, WA
Other
SERVICE PROVIDER
$48.9B$9K
GENERAL ELECTRIC COMPANY
GENERAL ELECTRIC PENSION TRUST
BOSTON, MA
Other
CONSULTING
$46.7B$36K
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
SEATTLE, WA
Other
SERVICE PROVIDER
$46.2B$503K
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Other
CONSULTING
$46.2B$40K
AT&T INC.
SBC MASTER PENSION TRUST
DALLAS, TX
Other
NONE
$30.6B$5K
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI
Other
NONE
0$30.6B$262K
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
WASHINGTON, DC
Other
NONE
104,686$27.4B$100K
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM PERSONAL PENSION PLAN
ARMONK, NY
Other
PARTY-IN-INTEREST
14,881$25.5B$230K
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM PERSONAL PENSION PLAN
ARMONK, NY
Other
PARTY-IN-INTEREST
13,377$25.0B$169K
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
WASHINGTON, DC
Other
NONE
103,525$24.9B$7K
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST
BETHESDA, MD
Advisor / Consultant
INVESTMENT MANAGEMENT
$24.9B$10K
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Other
CONSULTING
$24.9B$44K
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST
BETHESDA, MD
Advisor / Consultant
INVESTMENT MANAGEMENT
$24.6B$99K
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST
BETHESDA, MD
Advisor / Consultant
INVESTMENT MANAGEMENT
$23.7B$789K
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
WASHINGTON, DC
Other
NONE
100,627$23.5B$6K
PACIFIC GAS AND ELECTRIC COMPANY
PACIFIC GAS AND ELECTRIC COMPANY RETIREMENT PLAN
OAKLAND, CA
Other
N/A
24,401$21.4B$10K
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
ATLANTA, GA
Other
NONE
39,297$21.2B$8K
DELTA AIR LINES, INC.
DELTA MASTER TRUST
ATLANTA, GA
Other
INDEX PRICING
$20.1B$13K
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI
Other
NONE
0$19.6B$167K
PACIFIC GAS AND ELECTRIC COMPANY
PACIFIC GAS AND ELECTRIC COMPANY RETIREMENT PLAN
OAKLAND, CA
Other
NONE
27,500$18.0B$5K
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM PERSONAL PENSION PLAN
ARMONK, NY
Other
PARTY-IN-INTEREST
43,052$17.9B$104K
PACIFIC GAS AND ELECTRIC COMPANY
PACIFIC GAS AND ELECTRIC COMPANY RETIREMENT PLAN
OAKLAND, CA
Other
NONE
28,573$17.6B$13K
PACIFIC GAS AND ELECTRIC COMPANY
PACIFIC GAS AND ELECTRIC COMPANY RETIREMENT PLAN
OAKLAND, CA
Other
NONE
25,647$17.1B$8K
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUND
1199SEIU HEALTH CARE EMPLOYEES PENSION FUND
NEW YORK, NY
Other
NONE
111,833$16.2B
SHELL USA, INC.
SHELL PENSION PLAN
HOUSTON, TX
Other
NONE
12,688$15.1B$20K
SHELL USA, INC.
SHELL PENSION PLAN
HOUSTON, TX
Other
NONE
12,215$14.6B$19K
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI
Other
NONE
0$12.7B$109K
MERCK & CO., INC.
MERCK & CO., INC. MASTER RETIREMENT TRUST
RAHWAY, NJ
Other
NONE
$11.3B$5K
CITIGROUP INC.
THE CITIGROUP PENSION PLAN
STAMFORD, CT
Other
NONE
14,217$10.0B$5K
SHELL USA, INC.
SHELL PENSION PLAN
HOUSTON, TX
Other
NONE
11,963$9.7B$21K
DOMINION ENERGY, INC.
DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST
RICHMOND, VA
Other
INADV-PL
$8.3B$159K
ASCENSION HEALTH DBA ASCENSION HEALTHCARE
ASCENSION HEALTHCARE MASTER PENSION TRUST
ST. LOUIS, MO
Other
OTHER SERVICES
$8.1B$13K
ASCENSION HEALTH DBA ASCENSION HEALTHCARE
ASCENSION HEALTHCARE MASTER PENSION TRUST
ST. LOUIS, MO
Other
OTHER SERVICES
$8.0B$14K
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER RETIREMENT TRUST
OMAHA, NE
Other
NONE
$4.6B$5K
SOUTHERN CALIFORNIA EDISON COMPANY
THE SOUTHERN CALIFORNIA EDISON COMPANY RETIREMENT PLAN
ROSEMEAD, CA
Advisor / Consultant
INVESTMENT MANAGEMENT
9,551$4.5B$11K
PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED
PUBLIC SERVICE ENTERPRISE GROUP INC. MASTER DEFINED BENEFIT RETIREMENT TRUST
NEWARK, NJ
Other
NONE
$4.4B$5K
GLAXOSMITHKLINE LLC
GLAXOSMITHKLINE CASH BALANCE PENSION PLAN
PHILADELPHIA, PA
Other
NONE
7,110$2.9B$5K
BRIDGEWATER PURE ALPHA MAJOR MARKETS, LTD.
BRIDGEWATER PURE ALPHA MAJOR MARKETS, LTD.
WESTPORT, CT
Other
NONE
0$2.0B$7K
ARAMCO SHARED BENEFITS COMPANY
ARAMCO U.S. RETIREMENT INCOME PLAN
HOUSTON, TX
Other
NONE
1,618$1.8B$16K
DOMINION ENERGY, INC.
DOMINION ENERGY RETIREE HEALTH & WELFARE PLAN
RICHMOND, VA
Other
INADV-PL
$1.8B$21K
SOUTHERN CALIFORNIA EDISON COMPANY
EDISON INTERNATIONAL WELFARE BENEFIT PLAN
ROSEMEAD, CA
Advisor / Consultant
INVESTMENT MANAGEMENT
14,155$1.5B$13K
GREEN COURT CAPITAL MANAGEMENT LTD
GREEN COURT GREATER CHINA LONG-ONLY EQUITY FUND LTD.
Other
NONE
$1.3B$29K
SCANA CORPORATION
SCANA CORPORATION RETIREMENT PLAN
RICHMOND, VA
Other
INV MGMT
2,058$670.1M$11K
UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NY
RETIREMENT PLAN FOR EMPLOYEES OF UNITED JEWISH
NEW YORK, NY
Other
NONE
5,001$555.5M$62K
GENERAL MILLS, INC.
GENERAL MILLS GROUP TRUST -- POOLED PRIVATE EQUITY FUND
MINNEAPOLIS, MN
Other
NONE
$520.7M$21K
UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NY
RETIREMENT PLAN FOR EMPLOYEES OF UNITED JEWISH
NEW YORK, NY
Other
NONE
4,717$505.8M$146K
GENERAL MILLS, INC.
GENERAL MILLS GROUP TRUST - POOLED REAL ASSET FUND
MINNEAPOLIS, MN
Other
NONE
$501.0M$22K
GREEN COURT CAPITAL MANAGEMENT LTD
GREEN COURT CHINA OPPORTUNITY FUND LTD.
Other
NONE
$405.3M$22K
DOMINION ENERGY, INC.
DOMINION ENERGY TRANSMISSION UNION RETIREE HEALTH AND WELFARE PLAN
RICHMOND, VA
Other
INADV-PL
$0$5K