MZ Asset Management

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

43,675

Total plan assets

$5.1B

Filings (rows)

Direct comp

$242K

Indirect comp

SERVICES PROVIDED

Investment manager2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
DUKE University Employees' Retirement Plan of DUKE University · all filings	DURHAM, NC	Investment manager	22,655	$2.6B	$133K	$0
DUKE University Employees' Retirement Plan of DUKE University · all filings	DURHAM, NC	Investment manager	21,020	$2.5B	$109K	$0