NEW YORK
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
170
Active participants
1,419,870
Total plan assets
$300.8B
Filings (rows)
171
Direct comp
$24.4M
Indirect comp
$326K
Aggregating 31 name variants under "NEW YORK"
NEW YORK LIFE INSURANCE45NEW YORK LIFE SECURITIES35NEW YORK LIFE INSURANCE CO14NEW YORK LIFE INVESTMENT MANAGEMENT10NEW YORK BANKERS ASSOCIATION8NEW YORK LIFE INVESTMENT6NEW YORK MEDICAL MANAGEMENT5NEW YORK LIFE5NEW YORK LIFE INSURANCE & ANNUITY3NEW YORK NEW JERSEY REGIONAL JOINT3NEW YORK LIFE INVESTMENT MANAGMENT3NEW YORK LIFE INS CO & ANNUITY3NEW YORK STATE INSURANCE FUND3NEW YORK LIFE INSURACE3NEW YORK LIFE LIFE INSURANCE CO3NEW YORK LIFE TRUST3NEW YORK LIFE GROUP BENEFIT SOLUTIO2NEW YORK-PRESBYTERIAN/QUEENS2NEW YORK PLUMBING HEATING & COOLING2NEW YORK PRESBYTERIAN HOSPITAL2NEW YORK LIFE INVESTMENT MGMNT1NEW YORK LIFE INS & ANNUITY1NEW YORK GATES1NEW YORK PUBLIC GOODS1NEW YORK LIFE INSURANCE DBA EAGLE S1NEW YORK BLOOD CENTER1NEW YORK LIFE INSURANCE DBA1NEW YORK LIFE GROUP INSURANCE CO1NEW YORK BEST CARE1NEW YORK PUBLIC GOODS POOL1NEW YORK COMMUNITY BANK1
SERVICES PROVIDED
Other155
Advisor / Consultant8
TPA / Administrator5
Insurance2
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| STABLE VALUE ACCOUNT | 330 |
| NEW YORK LIFE ANCHOR ACCOUNT | 321 |
| PSA NO 25 STABLE VALUE ACCOUNT | 214 |
| NEW YORK LIFE SV ANCHOR ACCT | 40 |
| NY LIFE ANCHOR ACCT SERIES I - 0 | 29 |
| STABLE VALUE ACCOUNT PSA NO 25 | 28 |
| NEW YORK LIFE INS CO ANCHOR ACCOUNT | 24 |
| RELIANCE TR/NY LIFE ANCHOR CL 0 | 19 |
| NEW YORK LIFE ANCHOR ACCOUNT IV | 17 |
| RELIANCE TRST NY LIFE ANCHOR-SER I- | 17 |
| NYL STABLE VALUE ACCOUNT PSA NO 25 | 15 |
| RELIANCE TRUSTNEW YORK LIFE ANCHOR | 11 |
| NEW YORK LIFE ANCHOR ACCOUNT 35 | 9 |
| PSA NO 25 | 9 |
| NYPH MT LONG TERM POOL | 8 |
| NEW YORK ANCHOR ACCOUNT | 7 |
| NEW YORK LIFE ANCHOR ACCT IV | 7 |
| NYL STABLE VALUE ACCOUNT | 7 |
| NY LIFE ANCHOR IV STABLE FUND | 6 |
| NYL PROGRESS-SHARING INV PROG TRUST | 6 |
| NEW YORK LIFE ANCHOR ACCT I | 6 |
| NEW YORK LIFE STABLE VALUE FUND | 6 |
| NEW YORK LIFE ANCHOR | 6 |
| NEW YORK LIFE ANCHOR 35 | 6 |
| LONG/SHORT HEDGE FUND ACCOUNT | 5 |
Top plans served
Showing top 171 of 170 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM 401(K) PLAN | ARMONK, NY | Other PARTY-IN-INTEREST | 49,030 | $60.4B | $1.7M |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM 401 (K) PLUS PLAN | ARMONK, NY | Other PARTY-IN-INTEREST | 52,674 | $57.4B | $1.9M |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM 401 (K) PLUS PLAN | ARMONK, NY | Other PARTY-IN-INTEREST | 54,912 | $53.4B | $2.1M |
| PFIZER INC PFIZER SAVINGS PLAN | NEW YORK, NY | Other INV. MGMT | 33,309 | $19.6B | $259K |
| PFIZER INC PFIZER SAVINGS PLAN | PEAPACK, NJ | Other INV. MGMT | 30,033 | $17.8B | $296K |
| BOARD OF TRUSTEES OF THE DEFERRED SALARY PLAN OF THE ELECTRICAL IND DEFERRED SALARY PLAN OF THE ELECTRICAL INDUSTRY | FLUSHING, NY | Other NONE | 25,873 | $6.9B | $389K |
| LUMEN TECHNOLOGIES, INC. CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER | MONROE, LA | Advisor / Consultant INVESTMENT MANAGEMENT | — | $6.5B | $470K |
| LUMEN TECHNOLOGIES, INC. CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER | MONROE, LA | Advisor / Consultant INVESTMENT MANAGEMENT | — | $6.4B | $607K |
| LUMEN TECHNOLOGIES, INC. CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER | MONROE, LA | Advisor / Consultant INVESTMENT MANAGEMENT | — | $6.0B | $869K |
| NEXTERA ENERGY, INC. NEXTERA ENERGY, INC. EMPLOYEE PENSION PLAN | JUNO BEACH, FL | Other NONE | 15,485 | $5.3B | $652K |
| BD OF TR OF THE PENSION, HOSP & BENEFIT PL OF THE ELEC IND-PENSION PENSION, HOSPITALIZATION & BENEFIT PLAN OF THE ELECTRICAL INDUSTRY - PENSION TRUST ACCT | FLUSHING, NY | Other NONE | 15,968 | $5.0B | $538K |
| BD OF TR OF THE PENSION, HOSP & BENEFIT PL OF THE ELEC IND-PENSION PENSION, HOSPITALIZATION & BENEFIT PLAN OF THE ELECTRICAL INDUSTRY - PENSION TRUST ACCT | FLUSHING, NY | Other NONE | 16,390 | $4.4B | $582K |
| NEW YORK LIFE INSURANCE COMPANY NEW YORK LIFE INSURANCE COMPANY PENSION PLAN | NEW YORK, NY | Other EMPLOYER | 9,376 | $4.1B | $399K |
| NEW YORK LIFE INSURANCE COMPANY NEW YORK LIFE INSURANCE COMPANY PENSION PLAN | NEW YORK, NY | Other EMPLOYER | 9,269 | $4.0B | $294K |
| NEW YORK LIFE INSURANCE COMPANY NYLIC RETIREMENT PLAN | NEW YORK, NY | Other EMPLOYER | 12,292 | $3.2B | $314K |
| NEW YORK LIFE INSURANCE COMPANY NYLIC RETIREMENT PLAN | NEW YORK, NY | Other EMPLOYER | 12,447 | $3.1B | $232K |
| NEW YORK LIFE INSURANCE COMPANY NYLIC RETIREMENT PLAN | NEW YORK, NY | Other EMPLOYER | 11,867 | $3.1B | $352K |
| BOARD OF TRUSTEES OF THE ANNUITY PLAN OF THE ELECTRICAL INDUSTRY ANNUITY PLAN OF THE ELECTRICAL INDUSTRY | FLUSHING, NY | Other NONE | 18,200 | $2.2B | $218K |
| BOARD OF TRUSTEES OF THE ANNUITY PLAN OF THE ELECTRICAL INDUSTRY ANNUITY PLAN OF THE ELECTRICAL INDUSTRY | FLUSHING, NY | Other NONE | 18,907 | $2.0B | $195K |
| BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUND LEGACY PLAN OF THE NATIONAL RETIREMENT FUND | WHITE PLAINS, NY | Other PARTY-IN-INT | 8,379 | $1.9B | $20K |
| BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUND LEGACY PLAN OF THE NATIONAL RETIREMENT FUND | WHITE PLAINS, NY | Other PARTY-IN-INT | 10,704 | $1.8B | $16K |
| BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUND LEGACY PLAN OF THE NATIONAL RETIREMENT FUND | WHITE PLAINS, NY | Other PARTY-IN-INT | 11,294 | $1.7B | $34K |
| BOARD OF TRUSTEES OF 1199SEIU NBF HEALTH AND HUMAN SERVICE EMPLOYEES 1199SEIU NATIONAL BENEFIT FUND FOR HEALTH & HUMAN SERVICE EMPLOYEES | NEW YORK, NY | Other NONE | 116,828 | $1.6B | $340K |
| BOARD OF TRUSTEES OF 1199SEIU NBF HEALTH AND HUMAN SERVICE EMPLOYEES 1199SEIU NATIONAL BENEFIT FUND FOR HEALTH & HUMAN SERVICE EMPLOYEES | NEW YORK, NY | Other NONE | 116,828 | $1.6B | $8K |
| THE NEW YORK PRESBYTERIAN HOSPITAL THE NEW YORK AND PRESBYTERIAN HOSPITAL RETIREMENT PLAN | NEW YORK, NY | TPA / Administrator PLAN ADMINISTRATOR | 15,551 | $1.5B | $1.9M |
| BOARD OF TRUSTEES OF 1199SEIU NBF HEALTH AND HUMAN SERVICE EMPLOYEES 1199SEIU NATIONAL BENEFIT FUND FOR HEALTH & HUMAN SERVICE EMPLOYEES | NEW YORK, NY | Other NONE | 113,428 | $1.4B | $474K |
| BOARD OF TRUSTEES OF 1199SEIU NBF HEALTH AND HUMAN SERVICE EMPLOYEES 1199SEIU NATIONAL BENEFIT FUND FOR HEALTH & HUMAN SERVICE EMPLOYEES | NEW YORK, NY | Other NONE | 110,059 | $1.2B | $374K |
| BOARD OF TRUSTEES OF THE U.A. LOCAL NO. 393 DEFINED BENEFIT PENSION U.A. LOCAL NO. 393 DEFINED BENEFIT PENSION PLAN | SAN JOSE, CA | Other NONE | 1,962 | $1.0B | $16K |
| BOARD OF TRUSTEES, MEBA PENSION TRUST-DEFINED BENEFIT PLAN MEBA PENSION TRUST-DEFINED BENEFIT PLAN | BALTIMORE, MD | Other | 2,436 | $927.6M | $46K |
| BOARD OF TRUSTEES, MEBA PENSION TRUST-DEFINED BENEFIT PLAN MEBA PENSION TRUST-DEFINED BENEFIT PLAN | BALTIMORE, MD | Other | 2,130 | $915.9M | $47K |
| BOARD OF TRUSTEES OF THE U.A. LOCAL NO. 393 DEFINED BENEFIT PENSION PL U.A. LOCAL NO. 393 DEFINED BENEFIT PENSION PLAN | SAN JOSE, CA | Other NONE | 1,996 | $899.1M | $16K |
| BOARD OF TRUSTEES, MEBA PENSION TRUST-DEFINED BENEFIT PLAN MEBA PENSION TRUST-DEFINED BENEFIT PLAN | BALTIMORE, MD | Other | 2,367 | $892.2M | $48K |
| BOARD OF TRUSTEES OF THE PAINTING INDUSTRY ANNUITY FUND PAINTING INDUSTRY ANNUITY FUND | NEW YORK, NY | Other NONE | 5,406 | $884.1M | $58K |
| BOARD OF TRUSTEES OF THE PAINTING INDUSTRY ANNUITY FUND PAINTING INDUSTRY ANNUITY FUND | NEW YORK, NY | Other NONE | 5,414 | $812.2M | $56K |
| BOARD OF TRUSTEES OF THE PAINTING INDUSTRY ANNUITY FUND PAINTING INDUSTRY ANNUITY FUND | NEW YORK, NY | Other NONE | 5,509 | $745.0M | $58K |
| AUTOLIV ASP, INC AUTOLIV ASP, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN | OGDEN, UT | Other NONE | 3,908 | $686.8M | $96K |
| NEWELL OPERATING COMPANY NEWELL BRANDS CONSOLIDATED PENSION PLAN | ATLANTA, GA | Other NONE | 1,032 | $675.8M | $464K |
| PRINCIPAL LIFE INSURANCE COMPANY PRINCIPAL EASE 401(K) PLAN | DES MOINES, IA | Other OTHER SERVICES | 161,040 | $650.9M | $0 |
| NEWELL OPERATING COMPANY NEWELL BRANDS CONSOLIDATED PENSION PLAN | ATLANTA, GA | Other TRUSTECO | 864 | $634.8M | $406K |
| AUTOLIV ASP, INC AUTOLIV ASP, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN | OGDEN, UT | Other NONE | 4,129 | $633.6M | $112K |
| AUTOLIV ASP, INC AUTOLIV ASP, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN | OGDEN, UT | Other NONE | 4,537 | $588.4M | $129K |
| GREIF PACKAGING LLC GREIF PENSION PLAN | DELAWARE ROAD, OH | Other NONE | 1,232 | $519.5M | $20K |
| NEW YORK BLOOD CENTER NEW YORK BLOOD CENTER RETIREMENT PLAN | NEW YORK, NY | Other NONE | 2,579 | $505.2M | $15K |
| CONSTELLATION ENERGY GENERATION LLC CONSTELLATION HEALTH CARE PROGRAM | KENNETT SQUARE, PA | Advisor / Consultant INVESTMENT MANAGER | 12,924 | $499.7M | $84K |
| PRINCIPAL LIFE INSURANCE COMPANY PRINCIPAL EASE 401(K) PLAN | DES MOINES, IA | Other OTHER SERVICES | 106,368 | $384.2M | $0 |
| IBEW LOCAL UNION 269 ANNUITY FUND IBEW LOCAL UNION 269 ANNUITY FUND | WEST TRENTON, NJ | Other NONE | 989 | $298.1M | $0 |
| BOARD OF TRUSTEES OF THE UNITED WELFARE FUND UNITED WELFARE FUND-WELFARE DIVISION | NEW ROCHELLE, NY | Other NONE | 82,582 | $277.7M | $6K |
| IBEW LOCAL UNION 269 ANNUITY FUND IBEW LOCAL UNION 269 ANNUITY FUND | WEST TRENTON, NJ | Other NONE | 937 | $268.2M | $0 |
| IBEW LOCAL UNION 269 ANNUITY FUND IBEW LOCAL UNION 269 ANNUITY FUND | WEST TRENTON, NJ | Other NONE | 868 | $243.1M | $0 |
| PAINTING INDUSTRY INSURANCE FUND INDUSTRY PAINTING INDUSTRY INSURANCE FUND | NEW YORK, NY | Other NONE | 4,871 | $195.2M | $14K |
| PAINTING INDUSTRY INSURANCE FUND INDUSTRY PAINTING INDUSTRY INSURANCE FUND | NEW YORK, NY | Other NONE | 4,988 | $192.9M | $6K |
| BOARD OF TRUSTEES OF THE EDUCATIONAL AND CULTURAL TRUST FUND EDUCATIONAL AND CULTURAL TRUST FUND OF THE ELECTRICAL INDUSTRY | FLUSHING, NY | Other NONE | 17,950 | $174.2M | $8K |
| BOARD OF TRUSTEES IBEW LOCAL NO 461 DEFINED CONTRIBUTION PENSION IBEW LOCAL NO 461 DEFINED CONTRIBUTION PENSION PLAN | LANSING, MI | Other NONE | 1,075 | $171.5M | $12K |
| WILMINGTON HEALTH, PLLC WILMINGTON HEALTH, PLLC RETIREMENT PLAN | WILMINGTON, NC | Other NONE | 1,251 | $166.3M | $14K |
| BOARD OF TRUSTEES LOCAL 804 WELFARE TRUST FUND LOCAL 804 WELFARE TRUST FUND | PORT WASHINGTON, NY | Other REL'D TO HEALTH PLAN SYS | 5,232 | $154.9M | $437K |
| BOARD OF TRUSTEES IBEW LOCAL NO 461 DEFINED CONTRIBUTION PENSION IBEW LOCAL NO 461 DEFINED CONTRIBUTION PENSION PLAN | LANSING, MI | Other NONE | 1,026 | $153.9M | $10K |
| PRINCIPAL LIFE INSURANCE COMPANY PRINCIPAL EASE 401(K) PLAN | DES MOINES, IA | Other OTHER SERVICES | 54,001 | $153.7M | $0 |
| BOARD OF TRUSTEES LOCAL 804 WELFARE TRUST FUND LOCAL 804 WELFARE TRUST FUND | PORT WASHINGTON, NY | Other REL'D TO HEALTH PLAN SYS | 4,955 | $152.2M | $442K |
| BOARD OF TRUSTEES LOCAL 804 WELFARE TRUST FUND LOCAL 804 WELFARE TRUST FUND | PORT WASHINGTON, NY | Other REL'D TO HEALTH PLAN SYS | 4,955 | $151.3M | $439K |
| MCDERMOTT WILL & SCHULTE LLP SCHULTE ROTH & ZABEL LLP SUPPLEMENTAL RETIREMENT PLAN | CHICAGO, IL | Other NONE | 143 | $145.1M | $0 |
| WILMINGTON HEALTH, PLLC WILMINGTON HEALTH, PLLC RETIREMENT PLAN | WILMINGTON, NC | Other NONE | 1,161 | $141.7M | $14K |
| BOARD OF TRUSTEES IBEW LOCAL NO 461 DEFINED CONTRIBUTION PENSION IBEW LOCAL NO 461 DEFINED CONTRIBUTION PENSION PLAN | LANSING, MI | Other NONE | 982 | $128.5M | $4K |
| SCHULTE ROTH & ZABEL LLP SCHULTE ROTH & ZABEL LLP SUPPLEMENTAL RETIREMENT PLAN | NEW YORK, NY | Other NONE | 152 | $125.7M | $0 |
| SCHULTE ROTH & ZABEL LLP SCHULTE ROTH & ZABEL LLP SUPPLEMENTAL RETIREMENT PLAN | NEW YORK, NY | Other NONE | 143 | $114.8M | $0 |
| WILMINGTON HEALTH, PLLC WILMINGTON HEALTH, PLLC RETIREMENT PLAN | WILMINGTON, NC | Other NONE | 1,079 | $113.1M | $14K |
| NATIXIS NORTH AMERICA LLC NATIXIS US CIB DEFINED BENEFIT PENSION PLAN | NEW YORK, NY | Other NONE | 153 | $103.8M | $68K |
| NATIXIS NORTH AMERICA LLC NATIXIS US CIB DEFINED BENEFIT PENSION PLAN | NEW YORK, NY | Other NONE | 146 | $99.4M | $66K |
| NATIXIS NORTH AMERICA LLC NATIXIS US CIB DEFINED BENEFIT PENSION PLAN | NEW YORK, NY | Other NONE | 169 | $97.5M | $66K |
| CONSTELLATION ENERGY GENERATION LLC CONSTELLATION PECO ENERGY COMPANY RETIREE MEDICAL PLAN | KENNETT SQUARE, PA | Advisor / Consultant INVESTMENT MANAGER | — | $97.2M | $7K |
| DAMERON HOSPITAL ASSOCIATION DAMERON HOSPITAL ASSOCIATION 403B PLAN | STOCKTON, CA | Other NONE | 649 | $80.2M | $8K |
| DAMERON HOSPITAL ASSOCIATION DAMERON HOSPITAL ASSOCIATION 403(B) RETIREMENT PLAN | STOCKTON, CA | Other NONE | 649 | $78.1M | $8K |
| DAMERON HOSPITAL ASSOCIATION DAMERON HOSPITAL ASSOCIATION 403(B) RETIREMENT PLAN | STOCKTON, CA | Other NONE | 594 | $76.9M | $9K |
| DAMERON HOSPITAL ASSOCIATION DAMERON HOSPITAL ASSOCIATION 403(B) RETIREMENT PLAN | STOCKTON, CA | Other NONE | 585 | $72.5M | $8K |
| FINANCIAL INSTITUTIONS, INC. FINANCIAL INSTITUTIONS, INC. PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM | WARSAW, NY | Other NONE | 597 | $71.6M | $86K |
| KUMON NORTH AMERICA, INC. KUMON NORTH AMERICA, INC. 401(K) PLAN | RUTHERFORD, NJ | Other RETAINED BY CLIENT | 294 | $69.3M | $0 |
| TEAMSTERS LOCAL UNION 500 SEVERANCE TRUST FUND BOARD OF TRUSTEES TEAMSTERS LOCAL UNION 500 - SEVERANCE TRUST FUND | MOUNT LAUREL, NJ | Other NONE | 1,154 | $68.2M | $18K |
| FINANCIAL INSTITUTIONS, INC. FINANCIAL INSTITUTIONS, INC. PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM | WARSAW, NY | Other NONE | 659 | $66.4M | $81K |
| NEW YORK RACING ASSOCIATION, INC. RETIREMENT PLAN FOR ADMINISTRATIVE AND RACING EMPLOYEES OF THE NEW YORK RACING ASSOCIATION, INC. | JAMAICA, NY | Other NONE | 41 | $62.0M | $12K |
| NEW YORK RACING ASSOCIATION, INC. RETIREMENT PLAN FOR ADMINISTRATIVE AND RACING EMPLOYEES OF THE NEW YORK RACING ASSOCIATION, INC. | JAMAICA, NY | Other NONE | 42 | $61.8M | $12K |
| KUMON NORTH AMERICA, INC. KUMON NORTH AMERICA, INC. 401(K) PLAN | RUTHERFORD, NJ | Other RETAINED BY CLIENT | 313 | $60.4M | $0 |
| THE NEW YORK RACING ASSOCIATION INC RETIREMENT PLAN FOR ADMINISTRATIVE AND RACING EMPLOYEES OF THE NEW YORK RACING ASSOCIATION, INC. | JAMAICA, NY | Other NONE | 37 | $60.0M | $12K |
| KUMON NORTH AMERICA, INC. KUMON NORTH AMERICA, INC. 401(K) PLAN | RUTHERFORD, NJ | Other RETAINED BY CLIENT | 289 | $53.6M | $0 |
| IQOR, INC. IQOR RETIREMENT SAVINGS PLAN | ST. PETERSBURG, FL | Other RETAINED BY EMPLOYER | 2,725 | $48.5M | $0 |
| DZ BANK AG, NEW YORK BRANCH PENSION PLAN FOR EMPLOYEES OF DZ BANK AG, NEW YORK BRANCH | NEW YORK, NY | Other NONE | 68 | $47.8M | $29K |
| IQOR, INC. IQOR RETIREMENT SAVINGS PLAN | ST. PETERSBURG, FL | Other RETAINED BY EMPLOYER | 3,265 | $46.6M | $0 |
| NUCLEAR ENERGY INSTITUTE, INC. NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES SAVINGS PLAN | WASHINGTON, DC | Other RETAINED BY CLIENT | 97 | $46.0M | $0 |
| DZ BANK AG, NEW YORK BRANCH PENSION PLAN FOR EMPLOYEES OF DZ BANK AG, NEW YORK BRANCH | NEW YORK, NY | Other NONE | 61 | $45.5M | $30K |
| BOARD OF TRUSTEES L338 HEALTH AND WELFARE FUND LOCAL 338 HEALTH AND WELFARE FUND | MINEOLA, NY | Other NONE | 2,274 | $45.0M | $131K |
| DZ BANK AG, NEW YORK BRANCH PENSION PLAN FOR EMPLOYEES OF DZ BANK AG, NEW YORK BRANCH | NEW YORK, NY | Other NONE | 62 | $44.4M | $30K |
| BOARD OF TRUSTEES L338 HEALTH AND WELFARE FUND LOCAL 338 HEALTH AND WELFARE FUND | MINEOLA, NY | Other NONE | 2,550 | $44.4M | $124K |
| IQOR, INC. IQOR RETIREMENT SAVINGS PLAN | ST. PETERSBURG, FL | Other RETAINED BY EMPLOYER | 3,803 | $44.4M | $0 |
| NUCLEAR ENERGY INSTITUTE, INC. NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN | WASHINGTON, DC | Other RETAINED BY CLIENT | 93 | $40.2M | $0 |
| ORANGE BANK AND TRUST COMPANY ORANGE BANK & TRUST COMPANY PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM | MIDDLETOWN, NY | Other NONE | 43 | $34.8M | $39K |
| HEWT ADMINISTRATIVE COMMITTEE HANFORD EMPLOYEE WELFARE TRUST | RICHLAND, WA | Other NONE | 3,086 | $33.3M | $478K |
| RINKER DESIGN ASSOCIATES, P. C. RINKER DESIGN 401(K) PLAN | MANASSAS, VA | Other OTHER SERVICES | 180 | $30.4M | $0 |
| ORANGE BANK AND TRUST COMPANY ORANGE BANK & TRUST COMPANY PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM | MIDDLETOWN, NY | Other NONE | 46 | $30.1M | $35K |
| R & R, INC. R&R, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN | YOUNGSTOWN, OH | Other RETAINED BY EMPLOYER | 87 | $28.1M | $0 |
| CHAMPLAIN NATIONAL BANK CHAMPLAIN NATIONAL BANK PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM | WILLSBORO, NY | Other NONE | 59 | $26.5M | $29K |
| JERSEY SHORE STATE BANK JERSEY SHORE STATE BANK RETIREMENT PLAN | WILLIAMSPORT, PA | Other NONE | 23 | $25.5M | $0 |
| RINKER DESIGN ASSOCIATES, P. C. RINKER DESIGN 401(K) PLAN | MANASSAS, VA | Other OTHER SERVICES | 161 | $25.4M | $0 |
| HEWT ADMINISTRATIVE COMMITTEE HANFORD EMPLOYEE WELFARE TRUST | RICHLAND, WA | Other NONE | 4,002 | $24.6M | $293K |
| LYONS NATIONAL BANK LYONS NATIONAL BANK PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM | LYONS, NY | Other NONE | 180 | $23.7M | $25K |
| JERSEY SHORE STATE BANK JERSEY SHORE STATE BANK RETIREMENT PLAN | WILLIAMSPORT, PA | Other NONE | 24 | $23.3M | $0 |
| NATIONAL ASSOCIATION OF SOCIAL WORKERS, INC. N.A.S.W. EMPLOYEES 401(K) BENEFIT PLAN | WASHINGTON, DC | Other OTHER SERVICES | 210 | $22.3M | $0 |
| CHAMPLAIN NATIONAL BANK CHAMPLAIN NATIONAL BANK PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM | WILLSBORO, NY | Other NONE | 60 | $21.8M | $26K |
| R & R, INC. R&R, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN | YOUNGSTOWN, OH | Other RETAINED BY EMPLOYER | 93 | $21.6M | $0 |
| RINKER DESIGN ASSOCIATES, P. C. RINKER DESIGN 401(K) PLAN | MANASSAS, VA | Other OTHER SERVICES | 159 | $21.1M | $0 |
| THE MOSAIC TILE COMPANY OF VIRGINIA THE MOSAIC TILE COMPANY OF VIRGINIA INC 401(K) PROFIT SHARING PLAN | CHANTILLY, VA | Other NONE | 149 | $20.1M | $0 |
| LYONS NATIONAL BANK LYONS NATIONAL BANK PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM | LYONS, NY | Other NONE | 178 | $18.8M | $22K |
| GOLDEN BANK NATIONAL ASSOCIATION GOLDEN BANK NATIONAL ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN | HOUSTON, TX | Other OTHER SERVICES | 145 | $18.7M | $0 |
| BAPTIST HEALTHCARE SYSTEM, INC. PENSION PLAN FOR EMPLOYEES OF BAPTIST HEALTH RICHMOND | LOUISVILLE, KY | Other NONE | 99 | $17.7M | $34K |
| BAPTIST HEALTHCARE SYSTEM, INC. PENSION PLAN FOR EMPLOYEES OF BAPTIST HEALTH RICHMOND | LOUISVILLE, KY | Other NONE | 83 | $17.5M | $33K |
| BAPTIST HEALTHCARE SYSTEM, INC. PENSION PLAN FOR EMPLOYEES OF BAPTIST HEALTH RICHMOND | LOUISVILLE, KY | Other NONE | 88 | $17.4M | $32K |
| THE MOSAIC TILE COMPANY OF VIRGINIA THE MOSAIC TILE COMPANY OF VIRGINIA INC 401(K) PROFIT SHARING PLAN | CHANTILLY, VA | Other NONE | 147 | $16.9M | $0 |
| INTERNATIONAL LITERACY ASSOCIATION INTERNATIONAL LITERACY ASSOCIATION DC RETIREMENT PLAN | NEWARK, DE | Other OTHER SERVICES | 14 | $16.0M | $0 |
| TEAMSTERS LOCAL 210 AFFILIATED HEALTH & INSURANCE FUND TEAMSTERS LOCAL 210 AFFILIATED HEALTH & INSURANCE FUND | STATEN ISLAND, NY | Other NONE | 5,442 | $15.8M | $912K |
| CONTI CIVIL, LLC CONTI CIVIL, LLC EMPLOYEES' 401(K) PLAN | EDISON, NJ | Advisor / Consultant INVESTMENT ADVISOR | 281 | $15.7M | $11K |
| AUTONEUM NORTH AMERICA, INC. AUTONEUM NORTH AMERICA, INC. CARPET HOURLY-PAID EMPLOYEES' PENSION PLAN | NOVI, MI | Other NONE | 172 | $15.0M | $0 |
| AUTONEUM NORTH AMERICA, INC. AUTONEUM NORTH AMERICA, INC. CARPET HOURLY-PAID EMPLOYEES' PENSION PLAN | NOVI, MI | Other NONE | 196 | $14.3M | $0 |
| THE MOSAIC TILE COMPANY OF VIRGINIA THE MOSAIC TILE COMPANY OF VIRGINIA INC 401(K) PROFIT SHARING PLAN | CHANTILLY, VA | Other NONE | 150 | $13.4M | $0 |
| ABBOTT INDUSTRIES, INC. ABBOTT INDUSTRIES, INC. 401(K) PLAN | OKMULGEE, OK | TPA / Administrator CONTRACT ADMINISTRATOR | 108 | $13.2M | $24K |
| AUTONEUM NORTH AMERICA, INC. AUTONEUM NORTH AMERICA, INC. CARPET HOURLY-PAID EMPLOYEES' PENSION PLAN | NOVI, MI | Other NONE | 220 | $12.8M | $0 |
| THE CONTI GROUP LLC THE CONTI GROUP LLC EMPLOYEES' 401(K) PLAN | NEW HOPE, PA | Advisor / Consultant INVESTMENT ADVISOR | 14 | $12.2M | $45K |
| CONTI FEDERAL SERVICES, LLC CONTI FEDERAL SERVICES, LLC EMPLOYEES' 401(K) PLAN | ORLANDO, FL | Advisor / Consultant INVESTMENT ADVISOR | 141 | $12.2M | $8K |
| MEDUSIND INC. MEDUSIND, INC. 401(K) PLAN | MIAMI, FL | Other RETAINED BY EMPLOYER | 290 | $11.9M | $0 |
| HEWT ADMINISTRATIVE COMMITTEE HANFORD EMPLOYEE WELFARE TRUST | RICHLAND, WA | Other NONE | 5,176 | $11.8M | $296K |
| ODYSSEA MARINE, LLC ODYSSEA MARINE 401(K) PLAN | LAROSE, LA | Other OTHER SERVICES | 186 | $9.1M | $0 |
| GOLDENWEST DIAMOND CORPORATION GOLDENWEST DIAMOND CORPORATION 401(K) PLAN | TUSTIN, CA | Other OTHER SERVICES | 167 | $8.7M | $0 |
| TEXAS VETERINARY, PLLC TEXAS VETERINARY, PLLC 401(K) PLAN | AUSTIN, TX | Other OTHER SERVICES | 70 | $8.5M | $0 |
| AUTONEUM NORTH AMERICA, INC. AUTONEUM NORTH AMERICA, INC. CARPET RETIREMENT PLAN FOR SALARIED EMPLOYEES | NOVI, MI | Other NONE | 34 | $8.5M | $0 |
| BOARD OF TRUSTEES OF THE 1199SEIU LEAGUE REGISTERED NURSE TRAINING FUN 1199 SEIU LEAGUE REGISTERED NURSE TRAINING AND JOB SECURITY FUND | NEW YORK, NY | Other NONE | 8,433 | $8.3M | $28K |
| AUTONEUM NORTH AMERICA, INC. AUTONEUM NORTH AMERICA, INC. CARPET RETIREMENT PLAN FOR SALARIED EMPLOYEES | NOVI, MI | Other NONE | 29 | $8.2M | $0 |
| AUTONEUM NORTH AMERICA, INC. AUTONEUM NORTH AMERICA, INC. CARPET RETIREMENT PLAN FOR SALARIED EMPLOYEES | NOVI, MI | Other NONE | 35 | $8.1M | $0 |
| CHURCH OF THE PENTECOST U.S.A., INC. CHURCH OF THE PENTECOST U.S.A., INC. PENSION 401 (K) PLAN | BRONX, NY | Other OTHER SERVICES | 132 | $7.9M | $0 |
| SBE2, LLC SBE2 401K PLAN | MORGAN CITY, LA | Other OTHER SERVICES | 373 | $7.8M | $0 |
| AUTONEUM NORTH AMERICA, INC. AUTONEUM NORTH AMERICA, INC. EMPLOYEE RETIREMENT PLAN | NOVI, MI | Other NONE | 2 | $7.7M | $0 |
| AUTONEUM NORTH AMERICA, INC. AUTONEUM NORTH AMERICA, INC. EMPLOYEE RETIREMENT PLAN | NOVI, MI | Other NONE | 2 | $7.6M | $0 |
| SBE2, LLC SBE2 401K PLAN | MORGAN CITY, LA | Other OTHER SERVICES | 295 | $7.5M | $0 |
| AUTONEUM NORTH AMERICA, INC. AUTONEUM NORTH AMERICA, INC. EMPLOYEE RETIREMENT PLAN | NOVI, MI | Other NONE | 1 | $7.4M | $0 |
| SBE2, LLC SBE2 401K PLAN | MORGAN CITY, LA | Other OTHER SERVICES | 384 | $7.3M | $0 |
| SHARE OUR SELVES CORPORATION SHARE OUR SELVES CORPORATION 403(B) PLAN | NEWPORT BEACH, CA | Other OTHER SERVICES | 178 | $7.0M | $0 |
| BOARD OF TRUSTEES OF THE 1199SEIU LEAGUE REGISTERED NURSE TRAINING FUN 1199 SEIU LEAGUE REGISTERED NURSE TRAINING AND JOB SECURITY FUND | NEW YORK, NY | Other NONE | 7,957 | $6.4M | $12K |
| GERENT, LLC GERENT, LLC 401(K) PLAN | HERNDON, VA | Other INVESTMENT/FINANCIAL ADVI | 255 | $6.2M | $8K |
| JYG INNOVATIONS LLC JYG INNOVATIONS 401(K) PLAN | DAYTON, OH | Other OTHER SERVICES | 99 | $5.8M | $0 |
| THE LUKENS COMPANY THE LUKENS COMPANY CASH OR DEFERRED ARRANGEMENT PROFIT SHARING PLAN | ARLINGTON, VA | Other OTHER SERVICES | 103 | $5.8M | $0 |
| SHARE OUR SELVES CORPORATION SHARE OUR SELVES CORPORATION 403(B) PLAN | NEWPORT BEACH, CA | Other OTHER SERVICES | 163 | $5.6M | $0 |
| CORE CLINICAL MANAGEMENT, LLC CORE CLINICAL MANAGEMENT 401(K) PLAN | ATLANTA, GA | Other OTHER SERVICES | 389 | $5.2M | $0 |
| JYG INNOVATIONS LLC JYG INNOVATIONS 401(K) PLAN | DAYTON, OH | Other OTHER SERVICES | 127 | $5.0M | $0 |
| STELLA-JONES CORPORATION RETIREMENT PLAN FOR EMPLOYEES OF CASCADE POLE AND LUMBER COMPANY | — | Other NONE | 96 | $4.6M | $14K |
| SHARE OUR SELVES CORPORATION SHARE OUR SELVES CORPORATION 403(B) PLAN | COSTA MESA, CA | Other OTHER SERVICES | 150 | $4.4M | $0 |
| STELLA-JONES CORPORATION RETIREMENT PLAN FOR EMPLOYEES OF CASCADE POLE AND LUMBER COMPANY | — | Other NONE | 100 | $4.3M | $13K |
| MCFARLAND CASCADE POLE AND LUMBER RETIREMENT PLAN FOR EMPLOYEES OF CASCADE POLE AND LUMBER COMPANY | TACOMA, WA | Other NONE | 93 | $4.3M | $13K |
| COMMUNITY ACTION DEVELOPMENT CORPORATION 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION | FREDERICK, OK | Insurance INSURANCE CARRIER | 61 | $4.1M | $0 |
| COMMUNITY ACTION DEVELOPMENT CORPORATION 403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION | FREDERICK, OK | Insurance INSURANCE CARRIER | 83 | $3.9M | — |
| SOUTHCOAST WELDING & MANUFACTURING LLC SOUTHCOAST WELDING 401(K) PLAN | CHULA VISTA, CA | Other OTHER SERVICES | 407 | $3.8M | $0 |
| JYG INNOVATIONS LLC JYG INNOVATIONS 401(K) PLAN | DAYTON, OH | Other OTHER SERVICES | 133 | $3.6M | $0 |
| FULCRUM DIGITAL, INC. FULCRUM DIGITAL, INC. 401K PLAN | NEW YORK, NY | Other INVESTMENT/FINANCIAL ADVI | 68 | $3.5M | $0 |
| LYND MANAGEMENT GROUP LLC LYND MANAGEMENT GROUP LLC 401(K) PLAN | SAN ANTONIO, TX | Other OTHER SERVICES | 236 | $2.0M | $0 |
| CCL CONTRACTS CONSULTANCY INC. CCL CONTRACTS CONSULTANCY INC. 401(K) PROFIT SHARING PLAN | HOUSTON, TX | Other OTHER SERVICES | 235 | $1.7M | $0 |
| L & M COMPANIES, INC. L & M BENEFIT PLAN | RALEIGH, NC | Other NONE | 216 | $1.7M | $86K |
| LYND MANAGEMENT GROUP LLC LYND MANAGEMENT GROUP LLC 401(K) PLAN | SAN ANTONIO, TX | Other OTHER SERVICES | 211 | $1.4M | $0 |
| L & M COMPANIES, INC. L & M BENEFIT PLAN | RALEIGH, NC | Other NONE | 140 | $963K | $93K |
| TEXAS VETERINARY, PLLC TEXAS VETERINARY, PLLC 401(K) PLAN | AUSTIN, TX | Other OTHER SERVICES | 0 | $0 | $0 |
| THE NEW YORK AND PRESBYTERIAN HOSPITAL THE NEW YORK AND PRESBYTERIAN HOSPITAL RETIREMENT PLAN | NEW YORK, NY | TPA / Administrator PLAN ADMINISTRATOR | 0 | $0 | $2.2M |
| SULIT GROUP, LTD. SULIT GROUP 401(K) PLAN | WESTMINSTER, CO | Other OTHER SERVICES | 0 | $0 | $0 |
| HOLLAND ROOFING HOLLAND ROOFING WELFARE BENEFIT PLAN | FLORENCE, KY | Other OTHER | 235 | — | $116 |
| JOURNAL PUBLISHING COMPANY JOURNAL PUBLISHING CO. WELFARE PLAN | TUPELO, MS | Other | 153 | — | — |
| WABASH NATIONAL CORPORATION WABASH CHOICE BENEFITS PLAN | LAFAYETTE, IN | Other ADMINISTRATOR | 5,700 | — | $58K |
| JOURNAL PUBLISHING COMPANY JOURNAL PUBLISHING CO. WELFARE PLAN | TUPELO, MS | Other | 75 | — | — |
| PFIZER INC PFIZER HEALTH AND WELFARE BENEFIT PLAN | PEAPACK, NJ | TPA / Administrator CONTRACT ADMINISTRATOR | 30,442 | — | $24K |
| PFIZER INC PFIZER HEALTH AND WELFARE BENEFIT PLAN | TAMPA, FL | TPA / Administrator CONTRACT ADMINISTRATOR | 31,299 | — | $18K |