NINETY ONE
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
46
Active participants
179,353
Total plan assets
$418.4B
Filings (rows)
46
Direct comp
$8.3M
Indirect comp
$0
Aggregating 11 name variants under "NINETY ONE"
NINETY ONE NORTH AMERICA19NINETY ONE6NINETY ONE EMERGING MARKETS4NINETY ONE GLOBAL3NINETY ONE INTERNATIONAL DYNAMIC3NINETY ONE EMERGING MARKETS EQUITY3NINETY ONE EMERGING MRKT INVESTEC3NINETY ONE GLOBAL SELECT2NINETY ONE INTL FRANCHISE1NINETY ONE GLOBAL SELECT SERIES1NINETY ONE GLOBAL DYNAMIC EQUITY1
SERVICES PROVIDED
Other36
Advisor / Consultant10
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| NINETY ONE EMERGING MRKTS EQTY FND | 11 |
| NINETY ONE EMERGING MARKETS EQUITY | 5 |
| 91 GLOBAL SELECT - EMERGING MARKETS | 4 |
| NINETY ONE EMERGING MARKETS LOCAL | 3 |
| CF NINETY ONE EMERGING MARKET EQUIT | 3 |
| NINETY ONE GLOBAL FRANCHISE | 3 |
| EMERGING MARKETS EQUITY TRUST | 3 |
| NINETY ONE EMERGING MARKETS EQ FUND | 3 |
| CF NINETY ONE GLOBAL FRANCHISE FUND | 3 |
| NINETY ONE EMERGING MKTS EQUITY FD | 3 |
| NINETY ONE GLOBAL FRANCHISE FUND LL | 2 |
| NINETY ONE LOW-VOL EQUITY | 2 |
| NINETY ONE AFRICA FIXED INCOME OPPO | 2 |
| NINETY ONE EMERGING MKT BL DEBT | 1 |
| NINETY ONE GLOBAL FRANCHISE FUND | 1 |
| NINETY ONE GLOBAL EMERG MARKET EQ | 1 |
Top plans served
All 46 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| LOCKHEED MARTIN CORPORATION LMC DEFINED CONTRIBUTION MASTER TRUST | BETHESDA, MD | Advisor / Consultant INVESTMENT MANAGEMENT | — | $56.1B | $27K |
| LOCKHEED MARTIN CORPORATION LMC DEFINED CONTRIBUTION MASTER TRUST | BETHESDA, MD | Advisor / Consultant INVESTMENT MANAGEMENT | — | $51.8B | $309K |
| LOCKHEED MARTIN CORPORATION LMC DEFINED CONTRIBUTION MASTER TRUST | BETHESDA, MD | Advisor / Consultant INVESTMENT MANAGEMENT | — | $47.8B | $194K |
| VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE, NJ | Other NONE | — | $33.3B | $858K |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM PERSONAL PENSION PLAN | ARMONK, NY | Other PARTY-IN-INTEREST | 14,881 | $25.5B | $159K |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM PERSONAL PENSION PLAN | ARMONK, NY | Other NONE | 13,377 | $25.0B | $64K |
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST | BETHESDA, MD | Advisor / Consultant INVESTMENT MANAGEMENT | — | $24.9B | $386K |
| GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE GENERAL ELECTRIC PENSION TRUST | EVENDALE, OH | Advisor / Consultant INVESTMENT MANAGER | — | $24.9B | $191K |
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST | BETHESDA, MD | Advisor / Consultant INVESTMENT MANAGEMENT | — | $24.6B | $318K |
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST | BETHESDA, MD | Advisor / Consultant INVESTMENT MANAGEMENT | — | $23.7B | $76K |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM PERSONAL PENSION PLAN | ARMONK, NY | Other PARTY-IN-INTEREST | 43,052 | $17.9B | $102K |
| GE HEALTHCARE TECHNOLOGIES INC. GE HEALTHCARE PENSION MASTER TRUST | CHICAGO, IL | Advisor / Consultant INVESTMENT MANAGER | — | $15.0B | $33K |
| DELOITTE LLP DELOITTE LLP MASTER PENSION TRUST | NEW YORK, NY | Advisor / Consultant INVESTMENT MANAGER | — | $8.0B | $566K |
| FLUOR CORPORATION MASTER RETIREMENT TRUST (DC) FLUOR CORPORATION MASTER RETIREMENT TRUST (DC) | IRVING, TX | Other NONE | — | $3.5B | $35K |
| PPL SERVICES CORPORATION PPL SERVICES CORPORATION MASTER TRUST | ALLENTOWN, PA | Other NONE | — | $3.3B | $457K |
| PPL SERVICES CORPORATION PPL SERVICES CORPORATION MASTER TRUST | ALLENTOWN, PA | Other NONE | — | $3.2B | $411K |
| FLUOR CORPORATION MASTER RETIREMENT TRUST (DC) FLUOR CORPORATION MASTER RETIREMENT TRUST (DC) | IRVING, TX | Other NONE | — | $3.2B | $34K |
| PPL SERVICES CORPORATION PPL SERVICES CORPORATION MASTER TRUST | ALLENTOWN, PA | Other NONE | — | $3.1B | $381K |
| FLUOR CORPORATION MASTER RETIREMENT TRUST (DC) FLUOR CORPORATION MASTER RETIREMENT TRUST (DC) | IRVING, TX | Other NONE | — | $3.0B | $104K |
| SYSCO CORPORATION SYSCO CORPORATION RETIREMENT PLAN | HOUSTON, TX | Other INV-MGMT | 10,406 | $2.6B | $278K |
| CHARTER COMMUNICATIONS, INC. TIME WARNER CABLE PENSION PLAN | CHARLOTTE, NC | Other NONE | 15,757 | $2.6B | $215K |
| MARATHON PETROLEUM COMPANY LP MARATHON PETROLEUM RETIREMENT PLAN | FINDLAY, OH | Other NONE | 18,065 | $2.2B | $497K |
| MARATHON PETROLEUM COMPANY LP MARATHON PETROLEUM RETIREMENT PLAN | FINDLAY, OH | Other NONE | 17,916 | $2.1B | $411K |
| MARATHON PETROLEUM COMPANY LP MARATHON PETROLEUM RETIREMENT PLAN | FINDLAY, OH | Other NONE | 17,542 | $2.0B | $591K |
| AUTOMATIC DATA PROCESSING, INC. AUTOMATIC DATA PROCESSING INC PENSION RETIREMENT PLAN | ROSELAND, NJ | Advisor / Consultant INVESTMENT MANAGEMENT | 10,049 | $1.7B | $971K |
| THE WILLIAMS COMPANIES, INC. WILLIAMS PENSION PLAN | TULSA, OK | Other PARTY-IN-INTEREST | 3,178 | $1.4B | $60K |
| THE WILLIAMS COMPANIES MASTER PENSION TRUST THE WILLIAMS COMPANIES MASTER PENSION TRUST | TULSA, OK | Other PARTY-IN-INTEREST | — | $1.3B | $60K |
| THE WILLIAMS COMPANIES MASTER PENSION TRUST THE WILLIAMS COMPANIES MASTER PENSION TRUST | TULSA, OK | Other PARTY-IN-INTEREST | — | $1.3B | $89K |
| WINDSTREAM SERVICES, LLC WINDSTREAM PENSION PLAN | LITTLE ROCK, AR | Other N/A | 1,704 | $478.6M | $49K |
| WINDSTREAM SERVICES, LLC WINDSTREAM PENSION PLAN | LITTLE ROCK, AR | Other N/A | 1,298 | $437.9M | $22K |
| WINDSTREAM SERVICES, LLC WINDSTREAM PENSION PLAN | LITTLE ROCK, AR | Other N/A | 1,443 | $414.7M | $27K |
| CERIDIAN HCM, INC. CERIDIAN RETIREMENT PLAN | MINNEAPOLIS, MN | Other INVESTMENT MGMT | 58 | $372.5M | $12K |
| LESTER E COX MEDICAL CENTERS LESTER E COX MEDICAL CENTERS MASTER TRUST | SPRINGFIELD, MO | Other NONE | — | $266.0M | $67K |
| DELOITTE TOUCHE TOHMATSU SERVICES, LLC DTTS PENSION PLAN | NEW YORK, NY | Other NONE | 1,770 | $247.6M | $7K |
| DELOITTE TOUCHE TOHMATSU SERVICES, LLC DTTS PENSION PLAN | NEW YORK, NY | Other NONE | 1,917 | $240.7M | $11K |
| DELOITTE TOUCHE TOHMATSU SERVICES, LLC DTTS PENSION PLAN | NEW YORK, NY | Other NONE | 1,758 | $225.6M | $30K |
| ALYESKA PIPELINE SERVICE COMPANY ALYESKA PIPELINE SERVICE COMPANY PENSION PLAN FOR OPERATING COMPANY EMPLOYEES | ANCHORAGE, AK | Other N/A | 667 | $152.4M | $101K |
| INTERNATIONAL ASSOCIATION OF SHEET METAL AIR, RAIL AND TRANSPORTATION SMWIA STAFF PENSION PLAN | FALLS CHURCH, VA | Other NONE | 83 | $129.8M | $17K |
| INTERNATIONAL ASSOCIATION OF SHEET METAL AIR, RAIL AND TRANSPORTATION SMWIA STAFF PENSION PLAN | WASHINGTON, DC | Other NONE | 84 | $114.1M | $20K |
| PLUMBERS & STEAMFITTERS LOCAL UNION NO.33 HEALTH & WELFARE TRUST PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST | DES MOINES, IA | Other | 1,441 | $98.0M | $21K |
| PLUMBERS & STEAMFITTERS LOCAL UNION NO.33 HEALTH & WELFARE TRUST PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST | DES MOINES, IA | Other | 1,430 | $87.4M | $16K |
| PLUMBERS & STEAMFITTERS LOCAL UNION NO.33 HEALTH & WELFARE TRUST PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST | DES MOINES, IA | Other | 1,285 | $73.8M | $11K |
| INTERNATIONAL ASSOCIATION OF SHEET METAL AIR, RAIL AND TRANSPORTATION SMWIA STAFF RETIREE HEALTH FUND | WASHINGTON, DC | Other NONE | 78 | $54.3M | $7K |
| INTERNATIONAL ASSOCIATION OF SHEET METAL AIR, RAIL AND TRANSPORTATION SMWIA STAFF RETIREE HEALTH FUND | WASHINGTON, DC | Other NONE | 59 | $48.7M | $7K |
| INTERNATIONAL ASSOCIATION OF SHEET METAL AIR, RAIL AND TRANSPORTATION SMWIA STAFF RETIREE HEALTH FUND | WASHINGTON, DC | Other NONE | 55 | $42.7M | $8K |
| CALPORTLAND COMPANY CALIFORNIA PORTLAND CEMENT COMPANY MASTER RETIREMENT TRUST | LAS VEGAS, NV | Other NONE | — | $0 | $7K |