NORTHEAST RETIREMENT
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
187
Active participants
318,484
Total plan assets
$244.8B
Filings (rows)
187
Direct comp
$3.6M
Indirect comp
$365K
Aggregating 3 name variants under "NORTHEAST RETIREMENT"
SERVICES PROVIDED
Other139
TPA / Administrator22
Broker14
Accountant / Auditor6
Recordkeeper3
Custodian3
Top plans served
All 187 plans| 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 | $286K |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM 401 (K) PLUS PLAN | ARMONK, NY | Other PARTY-IN-INTEREST | 52,674 | $57.4B | $285K |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM 401 (K) PLUS PLAN | ARMONK, NY | Other PARTY-IN-INTEREST | 54,912 | $53.4B | $285K |
| HARTFORD FIRE INSURANCE COMPANY THE HARTFORD INVESTMENT AND SAVINGS PLAN | HARTFORD, CT | Other NONE | 18,614 | $6.5B | $54K |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY MASSACHUSETTS INSTITUTE OF TECHNOLOGY BASIC RETIREMENT PLAN | CAMBRIDGE, MA | Accountant / Auditor INVESTMENT ACCOUNTING | 13,100 | $5.9B | $90K |
| HARTFORD FIRE INSURANCE COMPANY THE HARTFORD INVESTMENT AND SAVINGS PLAN | HARTFORD, CT | Other NONE | 18,377 | $5.6B | $53K |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY MASSACHUSETTS INSTITUTE OF TECHNOLOGY BASIC RETIREMENT PLAN | CAMBRIDGE, MA | Accountant / Auditor INVESTMENT ACCOUNTING | 12,533 | $5.4B | $0 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY MASSACHUSETTS INSTITUTE OF TECHNOLOGY BASIC RETIREMENT PLAN | CAMBRIDGE, MA | Accountant / Auditor INVESTMENT ACCOUNTING | 11,888 | $5.3B | $0 |
| INVESCO ADVISERS, INC. INVESCO BALANCED-RISK ALLOCATION 10 FUND, A SERIES OF INVESCO MULTI SERIES FUNDS, LLC | ATLANTA, GA | Other NONE | — | $2.9B | $32K |
| GLOBAL TRUST COMPANY CAHABA PARTNERS EQUITY PLUS FUND | WOBURN, MA | Broker TRANSFER AGENT | — | $2.8B | $114K |
| GLOBAL TRUST COMPANY CAHABA PARTNERS EQUITY PLUS FUND | WOBURN, MA | Broker TRANSFER AGENT | — | $2.4B | $111K |
| INVESCO ADVISERS, INC. INVESCO BALANCED-RISK ALLOCATION 10 FUND, A SERIES OF INVESCO MULTI SERIES FUNDS, LLC | ATLANTA, GA | Other NONE | — | $1.8B | $42K |
| GLOBAL TRUST COMPANY CAHABA PARTNERS CORE FIXED INCOME FUND | WOBURN, MA | Broker TRANSFER AGENT | — | $1.7B | $72K |
| INVESCO ADVISERS, INC. INVESCO BALANCED-RISK ALLOCATION 10 FUND, A SERIES OF INVESCO MULTI SERIES FUNDS, LLC | ATLANTA, GA | Other NONE | — | $1.6B | $41K |
| GLOBAL TRUST COMPANY CAHABA PARTNERS CORE FIXED INCOME FUND | WOBURN, MA | Broker TRANSFER AGENT | — | $1.5B | $65K |
| INVESCO MULTI-SERIES FUNDS II, LLC UBC RUSSELL 3000 INDEX FUND, A SERIES OF INVESCO MULTI SERIES FUNDS II, LLC | ATLANTA, GA | Other NONE | — | $1.2B | $32K |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY MASSACHUSETTS INSTITUTE OF TECHNOLOGY RETIREE WELFARE BENEFIT PLAN | CAMBRIDGE, MA | Accountant / Auditor INVESTMENT ACCOUNTING | — | $1.2B | $11K |
| GLOBAL TRUST COMPANY DOUBLELINE SECURITIZED INCOME PORTFOLIO | WOBURN, MA | Broker TRANSFER AGENT | — | $1.1B | $13K |
| GLOBAL TRUST COMPANY DOUBLELINE SECURITIZED INCOME PORTFOLIO | WOBURN, MA | Broker TRANSFER AGENT | — | $1.0B | $13K |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY MASSACHUSETTS INSTITUTE OF TECHNOLOGY RETIREE WELFARE BENEFIT PLAN | CAMBRIDGE, MA | Accountant / Auditor INVESTMENT ACCOUNTING | — | $1.0B | $71K |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY MASSACHUSETTS INSTITUTE OF TECHNOLOGY RETIREE WELFARE BENEFIT PLAN | CAMBRIDGE, MA | Accountant / Auditor INVESTMENT ACCOUNTING | — | $937.7M | $0 |
| INTEL CORPORATION INTEL MINIMUM PENSION PLAN | FOLSOM, CA | Other NONE | 21,211 | $922.3M | $38K |
| INTEL CORPORATION INTEL MINIMUM PENSION PLAN | FOLSOM, CA | Other NONE | 18,776 | $910.0M | $30K |
| INVESCO MULTI-SERIES FUNDS II, LLC UBC RUSSELL 3000 INDEX FUND, A SERIES OF INVESCO MULTI SERIES FUNDS II, LLC | ATLANTA, GA | Other NONE | — | $899.9M | $52K |
| GLOBAL TRUST COMPANY CAHABA PARTNERS TACTICAL EQUITY FUND | WOBURN, MA | Broker TRANSFER AGENT | — | $896.6M | $44K |
| INTEL CORPORATION INTEL MINIMUM PENSION PLAN | FOLSOM, CA | Other NONE | 13,179 | $814.7M | $8K |
| GLOBAL TRUST COMPANY CAHABA PARTNERS TACTICAL EQUITY FUND | WOBURN, MA | Broker TRANSFER AGENT | — | $771.9M | $44K |
| HALLIBURTON COMPANY S&P 500 INDEX STRATEGY HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $750.3M | $5K |
| HALLIBURTON COMPANY LONG TARGET DATE RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $646.0M | $23K |
| HALLIBURTON COMPANY STABLE VALUE STRATEGY HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $623.4M | $5K |
| GLOBAL TRUST COMPANY CAHABA PARTNERS PUBLIC INFLATION HEDGES FUND | WOBURN, MA | Broker TRANSFER AGENT | — | $618.7M | $31K |
| GLOBAL TRUST COMPANY CAHABA PARTNERS EQUITY PLUS FUND | WOBURN, MA | Broker TRANSFER AGENT | — | $609.9M | $76K |
| HALLIBURTON COMPANY S&P 500 INDEX STRATEGY HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $595.2M | $5K |
| GLOBAL TRUST COMPANY CAHABA PARTNERS PUBLIC INFLATION HEDGES FUND | WOBURN, MA | Broker TRANSFER AGENT | — | $577.9M | $34K |
| HALLIBURTON COMPANY LONG TARGET DATE RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $550.8M | $20K |
| HALLIBURTON COMPANY STABLE VALUE STRATEGY HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $526.4M | $5K |
| HALLIBURTON COMPANY S&P 500 INDEX STRATEGY HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $477.7M | $5K |
| HALLIBURTON COMPANY STABLE VALUE STRATEGY HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $454.7M | $5K |
| INVESCO ASSET MANAGEMENT INVESCO INSTITUTIONAL TRUST BALANCED-RISK ALLOCATION FUND | ATLANTA, GA | Other NONE | — | $435.5M | $41K |
| HALLIBURTON COMPANY LONG TARGET DATE RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $430.0M | $18K |
| INVESCO ADVISERS, INC. INVESCO INSTITUTIONAL TRUST BALANCED-RISK ALLOCATION FUND | ATLANTA, GA | Other NONE | — | $427.3M | $42K |
| GLOBAL TRUST COMPANY CAHABA PARTNERS CORE FIXED INCOME FUND | WOBURN, MA | Broker TRANSFER AGENT | — | $394.8M | $53K |
| INVESCO MULTI-SERIES FUNDS II, LLC UBC RUSSELL 3000 INDEX FUND, A SERIES OF INVESCO MULTI SERIES FUNDS II, LLC | ATLANTA, GA | Other NONE | — | $383.2M | $43K |
| HALLIBURTON COMPANY LARGE CAP EQUITY STRATEGY HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $348.2M | $16K |
| HALLIBURTON COMPANY 2045 RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $347.0M | $16K |
| HALLIBURTON COMPANY LARGE CAP EQUITY STRATEGY HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $328.7M | $15K |
| INVESCO ASSET MANAGEMENT INVESCO INSTITUTIONAL TRUST BALANCED-RISK ALLOCATION FUND | ATLANTA, GA | Other NONE | — | $319.4M | $32K |
| INVESCO ADVISERS, INC. INVESCO MULTI SERIES FUNDS, LLC - INVESCO BALANCED-RISK ALLOCATION 12 FUND | ATLANTA, GA | Other NONE | — | $316.6M | $7K |
| HALLIBURTON COMPANY 2040 RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $314.4M | $15K |
| HALLIBURTON COMPANY 2045 RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $304.6M | $14K |
| HALLIBURTON COMPANY 2035 RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $285.9M | $14K |
| HALLIBURTON COMPANY LARGE CAP EQUITY STRATEGY HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $282.3M | $15K |
| HALLIBURTON COMPANY 2040 RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $272.8M | $13K |
| INVESCO ADVISERS, INC. INVESCO MULTI SERIES FUNDS, LLC - INVESCO BALANCED-RISK ALLOCATION 12 FUND | ATLANTA, GA | Other NONE | — | $269.0M | $45K |
| HALLIBURTON COMPANY 2030 RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $261.1M | $14K |
| HALLIBURTON COMPANY 2035 RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $260.9M | $13K |
| HALLIBURTON COMPANY 2030 RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $254.6M | $13K |
| HALLIBURTON COMPANY 2045 RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $252.6M | $14K |
| HALLIBURTON COMPANY 2025 RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $235.1M | $13K |
| HALLIBURTON COMPANY 2025 RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $234.6M | $14K |
| HALLIBURTON COMPANY 2040 RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $226.7M | $13K |
| HALLIBURTON COMPANY 2030 RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $218.1M | $13K |
| HALLIBURTON COMPANY 2035 RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $217.8M | $13K |
| HALLIBURTON COMPANY 2025 RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $214.3M | $13K |
| CATHOLIC MEDICAL CENTER CATHOLIC MEDICAL CENTER PENSION PLAN | MANCHESTER, NH | Other NONE | 397 | $206.3M | $8K |
| HALLIBURTON COMPANY SMALL/MID CAP EQUITY INDEX STRATEGY | HOUSTON, TX | Other NONE | — | $181.1M | $5K |
| HALLIBURTON COMPANY SMALL/MID CAP EQUITY INDEX STRATEGY | HOUSTON, TX | Other NONE | — | $167.1M | $5K |
| HALLIBURTON COMPANY 2020 RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $159.1M | $12K |
| INVESCO ADVISERS, INC. INVESCO OFI INTERNATIONAL GROWTH FUND, LP | ATLANTA, GA | Other NONE | — | $151.5M | $72K |
| HALLIBURTON COMPANY SMALL CAP EQUITY STRATEGY HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $151.4M | $11K |
| HALLIBURTON COMPANY 2020 RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $150.0M | $11K |
| HALLIBURTON COMPANY SMALL CAP EQUITY STRATEGY HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $148.8M | $10K |
| HALLIBURTON COMPANY SMALL/MID CAP EQUITY INDEX STRATEGY | HOUSTON, TX | Other NONE | — | $145.3M | $5K |
| INVESCO ADVISERS, INC. INVESCO OFI INTERNATIONAL GROWTH FUND, LP | ATLANTA, GA | Other NONE | — | $137.8M | $44K |
| HALLIBURTON COMPANY SMALL CAP EQUITY STRATEGY HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $136.4M | $11K |
| HALLIBURTON COMPANY 2020 RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $132.5M | $10K |
| INVESCO ADVISERS, INC. INVESCO OFI INTERNATIONAL GROWTH FUND, LP | ATLANTA, GA | Other NONE | — | $124.5M | $125K |
| GLOBAL TRUST COMPANY CAHABA PARTNERS PUBLIC INFLATION HEDGES FUND | WOBURN, MA | Broker TRANSFER AGENT | — | $107.5M | $23K |
| INTECH INVESTMENT MANAGEMENT LLC INTECH U.S. LARGE CAP GROWTH FUND, LLC | BOSTON, MA | Recordkeeper RECORDKEEPER | 0 | $98.0M | $25K |
| CONTINENTAL AUTOMOTIVE, INC. CONTINENTAL NA PENSION PLAN | FORT MILL, SC | Other NONE | 190 | $93.7M | $18K |
| CONTINENTAL AUTOMOTIVE, INC. CONTINENTAL NA PENSION PLAN | FORT MILL, SC | Other NONE | 182 | $93.1M | $16K |
| HALLIBURTON COMPANY NON-U.S. EQUITY STRATEGY HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $92.2M | $9K |
| HALLIBURTON COMPANY NON-U.S. EQUITY STRATEGY HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $90.8M | $9K |
| HALLIBURTON COMPANY NON-U.S. EQUITY STRATEGY HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $80.7M | $9K |
| HALLIBURTON COMPANY INCOME RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $70.1M | $9K |
| HALLIBURTON COMPANY INCOME RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $68.1M | $8K |
| HALLIBURTON COMPANY BOND INDEX STRATEGY HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $67.2M | $5K |
| HALLIBURTON COMPANY BOND INDEX STRATEGY HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $66.8M | $5K |
| HALLIBURTON COMPANY INCOME RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $65.4M | $8K |
| HALLIBURTON COMPANY BOND INDEX STRATEGY HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $64.7M | $5K |
| HALLIBURTON COMPANY 2015 RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $60.1M | $8K |
| HALLIBURTON COMPANY 2015 RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $56.3M | $8K |
| HALLIBURTON COMPANY 2015 RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $47.4M | $8K |
| HALLIBURTON COMPANY NON-U.S. EQUITY INDEX STRATEGY HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $44.4M | $5K |
| HALLIBURTON COMPANY NON-U.S. EQUITY INDEX STRATEGY HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $43.6M | $5K |
| POHANKA AUTO WEST, INC. POHANKA AUTO WEST, INC. 401(K) PLAN | CHANTILLY, VA | TPA / Administrator CONTRACT ADMIN | 648 | $43.3M | $5K |
| HALLIBURTON COMPANY NON-U.S. EQUITY INDEX STRATEGY HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $38.9M | $5K |
| HALLIBURTON COMPANY DEFINED BENEFIT PLAN ACCOUNT HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $36.4M | $8K |
| HALLIBURTON COMPANY DEFINED BENEFIT PLAN ACCOUNT HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $35.7M | $8K |
| VOLVO SALES AND SERVICE VOLVO SALES AND SERVICE 401(K) PLAN | LISLE, IL | Other OTHER | 357 | $34.6M | $4K |
| INVESCO ADVISERS, INC. INVESCO MULTI SERIES FUNDS, LLC INVESCO GLOBAL TARGETED RETURNS FUND | ATLANTA, GA | Other NONE | — | $34.3M | $68K |
| DICK BROWNING, INC. BROWNING 401(K) SAVINGS PLAN | CERRITOS, CA | Other OTHER | 622 | $30.4M | $3K |
| HALLIBURTON COMPANY DEFINED BENEFIT PLAN ACCOUNT HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $28.6M | $7K |
| INVESCO ADVISERS, INC. INVESCO INSTITUTIONAL TRUST GLOBAL ASSET ALLOCATION STRATEGY FUND | ATLANTA, GA | Other NONE | — | $25.7M | $32K |
| DICK BROWNING, INC. BROWNING 401(K) SAVINGS PLAN | CERRITOS, CA | Other OTHER | 623 | $24.8M | $3K |
| SAM LEMAN I, LLC SAM LEMAN I, LLC 401(K) PLAN | MORTON, IL | Other OTHER | 341 | $24.0M | $3K |
| HALLIBURTON COMPANY INFLATION SENSITIVE STRATEGY HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $22.2M | $5K |
| HALLIBURTON COMPANY INTERMEDIATE BOND STRATEGY HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $21.7M | $7K |
| POHANKA OF SALISBURY, INC. POHANKA OF SALISBURY, INC. 401(K) PLAN | CHANTILLY, VA | TPA / Administrator CONTRACT ADMIN | 522 | $20.7M | $3K |
| THE L.S. STARRETT COMPANY THE L.S. STARRETT COMPANY 401(K) SAVINGS PLAN | ATHOL, MA | TPA / Administrator THIRD PARTY ADMIN | 550 | $20.4M | $42K |
| HALLIBURTON COMPANY INTERMEDIATE BOND STRATEGY HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $20.2M | $7K |
| AUTOMALL PAYROLL SERVICES LTD AUTOMALL PAYROLL SERVICES LTD 401(K) PLAN AND TRUST | WEST ISLIP, NY | TPA / Administrator CONTRACT ADMIN | 1,083 | $19.9M | $2K |
| INTECH INVESTMENT MANAGEMENT LLC INTECH U.S. BROAD LARGE CAP GROWTH FUND, LLC | BOSTON, MA | Recordkeeper RECORDKEEPER | 0 | $19.6M | $24K |
| PACK AUTOMOTIVE GROUP PACK AUTOMOTIVE GROUP 401(K) PLAN | CARROLLTON, TX | Other OTHER | 942 | $18.5M | $2K |
| HALLIBURTON COMPANY INTERMEDIATE BOND STRATEGY HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $18.4M | $7K |
| GENGRAS MOTOR CARS, INC. GENGRAS MOTOR CARS, INC. 401(K) PLAN | EAST HARTFORD, CT | TPA / Administrator CONTRACT ADMIN | 321 | $17.9M | $2K |
| INTECH INVESTMENT MANAGEMENT LLC INTECH U.S. ENHANCED PLUS FUND LLC | BOSTON, MA | Recordkeeper RECORDKEEPER | 0 | $17.8M | $23K |
| PIERRE ENTERPRISES, INC. PIERRE ENTERPRISES, INC. 401(K) PLAN | SEATTLE, WA | TPA / Administrator CONTRACT ADMIN | 341 | $16.9M | $2K |
| BUD CLARY CHEVROLET, INC. BUD CLARY AUTOMOTIVE GROUP 401(K) PLAN | LONGVIEW, WA | Other OTHER | 586 | $16.0M | $2K |
| POHANKA OLDSMOBILE GMC POHANKA OLDSMOBILE GMC 401(K) PLAN | CHANTILLY, VA | TPA / Administrator CONTRACT ADMIN | 159 | $16.0M | $2K |
| HALLIBURTON COMPANY INFLATION SENSITIVE STRATEGY HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $15.8M | $5K |
| GENGRAS MOTOR CARS, INC. GENGRAS MOTOR CARS, INC. 401(K) PLAN | EAST HARTFORD, CT | Other OTHER | 315 | $15.8M | $2K |
| HALLIBURTON COMPANY INFLATION SENSITIVE STRATEGY HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $15.7M | $5K |
| PIERRE ENTERPRISES, INC. PIERRE ENTERPRISES, INC. 401(K) PLAN | SEATTLE, WA | Other OTHER | 328 | $15.1M | $2K |
| INTERNATIONAL AUTOS, INC. INTERNATIONAL AUTOS GROUP 401(K) PLAN | WEST ALLIS, WI | TPA / Administrator CONTRACT ADMIN | 673 | $14.4M | $2K |
| BUD CLARY CHEVROLET, INC. BUD CLARY AUTOMOTIVE GROUP 401(K) PLAN | LONGVIEW, WA | Other OTHER | 386 | $13.6M | $1K |
| GENGRAS MOTOR CARS, INC. GENGRAS MOTOR CARS, INC. 401(K) PLAN | EAST HARTFORD, CT | Other OTHER | 305 | $13.1M | $2K |
| MAGUIRE AUTOMOTIVE, LLC MAGUIRE AUTOMOTIVE GROUP, LLC 401(K) PLAN | ITHACA, NY | Other OTHER | 393 | $12.9M | $2K |
| VISTA FORD INC. VISTA FORD EMPLOYEE SAVINGS/RETIREMENT PLAN | WOODLAND HILLS, CA | TPA / Administrator CONTRACT ADMIN | 93 | $12.9M | $1K |
| ABBC SEVERANCE & SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND ANHEUSER-BUSCH BREWERY CONFERENCE SEVERANCE AND SUPPLEMENTAL UNEMPLOYMENT BENEFITS FUND | ST. LOUIS, MO | Custodian CUSTODIAN | 3,733 | $12.2M | $10K |
| HACIENDA MOTORS, LTD. DBA MERCEDES-BENZ OF PLEASANTON HACIENDA MOTORS, LTD. DBA MERCEDES-BENZ OF PLEASANTON 401(K) PLAN | PLEASANTON, CA | Other OTHER | 154 | $12.0M | $1K |
| AUTOMALL PAYROLL SERVICES LTD AUTOMALL PAYROLL SERVICES LTD 401(K) PLAN AND TRUST | WEST ISLIP, NY | Other OTHER | 1,000 | $11.9M | $1K |
| WILLIAM F FENTON, LLC WILLIAM F FENTON, LLC 401(K) PLAN | EAST SWANZEY, NH | Other OTHER | 175 | $11.7M | $1K |
| ABBC SEVERANCE & SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND ANHEUSER-BUSCH BREWERY CONFERENCE SEVERANCE AND SUPPLEMENTAL UNEMPLOYMENT BENEFITS FUND | ST. LOUIS, MO | Custodian CUSTODIAN | 4,010 | $11.4M | $12K |
| HANWHA ADVANCED MATERIALS AMERICA LLC HANWHA ADVANCED MATERIALS AMERICA, LLC 401(K) RETIREMENT PLAN | OPELIKA, AL | TPA / Administrator CONTRACT ADMIN | 446 | $11.3M | $1K |
| POHANKA AUTO CENTER, INC. POHANKA AUTO CENTER, INC. 401(K) PLAN | CHANTILLY, VA | TPA / Administrator CONTRACT ADMIN | 102 | $11.2M | $1K |
| INTERNATIONAL AUTOS, INC. INTERNATIONAL AUTOS GROUP 401(K) PLAN | WEST ALLIS, WI | Other OTHER | 661 | $11.0M | $1K |
| HYNANSKY INVESTMENTS, LLC THE WINNER AUTO GROUP 401(K) PROFIT SHARING PLAN | WILMINGTON, DE | TPA / Administrator CONTRACT ADMIN | 220 | $10.8M | $1K |
| ABBC SEVERANCE & SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND ANHEUSER-BUSCH BREWERY CONFERENCE SEVERANCE AND SUPPLEMENTAL UNEMPLOYMENT BENEFITS FUND | ST. LOUIS, MO | Custodian CUSTODIAN | 4,202 | $10.5M | $9K |
| BUD CLARY CHEVROLET, INC. BUD CLARY AUTOMOTIVE GROUP 401(K) PLAN | LONGVIEW, WA | Other OTHER | 391 | $10.5M | $505 |
| RAYMOND CHEVROLET, INC. RAY & RAYMOND AUTO GROUP 401(K) PLAN | ANTIOCH, IL | Other OTHER | 223 | $10.4M | $1K |
| WILLIAM F FENTON, LLC WILLIAM F FENTON, LLC 401(K) PLAN | EAST SWANZEY, NH | Other OTHER | 165 | $10.3M | $1K |
| HANWHA ADVANCED MATERIALS AMERICA LLC HANWHA ADVANCED MATERIALS AMERICA, LLC 401(K) RETIREMENT PLAN | OPELIKA, AL | Other OTHER | 409 | $9.8M | $1K |
| HYNANSKY INVESTMENTS, LLC THE WINNER AUTO GROUP 401(K) PROFIT SHARING PLAN | WILMINGTON, DE | Other OTHER | 159 | $9.5M | $1K |
| HANWHA ADVANCED MATERIALS AMERICA LLC HANWHA ADVANCED MATERIALS AMERICA, LLC 401(K) RETIREMENT PLAN | OPELIKA, AL | Other OTHER | 364 | $8.3M | $1K |
| HEUBERGER MOTORS, INC. HEUBERGER MOTORS, INC. 401(K) PLAN | COLORADO SPRINGS, CO | TPA / Administrator CONTRACT ADMIN | 0 | $7.7M | $845 |
| SOUTH MOTORS OF DADE COUNTY SOUTH MOTORS OF DADE COUNTY 401(K) PLAN | MIAMI, FL | TPA / Administrator CONTRACT ADMIN | 15 | $7.6M | $1K |
| ORR, INC. ORR, INC. 401(K) PROFIT SHARING PLAN | TEXARKANA, TX | Other OTHER | 1,381 | $7.6M | $975 |
| CHALMERS FORD, INC. CHALMERS FORD 401(K) PLAN | RIO RANCHO, NM | Other OTHER | 214 | $7.1M | $814 |
| CARLSON TOYOTA CARLSON TOYOTA 401(K) PLAN | COOM RAPIDS, MN | TPA / Administrator CONTRACT ADMIN | 44 | $6.2M | $684 |
| SANGERA AUTOMOTIVE GROUP SANGERA AUTOHAUS 401(K) PROFIT SHARING PLAN | BAKERSFIELD, CA | Other OTHER | 103 | $5.6M | $696 |
| POWELL-WATSON MOTORS POWELL-WATSON MOTORS 401(K) PLAN | LAREDO, TX | Other OTHER | 165 | $5.5M | $572 |
| HEUBERGER MOTORS, INC. HEUBERGER MOTORS, INC. 401(K) PLAN | COLORADO SPRINGS, CO | Other OTHER | 144 | $5.4M | $689 |
| TODD WENZEL BUICK GMC, INC. TODD WENZEL AUTOMOTIVE 401(K) PLAN | GRAND RAPIDS, MI | Other OTHER | 305 | $4.8M | $489 |
| MARCH HODGE POHANKA CHANTILLY, LLC DBA HONDA OF CHANTILLY MARCH HODGE POHANKA CHANTILLY, LLC DBA HONDA OF CHANTILLY 401(K) PLAN | CHANTILLY, VA | TPA / Administrator CONTRACT ADMIN | 112 | $4.5M | $556 |
| HUNTER CORPORATION HUNTER CORPORATION SALARY DEFERRAL 401(K) PLAN | HENDERSONVILLE, NC | Other OTHER | 122 | $4.4M | $556 |
| ED NAPLETON OAK LAWN IMPORTS, INC. WAYZATA MINNESOTA FIXED OPERATIONS 401(K) PLAN | OAKBROOK TERRACE, IL | Other OTHER | 92 | $4.1M | $328 |
| AUTO SERVICES UNLIMITED, LLC AUTO SERVICES UNLIMITED 401(K) PLAN | INDEPENDENCE, OH | TPA / Administrator CONTRACT ADMIN | 464 | $3.6M | $331 |
| STAR BUICK GMC INC STAR BUICK GMC INC 401(K) PROFIT SHARING PLAN AND TRUST | EASTON, PA | Other OTHER | 107 | $3.4M | $0 |
| CRABJOGOPO LLC DBA HONDA OF TOMBALL HONDA OF TOMBALL 401(K) PLAN | CHANTILLY, VA | TPA / Administrator CONTRACT ADMIN | 129 | $3.3M | $382 |
| CABLE DAHMER CHEVROLET INC. CABLE DAHMER CHEVROLET UNION REPRESENTED EMPLOYEES 401(K) PLAN | KANSAS CITY, MO | TPA / Administrator CONTRACT ADMIN | 82 | $3.3M | $339 |
| LOS ANGELES CDJR LOS ANGELES CDJR 401(K) RETIREMENT PLAN | LOS ANGELES, CA | Other OTHER | 246 | $3.3M | $260 |
| ALOHA AUTO GROUP, LTD. ALOHA AUTO GROUP, LTD. 401(K) PLAN | HONOLULU, HI | Other OTHER | 183 | $3.3M | $367 |
| BILL PENNEY MOTOR COMPANY, INC. BILL PENNEY HUNTSVILLE 401(K) PLAN | HUNTSVILLE, AL | Other OTHER | 226 | $3.0M | $7 |
| SONS BAVARIAN LLC DBA BMW/MINI OF SOUTH ATLANTA SONS BAVARIAN LLC DBA BMW/MINI OF SOUTH ATLANTA 401(K) PLAN | ATLANTA, GA | TPA / Administrator CONTRACT ADMIN | 99 | $2.7M | $279 |
| SOUTHWEST FORD, INC. GILCHRIST AUTOMOTIVE GROUP 401(K) PLAN | WEATHERFORD, TX | Other OTHER | 295 | $2.4M | $283 |
| BILL PENNEY MOTOR COMPANY, INC. BILL PENNEY HUNTSVILLE 401(K) PLAN | HUNTSVILLE, AL | Other OTHER | 219 | $2.3M | $72 |
| AUTO SERVICES UNLIMITED, LLC AUTO SERVICES UNLIMITED 401(K) PLAN | INDEPENDENCE, OH | Other OTHER | 485 | $2.3M | $147 |
| CURTIS CORP WERNER AUTO TEAM 401(K) PLAN | ROSWELL, GA | TPA / Administrator CONTRACT ADMIN | 207 | $2.3M | $224 |
| GIRARD MOTORS, INC. ANTONINO AUTO GROUP 401(K) PLAN | GROTON, CT | TPA / Administrator CONTRACT ADMIN | 315 | $2.3M | $211 |
| SONS BAVARIAN LLC DBA BMW/MINI OF SOUTH ATLANTA SONS BAVARIAN LLC DBA BMW/MINI OF SOUTH ATLANTA 401(K) PLAN | MCDONAUGH, GA | Other OTHER | 101 | $2.1M | $232 |
| REX MOTORS, INC. DBA ALAN WEBB AUTO GROUP ALAN WEBB AUTO GROUP 401(K) PLAN | VANCOUVER, WA | Other OTHER | 88 | $2.1M | $259 |
| MEI GROUP LLC MEI GROUP 401(K) PLAN | ARLINGTON, TX | Other OTHER | 300 | $2.0M | $103 |
| SEIDNER-MILLER, INC SEIDNER-MILLER, INC | GLENDORA, CA | Other OTHER | 117 | $1.8M | $236 |
| BRONCO MOTORS, INC. BRONCO MOTORS, INC. 401(K) PLAN AND TRUST | BOISE, ID | Other OTHER | 102 | $1.6M | $244 |
| TRANSITIONS HEALTHCARE, LLC TRANSITIONS HEALTHCARE, LLC 401(K) PLAN | WESTMINSTER, MD | Other OTHER | 159 | $849K | $105 |
| SPREEN, INC. DBA SPREEN HONDA SPREEN AUTOMOTIVE 401(K) RETIREMENT SAVINGS PLAN | LOMA LINDA, CA | Other OTHER | 186 | $620K | $55 |
| FERRIDAY AUTO VENTURES, LLC DBA LAKESIDE FORD AUTO VENTURES, LLC 401(K) RETIREMENT PLAN | FERRIDAY, LA | Other OTHER | 108 | $611K | $69 |
| MEI GROUP LLC MEI GROUP 401(K) PLAN | ARLINGTON, TX | Other OTHER | 260 | $504K | $2 |
| INVESCO ADVISERS, INC. INVESCO MULTI SERIES FUNDS, LLC INVESCO GLOBAL TARGETED RETURNS FUND | ATLANTA, GA | Other NONE | — | $440K | $31K |
| KARL TYLER CHEVROLET KARL TYLER CHEVROLET 401(K) SAVINGS RETIREMENT PLAN | MISSOULA, MT | Other OTHER | 113 | $362K | $4 |
| P4 AUTOMOTIVE P4 AUTOMOTIVE 401(K) RETIREMENT PLAN | COLUMBUS, IN | Other OTHER | 131 | $208K | $13 |
| INVESCO ADVISERS, INC. INVESCO INSTITUTIONAL TRUST GLOBAL ASSET ALLOCATION STRATEGY FUND | ATLANTA, GA | Other NONE | — | $53K | $24K |
| GLOBAL TRUST COMPANY CAHABA PARTNERS TACTICAL EQUITY FUND | WOBURN, MA | Broker TRANSFER AGENT | — | $0 | $31K |
| CONTINENTAL AUTOMOTIVE, INC. CONTINENTAL NA PENSION PLAN | FORT MILL, SC | Other NONE | 0 | $0 | $12K |
| ALOHA AUTO GROUP, LTD. ALOHA AUTO GROUP, LTD. 401(K) PLAN | HONOLULU, HI | Other OTHER | 0 | $0 | $438 |
| CATHOLIC MEDICAL CENTER NEW HAMPSHIRE MEDICAL LABORATORIES RETIREMENT INCOME PLAN | MANCHESTER, NH | Other NONE | 0 | — | $48 |