NUVEEN
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
133
Active participants
5,683,679
Total plan assets
$460.8B
Filings (rows)
133
Direct comp
$24.4M
Indirect comp
$175K
Aggregating 15 name variants under "NUVEEN"
NUVEEN ASSET MANAGEMENT69NUVEEN23NUVEEN FUNDS14NUVEEN ASSET MGMT7NUVEEN FUND3NUVEEN SECURITIES3NUVEEN FUND INVESTORS2NUVEEN QUANT2NUVEEN FUND ADVISORS2NUVEEN INTERNATIONAL2NUVEEN US CITIES INDUSTRIAL2NUVEEN INVESTMENT SOLUTIONS1NUVEEN EMERGING1NUVEEN REAL ESTATE SEC SELECT R61NUVEEN REAL ESTATE-U S CITIES INDU1
SERVICES PROVIDED
Other124
Advisor / Consultant9
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| NUVEEN TIAA LIFECYCLE INDEX 2045 R | 29 |
| NUVEEN TIAA LIFECYCLE INDEX 2035 R | 29 |
| NUVEEN TIAA LIFECYCLE INDEX 2050 R | 28 |
| NUVEEN TIAA LIFECYCLE INDEX 2055 R | 28 |
| NUVEEN TIAA LIFECYCLE INDEX 2040 R | 28 |
| NUVEEN TIAA LIFECYCLE INDEX 2030 R | 27 |
| NUVEEN TIAA LIFECYCLE INDEX 2060 R | 25 |
| NUVEEN TIAA LIFECYCLE INDEX 2020 R | 25 |
| NUVEEN TIAA LIFECYCLE INDEX 2065 R | 25 |
| NUVEEN TIAA LIFECYCLE INDEX 2025 R | 25 |
| NUVEEN TIAA LIFECYCLE INDEX 2055 | 21 |
| NUVEEN TIAA LIFECYCLE INDEX 2020 | 21 |
| NUVEEN TIAA LIFECYCLE INDEX 2025 | 21 |
| NUVEEN TIAA LIFECYCLE INDEX 2040 | 21 |
| NUVEEN TIAA LIFECYCLE INDEX 2030 | 21 |
| NUVEEN TIAA LIFECYCLE INDEX 2050 | 21 |
| NUVEEN TIAA LIFECYCLE INDEX 2045 | 21 |
| NUVEEN TIAA LIFECYCLE INDEX 2060 | 21 |
| NUVEEN TIAA LIFECYCLE INDEX 2035 | 21 |
| NUVEEN TIAA LIFECYCLE INDEX 2015 | 20 |
| NUVEEN TIAA LIFECYCLE INDEX 2065 | 17 |
| NUVEEN TIAA LIFECYCLE INDEX 2015 R | 17 |
| NUVEEN TIAA LIFECYCLE INDEX RET | 15 |
| NUVEEN TIAA LIFECYCLE INDEX 2010 R | 7 |
| NUVEEN SMALL CAP SELECT I | 7 |
Top plans served
All 133 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| WALMART INC. WALMART 401(K) PLAN | BENTONVILLE, AR | Other | 1,670,732 | $50.8B | $979K |
| THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST | SEATTLE, WA | Other SERVICE PROVIDER | — | $49.9B | $1.4M |
| THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST | SEATTLE, WA | Other SERVICE PROVIDER | — | $48.9B | $883K |
| THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST | SEATTLE, WA | Other SERVICE PROVIDER | — | $46.2B | $975K |
| WALMART INC. WALMART 401(K) PLAN | BENTONVILLE, AR | Other | 1,635,899 | $41.5B | $1.4M |
| WALMART INC. WALMART 401(K) PLAN | BENTONVILLE, AR | Other | 1,611,202 | $36.7B | $1.3M |
| PACIFIC GAS AND ELECTRIC COMPANY PACIFIC GAS AND ELECTRIC COMPANY RETIREMENT PLAN | OAKLAND, CA | Other N/A | 24,401 | $21.4B | $860K |
| PACIFIC GAS AND ELECTRIC COMPANY PACIFIC GAS AND ELECTRIC COMPANY RETIREMENT PLAN | OAKLAND, CA | Other NONE | 27,500 | $18.0B | $747K |
| PACIFIC GAS AND ELECTRIC COMPANY PACIFIC GAS AND ELECTRIC COMPANY RETIREMENT PLAN | OAKLAND, CA | Other NONE | 28,573 | $17.6B | $814K |
| PACIFIC GAS AND ELECTRIC COMPANY PACIFIC GAS AND ELECTRIC COMPANY RETIREMENT PLAN | OAKLAND, CA | Other NONE | 25,647 | $17.1B | $906K |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE RETIREMENT PLAN | JERSEY CITY, NJ | Other NONE | 83,812 | $16.3B | $243K |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE RETIREMENT PLAN | JERSEY CITY, NJ | Other NONE | 78,270 | $16.1B | $316K |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE RETIREMENT PLAN | JERSEY CITY, NJ | Other NONE | 90,644 | $14.8B | $214K |
| TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN | ST. PAUL, MN | Other NONE | 27,531 | $4.2B | $1.9M |
| TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN | ST. PAUL, MN | Other NONE | 27,092 | $4.2B | $1.6M |
| TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN | ST. PAUL, MN | Other NONE | 24,716 | $3.9B | $1.4M |
| BOARD OF DIRECTORS OF PENTEGRA DEFINED BENEFIT PLAN PENTEGRA DEFINED BENEFIT PLAN FOR FINANCIAL INST | WHITE PLAINS, NY | Other INVESTMENT MGMT | 5,393 | $3.6B | $274K |
| BOARD OF DIRECTORS OF PENTEGRA DEFINED BENEFIT PLAN PENTEGRA DEFINED BENEFIT PLAN FOR FINANCIAL INST | WHITE PLAINS, NY | Other INVESTMENT MGMT | 5,009 | $3.2B | $179K |
| AMEREN CORPORATION AMEREN CORPORATION SAVINGS INVESTMENT PLAN | ST. LOUIS, MO | Other NONE | 9,328 | $2.7B | $82K |
| CHARTER COMMUNICATIONS, INC. TIME WARNER CABLE PENSION PLAN | CHARLOTTE, NC | Other NONE | 15,757 | $2.6B | $742K |
| QUAD/GRAPHICS, INC. QUAD/GRAPHICS DIVERSIFIED PLAN | SUSSEX, WI | Advisor / Consultant INVESTMENT MANAGEMENT | 9,539 | $2.1B | $0 |
| QUAD/GRAPHICS, INC. QUAD/GRAPHICS DIVERSIFIED PLAN | SUSSEX, WI | Other NONE | 11,998 | $2.0B | $175K |
| BD OF TEES OF ELEVATOR CONSTRUCTORS UNION LOCAL NO. 1 ANNUITY & 401K F ELEVATOR CONSTRUCTORS UNION LOCAL 1 ANNUITY AND 401K FUND | ENGLEWOOD CLIFFS, NJ | Other NONE | 3,038 | $1.7B | $225K |
| MANAGEMENT-ILA MANAGED HEALTH MILA NATIONAL HEALTH PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT MANAGER | 23,890 | $1.7B | $159K |
| BD OF TEES OF ELEVATOR CONSTRUCTORS UNION LOCAL NO. 1 ANNUITY & 401K ELEVATOR CONSTRUCTORS UNION LOCAL 1 ANNUITY AND 401K FUND | ENGLEWOOD CLIFFS, NJ | Other NONE | 3,099 | $1.6B | $216K |
| BOARD OF TRUSTEES OF GC-NPF GRAPHIC COMMUNICATIONS NATIONAL PENSION FUND | CAROL STREAM, IL | Other NONE | 519 | $1.5B | $30K |
| MANAGEMENT-ILA MANAGED HEALTH MILA NATIONAL HEALTH PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT MANAGER | 24,106 | $1.5B | $143K |
| WEC ENERGY GROUP, INC. WEC ENERGY GROUP MASTER RETIREMENT TRUST | MILWAUKEE, WI | Other NONE | — | $1.5B | $67K |
| WEC ENERGY GROUP, INC. WEC ENERGY GROUP MASTER RETIREMENT TRUST | MILWAUKEE, WI | Other NONE | — | $1.5B | $80K |
| WEC ENERGY GROUP, INC. WEC ENERGY GROUP MASTER RETIREMENT TRUST | MILWAUKEE, WI | Other NONE | — | $1.4B | $137K |
| MANAGEMENT-ILA MANAGED HEALTH MILA NATIONAL HEALTH PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT MANAGER | 23,521 | $1.4B | $147K |
| BD OF TEES OF ELEVATOR CONSTRUCTORS UNION LOCAL NO. 1 ANNUITY & 401K F ELEVATOR CONSTRUCTORS LOCAL 1 ANNUITY & 401K FD UNION LOCAL NO. 1 ANNUITY & 401K FUND | ENGLEWOOD CLIFFS, NJ | Other NONE | 3,298 | $1.4B | $281K |
| WEC ENERGY GROUP, INC. INTEGRYS ENERGY GROUP MASTER RETIREMENT TRUST | MILWAUKEE, WI | Other NONE | — | $1.4B | $37K |
| WEC ENERGY GROUP, INC. INTEGRYS ENERGY GROUP MASTER RETIREMENT TRUST | MILWAUKEE, WI | Other NONE | — | $1.4B | $172K |
| WEC ENERGY GROUP, INC. INTEGRYS ENERGY GROUP MASTER RETIREMENT TRUST | MILWAUKEE, WI | Other NONE | — | $1.3B | $194K |
| AMEREN CORPORATION AMEREN RETIREE WELFARE BENEFIT PLAN | ST. LOUIS, MO | Other NONE | 0 | $1.3B | $477K |
| AMEREN CORPORATION AMEREN RETIREE WELFARE BENEFIT PLAN | ST. LOUIS, MO | Other NONE | 0 | $1.2B | $260K |
| AMEREN CORPORATION AMEREN RETIREE WELFARE BENEFIT PLAN | ST. LOUIS, MO | Other NONE | 0 | $1.1B | $332K |
| CHEVRON PHILLIPS CHEMICAL COMPANY LP CHEVRON PHILLIPS CHEMICAL COMPANY LP PENSION PLAN MASTER TRUST | THE WOODLANDS, TX | Other NONE | — | $1.0B | $222K |
| TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND ACTIVE PLAN | PHOENIX, AZ | Other NONE | 49,732 | $993.4M | $150K |
| TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND ACTIVE PLAN | PHOENIX, AZ | Other NONE | 49,997 | $963.4M | $188K |
| FEDERATED MUTUAL INSURANCE COMPANY FEDERATED MUTUAL RETIREMENT PLAN | OWATONNA, MN | Other NONE | 2,699 | $788.7M | $173K |
| FEDERATED MUTUAL INSURANCE COMPANY FEDERATED MUTUAL RETIREMENT PLAN | OWATONNA, MN | Other NONE | 2,571 | $759.0M | $212K |
| FEDERATED MUTUAL INSURANCE COMPANY FEDERATED MUTUAL RETIREMENT PLAN | OWATONNA, MN | Other NONE | 2,391 | $653.9M | $154K |
| TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION EMPLOYEES RETIREMENT PLAN | TORRANCE, CA | Other NONE | 1,123 | $436.3M | $112K |
| TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION EMPLOYEES RETIREMENT PLAN | TORRANCE, CA | Other NONE | 1,183 | $431.5M | $129K |
| TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION EMPLOYEES RETIREMENT PLAN | TORRANCE, CA | Other NONE | 1,270 | $405.9M | $52K |
| GOLUB CORPORATION GOLUB CORPORATION EMPLOYEES RETIREMENT PLAN | SCHENECTADY, NY | Advisor / Consultant INVESTMENT MANAGER | 6,531 | $369.9M | $49K |
| GOLUB CORPORATION GOLUB CORPORATION EMPLOYEES RETIREMENT PLAN | SCHENECTADY, NY | Other INVESMENT MANAGER | 5,711 | $366.5M | $24K |
| GOLUB CORPORATION GOLUB CORPORATION EMPLOYEES RETIREMENT PLAN | SCHENECTADY, NY | Advisor / Consultant INVESTMENT MANAGER | 7,981 | $363.7M | $77K |
| WISCONSIN PUBLIC SERVICE CORPORATION (WPSC) WISCONSIN PUBLIC SERVICE CORPORATION NON-ADMINISTRATIVE EMPLOYEES' HEALTH CARE PLAN | MILWAUKEE, WI | Other NONE | 0 | $289.2M | $47K |
| STROOCK & STROOCK & LAVAN LLP STROOCK & STROOCK & LAVAN LLP GROUP TRUST FUND | NEW YORK, NY | Other NONE | — | $287.6M | $92K |
| WISCONSIN PUBLIC SERVICE CORPORATION (WPSC) WISCONSIN PUBLIC SERVICE CORPORATION NON-ADMINISTRATIVE EMPLOYEES' HEALTH CARE PLAN | MILWAUKEE, WI | Other NONE | 0 | $277.8M | $35K |
| MNS, LTD. MNS, LTD. PROFIT-SHARING PLAN | HONOLULU, HI | Other NONE | 1,949 | $265.8M | $44K |
| WISCONSIN PUBLIC SERVICE CORPORATION (WPSC) WISCONSIN PUBLIC SERVICE CORPORATION NON-ADMINISTRATIVE EMPLOYEES' HEALTH CARE PLAN | MILWAUKEE, WI | Other NONE | 0 | $260.6M | $17K |
| WEC ENERGY GROUP, INC. WEC ENERGY GROUP RETIREE WELFARE PLAN | MILWAUKEE, WI | Other NONE | 0 | $236.5M | $20K |
| MNS, LTD. MNS, LTD. PROFIT-SHARING PLAN | HONOLULU, HI | Other NONE | 1,617 | $236.4M | $42K |
| WEC ENERGY GROUP, INC. WEC ENERGY GROUP RETIREE WELFARE PLAN | MILWAUKEE, WI | Other NONE | 0 | $219.3M | $34K |
| AMALGAMATED SUGAR COMPANY AMALGAMATED SUGAR COMPANY HOURLY RETIREMENT PLAN | BOISE, ID | Other NONE | 878 | $213.6M | $16K |
| WEC ENERGY GROUP, INC. WEC ENERGY GROUP RETIREE WELFARE PLAN | MILWAUKEE, WI | Other NONE | 0 | $207.1M | $28K |
| MNS, LTD. MNS, LTD. PROFIT-SHARING PLAN | HONOLULU, HI | Other NONE | 1,517 | $200.7M | $40K |
| PEOPLES ENERGY, LLC PEOPLES ENERGY COMPREHENSIVE GROUP INSURANCE PLAN | MILWAUKEE, WI | Other NONE | 0 | $196.2M | $31K |
| BOARD OF TRUSTEES OF THE U.A. LOCAL NO. 393 HEALTH AND WELFARE TRUST U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN | SAN JOSE, CA | Other NONE | 2,058 | $195.3M | $162K |
| PEOPLES ENERGY, LLC PEOPLES ENERGY COMPREHENSIVE GROUP INSURANCE PLAN | MILWAUKEE, WI | Other NONE | 0 | $186.6M | $23K |
| AMALGAMATED SUGAR COMPANY AMALGAMATED SUGAR COMPANY HOURLY RETIREMENT PLAN | BOISE, ID | Other NONE | 840 | $179.0M | $55K |
| PEOPLES ENERGY, LLC PEOPLES ENERGY COMPREHENSIVE GROUP INSURANCE PLAN | MILWAUKEE, WI | Other NONE | 0 | $173.6M | $12K |
| BOARD OF TRUSTEES PENSION FUND OF HEAT AND FROST INSULATORS LOCAL 12 PENSION FUND OF HEAT AND FROST INSULATORS LOCAL 12 | LONG ISLAND CITY, NY | Other NONE | 391 | $155.4M | $153K |
| BOARD OF TRUSTEES PENSION FUND OF HEAT AND FROST INSULATORS LOCAL 12 PENSION FUND OF HEAT AND FROST INSULATORS LOCAL 12 | LONG ISLAND CITY, NY | Other NONE | 413 | $140.8M | $136K |
| BOARD OF TRUSTEES PENSION FUND OF HEAT AND FROST INSULATORS LOCAL 12 PENSION FUND OF HEAT AND FROST INSULATORS LOCAL 12 | LONG ISLAND CITY, NY | Other NONE | 481 | $125.9M | $102K |
| MANHATTAN BEER DISTRIBUTORS, LLC MANHATTAN BEER DISTRIBUTORS LLC 401(K) RETIREMENT PLAN | BRONX, NY | Other NONE | 1,500 | $125.5M | $0 |
| MANHATTAN BEER DISTRIBUTORS LLC MANHATTAN BEER DISTRIBUTORS LLC 401(K) RETIREMENT PLAN | BRONX, NY | Other NONE | 1,582 | $117.8M | $0 |
| JOINT BOARD OF TRUSTEES CEMENT MASONS PENSION TRUST FUND-DETROIT CEMENT MASONS PENSION TRUST FUND - DETROIT AND VICINITY | BINGHAM FARMS, MI | Other NONE | 571 | $108.3M | $25K |
| IRONWORKERS ST LOUIS DISTRICT COUNCIL WELFARE PLAN IRON WORKERS ST. LOUIS DISTRICT COUNCIL WELFARE PLAN | MARYLAND HEIGHTS, MO | Other NONE | 1,880 | $106.9M | $42K |
| JOINT BOARD OF TRUSTEES CEMENT MASONS PENSION TRUST FUND-DETROIT CEMENT MASONS PENSION TRUST FUND - DETROIT AND VICINITY | BINGHAM FARMS, MI | Other NONE | 573 | $101.2M | $25K |
| SPRINKLER FITTERS AND APPRENTICES LOCAL 704 SPRINKLER FITTERS AND APPRENTICES LOCAL 704 DEFINED CONTRIBUTION PENSION FUND PLAN | LANSING, MI | Other INVESTMENT PROVIDER | 502 | $98.3M | $0 |
| NUVEEN ASSET MANAGEMENT, LLC INTERNATIONAL FUND LLC | CHARLOTTE, NC | Other NONE | 0 | $96.7M | $385K |
| MANHATTAN BEER DISTRIBUTORS LLC MANHATTAN BEER DISTRIBUTORS 401K 401(K) RETIREMENT PLAN | BRONX, NY | Other NONE | 2,051 | $96.7M | $0 |
| STROOCK & STROOCK & LAVAN LLP STROOCK & STROOCK & LAVAN LLP GROUP TRUST FUND | NEW YORK, NY | Other NONE | — | $96.2M | $97K |
| IRONWORKERS ST LOUIS DISTRICT COUNCIL WELFARE PLAN IRON WORKERS ST. LOUIS DISTRICT COUNCIL WELFARE PLAN | MARYLAND HEIGHTS, MO | Other NONE | 1,801 | $95.0M | $24K |
| IBEW 648 PENSION PLAN IBEW 648 PENSION PLAN | ONA, WV | Other NONE | 456 | $90.0M | $28K |
| JOINT BOARD OF TRUSTEES CEMENT MASONS PENSION TRUST FUND-DETROIT CEMENT MASONS PENSION TRUST FUND - DETROIT AND VICINITY | BINGHAM FARMS, MI | Other NONE | 554 | $88.8M | $19K |
| SPRINKLER FITTERS AND APPRENTICES LOCAL 704 SPRINKLER FITTERS AND APPRENTICES LOCAL 704 DEFINED CONTRIBUTION PENSION FUND PLAN | LANSING, MI | Other INVESTMENT PROVIDER | 495 | $85.7M | $0 |
| BOARD OF TRUSTEES OF SOUTHWESTERN ILLINOIS LABORERS ANNUITY FUND SOUTHWESTERN ILLINOIS LABORERS ANNUITY FUND | BELLEVILLE, IL | Other NONE | 1,039 | $82.4M | $33K |
| BOARD OF TRUSTEES OF SOUTHWESTERN ILLINOIS LABORERS ANNUITY FUND SOUTHWESTERN ILLINOIS LABORERS ANNUITY FUND | BELLEVILLE, IL | Other | 786 | $76.9M | $30K |
| SPRINKLER FITTERS AND APPRENTICES LOCAL 704 SPRINKLER FITTERS AND APPRENTICES LOCAL 704 DEFINED CONTRIBUTION PENSION FUND PLAN | LANSING, MI | Other INVESTMENT PROVIDER | 538 | $71.3M | $0 |
| THE HARKER SCHOOL THE HARKER SCHOOL 403(B) TAX DEFERRED ANNUITY PLAN | SAN JOSE, CA | Other NONE | 784 | $68.2M | $0 |
| AMALGAMATED SUGAR COMPANY AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN | BOISE, ID | Other NONE | 83 | $68.0M | $31K |
| AMALGAMATED SUGAR COMPANY AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN | BOISE, ID | Other NONE | 98 | $65.4M | $85K |
| COVIA HOLDINGS CORPORATION COVIA HOLDINGS CORPORATION PENSION PLAN | INDEPENDENCE, OH | Other NONE | 238 | $59.2M | $28K |
| COVIA HOLDINGS CORPORATION COVIA HOLDINGS CORPORATION PENSION PLAN | INDEPENDENCE, OH | Other NONE | 254 | $56.9M | $38K |
| WISCONSIN SHEET METAL WORKERS WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND | WAUKESHA, WI | Other NONE | 2,500 | $56.8M | $42K |
| WISCONSIN SHEET METAL WORKERS WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND | WAUKESHA, WI | Other NONE | 2,421 | $53.2M | $52K |
| APOGEE ENGINEERING LLC APOGEE ENGINEERING 401 (K) PLAN | COLORADO SPGS, CO | Other NONE | 641 | $49.3M | $0 |
| SPENCER SAVINGS BANK SLA SPENCER SAVINGS BANK SLA SAVINGS RETIREMENT PLAN | ELMWOOD PARK, NJ | Other INVESTMENT PROVIDER | 244 | $46.6M | $0 |
| WISCONSIN SHEET METAL WORKERS WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND | WAUKESHA, WI | Other NONE | 2,257 | $43.1M | $54K |
| APOGEE ENGINEERING LLC APOGEE ENGINEERING 401 (K) PLAN | COLORADO SPGS, CO | Other NONE | 661 | $42.0M | $0 |
| ENDEAVOR BUSINESS MEDIA, INC. ENDEAVOR BUSINESS MEDIA, INC. 401(K) PLAN | NASHVILLE, TN | Other NONE | 669 | $35.3M | $0 |
| ENDEAVOR BUSINESS MEDIA, INC. ENDEAVOR BUSINESS MEDIA, INC. 401(K) PLAN | NASHVILLE, TN | Other NONE | 690 | $32.2M | $0 |
| MANHATTAN BEER DISTRIBUTORS, LLC MANHATTAN BEER DISTRIBUTORS UNION EMPLOYEES 401(K) PLAN | BRONX, NY | Other NONE | 1,532 | $32.1M | $0 |
| RTX CORPORATION GROUP HEALTH PLAN OF UNITED TECHNOLOGIES CORPORATION | FARMINGTON, CT | Other NONE | 90 | $29.3M | $92K |
| RTX CORPORATION GROUP HEALTH PLAN OF UNITED TECHNOLOGIES CORPORATION | FARMINGTON, CT | Other NONE | 114 | $29.1M | $80K |
| MANHATTAN BEER DISTRIBUTORS, LLC MANHATTAN BEER DISTRIBUTORS UNION EMPLOYEES 401(K) PLAN | BRONX, NY | Other NONE | 1,587 | $28.9M | $0 |
| AUTOMOTIVE PETROLEUM & ALLIED INDUSTRIES EMPLOYEES WELFARE FUND AUTOMOTIVE, PETROLEUM & ALLIED INDUSTRIES EMPLOYEE WELFARE FUND | EARTH CITY, MO | Other NONE | 1,063 | $26.1M | $26K |
| MANHATTAN BEER DISTRIBUTORS, LLC MANHATTAN BEER DISTRIBUTORS UNION EMPLOYEES 401(K) PLAN | BRONX, NY | Other NONE | 1,658 | $24.3M | $0 |
| BLOWER-DEMPSAY CORPORATION BLOWER-DEMPSAY CORPORATION RETIREMENT SAVINGS PLAN | SANTA ANA, CA | Other NONE | 270 | $23.9M | $0 |
| AUTOMOTIVE PETROLEUM & ALLIED INDUSTRIES EMPLOYEES WELFARE FUND AUTOMOTIVE, PETROLEUM & ALLIED INDUSTRIES EMPLOYEE WELFARE FUND | EARTH CITY, MO | Other NONE | 1,056 | $21.7M | $31K |
| BLOWER-DEMPSAY CORPORATION BLOWER-DEMPSAY CORPORATION RETIREMENT SAVINGS PLAN | SANTA ANA, CA | Other NONE | 245 | $21.3M | $0 |
| RTX CORPORATION RTX RETIREE HEALTH PLAN | FARMINGTON, CT | Other NONE | 125 | $20.6M | $53K |
| BLOWER-DEMPSAY CORPORATION BLOWER-DEMPSAY CORPORATION RETIREMENT SAVINGS PLAN | SANTA ANA, CA | Other NONE | 256 | $19.1M | $0 |
| LEEWARD CONSTRUCTION, INC. LEEWARD CONSTRUCTION, INC. EMPLOYEES RETIREMENT PLAN | HONESDALE, PA | Other NONE | 177 | $18.7M | $0 |
| DECISION RESEARCH CORPORATION DECISION RESEARCH CORPORATION | HONOLULU, HI | Other NONE | 0 | $17.8M | $0 |
| BOARD OF TRUSTEES OF THE U.A. LOCAL NO. 393 HEALTH AND WELFARE TRUST SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN | SAN JOSE, CA | Other NONE | 2,886 | $17.4M | $16K |
| LEEWARD CONSTRUCTION, INC. LEEWARD CONSTRUCTION, INC. EMPLOYEES RETIREMENT PLAN | HONESDALE, PA | Other NONE | 168 | $16.4M | $0 |
| SNAG HOLDINGS, INC. SNAG HOLDINGS. INC, 401(K) PLAN | GLEN ALLEN, VA | Other NONE | 240 | $15.6M | $0 |
| GOLUB CORPORATION GOLUB CORPORATION QUALIFIED SECURITY PLAN | SCHENECTADY, NY | Advisor / Consultant INVESTMENT MANAGER | 15 | $15.5M | $4K |
| GOLUB CORPORATION GOLUB CORPORATION QUALIFIED SECURITY PLAN | SCHENECTADY, NY | Advisor / Consultant INVESTMENT MANAGER | 22 | $15.4M | $6K |
| GOLUB CORPORATION GOLUB CORPORATION QUALIFIED SECURITY PLAN | SCHENECTADY, NY | Advisor / Consultant INVESTMENT MANAGER | 14 | $15.3M | $2K |
| BRANFORD FILTRATION, LLC DBA FIBRIX FILTRATION FIBRIX FILTRATION 401(K) PLAN | CHARLOTTE, NC | Other NONE | 300 | $6.9M | $0 |
| TRUSTEES-UNITED AUTOMOTIVE ASSOCIATION PENSION PLAN UNITED AUTOMOTIVE ASSOCIATION PENSION PLAN | EARTH CITY, MO | Other NONE | 12 | $6.4M | $6K |
| REBO LIGHTING & ELECTRONICS, LLC REBO LIGHTING & ELECTRONICS, LLC 401(K) PLAN | SPARTA, TN | Other NONE | 125 | $6.4M | $0 |
| TRUSTEES-UNITED AUTOMOTIVE ASSOCIATION PENSION PLAN UNITED AUTOMOTIVE ASSOCIATION PENSION PLAN | EARTH CITY, MO | Other NONE | 5 | $6.1M | $5K |
| CHECKERS DRIVE-IN RESTAURANTS, INC. CHECKERS DRIVE-IN RESTAURANTS, INC. 401(K) PLAN | TAMPA, FL | Other NONE | 9,342 | $4.6M | $0 |
| THE TOMORROW COMPANIES INC. TOMORROW.IO 401(K) PLAN | BOSTON, MA | Other NONE | 156 | $3.5M | $0 |
| THE HIDEAWAY CLUB STAFFING, LLC THE HIDEAWAY CLUB 401(K) PLAN | LA QUINTA, CA | Other NONE | 178 | $2.4M | $0 |
| CREATURE COMFORTS BREWING COMPANY, CREATURE COMFORTS BREWING COMPANY, LLC 401(K) PLAN | ATHENS, GA | Other NONE | 99 | $2.4M | $0 |
| KELLAN RESTAURANT MANAGEMENT CORP. KELLAN RESTAURANT MANAGEMENT CORP. 401(K) PLAN | NORTH KANSAS CITY, MO | Other NONE | 229 | $642K | $0 |
| STROOCK & STROOCK & LAVAN LLP STROOCK & STROOCK & LAVAN LLP GROUP TRUST FUND | NEW YORK, NY | Other NONE | — | $556K | $17K |
| AMALGAMATED SUGAR COMPANY AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN | BOISE, ID | Other NONE | 0 | $0 | $10K |
| ANOMALY PARTNERS, LLC ANOMALY COMMUNICATIONS 401(K) PLAN | NEW YORK, NY | Other NONE | 0 | $0 | $0 |
| COLLE & MCVOY LLC COLLE & MCVOY 401(K) AND PROFIT SHARING PLAN | MINNEAPOLIS, MN | Other NONE | 0 | $0 | $0 |
| DECISION RESEARCH CORPORATION DECISION RESEARCH CORPORATION | HONOLULU, HI | Other NONE | 0 | $0 | $0 |
| CRISPIN, PORTER+ BOGUSKY, LLC CRISPIN, PORTER+ BOGUSKY LLC. 401(K) PROFIT SHARING PLAN | NEW YORK, NY | Other NONE | 0 | $0 | $0 |
| 72ANDSUNNY PARTNERS, LLC 72ANDSUNNY PARTNERS LLC 401(K) RETIREMENT SAVINGS PLAN | PLAYA VISTA, CA | Other NONE | 0 | $0 | $0 |
