Form 5500 Search

PARAMETRIC DEFENSIVE

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
25
Active participants
352,538
Total plan assets
$20.5B
Filings (rows)
25
Direct comp
$1.4M
Indirect comp
$0

SERVICES PROVIDED

Other16
Advisor / Consultant9

CITs / DFEs sponsored by this firm

Fund / entityPlans holding
PARAMETRIC DEFENSIVE EQUITY FUND4
PARAMETRIC3
PARAMETRIC CLIFTON2
PARAMETIC DEFENSIVE EQUITY FUND1

Top plans served

All 25 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
TRUSTEES OF CARPENTERS BENEFIT PLANS OF ST. LOUIS
CARPENTERS PENSION TRUST FUND OF ST. LOUIS
ST. LOUIS, MO
Other
NONE
11,875$3.4B$208K
TRUSTEES OF CARPENTERS BENEFIT PLANS OF ST. LOUIS
CARPENTERS PENSION TRUST FUND OF ST. LOUIS
ST. LOUIS, MO
Other
NONE
11,832$3.3B$220K
BOARD OF TRUSTEES OF THE S.E.I.U. NATIONAL INDUSTRY PENSION FUND
S.E.I.U. NATIONAL INDUSTRY PENSION FUND
WASHINGTON, DC
Other
NONE
98,200$1.7B$34K
BD OF TRUSTEES SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN
SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN
WASHINGTON, DC
Other
NONE
9,065$1.6B$33K
BOARD OF TRUSTEES OF THE S.E.I.U. NATIONAL INDUSTRY PENSION FUND
S.E.I.U. NATIONAL INDUSTRY PENSION FUND
WASHINGTON, DC
Other
NONE
95,567$1.6B$26K
BD OF TRUSTEES SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN
SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN
WASHINGTON, DC
Other
NONE
8,921$1.5B$25K
BOARD OF TRUSTEES OF THE S.E.I.U. NATIONAL INDUSTRY PENSION FUND
S.E.I.U. NATIONAL INDUSTRY PENSION FUND
WASHINGTON, DC
Other
NONE
89,257$1.4B$36K
BD OF TRUSTEES SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN
SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN
WASHINGTON, DC
Other
NONE
8,555$1.3B$33K
PPG INDUSTRIES, INC.
PPG INDUSTRIES, INC PENSION PLAN TRUST
PITTSBURGH, PA
Other
NONE
$1.1B$199K
BOARD OF TRUSTEES OF IRON WORKERS ST. LOUIS DISTRICT COUNCIL PENSION
IRON WORKERS ST. LOUIS DISTRICT COUNCIL PENSION TRUST
MARYLAND HEIGHTS, MO
Other
NONE
1,939$643.7M$114K
INDIANA CARPENTERS PENSION FUND
INDIANA CARPENTERS PENSION FUND
TROY, MI
Other
NONE
2,955$582.2M$114K
BOARD OF TRUSTEES OF IRON WORKERS ST. LOUIS DISTRICT COUNCIL PENSION
IRON WORKERS ST. LOUIS DISTRICT COUNCIL PENSION TRUST
MARYLAND HEIGHTS, MO
Other
NONE
1,935$555.0M$101K
SERVICE EMPLOYEES INTL UNION
PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION
WASHINGTON, DC
Other
NONE
3,113$370.7M$7K
SERVICE EMPLOYEES INTL UNION
PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION
WASHINGTON, DC
Other
NONE
3,097$339.4M$6K
SERVICE EMPLOYEES INTL UNION
PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION
WASHINGTON, DC
Other
NONE
3,044$310.0M$8K
UNITED FURNITURE WORKERS PENSION FUND A
UNITED FURNITURE WORKERS PENSION FUND A
NASHVILLE, TN
Advisor / Consultant
INVESTMENT MANAGER
703$251.5M$14K
UNITED FURNITURE WORKERS PENSION FUND A
UNITED FURNITURE WORKERS PENSION FUND A
NASHVILLE, TN
Advisor / Consultant
INVESTMENT MANAGER
759$249.8M$12K
ALLIANT ENERGY CORPORATE SERV. INC.
ALLIANT ENERGY RETIREE HEALTH & WELFARE BENEFIT PLAN
MADISON, WI
Advisor / Consultant
INVESTMENT MANAGER
$71.3M$62K
ALLIANT ENERGY CORPORATE SERV. INC.
ALLIANT ENERGY RETIREE HEALTH & WELFARE BENEFIT PLAN
MADISON, WI
Advisor / Consultant
INVESTMENT MANAGER
$70.2M$71K
ALLIANT ENERGY CORPORATE SERV. INC.
ALLIANT ENERGY RETIREE HEALTH & WELFARE BENEFIT PLAN
MADISON, WI
Advisor / Consultant
INVESTMENT MANAGER
$69.7M$34K
MECHANICAL CONTRACTORS UA LOCAL 119 PENSION PLAN
MECHANICAL CONTRACTORS UA LOCAL 119 PENSION PLAN
MOBILE, AL
Advisor / Consultant
INVESTMENT MANAGER
267$60.3M$8K
MECHANICAL CONTRACTORS UA LOCAL 119 PENSION PLAN
MECHANICAL CONTRACTORS UA LOCAL 119 PENSION PLAN
MOBILE, AL
Advisor / Consultant
INVESTMENT MANAGER
303$55.5M$7K
MECHANICAL CONTRACTORS UA LOCAL 119 PENS
MECHANICAL CONTRACTORS UA LOCAL 119 PENSION PLAN
MOBILE, AL
Advisor / Consultant
INVESTMENT MANAGER
319$51.0M$8K
UNITED FURNITURE WORKERS PENSION FUND A
UNITED FURNITURE WORKERS PENSION FUND A
NASHVILLE, TN
Advisor / Consultant
INVESTMENT MANAGER
832$46.5M$12K
INDIANA CARPENTERS PENSION FUND
INDIANA CARPENTERS PENSION FUND
TROY, MI
Other
NONE
0$0$31K