Parametric Portfolio

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

Active participants

77,950

Total plan assets

$9.4B

Filings (rows)

Direct comp

$488K

Indirect comp

Showing only "PARAMETRIC PORTFOLIO"

View all 8 variants aggregated →

PARAMETRIC PORTFOLIO ASSOCIATES198 PARAMETRIC PORTFOLIO ASSOC22 PARAMETRIC PORTFOLIO ASSOCIATE22 PARAMETRIC PORTFOLIO ASSOCIATES LL10 PARAMETRIC PORTFOLIO3 PARAMETRIC PORTFOLIO ASSOCIATIES2 PARAMETRIC PORTFOLIO ASSOCIATED

SERVICES PROVIDED

Investment manager3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
National Elevator Industry Health Benefit Plan Board of Trustees National Elevator Industry Health Benefit Plan · all filings	NEWTOWN SQUARE, PA	Investment manager	26,202	$3.4B	$120K	$0
National Elevator Industry Health Benefit Plan Board of Trustees National Elevator Industry Health Benefit Plan · all filings	NEWTOWN SQUARE, PA	Investment manager	25,761	$3.1B	$151K	$0
National Elevator Industry Health Benefit Plan Board of Trustees National Elevator Industry Health Benefit Plan · all filings	NEWTOWN SQUARE, PA	Investment manager	25,987	$2.8B	$217K	$0