PITCHBOOK DATA
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
18
Active participants
130,548
Total plan assets
$210.9B
Filings (rows)
18
Direct comp
$451K
Indirect comp
$0
SERVICES PROVIDED
Other17
Advisor / Consultant1
Top plans served
All 18 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| AT&T INC. SBC MASTER PENSION TRUST | DALLAS, TX | Other NONE | — | $44.6B | $43K |
| AT&T INC. SBC MASTER PENSION TRUST | DALLAS, TX | Other NONE | — | $32.9B | $43K |
| DELTA AIR LINES, INC. DELTA MASTER TRUST | ATLANTA, GA | Advisor / Consultant INVESTMENT MANAGER | — | $20.1B | $40K |
| HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST | CHARLOTTE, NC | Other NONE | — | $18.3B | $15K |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM PERSONAL PENSION PLAN | ARMONK, NY | Other PARTY-IN-INTEREST | 43,052 | $17.9B | $12K |
| HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST | CHARLOTTE, NC | Other NONE | — | $17.9B | $9K |
| THE DOW CHEMICAL COMPANY DOW EMPLOYEES' PENSION PLAN | MIDLAND, MI | Other NONE KNOWN | 6,888 | $11.5B | $7K |
| DOMINION ENERGY, INC. DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST | RICHMOND, VA | Other INV-MGMT | — | $8.3B | $21K |
| DESERET MUTUAL BENEFIT ADMINISTRATORS DESERET MUTUAL MASTER RETIREMENT PLAN | SALT LAKE CITY, UT | Other NA | 11,210 | $7.8B | $27K |
| DESERET MUTUAL BENEFIT ADMINISTRATORS DESERET MUTUAL MASTER RETIREMENT PLAN | SALT LAKE CITY, UT | Other NA | 10,478 | $7.7B | $53K |
| DESERET MUTUAL BENEFIT ADMINISTRATORS DESERET MUTUAL MASTER RETIREMENT PLAN | SALT LAKE CITY, UT | Other NA | 9,784 | $7.1B | $25K |
| DTE ENERGY CORPORATE SERVICES, LLC DTE ENERGY COMPANY AFFILIATES EMPLOYEE BENEFIT PLANS MASTER TRUST | DETROIT, MI | Other NONE KNOWN | — | $4.5B | $11K |
| EASTMAN KODAK COMPANY KODAK RETIREMENT INCOME PLAN | ROCHESTER, NY | Other NONE | 1,991 | $3.6B | $45K |
| EASTMAN KODAK COMPANY KODAK RETIREMENT INCOME PLAN | ROCHESTER, NY | Other NONE | 1,968 | $3.5B | $60K |
| THE NEW YORK AND PRESBYTERIAN HOSPITAL NEWYORK-PRESBYTERIAN PENSION PLAN | NEW YORK, NY | Other NONE | 19,908 | $2.5B | $7K |
| THE NEW YORK PRESBYTERIAN HOSPITAL THE NEW YORK AND PRESBYTERIAN HOSPITAL RETIREMENT PLAN | NEW YORK, NY | Other NONE | 15,551 | $1.5B | $5K |
| UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NY RETIREMENT PLAN FOR EMPLOYEES OF UNITED JEWISH | NEW YORK, NY | Other NONE | 5,001 | $555.5M | $14K |
| UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NY RETIREMENT PLAN FOR EMPLOYEES OF UNITED JEWISH | NEW YORK, NY | Other NONE | 4,717 | $505.8M | $13K |