PORTFOLIO ADV
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
140,663
Total plan assets
$151.2B
Filings (rows)
30
Direct comp
$3.8M
Indirect comp
$0
Aggregating 5 name variants under "PORTFOLIO ADV"
SERVICES PROVIDED
Other18
Advisor / Consultant7
Top plans served
Showing top 30 of 25 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| KAISER PERMANENTE MEDICAL CARE PROGRAM KAISER PERMANENTE GROUP TRUST | OAKLAND, CA | Other NONE | 0 | $66.6B | $31K |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM PERSONAL PENSION PLAN | ARMONK, NY | Other PARTY-IN-INTEREST | 14,881 | $25.5B | $150K |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM PERSONAL PENSION PLAN | ARMONK, NY | Other PARTY-IN-INTEREST | 13,377 | $25.0B | $258K |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM PERSONAL PENSION PLAN | ARMONK, NY | Other PARTY-IN-INTEREST | 43,052 | $17.9B | $210K |
| BOARD OF TRUSTEES - INDIANA LABORERS PENSION FUND INDIANA LABORERS PENSION FUND | TERRE HAUTE, IN | Other NONE | 11,260 | $1.8B | $20K |
| BOARD OF TRUSTEES - INDIANA LABORERS PENSION FUND INDIANA LABORERS PENSION FUND | TERRE HAUTE, IN | Other NONE | 11,260 | $1.8B | $61K |
| BOARD OF TRUSTEES - INDIANA LABORERS PENSION FUND INDIANA LABORERS PENSION FUND | TERRE HAUTE, IN | Other NONE | 11,039 | $1.7B | $68K |
| BOARD OF TRUSTEES - INDIANA LABORERS PENSION FUND INDIANA LABORERS PENSION FUND | TERRE HAUTE, IN | Other NONE | 11,039 | $1.7B | $6K |
| BOARD OF TRUSTEES - INDIANA LABORERS PENSION FUND INDIANA LABORERS PENSION FUND | TERRE HAUTE, IN | Other NONE | 11,039 | $1.7B | $23K |
| BOARD OF TRUSTEES - INDIANA LABORERS PENSION FUND INDIANA LABORERS PENSION FUND | TERRE HAUTE, IN | Other NONE | 10,800 | $1.5B | $7K |
| BOARD OF TRUSTEES - INDIANA LABORERS PENSION FUND INDIANA LABORERS PENSION FUND | TERRE HAUTE, IN | Other NONE | 10,800 | $1.5B | $30K |
| BOARD OF TRUSTEES - INDIANA LABORERS PENSION FUND INDIANA LABORERS PENSION FUND | TERRE HAUTE, IN | Other NONE | 10,800 | $1.5B | $73K |
| LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUND LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUND | PHILADELPHIA, PA | Other NONE | 2,817 | $1.2B | $486K |
| LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUND LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUND | PHILADELPHIA, PA | Other NONE | 2,881 | $1.2B | $495K |
| LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUND LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUND | PHILADELPHIA, PA | Other NONE | 2,881 | $1.1B | $428K |
| LYONDELL CHEMICAL COMPANY LYONDELLBASELL MASTER TRUST | HOUSTON, TX | Other NONE | — | $1.0B | $49K |
| LYONDELL CHEMICAL COMPANY LYONDELLBASELL MASTER TRUST | HOUSTON, TX | Other NONE | — | $1.0B | $99K |
| LYONDELL CHEMICAL COMPANY LYONDELLBASELL MASTER TRUST | HOUSTON, TX | Other NONE | — | $995.6M | $32K |
| LES SCHWAB WAREHOUSE CENTER, LLC LES SCHWAB PROFIT SHARING RETIREMENT PLAN | BEND, OR | Advisor / Consultant INDEPENDENT ADVISOR | 6,051 | $865.4M | $142K |
| RIO TINTO AMERICA INC. RIO TINTO AMERICA INC. RETIREMENT PLAN | SOUTH JORDAN, UT | Other NONE | 1,643 | $843.4M | $119K |
| LES SCHWAB WAREHOUSE CENTER, LLC LES SCHWAB PROFIT SHARING RETIREMENT PLAN | BEND, OR | Advisor / Consultant INDEPENDENT ADVISOR | 5,738 | $805.5M | $148K |
| LES SCHWAB WAREHOUSE CENTER, LLC LES SCHWAB PROFIT SHARING RETIREMENT PLAN | BEND, OR | Advisor / Consultant INDEPENDENT ADVISOR | 5,290 | $770.3M | $250K |
| LES SCHWAB WAREHOUSE CENTER, LLC LES SCHWAB PROFIT SHARING RETIREMENT PLAN | BEND, OR | Advisor / Consultant INDEPENDENT ADVISOR | 5,463 | $730.9M | $156K |
| NISOURCE INC. COLUMBIA ENERGY GROUP PENSION PLAN | MERRILLVILLE, IN | Other NONE | 987 | $333.8M | $26K |
| TEAMSTERS LOCAL 830 PENSION PLAN TEAMSTERS LOCAL 830 PENSION PLAN | PHILADELPHIA, PA | Other NONE | 375 | $179.8M | $159K |
| TEAMSTERS LOCAL 830 PENSION PLAN TEAMSTERS LOCAL 830 PENSION PLAN | PHILADELPHIA, PA | Other NONE | 408 | $169.2M | $172K |
| THE RAND CORPORATION RETIREE GROUP MEDICAL BENEFITS PLAN | SANTA MONICA, CA | Other NONE | 0 | $24.0M | $6K |
| I.A.T.S.E. LOCAL UNION NO 51 I.A.T.S.E. LOCAL UNION NO 51 DEFINED CONTRIBUTION PENSION PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 678 | $20.8M | $27K |
| I.A.T.S.E. LOCAL UNION NO 51 I.A.T.S.E. LOCAL UNION NO 51 DEFINED CONTRIBUTION PENSION PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 644 | $18.7M | $24K |
| I.A.T.S.E. LOCAL UNION NO 51 I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 398 | $16.4M | $76K |