Potomac Fund Management

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

188,917

Total plan assets

$34.3B

Filings (rows)

Direct comp

$310K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant7

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
The Cleveland Clinic Foundation Cleveland Clinic Savings and Investment Plan · all filings	CLEVELAND, OH	Advisor / Consultant	68,206	$9.2B	$81K	$0
The Cleveland Clinic Foundation Cleveland Clinic Savings and Investment Plan · all filings	CLEVELAND, OH	Advisor / Consultant	65,407	$7.5B	$70K	$0
The Cleveland Clinic Foundation Cleveland Clinic Savings and Investment Plan · all filings	CLEVELAND, OH	Advisor / Consultant	54,690	$6.3B	$85K	$0
The Cleveland Clinic Foundation The Cleveland Clinic Foundation DC Plans Master Trust · all filings	CLEVELAND, OH	Advisor / Consultant	—	$4.3B	$22K	$0
The Cleveland Clinic Foundation The Cleveland Clinic Foundation DC Plans Master Trust · all filings	CLEVELAND, OH	Advisor / Consultant	—	$3.7B	$19K	$0
The Cleveland Clinic Foundation The Cleveland Clinic Foundation DC Plans Master Trust · all filings	CLEVELAND, OH	Advisor / Consultant	—	$3.1B	$24K	$0
Akron General Medical Center Akron General Health System Matched Retirement Savings Plan · all filings	AKRON, OH	Advisor / Consultant	614	$108.8M	$9K	$0