PZENA INVESTMENT
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
48
Active participants
267,839
Total plan assets
$262.4B
Filings (rows)
48
Direct comp
$27.6M
Indirect comp
$0
Aggregating 2 name variants under "PZENA INVESTMENT"
SERVICES PROVIDED
Other43
Advisor / Consultant5
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| PZENA INVESTMENT MANAGEMENT MUTUAL | 1 |
Top plans served
All 48 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| FCA US LLC FCA US LLC MASTER RETIREMENT TRUST BALANCED POOL | AUBURN HILLS, MI | Other | — | $19.3B | $944K |
| CATERPILLAR INC. CATERPILLAR INC. INVESTMENT TRUST | IRVING, TX | Other NONE | — | $18.5B | $1.1M |
| FCA US LLC FCA US LLC MASTER RETIREMENT TRUST BALANCED POOL | AUBURN HILLS, MI | Other | — | $17.3B | $1.2M |
| FCA US LLC FCA US LLC MASTER RETIREMENT TRUST BALANCED POOL | AUBURN HILLS, MI | Other | — | $17.0B | $818K |
| CATERPILLAR INC. CATERPILLAR INC. INVESTMENT TRUST | IRVING, TX | Other NONE | — | $16.4B | $1.1M |
| CATERPILLAR INC. CATERPILLAR INC. INVESTMENT TRUST | IRVING, TX | Other NONE | — | $13.8B | $1.1M |
| CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING, TX | Other NONE | — | $12.8B | $1.1M |
| CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING, TX | Other NONE | — | $12.5B | $889K |
| CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING, TX | Other NONE | — | $12.0B | $988K |
| MARRIOTT INTERNATIONAL, INC. MARRIOTT INTERNATIONAL, INC. POOLED INVESTMENT TRUST FOR PARTICIPANT DIRECTED ACCOUNTS | BETHESDA, MD | Other NONE | — | $10.1B | $885K |
| MARRIOTT INTERNATIONAL, INC. MARRIOTT INTERNATIONAL, INC. POOLED INVESTMENT TRUST FOR PARTICIPANT DIRECTED ACCOUNTS | BETHESDA, MD | Other NONE | — | $8.2B | $967K |
| AMGEN INC. AMGEN RETIREMENT AND SAVINGS PLAN | THOUSAND OAKS, CA | Other NONE | 14,965 | $7.7B | $830K |
| INTERNATIONAL PAPER COMPANY THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT | MEMPHIS, TN | Other NONE | — | $7.4B | $832K |
| INTERNATIONAL PAPER COMPANY THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT | MEMPHIS, TN | Other NONE | — | $7.2B | $946K |
| AMGEN INC. AMGEN RETIREMENT AND SAVINGS PLAN | THOUSAND OAKS, CA | Other NONE | 12,355 | $6.9B | $709K |
| INTERNATIONAL PAPER COMPANY THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT | MEMPHIS, TN | Other NONE | — | $6.4B | $532K |
| SUTTER HEALTH SUTTER HEALTH RETIREMENT PLAN | SACRAMENTO, CA | Other NONE | 40,026 | $6.2B | $335K |
| AMGEN INC. AMGEN RETIREMENT AND SAVINGS PLAN | THOUSAND OAKS, CA | Other NONE | 12,714 | $6.0B | $895K |
| SUTTER HEALTH SUTTER HEALTH RETIREMENT PLAN | SACRAMENTO, CA | Other NONE | 37,201 | $5.9B | $402K |
| SUTTER HEALTH SUTTER HEALTH RETIREMENT PLAN | SACRAMENTO, CA | Other NONE | 34,955 | $5.8B | $379K |
| AMEREN CORPORATION AMEREN RETIREMENT PLAN | ST. LOUIS, MO | Other NONE | 9,113 | $4.8B | $1.3M |
| AMEREN CORPORATION AMEREN RETIREMENT PLAN | ST. LOUIS, MO | Other NONE | 9,543 | $4.7B | $799K |
| AMEREN CORPORATION AMEREN RETIREMENT PLAN | ST. LOUIS, MO | Other NONE | 9,436 | $4.4B | $681K |
| THE COCA-COLA COMPANY THE COCA-COLA COMPANY MASTER RETIREMENT TRUST | ATLANTA, GA | Other NONE | — | $4.4B | $736K |
| BOARD OF TRUSTEES OF THE AMERICAN FEDERATION OF MUSICIANS AND EMPLOYE AMERICAN FEDERATION OF MUSICIANS AND EMPLOYERS' PENSION FUND AND SUBSIDIARY | NEW YORK, NY | Other NONE | 19,513 | $3.2B | $45K |
| CLEVELAND-CLIFFS STEEL LLC CLEVELAND-CLIFFS STEEL LLC PENSION TRUST | CHICAGO, IL | Advisor / Consultant INVESTMENT MANAGER | — | $2.5B | $1.1M |
| CLEVELAND-CLIFFS STEEL LLC CLEVELAND-CLIFFS STEEL LLC PENSION TRUST | CHICAGO, IL | Advisor / Consultant INVESTMENT MANAGER | — | $2.4B | $153K |
| THE AEROSPACE CORPORATION THE AEROSPACE EMPLOYEES' RETIREMENT PLAN (AERP) | EL SEGUNDO, CA | Other NONE | 2,394 | $2.1B | $570K |
| THE AEROSPACE CORPORATION THE AEROSPACE EMPLOYEES' RETIREMENT PLAN (AERP) | EL SEGUNDO, CA | Other NONE | 2,595 | $1.9B | $556K |
| BOARD OF TRUSTEES OF THE AMERICAN FEDERATION OF MUSICIANS AND EMPLOYE AMERICAN FEDERATION OF MUSICIANS AND EMPLOYERS' PENSION FUND AND SUBSIDIARY | NEW YORK, NY | Other NONE | 19,021 | $1.8B | $50K |
| BOARD OF TRUSTEES OF THE AMERICAN FEDERATION OF MUSICIANS AND EMPLOYE AMERICAN FEDERATION OF MUSICIANS AND EMPLOYERS' PENSION FUND AND SUBSIDIARY | NEW YORK, NY | Other NONE | 18,826 | $1.7B | $46K |
| HOWMET AEROSPACE INC. HOWMET AEROSPACE RETIREMENT PLANS MASTER TRUST | PITTSBURGH, PA | Advisor / Consultant INVESTMENT MANAGER | — | $1.3B | $167K |
| GANNETT MEDIA CORP. GANNETT RETIREMENT PLAN | PITTSFORD, NY | Other NONE | 1,316 | $939.6M | $301K |
| GANNETT MEDIA CORP. GANNETT RETIREMENT PLAN | MCLEAN, VA | Other NONE | 1,593 | $931.0M | $360K |
| GANNETT MEDIA CORP. GANNETT RETIREMENT PLAN | PITTSFORD, NY | Other NONE | 957 | $864.4M | $230K |
| AMGEN MANUFACTURING LIMITED LLC THE RETIREMENT AND SAVINGS PLAN FOR AMGEN MANUFACTURING LIMITED LLC | JUNCOS, PR | Other NONE | 2,589 | $779.5M | $78K |
| AMGEN MANUFACTURING LIMITED LLC THE RETIREMENT AND SAVINGS PLAN FOR AMGEN MANUFACTURING LIMITED LLC | JUNCOS, PR | Other NONE | 2,608 | $719.3M | $65K |
| BOARD OF TRUSTEES OF THE HOTEL UNION & HOTEL INDUSTRY OF HAWAII PENSIO HOTEL UNION AND HOTEL INDUSTRY OF HAWAII PENSION PLAN | HONOLULU, HI | Advisor / Consultant INVESTMENT MANAGER | 7,636 | $712.1M | $200K |
| BAKER HUGHES HOLDINGS LLC BAKER HUGHES INTERNATIONAL EQUITY FUND | HOUSTON, TX | Other NONE | — | $635.3M | $332K |
| BOARD OF TRUSTEES OF THE HOTEL UNION & HOTEL INDUSTRY OF HAWAII PENSIO HOTEL UNION AND HOTEL INDUSTRY OF HAWAII PENSION PLAN | HONOLULU, HI | Advisor / Consultant INVESTMENT MANAGER | — | $628.2M | $212K |
| AMGEN MANUFACTURING, LIMITED THE RETIREMENT AND SAVINGS PLAN FOR AMGEN MANUFACTURING, LIMITED | JUNCOS, PR | Other NONE | 2,713 | $610.7M | $83K |
| BAKER HUGHES HOLDINGS LLC BAKER HUGHES INTERNATIONAL EQUITY FUND | HOUSTON, TX | Other NONE | — | $603.3M | $407K |
| THE BOARD OF TRUSTEES C/O RACHEL ALLEN, PLAN MANAGER ST LOUIS PAINTERS PENSION PLAN | MARYLAND HEIGHTS, MO | Other NONE | 1,422 | $565.8M | $435K |
| THE BOARD OF TRUSTEES C/O RACHEL ALLEN, PLAN MANAGER ST LOUIS PAINTERS PENSION PLAN | MARYLAND HEIGHTS, MO | Other NONE | 1,345 | $524.7M | $397K |
| BOARD OF TRUSTEES, UNITED FOOD & COMMERCIAL WORKERS UNION LOCAL 152 UNITED FOOD & COMMERCIAL WORKERS UNION LOCAL 152 RETAIL MEAT PENSION PLAN | MOUNT LAUREL, NJ | Other NONE | 1,525 | $521.2M | $96K |
| BAKER HUGHES HOLDINGS LLC BAKER HUGHES INTERNATIONAL EQUITY FUND | HOUSTON, TX | Other NONE | — | $509.2M | $367K |
| BOARD OF TRUSTEES, UNITED FOOD & COMMERCIAL WORKERS UNION LOCAL 152 UNITED FOOD & COMMERCIAL WORKERS UNION LOCAL 152 RETAIL MEAT PENSION PLAN | MOUNT LAUREL, NJ | Other NONE | 1,478 | $237.9M | $103K |
| HALLIBURTON COMPANY PZENA-UNIT 5 HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $0 | $799K |