Form 5500 Search

ROBERT W

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
510
Active participants
1,165,439
Total plan assets
$320.8B
Filings (rows)
513
Direct comp
$27.5M
Indirect comp
$3.0M

SERVICES PROVIDED

Advisor / Consultant235
Other224
Broker47
TPA / Administrator3
Insurance1

CITs / DFEs sponsored by this firm

Fund / entityPlans holding
ROBERT W BAIRD & CO3

Top plans served

Showing top 500 of 510 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
GENERAL ELECTRIC COMPANY
GENERAL ELECTRIC PENSION TRUST
BOSTON, MA
Broker
SECURITIES BROKERAGE
$46.7B$0
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Broker
SECURITIES BROKERAGE
$46.2B$0
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Broker
SECURITIES BROKERAGE
$24.9B$0
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
ARLINGTON, VA
Broker
BROKER
61,593$16.8B$0
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
ARLINGTON, VA
Broker
BROKER
60,192$15.0B$0
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
ARLINGTON, VA
Broker
BROKER
60,023$13.0B$0
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
ARLINGTON, VA
Broker
BROKER
56,128$11.5B$0
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
ARLINGTON, VA
Broker
BROKER
55,939$10.2B$0
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
ARLINGTON, VA
Broker
BROKER
53,861$9.4B$0
DOMINION ENERGY, INC.
DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST
RICHMOND, VA
Other
BROKG
$9.1B$0
DOMINION ENERGY, INC.
DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST
RICHMOND, VA
Other
BROKG
$8.8B$0
TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUND
MIDWEST OPERATING ENGINEERS PENSION TRUST FUND
COUNTRYSIDE, IL
Other
NONE
13,117$6.0B$646K
TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUND
MIDWEST OPERATING ENGINEERS PENSION TRUST FUND
COUNTRYSIDE, IL
Other
NONE
13,118$5.8B$633K
TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUND
MIDWEST OPERATING ENGINEERS PENSION TRUST FUND
COUNTRYSIDE, IL
Other
NONE
12,949$5.4B$591K
BD OF TRUSTEES, CHICAGO & VICINITY LABORERS' DISTR. COUNCIL PENS FUND
CHICAGO & VICINITY LABORERS' DISTRICT COUNCIL PENSION PLAN
WESTCHESTER, IL
Other
NONE
11,313$5.2B$184K
WEC ENERGY GROUP, INC.
WEC ENERGY GROUP EMPLOYEE RETIREMENT SAVINGS PLAN
MILWAUKEE, WI
Other
N/A
3,713$2.0B$14K
TRUSTEES OF UFCW UNIONS & EMPLOYERS MIDWEST PENSION FUND
UNITED FOOD AND COMMERCIAL WORKERS UNIONS & EMPLOYERS MIDWEST PENSION FUND
DOWNERS GROVE, IL
Other
NONE
1,670$1.9B$120K
HARLEY-DAVIDSON MOTOR COMPANY, INC
HARLEY-DAVIDSON RETIREMENT PLAN
MILWAUKEE, WI
Other
NONE
1,414$1.9B$360K
HARLEY-DAVIDSON MOTOR COMPANY, INC
HARLEY-DAVIDSON RETIREMENT PLAN
MILWAUKEE, WI
Other
NONE
1,160$1.9B$285K
HARLEY-DAVIDSON MOTOR COMPANY, INC
HARLEY-DAVIDSON RETIREMENT PLAN
MILWAUKEE, WI
Other
NONE
1,560$1.8B$384K
WEC ENERGY GROUP, INC.
WEC ENERGY GROUP EMPLOYEE RETIREMENT SAVINGS PLAN
MILWAUKEE, WI
Other
N/A
3,645$1.8B$13K
JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OF
NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS PENSION FUND
EAU CLAIRE, WI
Other
NONE
5,105$1.7B$174K
WEC ENERGY GROUP, INC.
WEC ENERGY GROUP EMPLOYEE RETIREMENT SAVINGS PLAN
MILWAUKEE, WI
Other
N/A
3,558$1.7B$14K
WEC ENERGY GROUP, INC.
WEC ENERGY GROUP RETIREMENT SAVINGS PLAN
MILWAUKEE, WI
Other
N/A
3,358$1.7B$11K
ARNOLD & PORTER KAYE SCHOLER LLP
ARNOLD & PORTER PROFIT-SHARING AND 401(K) PLAN AND TRUST
WASHINGTON, DC
Other
NONE
1,788$1.6B$44K
JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OF
NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS PENSION FUND
EAU CLAIRE, WI
Other
NONE
5,662$1.6B$160K
WEC ENERGY GROUP, INC.
WEC ENERGY GROUP RETIREMENT SAVINGS PLAN
MILWAUKEE, WI
Other
N/A
3,383$1.5B$11K
WEC ENERGY GROUP, INC.
WEC ENERGY GROUP MASTER RETIREMENT TRUST
MILWAUKEE, WI
Other
NONE
$1.5B$260K
WEC ENERGY GROUP, INC.
WEC ENERGY GROUP MASTER RETIREMENT TRUST
MILWAUKEE, WI
Other
NONE
$1.5B$260K
WEC ENERGY GROUP, INC.
WEC ENERGY GROUP RETIREMENT SAVINGS PLAN
MILWAUKEE, WI
Other
N/A
3,386$1.5B$11K
WEC ENERGY GROUP, INC.
WEC ENERGY GROUP MASTER RETIREMENT TRUST
MILWAUKEE, WI
Other
NONE
$1.4B$260K
WEC ENERGY GROUP, INC.
INTEGRYS ENERGY GROUP MASTER RETIREMENT TRUST
MILWAUKEE, WI
Other
NONE
$1.4B$260K
WEC ENERGY GROUP, INC.
INTEGRYS ENERGY GROUP MASTER RETIREMENT TRUST
MILWAUKEE, WI
Other
NONE
$1.4B$260K
ARNOLD & PORTER KAYE SCHOLER LLP
ARNOLD & PORTER KAYE SCHOLER LLP PROFIT-SHARING AND 401(K) PLAN AND TRUST
WASHINGTON, DC
Other
NONE
1,805$1.3B$45K
WEC ENERGY GROUP, INC.
INTEGRYS ENERGY GROUP MASTER RETIREMENT TRUST
MILWAUKEE, WI
Other
NONE
$1.3B$260K
THE CLEVELAND CLINIC FOUNDATION
CLEVELAND CLINIC HEALTH SYSTEM PENSION TRUST
CLEVELAND, OH
Advisor / Consultant
INVESTMENT MANAGEMENT
$1.3B$23K
MEDSTAR HEALTH, INC.
MEDSTAR HEALTH, INC. AND AFFILIATES MASTER RETIREMENT TRUST
COLUMBIA, MD
Other
NONE
$1.3B$100K
BOARD OF TRUSTEES MICHIGAN LABORERS' PENSION FUND
MICHIGAN LABORERS' PENSION PLAN
LANSING, MI
Other
NONE
9,786$1.3B$32K
MEDSTAR HEALTH, INC.
MEDSTAR HEALTH INC. AND AFFILIATES RETIREMENT MASTER TRUST
COLUMBIA, MD
Other
NONE
$1.2B$104K
BOARD OF TRUSTEES MIDWEST OPERATING ENGINEERS RETIREE WELFARE PLAN
MIDWEST OPERATING ENGINEERS RETIREE WELFARE PLAN
COUNTRYSIDE, IL
Other
NONE
$1.2B$201K
BOARD OF TRUSTEES MICHIGAN LABORERS' PENSION FUND
MICHIGAN LABORERS' PENSION PLAN
LANSING, MI
Other
NONE
9,974$1.1B$36K
ARNOLD & PORTER KAYE SCHOLER LLP
ARNOLD & PORTER KAYE SCHOLER LLP PROFIT-SHARING AND 401(K) PLAN AND TRUST
WASHINGTON, DC
Other
NONE
1,768$1.1B$41K
MEDSTAR HEALTH, INC.
MEDSTAR HEALTH INC. AND AFFILIATES RETIREMENT MASTER TRUST
COLUMBIA, MD
Other
NONE
$1.1B$97K
BOARD OF TRUSTEES OF NECA/IBEW FAMILY MEDICAL CARE TRUST FUND
NECA/IBEW FAMILY MEDICAL CARE TRUST FUND
ROCKVILLE, MD
Other
NONE
37,969$1.1B$352K
BOARD OF TRUSTEES MIDWEST OPERATING ENGINEERS RETIREE WELFARE PLAN
MIDWEST OPERATING ENGINEERS RETIREE WELFARE PLAN
COUNTRYSIDE, IL
Other
NONE
$1.0B$352K
BOARD OF TRUSTEES OF NECA/IBEW FAMILY MEDICAL CARE TRUST FUND
NECA/IBEW FAMILY MEDICAL CARE TRUST FUND
ROCKVILLE, MD
Other
NONE
35,904$964.2M$410K
PACTIV LLC
PACTIV GENERAL EMPLOYEE BENEFIT TRUST
LAKE FOREST, IL
Other
NONE
$940.0M$6K
BOARD OF TRUSTEES MIDWEST OPERATING ENGINEERS WELFARE FUND
MIDWEST OPERATING ENGINEERS WELFARE FUND
COUNTRYSIDE, IL
Other
NONE
15,060$836.3M$101K
BOARD OF TRUSTEES OF NECA/IBEW FAMILY MEDICAL CARE TRUST FUND
NECA/IBEW FAMILY MEDICAL CARE TRUST FUND
ROCKVILLE, MD
Other
NONE
33,287$815.6M$358K
SEGAL ADVISORS, INC.
FIXED INCOME GROUP TRUST (A FUND WITHIN THE MARCO CONSULTING GROUP TRUST I)
CHICAGO, IL
Other
NONE
$811.1M$311K
NATIONAL AUTO SPRINKLER WELFARE FUND JOINT BOARD OF TRUSTEES
NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND
LANDOVER, MD
Other
NONE
16,440$787.7M$21K
BOARD OF TRUSTEES MIDWEST OPERATING ENGINEERS WELFARE FUND
MIDWEST OPERATING ENGINEERS WELFARE FUND
COUNTRYSIDE, IL
Other
NONE
14,783$779.6M$116K
NATIONAL AUTO SPRINKLER WELFARE FUND JOINT BOARD OF TRUSTEES
NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND
LANDOVER, MD
Other
NONE
15,031$729.9M$204K
NATIONAL AUTO SPRINKLER WELFARE FUND JOINT BOARD OF TRUSTEES
NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND
LANDOVER, MD
Other
NONE
15,120$717.6M$219K
TRUSTEES OF UFCW UNIONS & EMPLOYERS MIDWEST PENSION FUND
UNITED FOOD AND COMMERCIAL WORKERS UNIONS & EMPLOYERS MIDWEST PENSION FUND
DOWNERS GROVE, IL
Other
NONE
1,626$712.8M$112K
GATES CORPORATION
THE GATES MATCHMAKER PLAN
DENVER, CO
Other
NONE
3,341$696.5M$71K
SEGAL ADVISORS, INC.
FIXED INCOME GROUP TRUST (A FUND WITHIN THE MARCO CONSULTING GROUP TRUST I)
CHICAGO, IL
Other
NONE
$670.7M$246K
GATES CORPORATION
THE GATES MATCHMAKER PLAN
DENVER, CO
Other
NONE
3,740$663.1M$95K
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL EASE 401(K) PLAN
DES MOINES, IA
Other
OTHER SERVICES
161,040$650.9M$0
GATES CORPORATION
THE GATES MATCHMAKER PLAN
DENVER, CO
Advisor / Consultant
ADVISOR
3,792$601.1M$95K
WAUPACA FOUNDRY, INC.
WAUPACA FOUNDRY, INC. CONSOLIDATED RETIREMENT PLAN
WAUPACA, WI
TPA / Administrator
CONTRACT ADMINISTRATOR
3,285$599.1M$123K
PVH CORP.
PVH CORP PENSION MASTER TRUST
BRIDGEWATER, NJ
Broker
BROKER COMMISION
$573.8M$0
WAUPACA FOUNDRY, INC.
WAUPACA FOUNDRY, INC. CONSOLIDATED RETIREMENT PLAN
WAUPACA, WI
TPA / Administrator
CONTRACT ADMINISTRATOR
3,382$565.1M$118K
BOARD OF TRUSTEES OF MASSACHUSETTS LABORERS HEALTH AND WELFARE FUND
MASSACHUSETTS LABORERS' HEALTH AND WELFARE FUND
BURLINGTON, MA
Other
NONE
10,853$549.8M$78K
WAUPACA FOUNDRY, INC.
WAUPACA FOUNDRY, INC. CONSOLIDATED RETIREMENT PLAN
WAUPACA, WI
TPA / Administrator
CONTRACT ADMINISTRATOR
3,317$506.3M$118K
CHARTER MANUFACTURING COMPANY, INC.
CHARTER MANUFACTURING COMPANY, INC. PROFIT SHARING & RETIREMENT PLAN
MEQUON, WI
Advisor / Consultant
INVESTMENT ADVISOR
2,332$503.3M$75K
PREVEA CLINIC, INC.
PREVEA CLINIC, INC. 401(K) AND RETIREMENT PLAN
GREEN BAY, WI
Advisor / Consultant
INVESTMENT ADVISOR
2,068$491.7M$74K
SEGAL ADVISORS, INC.
FIXED INCOME GROUP TRUST (A FUND WITHIN THE MARCO CONSULTING GROUP TRUST I)
CHICAGO, IL
Other
NONE
$476.7M$316K
PREVEA CLINIC, INC.
PREVEA CLINIC, INC. 401(K) AND RETIREMENT PLAN
GREEN BAY, WI
Advisor / Consultant
INVESTMENT ADVISOR
2,393$461.7M$61K
CHARTER MANUFACTURING COMPANY, INC.
CHARTER MANUFACTURING COMPANY, INC. PROFIT SHARING & RETIREMENT PLAN
MEQUON, WI
Advisor / Consultant
INVESTMENT ADVISOR
2,333$454.6M$75K
S.C. JOHNSON & SON, INC.
RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SO
RACINE, WI
Advisor / Consultant
INVESTMENT MANAGER
617$449.5M$265K
S.C. JOHNSON & SON, INC.
RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SO
RACINE, WI
Advisor / Consultant
INVESTMENT MANAGER
557$439.9M$248K
S.C. JOHNSON & SON, INC.
RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SO
RACINE, WI
Advisor / Consultant
INVESTMENT MANAGER
484$406.5M$248K
ING FINANCIAL SERVICES LLC
ING FINANCIAL SERVICES LLC 401(K) SAVINGS PLAN
NEW YORK, NY
Advisor / Consultant
INVESTMENT ADVISOR
633$402.6M$185K
CHARTER MANUFACTURING COMPANY, INC.
CHARTER MANUFACTURING COMPANY, INC. PROFIT SHARING & RETIREMENT PLAN
MEQUON, WI
Advisor / Consultant
CONSULTANT
2,261$388.8M$75K
ING FINANCIAL SERVICES LLC
ING FINANCIAL SERVICES LLC 401(K) SAVINGS PLAN
NEW YORK, NY
Advisor / Consultant
INVESTMENT ADVISOR
591$350.0M$185K
GEODIS LOGISTICS, LLC
GEODIS USA RETIREMENT PLAN
BRENTWOOD, TN
Advisor / Consultant
INVESTMENT ADVISOR
14,100$341.3M$100K
BOARD OF TRUSTEES, LO 302 & 612 INTL UNION OF OPER
LOCALS 302 & 612 INTL UNION OF OPERATING ENGINEERS CONST. IND. HEALTH AND SECURITY PLAN
SEATTLE, WA
Other
NONE
8,990$327.3M$241K
BOARD OF TRUSTEES, LO 302 & 612 INTL UNION OF OPER
LOCALS 302 & 612 INTL UNION OF OPERATING ENGINEERS CONST. IND. HEALTH AND SECURITY PLAN
SEATTLE, WA
Other
NONE
9,074$325.0M$263K
BOARD OF TRUSTEES, LO 302 & 612 INTL UNION OF OPER ENG
LOCALS 302 & 612 INTL UNION OF OPERATING ENGINEERS CONST. IND. HEALTH AND SECURITY PLAN
SEATTLE, WA
Other
NONE
8,831$315.9M$236K
GEODIS LOGISTICS, LLC
GEODIS USA RETIREMENT PLAN
BRENTWOOD, TN
Other
NONE
15,943$302.5M$100K
OREGON TOOL, INC.
OREGON TOOL 401(K) RETIREMENT PROFIT SHARING PLUS PLAN
PORTLAND, OR
Advisor / Consultant
INVESTMENT ADVISOR
924$295.3M$59K
WISCONSIN PUBLIC SERVICE CORPORATION (WPSC)
WISCONSIN PUBLIC SERVICE CORPORATION NON-ADMINISTRATIVE EMPLOYEES' HEALTH CARE PLAN
MILWAUKEE, WI
Advisor / Consultant
ADVISOR
0$289.2M$45K
WISCONSIN PUBLIC SERVICE CORPORATION (WPSC)
WISCONSIN PUBLIC SERVICE CORPORATION NON-ADMINISTRATIVE EMPLOYEES' HEALTH CARE PLAN
MILWAUKEE, WI
Advisor / Consultant
ADVISOR
0$277.8M$45K
OREGON TOOL, INC.
OREGON TOOL 401(K) RETIREMENT PROFIT SHARING PLUS PLAN
PORTLAND, OR
Advisor / Consultant
CONSULTANT
1,090$270.3M$65K
WISCONSIN PUBLIC SERVICE CORPORATION (WPSC)
WISCONSIN PUBLIC SERVICE CORPORATION NON-ADMINISTRATIVE EMPLOYEES' HEALTH CARE PLAN
MILWAUKEE, WI
Advisor / Consultant
ADVISOR
0$260.6M$34K
GODFREY & KAHN, S.C.
GODFREY & KAHN, S.C. 401(K) RETIREMENT PLAN
MILWAUKEE, WI
Other
NONE
360$255.2M$75K
OREGON TOOL, INC.
OREGON TOOL 401(K) RETIREMENT PROFIT SHARING PLUS PLAN
PORTLAND, OR
Advisor / Consultant
CONSULTANT/INVESTMENT ADV
1,285$254.4M$69K
TREK BICYCLE CORPORATION
TREK BICYCLE CORPORATION 401(K) PLAN
WATERLOO, WI
Advisor / Consultant
INVESTMENT ADVISORY
2,445$245.3M$100K
GEODIS LOGISTICS, LLC
GEODIS USA RETIREMENT PLAN
BRENTWOOD, TN
Other
NONE
16,943$242.1M$100K
GODFREY & KAHN, S.C.
GODFREY & KAHN, S.C. 401(K) RETIREMENT PLAN
MILWAUKEE, WI
Other
NONE
371$239.5M$75K
TENNESSEE ORTHOPAEDIC ALLIANCE, P.A.
TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN
NASHVILLE, TN
Other
NONE
1,407$236.6M$31K
WEC ENERGY GROUP, INC.
WEC ENERGY GROUP RETIREE WELFARE PLAN
MILWAUKEE, WI
Advisor / Consultant
ADVISOR
0$236.5M$68K
WEC ENERGY GROUP, INC.
WEC ENERGY GROUP RETIREE WELFARE PLAN
MILWAUKEE, WI
Advisor / Consultant
ADVISOR
0$219.3M$45K
TREK BICYCLE CORPORATION
TREK BICYCLE CORPORATION 401(K) PLAN
WATERLOO, WI
Advisor / Consultant
INVESTMENT ADVISORY
2,842$218.3M$100K
BOARD OF TRUSTEES, FREIGHT DRIVERS AND HELPERS LOCAL UNION NO. 557
FREIGHT DRIVERS AND HELPERS LOCAL UNION NO. 557 PENSION PLAN
COLUMBIA, MD
Advisor / Consultant
INVESTMENT MANAGER
148$212.7M$29K
BELL ASSET MANAGEMENT LTD.
BELL GLOBAL TRUST
KANSAS CITY, MO
Other
NONE
$208.5M$0
TENNESSEE ORTHOPAEDIC ALLIANCE, P.A.
TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN
NASHVILLE, TN
Other
NONE
1,208$207.2M$22K
WEC ENERGY GROUP, INC.
WEC ENERGY GROUP RETIREE WELFARE PLAN
MILWAUKEE, WI
Advisor / Consultant
ADVISOR
0$207.1M$45K
GODFREY & KAHN, S.C.
GODFREY & KAHN, S.C. 401(K) RETIREMENT PLAN
MILWAUKEE, WI
Other
NONE
372$200.2M$88K
PEOPLES ENERGY, LLC
PEOPLES ENERGY COMPREHENSIVE GROUP INSURANCE PLAN
MILWAUKEE, WI
Advisor / Consultant
ADVISOR
0$196.2M$45K
WALLER LANSDEN DORTCH & DAVIS
WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN
NASHVILLE, TN
Other
NONE
342$196.0M$24K
BELL ASSET MANAGEMENT LTD.
BELL GLOBAL TRUST
KANSAS CITY, MO
Other
NONE
$194.0M$0
SUMMA HEALTH
SUMMA HEALTH RETIREMENT INCOME PLAN AND TRUST
AKRON, OH
Other
1,418$193.1M$245K
STRAND ASSOCIATES, INC.
STRAND ASSOCIATES, INC. EMPLOYEES PROFIT SHARING TRUST
MADISON, WI
Other
NONE
480$190.4M$25K
SUMMA HEALTH
SUMMA HEALTH RETIREMENT INCOME PLAN AND TRUST
AKRON, OH
Other
1,548$188.7M$158K
PEOPLES ENERGY, LLC
PEOPLES ENERGY COMPREHENSIVE GROUP INSURANCE PLAN
MILWAUKEE, WI
Advisor / Consultant
ADVISOR
0$186.6M$45K
SUMMA HEALTH
SUMMA HEALTH RETIREMENT INCOME PLAN AND TRUST
AKRON, OH
Other
1,313$184.0M$338K
ALLIANCE LAUNDRY SYSTEMS, LLC
ALLIANCE LAUNDRY SYSTEMS CAPITAL APPRECIATION PLAN
RIPON, WI
Advisor / Consultant
INVESTMENT ADVISOR
2,199$177.7M$38K
BEYOND NEW HORIZONS
AEDC CONTRACTORS EMPLOYEE PENSION PLAN
ARNOLD AFB, TN
Other
NONE
393$175.1M$12K
TREK BICYCLE CORPORATION
TREK BICYCLE CORPORATION 401(K) PLAN
WATERLOO, WI
Advisor / Consultant
INVESTMENT ADVISORY
3,424$174.9M$100K
PEOPLES ENERGY, LLC
PEOPLES ENERGY COMPREHENSIVE GROUP INSURANCE PLAN
MILWAUKEE, WI
Advisor / Consultant
ADVISOR
0$173.6M$34K
TENNESSEE ORTHOPAEDIC ALLIANCE, P.A.
TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN
NASHVILLE, TN
Other
NONE
1,154$172.4M$18K
NATIONAL AEROSPACE SOLUTIONS
AEDC CONTRACTORS EMPLOYEE PENSION PLAN
ARNOLD AFB, TN
Other
NONE
433$168.4M$16K
OSHKOSH CORPORATION
OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN
OSHKOSH, WI
Other
NONE
885$165.8M$81K
BELL ASSET MANAGEMENT LTD.
BELL GLOBAL TRUST
KANSAS CITY, MO
Other
NONE
$165.5M$0
PIERCE MANUFACTURING, INC.
PIERCE MANUFACTURING INC. PENSION PLAN
APPLETON, WI
Other
NONE
813$157.2M$77K
THYSSENKRUPP NORTH AMERICA, LLC
THYSSENKRUPP FIXED INCOME MASTER TRUST UNIT
BEAVERTON, OR
Other
NONE KNOWN
$155.6M$94K
OSHKOSH CORPORATION
OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN
OSHKOSH, WI
Other
NONE
980$155.4M$73K
THYSSENKRUPP NORTH AMERICA, LLC
THYSSENKRUPP FIXED INCOME MASTER TRUST UNIT
BEAVERTON, OR
Other
NONE KNOWN
$151.6M$113K
CONFEDERATED TRIBES OF THE GRAND RONDE COMMUNITY OF OREGON
CONFEDERATED TRIBES OF GRAND RONDE RETIREMENT PLAN
GRAND RONDE, OR
Other
NONE
2,190$150.9M$125K
PIERCE MANUFACTURING, INC.
PIERCE MANUFACTURING INC. PENSION PLAN
APPLETON, WI
Other
NONE
898$146.8M$68K
ALLIANCE LAUNDRY SYSTEMS, LLC
ALLIANCE LAUNDRY SYSTEMS CAPITAL APPRECIATION PLAN
RIPON, WI
Advisor / Consultant
INVESTMENT ADVISOR
2,136$142.6M$19K
OSHKOSH CORPORATION
OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN
OSHKOSH, WI
Other
NONE
1,108$142.1M$60K
BARGE DESIGN SOLUTIONS, INC.
BARGE DESIGN SOLUTIONS, INC. EMPLOYEES' PROFIT SHARING PLAN
NASHVILLE, TN
Other
INV ADV, PARTICIPANTS
614$142.0M$46K
ROQUETTE AMERICA, INC.
ROQUETTE AMERICA, INC. RETIREMENT SYSTEM
KEOKUK, IA
Other
NONE
449$140.2M$60K
BOARD OF TRUSTEES MICHIGAN LABORERS' HEALTH CARE FUND
MICHIGAN LABORERS' HEALTH CARE FUND
LANSING, MI
Other
NONE
5,709$137.5M$29K
PIERCE MANUFACTURING, INC.
PIERCE MANUFACTURING INC. PENSION PLAN
APPLETON, WI
Other
NONE
991$133.3M$56K
ESSENTIAL SERVICES INTERMEDIATE HOLDING CORPORATION DBA TURNPOINT SERV
TURNPOINT 401(K) PLAN
LOUISVILLE, KY
Advisor / Consultant
ADVISOR
6,351$131.5M$87K
SHANNON & WILSON, INC.
SHANNON & WILSON, INC. PS RETIREMENT & 401(K) PLAN AND TRUST
SEATTLE, WA
Other
NONE
373$129.9M$15K
CONFEDERATED TRIBES OF THE GRAND RONDE COMMUNITY OF OREGON
CONFEDERATED TRIBES OF GRAND RONDE RETIREMENT PLAN
GRAND RONDE, OR
Other
NONE
1,496$128.9M$102K
ROQUETTE AMERICA, INC.
ROQUETTE AMERICA, INC. RETIREMENT SYSTEM
KEOKUK, IA
Other
NONE
467$127.9M$65K
THYSSENKRUPP NORTH AMERICA, LLC
THYSSENKRUPP FIXED INCOME MASTER TRUST UNIT
BEAVERTON, OR
Other
NONE KNOWN
$127.0M$101K
NN, INC.
NN, INC. 401(K) PROFIT SHARING PLAN
CHARLOTTE, NC
Advisor / Consultant
CONSULTANT
989$127.0M$113K
BOARD OF TRUSTEES MICHIGAN LABORERS' HEALTH CARE FUND
MICHIGAN LABORERS' HEALTH CARE FUND
LANSING, MI
Other
NONE
5,335$120.8M$34K
J.F. TAYLOR, INC.
J.F. TAYLOR, INC. 401(K) PLAN
GREAT MILLS, MD
Advisor / Consultant
INVESTMENT ADVISOR
476$120.8M$30K
LEMANS CORPORATION
LEMANS CORPORATION 401(K) SAVINGS PLAN
JANESVILLE, WI
Other
NONE
1,024$120.6M$136K
NN, INC.
NN, INC. 401(K) PROFIT SHARING PLAN
CHARLOTTE, NC
Advisor / Consultant
CONSULTANT
1,051$120.5M$68K
BARGE DESIGN SOLUTIONS, INC.
BARGE DESIGN SOLUTIONS, INC. EMPLOYEES' PROFIT SHARING PLAN
NASHVILLE, TN
Other
INV ADV, PARTICIPANTS
539$120.5M$64K
J.F. AHERN CO.
J.F. AHERN CO. PROFIT SHARING AND 401(K) PLAN
FOND DU LAC, WI
Other
NONE
738$120.3M$87K
FROEDTERT HEALTH, INC.
COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN
MILWAUKEE, WI
Other
NONE
304$120.3M$133K
ROQUETTE AMERICA, INC.
ROQUETTE AMERICA, INC. RETIREMENT SYSTEM
KEOKUK, IA
Other
NONE
201$119.4M$16K
DENTONS SIROTE PC
SIROTE & PERMUTT, P. C. PROFIT SHARING 401(K) PLAN
BIRMINGHAM, AL
Advisor / Consultant
INVESTMENT ADVISOR
145$118.1M$27K
FROEDTERT THEDACARE HEALTH, INC.
COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN
MILWAUKEE, WI
Other
NONE
286$117.1M$64K
SHANNON & WILSON, INC.
SHANNON & WILSON, INC. PS RETIREMENT & 401(K) PLAN AND TRUST
SEATTLE, WA
Other
NONE
358$116.4M$13K
SIROTE & PERMUTT, P.C.
SIROTE & PERMUTT, P.C. PROFIT SHARING 401(K) PLAN
BIRMINGHAM, AL
Advisor / Consultant
INVESTMENT ADVISOR
167$115.4M$23K
CHR. HANSEN, INC.
CHR. HANSEN INVESTMENT AND RETIREMENT PLAN
MILWAUKEE, WI
Advisor / Consultant
CONSULTANT
725$115.0M$112K
DENTONS SIROTE PC
DENTONS SIROTE, P.C. PROFIT SHARING 401(K) PLAN
BIRMINGHAM, AL
Advisor / Consultant
INVESTMENT ADVISOR
142$113.7M$34K
STAKEHOLDER PAYROLL SERVICES, LLC
STAKEHOLDER PAYROLL SERVICES, LLC. 401(K) PLAN
LOUISVILLE, KY
Advisor / Consultant
ADVISOR
7,286$113.5M$137K
NN, INC.
NN, INC. 401(K) PROFIT SHARING PLAN
CHARLOTTE, NC
Advisor / Consultant
CONSULTANT
1,172$113.0M$70K
DENTONS SIROTE PC
DENTONS SIROTE, P.C. PROFIT SHARING 401(K) PLAN
BIRMINGHAM, AL
Advisor / Consultant
INVESTMENT ADVISOR
149$111.5M$28K
FROEDTERT HEALTH, INC.
COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN
MILWAUKEE, WI
Other
NONE
316$110.7M$112K
LEMANS CORPORATION
LEMANS CORPORATION 401(K) SAVINGS PLAN
JANESVILLE, WI
Other
NONE
761$108.2M$123K
14W ADMINISTRATIVE SERVICES LLC
14 W ADMINISTRATIVE SERVICES, LLC. 401(K) SAVINGS & RETIREMENT PLAN
BALTIMORE, MD
Advisor / Consultant
INVESTMENT ADVISOR
424$107.9M$25K
CONFEDERATED TRIBES OF THE GRAND RONDE COMMUNITY OF OREGON
CONFEDERATED TRIBES OF GRAND RONDE RETIREMENT PLAN
GRAND RONDE, OR
Other
NONE
1,384$106.1M$97K
GLY CONSTRUCTION, INC.
GLY CONSTRUCTION, INC. 401(K) PLAN
BELLEVUE, WA
Advisor / Consultant
INVESTMENT ADVISOR
183$104.1M$75K
STAKEHOLDER PAYROLL SERVICES, LLC
STAKEHOLDER PAYROLL SERVICES, LLC. 401(K) PLAN
LOUISVILLE, KY
Advisor / Consultant
ADVISOR
7,627$103.2M$177K
J.F. TAYLOR, INC.
J.F. TAYLOR, INC. 401(K) PLAN
GREAT MILLS, MD
Advisor / Consultant
INVESTMENT ADVISOR
474$101.8M$52K
GLY CONSTRUCTION, INC.
GLY CONSTRUCTION, INC. 401(K) PLAN
BELLEVUE, WA
Advisor / Consultant
INVESTMENT ADVISOR
197$100.4M$75K
ESSENTIAL SERVICES INTERMEDIATE HOLDING CORPORATION DBA TURNPOINT SERV
TURNPOINT 401(K) PLAN
LOUISVILLE, KY
Advisor / Consultant
INVESTMENT ADVISOR
5,749$100.2M$19K
J.F. AHERN CO.
J.F. AHERN CO. PROFIT SHARING AND 401(K) PLAN
FOND DU LAC, WI
Other
NONE
699$99.9M$69K
CHR. HANSEN, INC.
CHR. HANSEN INVESTMENT AND RETIREMENT PLAN
MILWAUKEE, WI
Advisor / Consultant
CONSULTANT
384$99.1M$91K
HEALTHSTREAM, INC.
HEALTHSTREAM, INC. 401(K) PLAN
NASHVILLE, TN
Other
NONE
1,081$99.0M$25K
14W ADMINISTRATIVE SERVICES LLC
14 W ADMINISTRATIVE SERVICES, LLC. 401(K) SAVINGS & RETIREMENT PLAN
BALTIMORE, MD
Advisor / Consultant
INVESTMENT ADVISOR
501$97.2M$50K
DENTONS SIROTE PC
DENTONS SIROTE, P.C. PROFIT SHARING 401(K) PLAN
BIRMINGHAM, AL
Advisor / Consultant
INVESTMENT ADVISOR
142$96.2M$29K
BARGE DESIGN SOLUTIONS, INC.
BARGE DESIGN SOLUTIONS, INC. EMPLOYEES' PROFIT SHARING PLAN
NASHVILLE, TN
Advisor / Consultant
INVESTMENT ADVISORY
450$95.2M$46K
SHANNON & WILSON, INC.
SHANNON & WILSON, INC. PS RETIREMENT & 401(K) PLAN AND TRUST
SEATTLE, WA
Other
NONE
330$94.4M$13K
OREGON TOOL, INC.
THE OREGON TOOL RETIREMENT PLAN
PORTLAND, OR
Advisor / Consultant
CONSULTANT
170$91.8M$0
MUBEA, INC.
MUBEA, INC. 401(K) RETIREMENT SAVINGS PLAN
FLORENCE, KY
Advisor / Consultant
ADVISOR
900$87.7M$62K
HUNTER SERVICES, LLC
HUNTER SERVICES, LLC RETIREMENT SAVINGS PLAN
BUTLER, PA
Advisor / Consultant
INVESTMENT ADVISOR
776$85.8M$108K
MADISON MEDICAL AFFILIATES, INC.
MADISON MEDICAL AFFILIATES, INC. EMPLOYEES' BALANCED PROFIT SHARING PLAN
MILWAUKEE, WI
Other
NONE
286$84.9M$38K
VEKA HOLDINGS, INC.
VEKA HOLDINGS, INC. AND SUBSIDIARIES PROFIT SHARING & 401(K) PLAN
FOMBELL, PA
Advisor / Consultant
INVESTMENT ADVISOR
863$84.2M$79K
HUNTER SERVICES, LLC
HUNTER SERVICES, LLC RETIREMENT SAVINGS PLAN
BUTLER, PA
Advisor / Consultant
INVESTMENT ADVISOR
750$83.3M$99K
TJ REGIONAL HEALTH INC.
TJ REGIONAL HEALTH INC. 403(B) PLAN
GLASGOW, KY
Other
OTHER SERVICES
1,498$83.2M$0
14W ADMINISTRATIVE SERVICES LLC
14 W ADMINISTRATIVE SERVICES, LLC. 401(K) SAVINGS & RETIREMENT PLAN
BALTIMORE, MD
Advisor / Consultant
INVESTMENT ADVISOR
613$81.6M$50K
CHR. HANSEN, INC.
CHR. HANSEN INVESTMENT AND RETIREMENT PLAN
MILWAUKEE, WI
Advisor / Consultant
CONSULTANT
719$80.8M$92K
VEKA HOLDINGS, INC.
VEKA HOLDINGS, INC. AND SUBSIDIARIES PROFIT SHARING & 401(K) PLAN
FOMBELL, PA
Advisor / Consultant
INVESTMENT ADVISOR
776$79.7M$53K
GLY CONSTRUCTION, INC.
GLY CONSTRUCTION, INC. 401(K) PLAN
BELLEVUE, WA
Advisor / Consultant
INVESTMENT ADVISOR
209$79.3M$75K
J.F. AHERN CO.
J.F. AHERN CO. PROFIT SHARING AND 401(K) PLAN
FON DU LAC, WI
Other
NONE
640$78.4M$73K
MARKETWISE SOLUTIONS LLC
MARKETWISE SOLUTIONS LLC SAVINGS AND RETIREMENT PLAN
BALTIMORE, MD
Advisor / Consultant
ADVISOR
440$76.7M$48K
MUBEA, INC.
MUBEA, INC. 401(K) RETIREMENT SAVINGS PLAN
FLORENCE, KY
Advisor / Consultant
ADVISOR
959$76.6M$53K
PREFERRED PRIMARY CARE PHYSICIANS, INC.
PREFERRED PRIMARY CARE PHYSICIANS, INC. 401(K) PROFIT SHARING PLAN
CANONSBURG, PA
Advisor / Consultant
INVESTMENT ADVISOR
362$76.4M$55K
BRADLEY COMPANY, LLC
BRADLEY CORPORATION PENSION PLAN
MENOMONEE FALLS, WI
Other
NONE
129$75.0M$108K
BRADLEY CORPORATION
BRADLEY CORPORATION EMPLOYEES 401K SAVINGS PLAN
MENOMONEE FALLS, WI
Advisor / Consultant
INVESTMENT ADVISOR
432$74.4M$62K
HUNTER SERVICES, INC.
HUNTER SERVICES, INC. RETIREMENT SAVINGS PLAN
BUTLER, PA
Advisor / Consultant
INVESTMENT ADVISOR
808$71.9M$15K
MARKETWISE SOLUTIONS LLC
MARKETWISE SOLUTIONS LLC SAVINGS AND RETIREMENT PLAN
BALTIMORE, MD
Advisor / Consultant
ADVISOR
574$67.6M$48K
TJ REGIONAL HEALTH INC.
TJ REGIONAL HEALTH INC. 403(B) PLAN
GLASGOW, KY
Other
OTHER SERVICES
1,408$67.2M$0
MADISON MEDICAL AFFILIATES, INC.
MADISON MEDICAL AFFILIATES, INC. EMPLOYEES' BALANCED PROFIT SHARING PLAN
MILWAUKEE, WI
Other
NONE
325$66.1M$60K
BRADLEY CORPORATION
BRADLEY CORPORATION EMPLOYEES 401K SAVINGS PLAN
MENOMONEE FALLS, WI
Advisor / Consultant
INVESTMENT ADVISOR
428$66.0M$70K
OREGON TOOL, INC.
THE OREGON TOOL RETIREMENT PLAN
PORTLAND, OR
Advisor / Consultant
INV. ADVISORY
157$65.5M$16K
MUBEA, INC.
MUBEA, INC. 401(K) RETIREMENT SAVINGS PLAN
FLORENCE, KY
Advisor / Consultant
ADVISOR
953$64.1M$54K
CSP MANAGEMENT, INC. DBA PARTNER SOLUTIONS FOR SCHOOLS
PARTNER SOLUTIONS MULTIPLE EMPLOYER PLAN
BRIGHTON, MI
Advisor / Consultant
INVESTMENT ADVISORY PLAN
2,093$63.7M$144K
FIRST UROLOGY P.S.C.
FIRST UROLOGY P.S.C. 401K PROFIT SHARING PLAN
JEFFERSONVILLE, IN
Other
NONE
332$63.5M$31K
BRADLEY CORPORATION
BRADLEY CORPORATION PENSION PLAN
MENOMONEE FALLS, WI
Other
NONE
138$62.4M$161K
FIRST UROLOGY P.S.C.
FIRST UROLOGY P.S.C. 401K PROFIT SHARING PLAN
JEFFERSONVILLE, IN
Other
NONE
317$62.2M$43K
VP HOLDINGS CORPORATION
VITA PLUS CORPORATION 401(K) PLAN
MADISON, WI
Other
NONE
419$61.7M$48K
OREGON TOOL, INC.
THE OREGON TOOL RETIREMENT PLAN
PORTLAND, OR
Advisor / Consultant
INV. ADVISORY
137$61.3M$48K
PHARMARON, INC.
PHARMARON INC 401(K) PROFIT SHARING PLAN AND TRUST
BALTIMORE, MD
Other
INVESTMENT/FINANCIAL ADVI
741$57.7M$72K
FIRST UROLOGY P.S.C.
FIRST UROLOGY P.S.C. 401K PROFIT SHARING PLAN
JEFFERSONVILLE, IN
Other
NONE
355$57.5M$52K
AHTNA, INCORPORATED
AHTNA 401(K) PLAN
ANCHORAGE, AK
Advisor / Consultant
INVESTMENT ADVISOR
573$56.8M$33K
FROEDTERT HEALTH, INC.
FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES
MILWAUKEE, WI
Other
NONE
13$56.1M$71K
DCCA
DCCA RETIREMENT SAVINGS PLAN
ELLICOTT CITY, MD
Advisor / Consultant
ADVISOR
349$56.0M$0
GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC.
GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EMPLOYEE MONEY ACCUMULATION PLAN
MILWAUKEE, WI
Advisor / Consultant
CONSULTANT
1,996$55.4M$17K
WEYCO GROUP, INC.
WEYCO GROUP, INC. 401(K) PLAN
GLENDALE, WI
Other
NONE
330$55.0M$60K
FROEDTERT HEALTH, INC.
FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES
MILWAUKEE, WI
Other
NONE
17$54.0M$97K
TJ REGIONAL HEALTH INC.
TJ REGIONAL HEALTH INC. 403(B) PLAN
GLASGOW, KY
Other
OTHER SERVICES
1,378$53.0M$0
FROEDTERT THEDACARE HEALTH, INC.
FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES
MILWAUKEE, WI
Other
NONE
11$52.9M$23K
AUTOCAM MEDICAL DEVICES, LLC A MICHIGAN LIMITED LIABILITY COMPANY
AUTOCAM MEDICAL DEVICES, LLC 401(K) EMPLOYEE SAVINGS PLAN
KENTWOOD, MI
Other
OTHER SERVICES
663$52.6M$0
CSP MANAGEMENT, INC. DBA PARTNER SOLUTIONS FOR SCHOOLS
PARTNER SOLUTIONS MULTIPLE EMPLOYER PLAN
BRIGHTON, MI
Advisor / Consultant
INVESTMENT ADVISORY PLAN
2,056$52.2M$111K
THE WEBB LAW FIRM
THE WEBB LAW FIRM 401(K) PROFIT SHARING PLAN AND TRUST
PITTSBURGH, PA
Advisor / Consultant
INVESTMENT ADVISOR
131$51.8M$78K
WEYCO GROUP, INC.
WEYCO GROUP, INC. 401(K) PLAN
GLENDALE, WI
Other
NONE
283$51.5M$60K
L & S ELECTRIC, INC
L & S ELECTRIC, INC. 401(K) PROFIT SHARING PLAN
SCHOFIELD, WI
Other
OTHER SERVICES
374$50.5M$0
APPRISS, INC.
APPRISS, INC. 401(K) SAVINGS PLAN
LOUISVILLE, KY
Advisor / Consultant
ADVISOR
564$49.7M$77K
GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC.
GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EMPLOYEE MONEY ACCUMULATION PLAN
MILWAUKEE, WI
Advisor / Consultant
CONSULTANT
1,939$49.4M$36K
PIETRAGALLO GORDON ALFANO BOSICK & RASPANTI
PIETRAGALLO GORDON ALFANO BOSICK & RASPANTI, LLP SALARY REDUCTION PROFIT SHARING PLAN
PITTSBURGH, PA
Other
INVESTMENT AD VISOR
102$49.2M$52K
BAMBOO HEALTH, INC.
BAMBOO HEALTH 401(K) SAVINGS PLAN
LOUISVILLE, KY
Advisor / Consultant
ADVISOR
440$49.0M$48K
WILSON CONSTRUCTION COMPANY
WILSON CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN
CANBY, OR
Other
NONE
237$49.0M$35K
KAPUR & ASSOCIATES, INC.
KAPUR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
MILWAUKEE, WI
Other
NONE
222$48.7M$50K
AHTNA, INCORPORATED
AHTNA 401(K) PLAN
ANCHORAGE, AK
Advisor / Consultant
INVESTMENT ADVISOR
548$48.6M$23K
KENTUCKY COUNTRY DAY SCHOOL, INC.
KENTUCKY COUNTRY DAY SCHOOL 403(B) DC PLAN
LOUISVILLE, KY
Advisor / Consultant
ADVISOR
161$47.5M$44K
PIETRAGALLO GORDON ALFANO BOSICK & RASPANTI
PIETRAGALLO GORDON ALFANO BOSICK & RASPANTI, LLP SALARY REDUCTION PROFIT SHARING PLAN
PITTSBURGH, PA
Other
INVESTMENT AD VISOR
107$47.3M$45K
DCCA
DCCA RETIREMENT SAVINGS PLAN
ELLICOTT CITY, MD
Advisor / Consultant
ADVISOR
217$46.4M$0
THE WEBB LAW FIRM
THE WEBB LAW FIRM 401(K) PROFIT SHARING PLAN AND TRUST
PITTSBURGH, PA
Advisor / Consultant
INVESTMENT ADVISOR
134$45.8M$76K
CLEAVELAND/PRICE, INC.
CLEAVELAND/PRICE, INC. 401K PLAN
TRAFFORD, PA
Advisor / Consultant
INVESTMENT ADVISOR
319$45.5M$74K
BOARD OF TRUSTEES L338 HEALTH AND WELFARE FUND
LOCAL 338 HEALTH AND WELFARE FUND
MINEOLA, NY
Other
NONE
2,274$45.0M$55K
BRIGHT WOOD CORPORATION
BRIGHT WOOD 401(K) SAVINGS AND PROFIT SHARING PLAN
MADRAS, OR
Advisor / Consultant
INVESTMENT ADVISOR
998$44.5M$18K
WEYCO GROUP, INC.
WEYCO GROUP, INC. 401(K) PLAN
GLENDALE, WI
Other
NONE
291$44.5M$60K
L & S ELECTRIC, INC
L & S ELECTRIC, INC. 401(K) PROFIT SHARING PLAN
SCHOFIELD, WI
Other
OTHER SERVICES
342$44.5M$0
BOARD OF TRUSTEES L338 HEALTH AND WELFARE FUND
LOCAL 338 HEALTH AND WELFARE FUND
MINEOLA, NY
Other
NONE
2,550$44.4M$54K
PHARMARON, INC.
PHARMARON INC 401(K) PROFIT SHARING PLAN AND TRUST
BALTIMORE, MD
Other
INVESTMENT/FINANCIAL ADVI
711$43.9M$51K
PHARMARON, INC.
PHARMARON INC 401(K) PROFIT SHARING PLAN AND TRUST
BALTIMORE, MD
Other
INVESTMENT/FINANCIAL ADVI
711$43.9M$51K
AUTOCAM MEDICAL DEVICES, LLC A MICHIGAN LIMITED LIABILITY COMPANY
AUTOCAM MEDICAL DEVICES, LLC 401(K) EMPLOYEE SAVINGS PLAN
KENTWOOD, MI
Other
OTHER SERVICES
657$43.8M$0
BOARD OF TRUSTEES L338 HEALTH AND WELFARE FUND
LOCAL 338 HEALTH AND WELFARE FUND
MINEOLA, NY
Other
NONE
2,487$43.2M$41K
SPALDING UNIVERSITY
SPALDING UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
LOUISVILLE, KY
Other
NONE
613$42.9M$15K
KENTUCKY COUNTRY DAY SCHOOL, INC.
KENTUCKY COUNTRY DAY SCHOOL 403(B) DC PLAN
LOUISVILLE, KY
Advisor / Consultant
ADVISOR
177$42.9M$20K
L & S ELECTRIC, INC
L & S ELECTRIC, INC. 401(K) PROFIT SHARING PLAN
SCHOFIELD, WI
Other
OTHER SERVICES
346$42.8M$0
GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC.
GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EMPLOYEE MONEY ACCUMULATION PLAN
MILWAUKEE, WI
Advisor / Consultant
CONSULTANT
1,764$42.7M$36K
BRIGHT WOOD CORPORATION
BRIGHT WOOD 401(K) SAVINGS AND PROFIT SHARING PLAN
MADRAS, OR
Advisor / Consultant
INVESTMENT ADVISOR
1,094$42.7M$56K
BAMBOO HEALTH, INC.
BAMBOO HEALTH 401(K) SAVINGS PLAN
LOUISVILLE, KY
Advisor / Consultant
ADVISOR
492$42.5M$74K
AHTNA, INCORPORATED
AHTNA 401(K) PLAN
ANCHORAGE, AK
Advisor / Consultant
INVESTMENT ADVISOR
561$42.2M$37K
SPALDING UNIVERSITY
SPALDING UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
LOUISVILLE, KY
Other
NONE
436$41.7M$15K
CSP MANAGEMENT, INC. DBA PARTNER SOLUTIONS FOR SCHOOLS
PARTNER SOLUTIONS MULTIPLE EMPLOYER PLAN
BRIGHTON, MI
Advisor / Consultant
INVESTMENT ADVISORY PLAN
1,940$41.4M$101K
WILSON CONSTRUCTION COMPANY
WILSON CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN
CANBY, OR
Other
NONE
213$41.4M$35K
PRENT CORPORATION
PRENT CORPORATION EMPLOYEES' PROFIT SHARING PLAN
JANESVILLE, WI
Advisor / Consultant
INVESTMENT ADVISORY
377$41.1M$28K
ABO LEASING CORPORATION
ABO LEASING CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST
PLYMOUTH, IN
Advisor / Consultant
INVESTMENT ADVISOR
282$40.9M$41K
SARTORI COMPANY
SARTORI COMPANY RETIREMENT SAVINGS PLAN
PLYMOUTH, WI
Advisor / Consultant
INVESTMENT ADVISORY
661$40.7M$39K
HAAS SONS, INC.
HAAS SONS, INC. 401(K) PROFIT SHARING PLAN
THORP, WI
Advisor / Consultant
INVESTMENT ADVISOR
357$39.5M$70K
WEYCO GROUP, INC.
WEYCO GROUP, INC. PENSION PLAN
GLENDALE, WI
Other
NONE
79$39.0M$180K
KAPUR & ASSOCIATES, INC.
KAPUR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
MILWAUKEE, WI
Other
NONE
201$39.0M$50K
ELLIS BADENHAUSEN ORTHOPAEDICS, PSC
ELLIS BADENHAUSEN ORTHOPAEDICS, PSC 401K PROFIT SHARING PLAN
LOUISVILLE, KY
Advisor / Consultant
BROKER/ADVISOR
110$38.8M$0
ELLIS BADENHAUSEN ORTHOPAEDICS, PSC
ELLIS BADENHAUSEN ORTHOPAEDICS, PSC 401K PROFIT SHARING PLAN
LOUISVILLE, KY
Advisor / Consultant
BROKER/ADVISOR
110$38.8M$0
CLEAVELAND/PRICE, INC.
CLEAVELAND/PRICE, INC. 401K PLAN
TRAFFORD, PA
Advisor / Consultant
INVESTMENT ADVISOR
264$38.2M$60K
YORK WATER COMPANY
THE YORK WATER COMPANY PENSION PLAN FOR GENERAL AND ADMINISTRATIVE EMPLOYEES
YORK, PA
Other
NONE
29$38.1M$0
WEYCO GROUP, INC.
WEYCO GROUP, INC. PENSION PLAN
GLENDALE, WI
Other
NONE
81$38.0M$168K
DCCA
DCCA RETIREMENT SAVINGS PLAN
ELLICOTT CITY, MD
Advisor / Consultant
ADVISOR
211$37.8M$0
SARTORI COMPANY
SARTORI COMPANY RETIREMENT SAVINGS PLAN
PLYMOUTH, WI
Advisor / Consultant
INVESTMENT ADVISORY
599$37.1M$34K
BRIGHT WOOD CORPORATION
BRIGHT WOOD 401(K) SAVINGS AND PROFIT SHARING PLAN
MADRAS, OR
Advisor / Consultant
INVESTMENT ADVISOR
998$36.6M$40K
HAAS SONS, INC.
HAAS SONS, INC. 401(K) PROFIT SHARING PLAN
THORP, WI
Other
NONE
368$36.5M$72K
ALLIANCE LAUNDRY SYSTEMS, LLC
ALLIANCE LAUNDRY SYSTEMS PENSION PLAN
RIPON, WI
Other
ADMINISTRATION
18$36.1M$19K
WEYCO GROUP, INC.
WEYCO GROUP, INC. PENSION PLAN
GLENDALE, WI
Other
NONE
87$35.9M$182K
J.P. CULLEN & SONS, INC.
CULLEN PROFIT SHARING PLAN AND TRUST
JANESVILLE, WI
Other
NONE
208$35.9M$98K
AUTOCAM MEDICAL DEVICES, LLC A MICHIGAN LIMITED LIABILITY COMPANY
AUTOCAM MEDICAL DEVICES, LLC 401(K) EMPLOYEE SAVINGS PLAN
KENTWOOD, MI
Other
OTHER SERVICES
568$35.0M$0
INGRAM ENTERTAINMENT INC.
INGRAM ENTERTAINMENT INC. THRIFT PLAN
NASHVILLE, TN
Advisor / Consultant
INVESTMENT ADVISOR
14$34.8M$30K
DWFRITZ AUTOMATION LLC
DWFRITZ AUTOMATION LLC 401(K) PLAN
WILSONVILLE, OR
Advisor / Consultant
ADVISOR
232$34.8M$47K
ELLIS BADENHAUSEN ORTHOPAEDICS, PSC
ELLIS BADENHAUSEN ORTHOPAEDICS, PSC 401K PROFIT SHARING PLAN
LOUISVILLE, KY
Advisor / Consultant
BROKER/ADVISOR
120$34.6M$0
ELLIS BADENHAUSEN ORTHOPAEDICS, PSC
ELLIS BADENHAUSEN ORTHOPAEDICS, PSC 401K PROFIT SHARING PLAN
LOUISVILLE, KY
Advisor / Consultant
BROKER/ADVISOR
120$34.6M$0
CELIA CORPORATION
CELIA CORPORATION 401(K) PLAN
SPARTA, MI
Broker
BROKER/ADVISER
472$34.5M$0
WILSON CONSTRUCTION COMPANY
WILSON CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN
CANBY, OR
Other
NONE
185$34.2M$35K
SARTORI COMPANY
SARTORI COMPANY RETIREMENT SAVINGS PLAN
PLYMOUTH, WI
Advisor / Consultant
INVESTMENT ADVISORY
579$34.1M$35K
DIXON TICONDEROGA COMPANY
DIXON TICONDEROGA COMPANY UNION EMPLOYEES RETIREMENT PLAN #2
APPLETON, WI
Broker
BROKER/ADVISE R
258$33.7M$0
DWFRITZ AUTOMATION LLC
DWFRITZ AUTOMATION LLC 401(K) PLAN
WILSONVILLE, OR
Advisor / Consultant
ADVISOR
136$33.1M$52K
SPALDING UNIVERSITY
SPALDING UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
LOUISVILLE, KY
Other
NONE
450$32.5M$18K
J.P. CULLEN & SONS, INC.
CULLEN PROFIT SHARING PLAN AND TRUST
JANESVILLE, WI
Other
NONE
186$32.3M$86K
CLEAVELAND/PRICE, INC.
CLEAVELAND/PRICE, INC. 401K PLAN
TRAFFORD, PA
Advisor / Consultant
INVESTMENT ADVISOR
250$31.7M$9K
ROQUETTE AMERICA, INC.
ROQUETTE AMERICA, INC. BARGAINING UNIT SAVINGS PLAN
KEOKUK, IA
Other
NONE
224$31.3M$15K
LOWERY CORPORATION
APPLIED IMAGING SYSTEMS INC. 401(K) PROFIT SHARING PLAN
GRAND RAPIDS, MI
Advisor / Consultant
INVESTMENT ADVISOR
490$30.7M$75K
HAAS SONS, INC.
HAAS SONS, INC. 401(K) PROFIT SHARING PLAN
THORP, WI
Other
NONE
339$30.5M$69K
SUNMED LLC
SUNMED LLC 401(K) PLAN
GRAND RAPIDS, MI
Other
RETAINED BY PLAN SPONSOR
550$30.4M$12K
DIXON TICONDEROGA COMPANY
DIXON TICONDEROGA COMPANY UNION EMPLOYEES RETIREMENT PLAN #2
APPLETON, WI
Broker
BROKER/ADVISE R
268$30.0M$0
DWFRITZ AUTOMATION LLC
DWFRITZ AUTOMATION LLC 401(K) PLAN
WILSONVILLE, OR
Advisor / Consultant
ADVISOR
267$30.0M$49K
GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC.
GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. 403(B) PLAN
MILWAUKEE, WI
Advisor / Consultant
CONSULTANT
6,652$29.9M$8K
LAUGHLIN / CONSTABLE, INC.
LAUGHLIN / CONSTABLE, INC. 401(K) SAVINGS PLAN
MILWAUKEE, WI
Advisor / Consultant
ADVISOR
88$29.8M$60K
CELIA CORPORATION
CELIA CORPORATION 401(K) PLAN
SPARTA, MI
Broker
BROKER/ADVISER
446$29.7M$0
LAUGHLIN / CONSTABLE, INC.
LAUGHLIN / CONSTABLE, INC. 401(K) SAVINGS PLAN
MILWAUKEE, WI
Advisor / Consultant
ADVISOR
106$29.0M$61K
ADVERTISERS PRESS INC.
ADVERTISERS PRESS, INC. 401(K) SAVINGS PLAN
MIDDLETON, WI
Other
NONE
112$28.9M$46K
MIDWEST HOLDING GROUP, INC.
MILLIS TRANSFER 401(K) SAVINGS PLAN
BLACK RIVER FALLS, WI
Advisor / Consultant
INVESTMENT ADVISOR
646$27.7M$39K
ELLIS BADENHAUSEN ORTHOPAEDICS, PSC
ELLIS BADENHAUSEN ORTHOPAEDICS, PSC 401K PROFIT SHARING PLAN
LOUISVILLE, KY
Advisor / Consultant
BROKER/ADVISOR
112$27.1M$0
ROQUETTE AMERICA, INC.
ROQUETTE AMERICA INC BARGAINING UNIT SAVINGS PLAN
KEOKUK, IA
Other
NONE
216$27.1M$15K
VAN HORN AUTOMOTIVE GROUP, INC.
VAN HORN AUTOMOTIVE GROUP 401(K) PLAN
PLYMOUTH, WI
Advisor / Consultant
INVESTMENT ADVISORY
690$27.0M$0
J.P. CULLEN & SONS, INC.
CULLEN PROFIT SHARING PLAN AND TRUST
JANESVILLE, WI
Other
NONE
164$26.9M$76K
CELIA CORPORATION
CELIA CORPORATION 401(K) PLAN
SPARTA, MI
Broker
BROKER/ADVISER
488$26.7M$0
SURGICOR, LLC
SURGICOR 401(K) SAVINGS AND RETIREMENT PLAN
FRANKLIN, TN
Other
NONE
211$26.7M$7K
LOWERY CORPORATION
APPLIED IMAGING SYSTEMS INC. 401(K) PROFIT SHARING PLAN
GRAND RAPIDS, MI
Advisor / Consultant
INVESTMENT ADVISOR
465$26.6M$67K
LAUGHLIN / CONSTABLE, INC.
LAUGHLIN / CONSTABLE, INC. 401(K) SAVINGS PLAN
MILWAUKEE, WI
Advisor / Consultant
ADVISOR
90$26.3M$60K
LEZZER HOLDINGS, INC.
LEZZER HOLDINGS, INC. 401(K) PLAN
CURWENSVILLE, PA
Advisor / Consultant
INVESTMENT ADVISOR
462$26.2M$62K
GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC.
GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. 403(B) PLAN
MILWAUKEE, WI
Advisor / Consultant
CONSULTANT
10,689$26.2M$16K
LEONARD S. FIORE, INC.
LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN
ALTOONA, PA
Advisor / Consultant
INVESTMENT ADVISOR
231$26.0M
LEONARD S. FIORE, INC.
LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN
ALTOONA, PA
Advisor / Consultant
INVESTMENT ADVISOR
231$26.0M$71K
RICHARDS INDUSTRIALS, INC.
RICHARDS INDUSTRIALS, INC. PROFIT SHARING RETIREMENT PLAN
CINCINNATI, OH
Advisor / Consultant
ADVISOR
131$25.9M$0
UNIVERSAL BEARINGS, LLC
UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN & TRUST
BREMEN, IN
Advisor / Consultant
INVESTMENT ADVISOR
309$25.7M$37K
DIXON TICONDEROGA COMPANY
DIXON TICONDEROGA COMPANY UNION EMPLOYEES RETIREMENT PLAN #2
APPLETON, WI
Broker
BROKER/ADVISE R
258$25.6M$69K
BRIDGE PARTNERS, LLC
BRIDGE PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST
ISSAQUAH, WA
Advisor / Consultant
INVESTMENT ADVISOR
255$25.3M$16K
MIDWEST HOLDING GROUP, INC.
MILLIS TRANSFER 401(K) SAVINGS PLAN
BLACK RIVER FALLS, WI
Advisor / Consultant
INVESTMENT ADVISOR
719$25.2M$39K
ROQUETTE AMERICA, INC.
ROQUETTE AMERICA INC BARGAINING UNIT SAVINGS PLAN
KEOKUK, IA
Other
NONE
199$25.0M$4K
MIDWEST HOLDING GROUP, INC.
MILLIS TRANSFER 401(K) SAVINGS PLAN
BLACK RIVER FALLS, WI
Advisor / Consultant
INVESTMENT ADVISOR
638$25.0M$44K
UNIVERSAL BEARINGS, LLC
UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN & TRUST
BREMEN, IN
Other
NONE
296$24.8M$33K
CESO, INC.
LEADWISE 401(K) PLAN
MIAMISBURG, OH
Advisor / Consultant
INVESTMENT ADVISOR
453$24.8M$2K
LEZZER HOLDINGS, INC.
LEZZER HOLDINGS, INC. 401(K) PLAN
CURWENSVILLE, PA
Advisor / Consultant
INVESTMENT ADVISOR
424$23.9M$53K
THE FINWAY GROUP - VISTA
VISTA PLAN PEP
WEST DES MOINES, IA
Advisor / Consultant
INVESTMENT ADVISOR
430$23.9M$83K
ADVERTISERS PRESS INC.
ADVERTISERS PRESS, INC. 401(K) SAVINGS PLAN
MIDDLETON, WI
Other
NONE
110$23.3M$39K
PREMIER COOPERATIVE
PREMIER COOP 401(K) PLAN
MT. HOREB, WI
Advisor / Consultant
INVESTMENT ADVISORY-PLAN
305$23.1M$40K
LEONARD S. FIORE, INC.
LEONARD S. FIORE, INC. SAVINGS AND PREVAILING WAGE PLAN
ALTOONA, PA
Advisor / Consultant
INVESTMENT ADVISOR
232$23.0M$5K
RICHARDS INDUSTRIALS, INC.
RICHARDS INDUSTRIALS, INC. PROFIT SHARING RETIREMENT PLAN
CINCINNATI, OH
Advisor / Consultant
ADVISOR
134$22.4M$0
UNIVERSAL BEARINGS LLC
UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN AND TRUST
BREMEN, IN
Other
283$22.2M$36K
INTERVALA, LLC
INTERVALA, LLC 401(K) RETIREMENT PLAN
MT. PLEASANT, PA
Other
INVESTMENT AD VISOR
380$22.2M$0
CORPORATE GROUP, INC.
CORPORATE GROUP, INC. 401(K) PLAN
MILWAUKEE, WI
Advisor / Consultant
ADVISOR
505$21.9M$27K
GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC.
GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. 403(B) PLAN
MILWAUKEE, WI
Advisor / Consultant
CONSULTANT
9,997$21.9M$16K
CORPORATE GROUP, INC.
CORPORATE GROUP, INC. 401(K) PLAN
MILWAUKEE, WI
Advisor / Consultant
ADVISOR
235$21.7M$29K
THE ELKIN COMPANY, LLC
THE ELKIN COMPANY & AFFILIATES PROFIT SHARING PLAN
BURLINGTON, WI
Advisor / Consultant
INVESTMENT ADVISORY
622$21.7M$0
SACRED HEART SCHOOLS, INC.
SACRED HEART SCHOOLS, INC. 401(K) PLAN
LOUISVILLE, KY
Broker
BROKER/ADVISER
293$21.4M$0
KRIS-TECH WIRE CO., INC.
KRIS-TECH WIRE CO., INC. 401(K) PLAN
ROME, NY
Advisor / Consultant
INVESTMENT ADVISOR
148$21.3M$36K
HALTON GROUP AMERICAS INC.
HALTON GROUP AMERICAS INC. 401K PLAN
SCOTTSVILLE, KY
Other
NONE
493$21.3M$23K
CLARK RESTAURANT SERVICE, INC.
CRS ONESOURCE RETIREMENT SAVINGS PLAN
OWENSBORO, KY
Other
OTHER SERVICES
187$21.1M$0
LOWERY CORPORATION
APPLIED IMAGING SYSTEMS INC. 401(K) PROFIT SHARING PLAN
GRAND RAPIDS, MI
Advisor / Consultant
INVESTMENT ADVISOR
443$21.0M$65K
STEPHENS PIPE AND STEEL, LLC
STEPHENS PIPE AND STEEL 401(K) PLAN
RUSSELL SPRINGS, KY
Advisor / Consultant
INVESTMENT ADVISORY
1,070$20.6M$61K
BRIDGE PARTNERS, LLC
BRIDGE PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST
KIRKLAND, WA
Advisor / Consultant
INVESTMENT ADVISOR
263$20.6M$16K
QK4 INC.
QK4 401K SAVINGS PLAN
LOUISVILLE, KY
Other
NONE
157$20.4M$47K
CORPORATE GROUP, INC.
CORPORATE GROUP, INC. 401(K) PLAN
MILWAUKEE, WI
Advisor / Consultant
ADVISOR
684$20.3M$26K
PREMIER COOPERATIVE
PREMIER COOP 401(K) PLAN
MT. HOREB, WI
Advisor / Consultant
INVESTMENT ADVISORY-PLAN
219$20.1M$37K
LEZZER HOLDINGS, INC.
LEZZER HOLDINGS, INC. 401(K) PLAN
CURWENSVILLE, PA
Advisor / Consultant
INVESTMENT ADVISOR
426$20.1M$37K
CLARK RESTAURANT SERVICE, INC.
CRS ONESOURCE RETIREMENT SAVINGS PLAN
OWENSBORO, KY
Other
OTHER SERVICES
206$19.8M$0
CHIPPS, CAFFREY & DUBILIER, P.S.C.
CHIPPS, CAFFREY & DUBILIER P.S.C. PROFIT SHARING AND SAVINGS PLAN
LEXINGTON, KY
Advisor / Consultant
INVESTMENT ADVISOR
114$19.3M$21K
THE ELKIN COMPANY, LLC
THE ELKIN COMPANY & AFFILIATES PROFIT SHARING PLAN
BURLINGTON, WI
Advisor / Consultant
INVESTMENT ADVISORY
594$19.2M$0
STEELE SOLUTIONS, INC.
SSI 401(K) PLAN
SOUTH MILWAUKEE, WI
Other
OTHER SERVICES
299$19.1M$0
CHIPPS, CAFFREY & DUBILIER, P.S.C.
CHIPPS, CAFFREY & DUBILIER P.S.C. PROFIT SHARING AND SAVINGS PLAN
LEXINGTON, KY
Advisor / Consultant
INVESTMENT ADVISOR
120$18.9M$25K
KRIS-TECH WIRE CO., INC.
KRIS-TECH WIRE CO., INC. 401(K) PLAN
ROME, NY
Advisor / Consultant
INVESTMENT ADVISOR
122$18.8M$38K
PREMIER COOPERATIVE
PREMIER COOP 401(K) PLAN
MT. HOREB, WI
Advisor / Consultant
INVESTMENT ADVISORY-PLAN
254$18.7M$37K
THE CARY COMPANY
PROFIT SHARING PLAN FOR EMPLOYEES OF THE CARY COMPANY
ADDISON, IL
Broker
BROKER
242$18.5M$86K
LIL' DRUG STORE PRODUCTS, INC.
LIL' DRUG STORE PRODUCTS, INC. 401(K) PROFIT SHARING PLAN
CEDAR RAPIDS, IA
Broker
BROKER
154$18.0M$0
MOORE AUTOMOTIVE, INC.
MOORE AUTOMOTIVE, INC. 401(K) PLAN & TRUST
OWENSBORO, KY
Other
OTHER SERVICES
189$18.0M$0
SUNMED LLC
SUNMED LLC 401(K) PLAN
GRAND RAPIDS, MI
Other
RETAINED BY PLAN SPONSOR
393$17.7M$25K
HALTON GROUP AMERICAS INC.
HALTON GROUP AMERICAS INC. 401K PLAN
SCOTTSVILLE, KY
Other
NONE
445$17.6M$61K
SACRED HEART SCHOOLS, INC.
SACRED HEART SCHOOLS, INC. 401(K) PLAN
LOUISVILLE, KY
Broker
BROKER/ADVISER
280$17.4M$0
THE ELECTRIC MOTOR REPAIR CO.
THE ELECTRIC MOTOR REPAIR CO. 401(K) RETIREMENT SAVINGS PLAN
ROSEDALE, MD
Other
INVESTMENT/FINANCIAL ADVI
199$17.4M$31K
LIL' DRUG STORE PRODUCTS, INC.
LIL' DRUG STORE PRODUCTS, INC. 401(K) PROFIT SHARING PLAN
CEDAR RAPIDS, IA
Broker
BROKER
140$17.2M$0
THE ELKIN COMPANY, LLC
THE ELKIN COMPANY & AFFILIATES PROFIT SHARING PLAN
BURLINGTON, WI
Advisor / Consultant
INVESTMENT ADVISORY
539$17.2M$0
CHIPPS, CAFFREY & DUBILIER, P.S.C.
CHIPPS, CAFFREY & DUBILIER P.S.C. PROFIT SHARING AND SAVINGS PLAN
LEXINGTON, KY
Advisor / Consultant
INVESTMENT ADVISOR
102$17.0M$20K
QK4 INC.
QK4 401K SAVINGS PLAN
LOUISVILLE, KY
Other
NONE
146$17.0M$42K
CLARK RESTAURANT SERVICE, INC.
CRS ONESOURCE RETIREMENT SAVINGS PLAN
OWENSBORO, KY
Other
OTHER SERVICES
231$16.9M$0
CJ MILLER, LLC
CJ MILLER LLC 401(K) PROFIT SHARING PLAN
HAMPSTEAD, MD
Other
OTHER SERVICES
323$16.9M$0
THE CARY COMPANY
PROFIT SHARING PLAN FOR EMPLOYEES OF THE CARY COMPANY
ADDISON, IL
Broker
BROKER
233$16.8M$59K
HARRELL-FISH, INC.
HARRELL-FISH, INC. PROFIT SHARING PLAN
BLOOMINGTON, IN
Other
OTHER SERVICES
134$16.8M$0
KRIS-TECH WIRE CO., INC.
KRIS-TECH WIRE CO., INC. 401(K) PLAN
ROME, NY
Advisor / Consultant
INVESTMENT ADVISOR
169$16.5M$38K
CJ MILLER, LLC
CJ MILLER, LLC
HAMPSTEAD, MD
Other
OTHER SERVICES
322$16.1M$0
STEPHENS PIPE AND STEEL, LLC
STEPHENS PIPE AND STEEL 401(K) PLAN
RUSSELL SPRINGS, KY
Advisor / Consultant
INVESTMENT ADVISOR
1,027$16.1M$52K
KALMBACH MEDIA CO.
KALMBACH MEDIA 401K PLAN
WAUKESHA, WI
Advisor / Consultant
ADVISOR
124$16.0M$27K
CHRISTIAN ACADEMY SCHOOL SYSTEM
CHRISTIAN ACADEMY SCHOOL SYSTEM 403(B) PLAN
LOUISVILLE, KY
Other
NONE
796$15.9M$36K
FEEDERS SUPPLY COMPANY, LLC
FEEDERS SUPPLY COMPANY, LLC PROFIT SHARING PLAN
LOUISVILLE, KY
Advisor / Consultant
INVESTMENT ADVISOR
528$15.8M$31K
BABEL STREET, INC.
BABEL STREET, INC. 401(K) PLAN
RESTON, VA
Other
OTHER SERVICES
203$15.8M$0
BRIDGE PARTNERS, LLC
BRIDGE PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST
KIRKLAND, WA
Advisor / Consultant
INVESTMENT ADVISOR
272$15.4M$9K
ALJSCO MANAGEMENT LLC.
ALJSCO MANAGEMENT LLC. 401K PROFIT SHARING PLAN
LOUISVILLE, KY
Other
NONE
513$15.4M$31K
ALJSCO MANAGEMENT LLC.
ALJSCO MANAGEMENT LLC. 401K PROFIT SHARING PLAN
LOUISVILLE, KY
Other
NONE
475$15.4M$27K
STEIN GARDEN CENTERS, INC.
STEIN GARDEN CENTERS, INC. 401(K) PLAN
MILWAUKEE, WI
Advisor / Consultant
INVESTMENT ADVISORY-PLAN
236$15.3M$37K
MOORE AUTOMOTIVE, INC.
MOORE AUTOMOTIVE, INC. 401(K) PLAN & TRUST
OWENSBORO, KY
Other
OTHER SERVICES
193$15.1M$0
STEELE SOLUTIONS, INC.
SSI 401(K) PLAN
FRANKLIN, WI
Other
OTHER SERVICES
368$15.0M$0
THE ELECTRIC MOTOR REPAIR CO.
THE ELECTRIC MOTOR REPAIR CO. 401(K) RETIREMENT SAVINGS PLAN
ROSEDALE, MD
Other
INVESTMENT/FINANCIAL ADVI
185$14.9M$26K
THE CARY COMPANY
PROFIT SHARING PLAN FOR EMPLOYEES OF THE CARY COMPANY
ADDISON, IL
Broker
BROKER
223$14.6M$59K
WISCONSIN BUILT, INC.
WISCONSIN BUILT 401(K) SAVINGS PLAN
DEERFIELD, WI
Advisor / Consultant
INVESTMENT ADVISORY
175$14.6M$0
LIL' DRUG STORE PRODUCTS, INC.
LIL' DRUG STORE PRODUCTS, INC. 401(K) PROFIT SHARING PLAN
CEDAR RAPIDS, IA
Broker
BROKER
136$14.4M$0
STEIN GARDEN CENTERS, INC.
STEIN GARDEN CENTERS, INC. 401(K) PLAN
MILWAUKEE, WI
Advisor / Consultant
INVESTMENT ADVISORY-PLAN
226$14.3M$33K
WISCONSIN BUILT, INC.
WISCONSIN BUILT 401(K) SAVINGS PLAN
DEERFIELD, WI
Advisor / Consultant
INVESTMENT ADVISORY
168$14.2M$0
PKWARE, INC.
PKWARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST
MILWAUKEE, WI
Advisor / Consultant
INVESTMENT ADVISOR
89$14.0M$31K
CHRISTIAN ACADEMY SCHOOL SYSTEM
CHRISTIAN ACADEMY SCHOOL SYSTEM 403(B) PLAN
LOUISVILLE, KY
Other
NONE
773$13.9M$33K
FEEDERS SUPPLY COMPANY, LLC
FEEDERS SUPPLY COMPANY, LLC PROFIT SHARING PLAN
LOUISVILLE, KY
Advisor / Consultant
INVESTMENT ADVISOR
377$13.7M$26K
STEIN GARDEN CENTERS, INC.
STEIN GARDEN CENTERS, INC. 401(K) PLAN
MILWAUKEE, WI
Advisor / Consultant
INVESTMENT ADVISORY-PLAN
206$13.7M$35K
IKEYLESS, LLC
IKEYLESS, LLC 401(K) P/S PLAN
LOUISVILLE, KY
Broker
BROKER/ADVISER
456$13.6M$0
CJ MILLER, LLC
CJ MILLER LLC 401(K) PROFIT SHARING PLAN
HAMPSTEAD, MD
Other
OTHER SERVICES
314$13.6M$0
HALTON GROUP AMERICAS, INC.
HALTON GROUP AMERICAS, INC. 401(K) PLAN
SCOTTSVILLE, KY
Advisor / Consultant
INVESTMENT ADVISOR
504$13.5M$40K
AHTNA, INCORPORATED
AHTNA SCA 401(K) PLAN
ANCHORAGE, AK
Advisor / Consultant
INVESTMENT ADVISOR
836$13.5M$7K
FIRST & FARMERS NATIONAL BANK, INC.
FIRST & FARMERS NATIONAL BANK, INC. 401(K) PLAN
SOMERSET, KY
Advisor / Consultant
ADVISOR
118$13.5M$38K
NOVUS MEDIA LLC
NOVUS MEDIA RETIREMENT SAVINGS PLAN
BLOOMINGTON, MN
Other
OTHER SERVICES
60$13.3M$0
ALJSCO MANAGEMENT LLC.
ALJSCO MANAGEMENT LLC. 401K PROFIT SHARING PLAN
LOUISVILLE, KY
Other
NONE
427$13.1M$29K
ISS-MARINE SERVICES, INC.
ISS-MARINE SERVICES, INC. RETIREMENT SAVINGS PLAN
HOUSTON, TX
Advisor / Consultant
INVESTMENT ADVISORY- PLAN
170$12.7M$24K
JES TECH
JES TECH 401(K) PLAN
HOUSTON, TX
Broker
BROKER
229$12.6M$0
THYSSENKRUPP NORTH AMERICA, LLC
THYSSENKRUPP EXTENDED DURATION MASTER TRUST UNIT
BEAVERTON, OR
Other
NONE KNOWN
$12.6M$33K
THYSSENKRUPP NORTH AMERICA, LLC
THYSSENKRUPP EXTENDED DURATION MASTER TRUST UNIT
BEAVERTON, OR
Other
NONE KNOWN
$12.6M$26K
WISCONSIN BUILT, INC.
WISCONSIN BUILT 401(K) SAVINGS PLAN
DEERFIELD, WI
Advisor / Consultant
INVESTMENT ADVISORY
177$12.4M$0
ISS-MARINE SERVICES, INC.
ISS-MARINE SERVICES, INC. RETIREMENT SAVINGS PLAN
HOUSTON, TX
Advisor / Consultant
INVESTMENT ADVISORY- PLAN
179$12.4M$22K
MOORE AUTOMOTIVE, INC.
MOORE AUTOMOTIVE, INC. 401(K) PLAN & TRUST
OWENSBORO, KY
Other
OTHER SERVICES
196$12.2M$0
THE ELECTRIC MOTOR REPAIR CO.
THE ELECTRIC MOTOR REPAIR CO. 401(K) RETIREMENT SAVINGS PLAN
ROSEDALE, MD
Other
INVESTMENT/FINANCIAL ADVI
170$12.2M$28K
FIRST & FARMERS NATIONAL BANK, INC.
FIRST & FARMERS NATIONAL BANK, INC. 401(K) PLAN
SOMERSET, KY
Advisor / Consultant
ADVISOR
114$12.1M$11K
STEPHENS PIPE & STEEL, LLC
STEPHENS PIPE AND STEEL 401(K) PLAN
RUSSELL SPRINGS, KY
Advisor / Consultant
INVESTMENT ADVISOR
1,068$11.8M$56K
BABEL STREET, INC.
BABEL STREET, INC. 401(K) PLAN
RESTON, VA
Other
OTHER SERVICES
325$11.7M$0
KALMBACH MEDIA CO.
KALMBACH MEDIA 401K PLAN
WAUKESHA, WI
Advisor / Consultant
ADVISOR
47$11.7M$34K
BOONE MEMORIAL HOSPITAL, INC.
BOONE MEMORIAL HOSPITAL 403(B) PLAN
MADISON, WV
Broker
BROKER/ADVISER
544$11.5M$0
PKWARE, INC.
PKWARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST
MILWAUKEE, WI
Advisor / Consultant
INVESTMENT ADVISOR
91$11.5M$28K
PEERLESS MIDWEST, INC.
PEERLESS MIDWEST, INC. EMPLOYEE'S 401(K) PLAN
MISHAWAKA, IN
Advisor / Consultant
INVESTMENT ADVISOR
114$11.4M$29K
FEEDERS SUPPLY COMPANY, LLC
FEEDERS SUPPLY COMPANY, LLC PROFIT SHARING PLAN
LOUSVILLE, KY
Advisor / Consultant
INVESTMENT ADVISOR
310$11.2M$25K
WESLEY B. LASHER INVESTMENT CORP.
LASHER AUTO GROUP 401(K) PROFIT SHARING PLAN
ELK GROVE, CA
Advisor / Consultant
INVESTMENT ADVISOR
329$11.1M$67K
ISS-MARINE SERVICES, INC.
ISS-MARINE SERVICES, INC. RETIREMENT SAVINGS PLAN
HOUSTON, TX
Advisor / Consultant
INVESTMENT ADVISORY- PLAN
188$11.1M$26K
GREATER PITTSBURGH COMMUNITY FOOD BANK
GPCFB 403(B) RETIREMENT PLAN
DUQUESNE, PA
Other
NONE
159$10.8M$35K
TARGET STEEL, INC.
TARGET STEEL INC., 401(K) PLAN
FLAT ROCK, MI
Advisor / Consultant
INVESTMENT ADVISORY-PLAN
349$10.7M$24K
IKEYLESS, LLC
IKEYLESS, LLC 401(K) P/S PLAN
LOUISVILLE, KY
Broker
BROKER/ADVISER
449$10.7M$0
FIRST & FARMERS NATIONAL BANK, INC.
FIRST & FARMERS NATIONAL BANK, INC. 401(K) PLAN
SOMERSET, KY
Broker
BROKER
129$10.7M$0
A&E INCORPORATED
A&E INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST
RACINE, WI
Other
OTHER SERVICES
139$10.6M$0
VANGUARD EMS, INC.
VANGUARD EMS RETIREMENT SAVINGS PLAN
BEAVERTON, OR
Broker
BROKER
199$10.3M$0
PKWARE, INC.
PKWARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST
MILWAUKEE, WI
Advisor / Consultant
INVESTMENT ADVISOR
96$10.3M$30K
JES TECH
JES TECH 401(K) PLAN
HOUSTON, TX
Broker
BROKER
194$10.1M$0
MUSSELMAN HOTELS, LLC
MUSSELMAN HOTELS, LLC RETIREMENT SAVINGS PLAN
LOUISVILLE, KY
Advisor / Consultant
ADVISOR
267$9.9M$0
GOODWILL INDUSTRIES OF MIDDLE TENNESSEE, INC.
GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT PLAN
NASHVILLE, TN
Advisor / Consultant
INVESTMENT ADVISORY
1,343$9.8M$0
UNITED PLATE GLASS COMPANY, INC.
UNITED PLATE GLASS COMPANY, INC. 401(K) PROFIT SHARING PLAN
BUTLER, PA
Advisor / Consultant
INVESTMENT ADVISOR
194$9.8M$27K
PACKAGING PERSONIFIED, INC.
PACKAGING PERSONIFIED, INC. 401(K) PLAN
CAROL STREAM, IL
Advisor / Consultant
INVESTMENT ADVISOR
191$9.5M$20K
DENNIS KIRK, INC.
DENNIS KIRK, INC. 401(K) SAVINGS PLAN
RUSH CITY, MN
Advisor / Consultant
INVESTMENT ADVISOR
125$9.4M$17K
FRANJO CONSTRUCTION CORPORATION
FRANJO CONSTRUCTION RETIREMENT PLAN
HOMESTEAD, PA
Advisor / Consultant
INVESTMENT ADVISOR
121$9.4M$24K
GREATER PITTSBURGH COMMUNITY FOOD BANK
GPCFB 403(B) RETIREMENT PLAN
DUQUESNE, PA
Advisor / Consultant
INVESTMENT ADVISOR
151$9.3M$31K
A&E INCORPORATED
A&E INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST
RACINE, WI
Other
OTHER SERVICES
161$9.2M$0
OVARE GROUP INC.
OVARE GROUP INC. 401(K) PLAN
LOUISVILLE, KY
Advisor / Consultant
CONSULTANT
178$9.1M$0
OMT-VEYHL USA CORPORATION
OMT-VEYHL 401(K) PLAN
HOLLAND, MI
Advisor / Consultant
ADVISOR
193$9.0M$0
VANGUARD EMS, INC.
VANGUARD EMS RETIREMENT SAVINGS PLAN
BEAVERTON, OR
Broker
BROKER
223$9.0M$0
COMMERCIAL INSURANCE ASSOCIATES
COMMERCIAL INSURANCE ASSOCIATES 401(K) PLAN
BRENTWOOD, TN
Advisor / Consultant
INVESTMENT ADVISOR
123$8.7M$30K
OVARE GROUP INC.
OVARE GROUP INC. 401(K) PLAN
LOUISVILLE, KY
Advisor / Consultant
CONSULTANT
104$8.7M$0
TARGET STEEL, INC.
TARGET STEEL INC., 401(K) PLAN
FLAT ROCK, MI
Advisor / Consultant
INVESTMENT ADVISORY-PLAN
299$8.7M$18K
BOONE MEMORIAL HOSPITAL, INC.
BOONE MEMORIAL HOSPITAL 403(B) PLAN
MADISON, WV
Broker
BROKER/ADVISER
473$8.5M$0
ATTIC ANGEL ASSOCIATION
ATTIC ANGEL ASSOCIATION 401(K) RETIREMENT PLAN
MIDDLETON, WI
Other
NONE
189$8.5M$20K
DENNIS KIRK, INC.
DENNIS KIRK, INC. 401(K) SAVINGS PLAN
RUSH CITY, MN
Advisor / Consultant
INVESTMENT ADVISOR
124$8.4M$16K
COMMERCIAL INSURANCE ASSOCIATES
COMMERCIAL INSURANCE ASSOCIATES 401(K) PLAN
BRENTWOOD, TN
Advisor / Consultant
INVESTMENT ADVISOR
116$8.3M$30K
OVARE GROUP INC.
OVARE GROUP INC. 401(K) PLAN
LOUISVILLE, KY
Advisor / Consultant
CONSULTANT
92$8.2M$0
WINSTON INDUSTRIES, LLC
WINSTON INDUSTRIES, LLC EMPLOYEE INVESTMENT PLAN
LOUISVILLE, KY
Other
NONE
209$8.1M$20K
PACKAGING PERSONIFIED, INC.
PACKAGING PERSONIFIED, INC. 401(K) PLAN
CAROL STREAM, IL
Advisor / Consultant
INVESTMENT ADVISOR
176$8.1M$17K
MUSSELMAN HOTELS, LLC
MUSSELMAN HOTELS, LLC RETIREMENT SAVINGS PLAN
LOUISVILLE, KY
Advisor / Consultant
ADVISOR
245$8.1M$0
UNITED PLATE GLASS COMPANY, INC.
UNITED PLATE GLASS COMPANY, INC. 401(K) PROFIT SHARING PLAN
BUTLER, PA
Advisor / Consultant
INVESTMENT ADVISOR
198$8.0M$30K
WINSTON INDUSTRIES, LLC
WINSTON INDUSTRIES, LLC EMPLOYEE INVESTMENT PLAN
LOUISVILLE, KY
Other
NONE
229$8.0M$17K
AHTNA, INCORPORATED
AHTNA SCA 401(K) PLAN
ANCHORAGE, AK
Advisor / Consultant
INVESTMENT ADVISOR
331$8.0M$2K
VANGUARD EMS, INC.
VANGUARD EMS RETIREMENT SAVINGS PLAN
BEAVERTON, OR
Broker
BROKER
207$8.0M$0
GREATER PITTSBURGH COMMUNITY FOOD BANK
GPCFB 403(B) RETIREMENT PLAN
DUQUESNE, PA
Advisor / Consultant
INVESTMENT ADVISOR
143$7.9M$18K
ATTIC ANGEL ASSOCIATION
ATTIC ANGEL ASSOCIATION 401(K) RETIREMENT PLAN
MIDDLETON, WI
Other
NONE
181$7.9M$18K
BRADLEY COMPANY, LLC
BRADLEY CORPORATION PENSION PLAN
MENOMONEE FALLS, WI
Other
NONE
0$7.9M$91K
IKEYLESS, LLC
IKEYLESS, LLC 401(K) P/S PLAN
LOUISVILLE, KY
Broker
BROKER/ADVISER
425$7.9M$0
WHITWORTH TOOL, INC.
WHITWORTH TOOL, INC. 401(K) PLAN
HARDINSBURG, KY
Other
OTHER SERVICES
112$7.8M$0
DIRECT LINE GLOBAL LLC
DIRECT LINE GLOBAL LLC 401K PLAN
FREMONT, CA
Broker
BROKER/ADVISO R
342$7.8M$0
WHITWORTH TOOL, INC.
WHITWORTH TOOL, INC. 401(K) PLAN
HARDINSBURG, KY
Other
OTHER SERVICES
111$7.7M$0
FRANJO CONSTRUCTION CORPORATION
FRANJO CONSTRUCTION RETIREMENT PLAN
HOMESTEAD, PA
Advisor / Consultant
INVESTMENT ADVISOR
110$7.6M$5K
USHER TRANSPORT, INC.
USHER TRANSPORT, INC. 401(K) PROFIT SHARING PLAN
LOUISVILLE, KY
Broker
BROKER
107$7.6M$0
DENNIS KIRK, INC.
DENNIS KIRK, INC. 401(K) SAVINGS PLAN
RUSH CITY, MN
Advisor / Consultant
INVESTMENT ADVISOR
114$7.6M$16K
APEX DENTAL LABORATORY GROUP, LLC
APEX DENTAL LABORATORY GROUP 401(K) PLAN
WACO, TX
Advisor / Consultant
ADVISOR
329$7.5M$27K
DOUSMAN TRANSPORT CO., INC.
DOUSMAN TRANSPORT CO., INC. 401(K) PLAN
DOUSMAN, WI
Advisor / Consultant
ADVISOR
431$7.4M$18K
KEYSTOPS, LLC
KEYSTOPS, LLC EMPLOYEE SAVINGS PLAN
FRANKLIN, KY
Other
OTHER SERVICES
252$7.4M$0
APEX DENTAL LABORATORY GROUP, LLC
APEX DENTAL LABORATORY GROUP 401(K) PLAN
WACO, TX
Advisor / Consultant
ADVISOR
321$7.3M$30K
ATTIC ANGEL ASSOCIATION
ATTIC ANGEL ASSOCIATION 401(K) RETIREMENT PLAN
MIDDLETON, WI
Other
NONE
226$7.0M$21K
BABEL STREET, INC.
BABEL STREET, INC. 401(K) PLAN
RESTON, VA
Other
OTHER SERVICES
143$7.0M$0
USHER TRANSPORT, INC.
USHER TRANSPORT, INC. 401(K) PROFIT SHARING PLAN
LOUISVILLE, KY
Broker
BROKER
116$6.8M$0
PACKAGING PERSONIFIED, INC.
PACKAGING PERSONIFIED, INC. 401(K) PLAN
CAROL STREAM, IL
Advisor / Consultant
INVESTMENT ADVISOR
160$6.8M$18K
MUSSELMAN HOTELS, LLC
MUSSELMAN HOTELS, LLC RETIREMENT SAVINGS PLAN
LOUISVILLE, KY
Advisor / Consultant
ADVISOR
214$6.7M$0
WINSTON INDUSTRIES, LLC
WINSTON INDUSTRIES, LLC EMPLOYEE INVESTMENT PLAN
LOUISVILLE, KY
Other
NONE
227$6.7M$8K
NORTH PACIFIC MANAGEMENT, INC.
THE HEATHMAN LODGE 401(K) PLAN
TIGARD, OR
Advisor / Consultant
ADVISOR
206$6.6M$24K
BOONE MEMORIAL HOSPITAL, INC.
BOONE MEMORIAL HOSPITAL 403(B) PLAN
MADISON, WV
Broker
BROKER/ADVISER
430$6.6M$0
WHITWORTH TOOL, INC.
WHITWORTH TOOL, INC. 401(K) PLAN
HARDINSBURG, KY
Other
OTHER SERVICES
150$6.4M$0
KINEX/R&M HOLDCO, LLC
KINEX/R&M HOLDCO, LLC SAVINGS PLAN
WAUKESHA, WI
Other
SERVICE PROVIDER
180$6.4M$0
LASKO PRODUCTS, LLC
LASKO PRODUCTS, INC. CONSOLIDATED RETIREMENT PLAN
WEST CHESTER, PA
Other
NONE
8$6.4M$0
UNITED PLATE GLASS COMPANY, INC.
UNITED PLATE GLASS COMPANY, INC. 401(K) PROFIT SHARING PLAN
BUTLER, PA
Advisor / Consultant
INVESTMENT ADVISOR
187$6.3M$4K
COMMERCIAL INSURANCE ASSOCIATES
COMMERCIAL INSURANCE ASSOCIATES 401(K) PLAN
BRENTWOOD, TN
Other
INVESTMENT/FINANCIAL ADVI
135$6.2M$5K
TECHNOLOGY CONSULTING, INC.
TECHNOLOGY CONSULTING, INC. 401(K) PROFIT SHARING PLAN
LOUISVILLE, KY
Broker
BROKER
109$6.2M$0
TARGET STEEL, INC.
TARGET STEEL INC., 401(K) PLAN
FLAT ROCK, MI
Other
INVESTMENT/FINANCIAL ADVI
223$6.2M$12K
RYAN R. ROBISON & COMPANY, INC.
RYAN R. ROBISON & CO., INC. RETIREMENT PLAN
TROY, MI
Other
NONE
137$6.1M$28K
H LODGE, LLC
THE HEATHMAN LODGE 401(K) PLAN
TIGARD, OR
Advisor / Consultant
ADVISOR
129$6.1M$14K
DOUSMAN TRANSPORT CO., INC.
DOUSMAN TRANSPORT CO., INC. 401(K) PLAN
DOUSMAN, WI
Advisor / Consultant
ADVISOR
404$5.9M$16K
AGC OF KENTUCKY
THE AGC OF KENTUCKY CONSTRUCTION INDUSTRY 401(K) PLAN
FRANKFORT, KY
Advisor / Consultant
INVESTMENT ADVISORY-PLAN
213$5.8M$8K
KOHART, INC.
THE KOPP'S GROUP 401(K) PLAN
MILWAUKEE, WI
Broker
BROKER/ADVISO R
114$5.8M$0
APEX DENTAL LABORATORY GROUP, INC.
APEX DENTAL LABORATORY GROUP 401(K) PLAN
EAU CLAIRE, WI
Advisor / Consultant
ADVISOR
334$5.8M$26K
NW BEND BOATS LLC
NW BEND BOATS LLC 401(K) PROFIT SHARING PLAN & TRUST
ROSEBURG, OR
Advisor / Consultant
ADVISOR
142$5.4M$19K
RYAN R. ROBISON & COMPANY, INC.
RYAN R. ROBISON & CO., INC. RETIREMENT PLAN
TROY, MI
Other
NONE
109$5.3M$24K
NORTHERN LOGISTICS, INC.
NORTHERN LOGISTICS, INC. 401(K) PLAN
CLARE, MI
Broker
BROKER/ADVISER
321$4.8M$0
SURFTEC ENTERPRISES, INC.
SURFTEC PROFIT SHARING AND RETIREMENT PLAN
DEKALB, IL
Other
OTHER SERVICES
99$4.6M$0
RYAN R. ROBISON & COMPANY, INC.
RYAN R. ROBISON & CO., INC. RETIREMENT PLAN
TROY, MI
Other
NONE
105$4.4M$22K
NW BEND BOATS LLC
NW BEND BOATS LLC 401(K) PROFIT SHARING PLAN & TRUST
ROSEBURG, OR
Advisor / Consultant
ADVISOR
155$4.3M$8K
NW BEND BOATS LLC
NW BEND BOATS LLC 401(K) PROFIT SHARING PLAN & TRUST
ROSEBURG, OR
Advisor / Consultant
ADVISOR
155$4.3M$9K
CENTER FOR SOCIAL CHANGE, INC.
CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN
ELKRIDGE, MD
Advisor / Consultant
ADVISOR
270$4.3M$0
NORTHERN LOGISTICS, INC.
NORTHERN LOGISTICS, INC. 401(K) PLAN
CLARE, MI
Broker
BROKER/ADVISER
335$4.1M$0
VAN ROOY PROPERTIES, INC
VAN ROOY PROPERTIES, INC RETIREMENT 401(K) SAVINGS PLAN
INDIANAPOLIS, IN
Other
INVESTMENT/FINANCIAL ADVI
116$4.0M$14K
TROFHOLZ TECHNOLOGIES, INC.
TROFHOLZ TECHNOLOGIES SAVINGS PLAN
SACRAMENTO, CA
Advisor / Consultant
ADVISOR
50$3.8M$0
CENTER FOR SOCIAL CHANGE, INC.
CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN
ELKRIDGE, MD
Advisor / Consultant
ADVISOR
246$3.5M$0
NW BEND BOATS LLC
NW BEND BOATS LLC 401(K) PROFIT SHARING PLAN & TRUST
ROSEBURG, OR
Advisor / Consultant
ADVISOR
147$3.5M$17K
SYSTEMS, MACHINES, AUTOMATION COMPONENTS
SYSTEMS, MACHINES, AUTOMATION COMPONENTS 401(K) PLAN
CARLSBAD, CA
Advisor / Consultant
ADVISOR
121$3.4M$18K
CLEVELAND DIE & MANUFACTURING & COMPANY
CLEVELAND DIE & MFG. CO. PROFIT SHARING PLAN
MIDDLEBURG HEIGHTS, OH
Advisor / Consultant
INVESTMENT ADVISORY
82$3.2M$0
PROFESSIONAL CARE SERVICES OF WEST TN, INC.
PROFESSIONAL CARE SERVICES 403(B) PLAN
COVINGTON, TN
Other
OTHER SERVICES
149$3.1M$0
NORTHERN LOGISTICS, INC.
NORTHERN LOGISTICS, INC. 401(K) PLAN
CLARE, MI
Broker
BROKER/ADVISER
355$3.0M$0
CENTER FOR SOCIAL CHANGE, INC.
CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN
ELKRIDGE, MD
Advisor / Consultant
ADVISOR
267$2.9M$0
SALESPAD, LLC
SALESPAD, LLC 401(K) PLAN
GRAND RAPIDS, MI
Broker
BROKER
99$2.8M$0
GODISH.COM, LLC
GODISH.COM 401K PLAN
HOUSTON, TX
Advisor / Consultant
ADVISOR
142$2.8M$0
CARMEN HIGH SCHOOL OF SCIENCE AND TECHNOLOGY INC.
CARMEN HIGH SCHOOL 403(B) PLAN
MILWAUKEE, WI
Insurance
INSURANCE COMMISSIONS
271$2.6M$0
BLUE RIDGE PHARMACY, INC.
BLUE RIDGE PHARMACY, INC. 401(K) PLAN
ASHEVILLE, NC
Advisor / Consultant
INVESTMENT ADVISOR
91$2.5M$13K
SANDHURST APARTMENT MANAGEMENT, LLC
SANDHURST APARTMENT MANAGEMENT, LLC 401K PLAN
CHARLOTTE, NC
Advisor / Consultant
ADVISOR
209$2.4M$0
ANDERSON WOOD PRODUCTS COMPANY
ANDERSON WOOD PRODUCTS COMPANY MONEY PURCHASE PENSION PLAN
LOUISVILLE, KY
Advisor / Consultant
ADVISOR
82$1.9M$4K
ANDERSON WOOD PRODUCTS COMPANY
ANDERSON WOOD PRODUCTS COMPANY MONEY PURCHASE PENSION PLAN
LOUISVILLE, KY
Advisor / Consultant
ADVISOR
76$1.9M$4K
ANDERSON WOOD PRODUCTS COMPANY
ANDERSON WOOD PRODUCTS COMPANY MONEY PURCHASE PENSION PLAN
LOUISVILLE, KY
Advisor / Consultant
ADVISOR
55$1.9M$4K
PIERCE PACKAGING CO.
PIERCE PACKAGING CO. 401(K) PROFIT SHARING PLAN
LOVES PARK, IL
Other
INVESTMENT AD VISORY - PL
175$1.8M$14K
SANDHURST APARTMENT MANAGEMENT, LLC
SANDHURST APARTMENT MANAGEMENT, LLC 401K PLAN
CHARLOTTE, NC
Advisor / Consultant
ADVISOR
205$1.5M$0
MILLENNIAL RESTAURANT GROUP, LLC
MILLENNIAL RESTAURANT GROUP 401(K) RETIREMENT SAVINGS PLAN
LOUISVILLE, KY
Broker
BROKER/ADVISER
284$1.5M$0
D & M MANAGEMENT SERVICES, INC.
SAVE-A-LOT 401(K) PLAN
BALTIMORE, MD
Advisor / Consultant
ADVISOR
91$1.4M$0
GOLDEN EMPIRE NURSING AND REHABILITATION CENTER
GOLDEN EMPIRE NURSING AND REHABILITATION CENTER 401(K) PROFIT SHARING PLAN
GRASS VALLEY, CA
Advisor / Consultant
INVESTMENT ADVISOR
227$989K$6K