Form 5500 Search

ROTHSCHILD ASSET 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
14
Active participants
240,592
Total plan assets
$47.7B
Filings (rows)
14
Direct comp
$2.2M
Indirect comp
$1.3M

SERVICES PROVIDED

Other14

CITs / DFEs sponsored by this firm

Fund / entityPlans holding
ROTHSCHILD SMALL/MID-CAP FUND4

Top plans served

All 14 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUND
1199SEIU HEALTH CARE EMPLOYEES PENSION FUND
NEW YORK, NY
Other
NONE
115,036$16.9B
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUND
1199SEIU HEALTH CARE EMPLOYEES PENSION FUND
NEW YORK, NY
Other
NONE
111,833$16.2B
DOMINION ENERGY, INC.
DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST
RICHMOND, VA
Other
INV-MGMT
$8.8B$306K
THE NEW YORK TIMES COMPANY
THE NEW YORK TIMES COMPANIES PENSION PLAN
NEW YORK, NY
Other
PLAN ASSET INVSTMNT MGR
1,219$1.1B$102K
THE NEW YORK TIMES COMPANY
THE NEW YORK TIMES COMPANIES PENSION PLAN
NEW YORK, NY
Other
PLAN ASSET INVSTMNT MGR
1,137$1.1B$22K
PUGET SOUND ENERGY, INC.
RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC.
BELLEVUE, WA
Other
NONE
1,858$785.5M$106K
TECO ENERGY, INC.
TECO ENERGY GROUP RETIREMENT PLAN
TAMPA, FL
Other
NONE
3,365$731.8M$169K
PUGET SOUND ENERGY, INC.
RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC.
BELLEVUE, WA
Other
NONE
1,911$696.9M$458K
UBS FINANCIAL SERVICES INC.
UBS FINANCIAL SERVICES INC. PENSION PLAN
WEEHAWKEN, NJ
Other
NONE
1,124$644.3M$40K
BOARD OF TRUSTEES, WESTERN GLAZIERS RETIREMENT PLAN
WESTERN GLAZIERS RETIREMENT PLAN
TUKWILA, WA
Other
NONE
1,153$335.7M$224K
PLUMBERS & STEAMFITTERS LOCAL 150 PENSION FUND
PLUMBERS & STEAMFITTERS LOCAL 150 PENSION FUND
GOODLETTSVILLE, TN
Other
NONE
597$166.0M$52K
PLUMBERS & STEAMFITTERS LOCAL 150 PENSION FUND
PLUMBERS & STEAMFITTERS LOCAL 150 PENSION FUND
GOODLETTSVILLE, TN
Other
NONE
631$155.9M$46K
PLUMBERS & STEAMFITTERS LOCAL 150 PENSION FUND
PLUMBERS & STEAMFITTERS LOCAL 150 PENSION FUND
GOODLETTSVILLE, TN
Other
NONE
728$141.7M$51K
ROTHSCHILD & CO ASSET MANAGEMENT US INC.
ROTHSCHILD & CO SMALL-CAP TRUST
NEW YORK, NY
Other
NONE
$72.6M$641K
ROTHSCHILD ASSET MANAGEMENT — Form 5500 Service Provider Profile | Form 5500 Search