SEI TRUST
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
71
Active participants
598,425
Total plan assets
$154.5B
Filings (rows)
71
Direct comp
$19.1M
Indirect comp
$5.3M
Aggregating 5 name variants under "SEI TRUST"
SERVICES PROVIDED
Other61
Advisor / Consultant4
Custodian3
Trustee2
TPA / Administrator1
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| GALLIARD STABLE RETURN PN | 1,182 |
| PRIN/BR S&P 500 INDEX CIT N | 735 |
| PRIN/BR S&P MID INDEX CIT N | 449 |
| PRIN/MFS VALUE CIT N | 326 |
| PRIN/BR INTL EQ INDX CIT TR | 322 |
| PRIN/BR AGG BD INDEX CIT TR | 311 |
| GALLIARD STABLE RETURN FUND C | 310 |
| PRIN/BR RUSS 2000 I CIT TR | 301 |
| PIMCO STABLE 1 | 297 |
| PRIN/BR S&P MID INDEX CIT TR | 236 |
| PRIN/BR RUSS 2000 I CIT N | 228 |
| GALLIARD STABLE RETURN PNTR | 205 |
| PRIN/MULTI SM CAP CIT TR | 203 |
| PRIN/BR AGG BD INDEX CIT N | 187 |
| ALLSPRING CORE BD CIT TR | 186 |
| PRIN/T ROWE I LGC GR CIT TR | 173 |
| PRIN/T ROWE I LGC GR CIT N | 164 |
| PRIN/BR S&P 500 INDEX CIT TR | 163 |
| SHORT-TERM INV FUND A TR | 163 |
| SHORT-TERM INVESTMENT FUND A | 160 |
| PRIN/BR LG CAP VALUE CIT TR | 157 |
| PRIN/BR LG CAP GROWTH CIT TR | 154 |
| PRIN/MFS VALUE CIT TR | 150 |
| PRIN/BR INTL EQ INDX CIT N | 147 |
| GALLIARD STABLE RETURN PI | 143 |
Top plans served
All 71 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN | SEATTLE, WA | Other NONE | 231,156 | $57.4B | $0 |
| WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN | SEATTLE, WA | Other NONE | 229,511 | $53.7B | $0 |
| PENSION COMMITTEE OF MLB PLAYERS BENEFIT PLAN MAJOR LEAGUE BASEBALL PLAYERS PENSION PLAN | SPARKS, MD | Other NONE | 1,091 | $4.6B | $8K |
| PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED MASTER RETIREMENT TRUST | NEWARK, NJ | Other NONE | — | $4.6B | $225K |
| DISCOVER FINANCIAL SERVICES DISCOVER FINANCIAL SERVICES 401K PLAN | RIVERWOODS, IL | Other NONE | 20,237 | $3.2B | $0 |
| DISCOVER FINANCIAL SERVICES DISCOVER FINANCIAL SERVICES 401K PLAN | RIVERWOODS, IL | Other NONE | 20,346 | $2.8B | $7 |
| DISCOVER FINANCIAL SERVICES DISCOVER FINANCIAL SERVICES 401K PLAN | RIVERWOODS, IL | Other NONE | 19,533 | $2.2B | $87 |
| BOARD OF TRUSTEES SEAFARERS PENSION PLAN SEAFARERS PENSION PLAN | CAMP SPRINGS, MD | Other | 7,295 | $2.1B | $136K |
| BOARD OF TRUSTEES SEAFARERS PENSION PLAN SEAFARERS PENSION PLAN | CAMP SPRINGS, MD | Other | 7,182 | $1.9B | $785K |
| BOARD OF TRUSTEES SEAFARERS PENSION PLAN SEAFARERS PENSION PLAN | CAMP SPRINGS, MD | Other | 7,093 | $1.8B | $808K |
| JOINT BOARD OF TRUSTEES TEAMSTERS LOCAL 639 - EMPLOYERS PENSION TRUST TEAMSTERS LOCAL 639 - EMPLOYERS PENSION TRUST FUND | WASHINGTON, DC | Other NONE | 4,128 | $1.5B | $258K |
| PITNEY BOWES INC. PITNEY BOWES PENSION PLAN | STAMFORD, CT | Other NONE | 971 | $1.2B | $481K |
| LYONDELL CHEMICAL COMPANY LYONDELLBASELL MASTER TRUST | HOUSTON, TX | Other NONE | — | $1.0B | $56K |
| WESTERN CONNECTICUT HEALTH NETWORK, INC. WESTERN CONNECTICUT HEALTH NETWORK PENSION PLAN | DANBURY, CT | Advisor / Consultant INVESTMENT MANAGEMENT | 1,570 | $964.1M | $1.1M |
| PITNEY BOWES INC. PITNEY BOWES PENSION PLAN | STAMFORD, CT | Other NONE | 732 | $958.8M | $424K |
| SEI INVESTMENTS COMPANY SEI CAPITAL ACCUMULATION PLAN | OAKS, PA | Custodian CUSTODIAN | 4,327 | $881.8M | $0 |
| BOARD OF TRUSTEES OF DIVISION 1181 ATU- NY EMPLOYEES PENSION FUND DIVISION 1181 ATU- NY EMPLOYEES PENSION FUND AND PLAN | VALLEY STREAM, NY | Advisor / Consultant INVESTMENT MANAGER | 6,025 | $766.9M | $308K |
| SEI INVESTMENTS COMPANY SEI CAPITAL ACCUMULATION PLAN | OAKS, PA | Custodian CUSTODIAN | 4,258 | $766.3M | $0 |
| BOARD OF TRUSTEES OF FOX VALLEY LABORERS PENSION FUND FOX VALLEY AND VICINITY LABORERS PENSION FUND | ELGIN, IL | Other NONE | 1,801 | $715.7M | $2.6M |
| SEI INVESTMENTS COMPANY SEI CAPITAL ACCUMULATION PLAN | OAKS, PA | Custodian CUSTODIAN | 4,024 | $667.9M | $0 |
| BOARD OF TRUSTEES OF FOX VALLEY LABORERS PENSION FUND FOX VALLEY AND VICINITY LABORERS PENSION FUND | ELGIN, IL | Other NONE | 1,722 | $652.1M | $2.3M |
| BOARD OF TRUSTEES IRON WORKERS IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND PENSION FUND | DORCHESTER, MA | Other NONE | 2,297 | $640.1M | $0 |
| BOARD OF TRUSTEES IRON WORKERS IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND PENSION FUND | DORCHESTER, MA | Other NONE | 2,275 | $585.9M | $0 |
| BOARD OF TRUSTEES OF FOX VALLEY LABORERS PENSION FUND FOX VALLEY AND VICINITY LABORERS PENSION FUND | ELGIN, IL | Other NONE | 1,710 | $574.1M | $2.2M |
| HUNTSMAN INTERNATIONAL LLC HUNTSMAN GROUP PENSION PLANS MASTER TRUST | THE WOODLANDS, TX | Other NONE | — | $492.9M | $55K |
| NEW YORK STATE UNITED TEACHERS NYSUT EMPLOYEES RETIREMENT PLAN | LATHAM, NY | Other NONE | 391 | $465.6M | $813K |
| TRUSTEES OF TEAMSTERS LOCAL 301 TEAMSTERS' LOCAL 301 PENSION PLAN | WAUKEGAN, IL | Other NONE | 795 | $452.5M | $155K |
| CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES | LOS ANGELES, CA | Other NONE | — | $447.4M | $337K |
| TRUSTEES OF TEAMSTERS LOCAL 301 TEAMSTERS' LOCAL 301 PENSION PLAN | WAUKEGAN, IL | Other NONE | 763 | $429.3M | $158K |
| CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES | LOS ANGELES, CA | Other NONE | — | $424.2M | $334K |
| NYSUT EMPLOYEES RETIREMENT PLAN NYSUT EMPLOYEES RETIREMENT PLAN | LATHAM, NY | Other NONE | 390 | $414.0M | $1.0M |
| CARDINAL HEALTH, INC. CARDINAL HEALTH STABLE VALUE FUND | DUBLIN, OH | Trustee TRUSTEE | — | $412.7M | $0 |
| CARDINAL HEALTH, INC. CARDINAL HEALTH STABLE VALUE FUND | DUBLIN, OH | Other NONE | — | $381.3M | $0 |
| BOARD OF TRUSTEES OF POINTERS, POINTERS, CLEANERS, & CAULKERS PENSION FUND | REGO PARK, NY | Other NONE | 1,697 | $370.4M | $46K |
| CARDINAL HEALTH, INC. CARDINAL HEALTH STABLE VALUE FUND | DUBLIN, OH | Other NONE | — | $358.2M | $0 |
| CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES | LOS ANGELES, CA | Other NONE | — | $354.0M | $223K |
| BOARD OF TRUSTEES OF POINTERS, POINTERS, CLEANERS, & CAULKERS PENSION FUND | REGO PARK, NY | Other NONE | 1,515 | $320.7M | $158K |
| CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES B | LOS ANGELES, CA | Other NONE | — | $208.6M | $154K |
| CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES B | LOS ANGELES, CA | Other NONE | — | $198.0M | $171K |
| CONAGRA BRANDS, INC. BANQUET EMPLOYEES - UNIONS PENSION TRUST FUND | OMAHA, NE | Other NONE | 973 | $194.8M | $45K |
| BOARD OF TRUSTEES, ALASKA PLUMBING & PIPEFITTING INDUSTRY PENSION PLAN ALASKA PLUMBING AND PIPEFITTING INDUSTRY PENSION PLAN | SEATTLE, WA | Other NONE | 499 | $194.4M | $22K |
| CONAGRA BRANDS, INC. BANQUET EMPLOYEES - UNIONS PENSION TRUST FUND | OMAHA, NE | Other NONE | 830 | $183.9M | $42K |
| CONAGRA BRANDS, INC. BANQUET EMPLOYEES - UNIONS PENSION TRUST FUND | OMAHA, NE | Other NONE | 791 | $174.9M | $49K |
| CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES B | LOS ANGELES, CA | Other NONE | — | $164.7M | $157K |
| AQUARION COMPANY RETIREMENT PLAN FOR EMPLOYEES OF AQUARION COMPANY | BRIDGEPORT, CT | Other NONE | 126 | $150.0M | $191K |
| AQUARION COMPANY RETIREMENT PLAN FOR EMPLOYEES OF AQUARION COMPANY | BRIDGEPORT, CT | Other NONE | 136 | $141.7M | $682K |
| TRUSTEES OF THE DAIRY INDUSTRY - UNION PENSION PLAN FOR PHILADELPHIA & DAIRY INDUSTRY - UNION PENSION PLAN FOR PHILADELPHIA AND VICINITY | PENNSAUKEN, NJ | Other NONE | 333 | $135.6M | $13K |
| TRUSTEES OF THE DAIRY INDUSTRY - UNION PENSION PLAN FOR PHILADELPHIA & DAIRY INDUSTRY - UNION PENSION PLAN FOR PHILADELPHIA AND VICINITY | PENNSAUKEN, NJ | Other NONE | 350 | $130.7M | $12K |
| TRUSTEES OF THE DAIRY INDUSTRY - UNION PENSION PLAN FOR PHILADELPHIA & DAIRY INDUSTRY - UNION PENSION PLAN FOR PHILADELPHIA AND VICINITY | PENNSAUKEN, NJ | Other NONE | 377 | $125.1M | $12K |
| NEW JERSEY RESOURCES CORPORATION NEW JERSEY RESOURCES CORPORATION GROUP LIFE & HEALTH PLAN | WALL, NJ | Advisor / Consultant INVESTMENT MANAGER | 1,152 | $99.4M | $344K |
| NEW JERSEY RESOURCES CORPORATION NEW JERSEY RESOURCES CORPORATION GROUP LIFE & HEALTH PLAN | WALL, NJ | Trustee INVEST MANAGER/TRUSTEE | 1,153 | $98.6M | $369K |
| NEW JERSEY RESOURCES CORPORATION NEW JERSEY RESOURCES CORPORATION GROUP & LIFE HEALTH PLAN | WALL, NJ | Advisor / Consultant INVESTMENT MANAGER | 1,103 | $86.3M | $353K |
| TRUSTEES OF PLUMBERS PIPE FITTERS & APPRENTICES LOCAL 112 PENSION FUND PLUMBERS, PIPEFITTERS & APPRENTICES LOCAL 112 PENSION PLAN | BINGHAMTON, NY | Other NONE | 331 | $82.0M | $26K |
| TRUSTEES OF PLUMBERS PIPE FITTERS & APPRENTICES LOCAL 112 PENSION FUND PLUMBERS, PIPEFITTERS & APPRENTICES LOCAL 112 PENSION PLAN | BINGHAMTON, NY | Other NONE | 318 | $76.6M | $41K |
| BUTLER HEALTHCARE PROVIDERS CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYEES OF BUTLER MEMORIAL HOSPITAL | BUTLER, PA | TPA / Administrator PLAN ADMIN. | 1,229 | $71.8M | $184K |
| BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 71 PENSION PLAN SHEET METAL WORKERS LOCAL UNION NO 71 PENSION PLAN | BUFFALO, NY | Other NONE | 320 | $59.2M | $5K |
| BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 71 PENSION PLAN SHEET METAL WORKERS LOCAL UNION NO 71 PENSION PLAN | BUFFALO, NY | Other NONE | 313 | $52.9M | $17K |
| THE NEUROMEDICAL CENTER, INC. THE NEUROMEDICAL CENTER, INC. PROFIT SHARING PLAN | BATON ROUGE, LA | Other NONE | 181 | $51.6M | $0 |
| FLSMIDTH INC. RETIREMENT PLAN FOR FLSMIDTH INC. SALARIED EMPLOYEES | BETHLEHEM, PA | Other NONE | 72 | $46.2M | $141K |
| DOYLESTOWN HOSPITAL PENSION EQUITY PLAN OF DOYLESTOWN HOSPITAL | DOYLESTOWN, PA | Other NONE | 552 | $45.8M | $172K |
| DOYLESTOWN HOSPITAL PENSION EQUITY PLAN OF DOYLESTOWN HOSPITAL | DOYLESTOWN, PA | Other NONE | 587 | $45.4M | $198K |
| FLSMIDTH INC. RETIREMENT PLAN FOR FLSMIDTH INC. SALARIED EMPLOYEES | BETHLEHEM, PA | Other NONE | 68 | $45.1M | $149K |
| FLSMIDTH INC. RETIREMENT PLAN FOR FLSMIDTH INC. SALARIED EMPLOYEES | BETHLEHEM, PA | Other NONE | 85 | $43.9M | $174K |
| IRON WORKERS LOCAL NO. 12 PENSION FUND IRON WORKERS L. NO.12 PENSION FUND | WALLINGFORD, CT | Other THIRD PARTY | 185 | $30.8M | $12K |
| CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - EMERGING MARKETS EQUITY SERIES A | LOS ANGELES, CA | Other NONE | — | $22.9M | $76K |
| JT. BD. OF TRUSTEES OF NATIONAL AUT SPRINKLER METAL TRADES PENSION FUN NATIONAL AUTOMATIC SPRINKLER METAL TRADES PENSION FUND | LANDOVER, MD | Other NONE | 787 | $20.0M | $31K |
| FLSMIDTH INC. FLSMIDTH INC. RETIREMENT PLAN FOR HOURLY EMPLOYEES | BETHLEHEM, PA | Other NONE | 6 | $17.9M | $56K |
| JT. BD. OF TRUSTEES OF NATIONAL AUT SPRINKLER METAL TRADES PENSION FUN NATIONAL AUTOMATIC SPRINKLER METAL TRADES PENSION FUND | LANDOVER, MD | Other NONE | 667 | $17.9M | $31K |
| FLSMIDTH INC. FLSMIDTH INC. RETIREMENT PLAN FOR HOURLY EMPLOYEES | BETHLEHEM, PA | Other NONE | 0 | $0 | $29K |
| AQUARION COMPANY MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA, & NH | BRIDGEPORT, CT | Other NONE | 30 | — | $61K |
| AQUARION COMPANY MEDICAL AND DENTAL PLAN FOR UNION EMPLOYEES AQUARION WATER COMPANY OF CT, MA, & NH | BRIDGEPORT, CT | Other NONE | 36 | — | $29K |