SELECT EQUITY
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
41
Active participants
95,890
Total plan assets
$335.8B
Filings (rows)
41
Direct comp
$27.4M
Indirect comp
$0
Aggregating 4 name variants under "SELECT EQUITY"
SERVICES PROVIDED
Other26
Advisor / Consultant15
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| SEGPART C1S1 SEG PARTNERS OFFSHORE | 6 |
| BAXTER STREET OFFSHORE FUND | 4 |
| SEG PARTNERS OFFSHORE | 3 |
Top plans served
All 41 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| LOCKHEED MARTIN CORPORATION LMC DEFINED CONTRIBUTION MASTER TRUST | BETHESDA, MD | Advisor / Consultant INVESTMENT MANAGEMENT | — | $56.1B | $3.6M |
| LOCKHEED MARTIN CORPORATION LMC DEFINED CONTRIBUTION MASTER TRUST | BETHESDA, MD | Advisor / Consultant INVESTMENT MANAGEMENT | — | $51.8B | $2.6M |
| LOCKHEED MARTIN CORPORATION LMC DEFINED CONTRIBUTION MASTER TRUST | BETHESDA, MD | Advisor / Consultant INVESTMENT MANAGEMENT | — | $47.8B | $1.8M |
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST | BETHESDA, MD | Advisor / Consultant INVESTMENT MANAGEMENT | — | $24.9B | $4.2M |
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST | BETHESDA, MD | Advisor / Consultant INVESTMENT MANAGEMENT | — | $24.6B | $3.1M |
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST | BETHESDA, MD | Advisor / Consultant INVESTMENT MANAGEMENT | — | $23.7B | $2.3M |
| TWDC ENTERPRISES 18 CORP. THE WALT DISNEY COMPANY RETIREMENT PLAN MASTER TRUST | BURBANK, CA | Other NONE | — | $17.4B | $181K |
| TWDC ENTERPRISES 18 CORP. THE WALT DISNEY COMPANY RETIREMENT PLAN MASTER TRUST | BURBANK, CA | Other NONE | — | $16.6B | $1.0M |
| TWDC ENTERPRISES 18 CORP. THE WALT DISNEY COMPANY RETIREMENT PLAN MASTER TRUST | BURBANK, CA | Other NONE | — | $15.3B | $1.1M |
| CITIGROUP INC. THE CITIGROUP PENSION PLAN | STAMFORD, CT | Other NONE | 15,906 | $10.6B | $282K |
| CITIGROUP INC. THE CITIGROUP PENSION PLAN | STAMFORD, CT | Other NONE | 17,283 | $10.5B | $294K |
| CITIGROUP INC. THE CITIGROUP PENSION PLAN | STAMFORD, CT | Other NONE | 14,217 | $10.0B | $127K |
| ASCENSION HEALTH DBA ASCENSION HEALTHCARE ASCENSION HEALTHCARE MASTER PENSION TRUST | ST. LOUIS, MO | Other INVESTMENT MGR | — | $8.1B | $289K |
| ASCENSION HEALTH DBA ASCENSION HEALTHCARE ASCENSION HEALTHCARE MASTER PENSION TRUST | ST. LOUIS, MO | Other INVESTMENT MGR | — | $8.0B | $912K |
| CARILION CLINIC RETIREMENT PLAN OF CARILION CLINIC | ROANOKE, VA | Other NONE | 11,006 | $1.3B | $251K |
| PROVIDENCE HEALTH & SERVICES PROVIDENCE HEALTH & SERVICES AND SWEDISH HEALTH SERVICES MASTER RETIREMENT TRUST | RENTON, WA | Other NONE | — | $1.1B | $62K |
| PIPE & REFRIGERATION FITTERS LOCAL 537 PIPEFITTERS UNION LOCAL NO. 537 PENSION FUND | DORCHESTER, MA | Other NONE | 2,372 | $962.4M | $90K |
| PIPE & REFRIGERATION FITTERS LOCAL 537 PIPEFITTERS UNION LOCAL NO. 537 PENSION FUND | DORCHESTER, MA | Other NONE | 2,310 | $901.7M | $77K |
| PIPEFITTERS LOCAL UNION NO.537 PIPEFITTERS LOCAL UNION NO. 537 DEFERRED INCOME ANNUITY FUND INDIVIDUAL ACCOUNT PLAN | DORCHESTER, MA | Other NONE | 3,374 | $784.5M | $40K |
| PIPEFITTERS LOCAL UNION NO.537 PIPEFITTERS LOCAL UNION NO. 537 DEFERRED INCOME ANNUITY FUND INDIVIDUAL ACCOUNT PLAN | DORCHESTER, MA | Other NONE | 3,331 | $738.8M | $44K |
| PIPEFITTERS LOCAL UNION NO.537 PIPEFITTERS LOCAL UNION NO. 537 DEFERRED INCOME ANNUITY FUND INDIVIDUAL ACCOUNT PLAN | DORCHESTER, MA | Other NONE | 3,231 | $661.7M | $52K |
| UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NY RETIREMENT PLAN FOR EMPLOYEES OF UNITED JEWISH | NEW YORK, NY | Other NONE | 5,001 | $555.5M | $224K |
| UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NY RETIREMENT PLAN FOR EMPLOYEES OF UNITED JEWISH | NEW YORK, NY | Other NONE | 4,717 | $505.8M | $275K |
| GREAT DANE LLC RETIREMENT PLAN FOR GREAT DANE LLC | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 3,435 | $298.1M | $700K |
| GREAT DANE LLC RETIREMENT PLAN FOR GREAT DANE LLC | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 3,063 | $272.0M | $689K |
| GREAT DANE LLC RETIREMENT PLAN FOR GREAT DANE LLC | CHICAGO, IL | Advisor / Consultant INBESTMENT ADVISOR | 2,940 | $251.6M | $620K |
| THE METROPOLITAN MUSEUM OF ART THE METROPOLITAN MUSEUM OF ART RETIREMENT PLAN FOR COVERED UNION EMPLOYEES | NEW YORK, NY | Other NONE | 539 | $237.8M | $55K |
| HENRY CROWN AND COMPANY S LLC D/B/A CC INDUSTRIES, INC. CC INDUSTRIES AND AFFILIATES PROFIT SHARING PLAN FOR SALARIED EMPLOYEES | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISORY | 290 | $232.7M | $351K |
| WILMER CUTLER PICKERING HALE AND DORR LLP RETIREMENT PLAN FOR PARTNERS OF WILMER CUTLER PICKERING HALE AND DORR LLP | BOSTON, MA | Other NONE | 244 | $230.0M | $109K |
| HENRY CROWN AND COMPANY S LLC D/B/A CC INDUSTRIES, INC. CC INDUSTRIES AND AFFILIATES PROFIT SHARING PLAN FOR SALARIED EMPLOYEES | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISORY | 316 | $214.3M | $392K |
| WILMER CUTLER PICKERING HALE AND DORR LLP RETIREMENT PLAN FOR PARTNERS OF WILMER CUTLER PICKERING HALE AND DORR LLP | BOSTON, MA | Other NONE | 244 | $214.3M | $88K |
| HENRY CROWN AND COMPANY S LLC D/B/A CC INDUSTRIES, INC. CC INDUSTRIES AND AFFILIATES PROFIT SHARING PLAN FOR SALARIED EMPLOYEES | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISORY | 278 | $199.6M | $309K |
| HENRY CROWN & COMPANY S LLC HENRY CROWN AND COMPANY PENSION PLAN | CHICAGO, IL | Advisor / Consultant INVEST ADVISOR | 302 | $159.0M | $314K |
| HENRY CROWN & COMPANY S LLC HENRY CROWN AND COMPANY PENSION PLAN | CHICAGO, IL | Advisor / Consultant INVEST ADVISOR | 272 | $144.3M | $308K |
| NEW YORK EYE AND EAR INFIRMARY NEW YORK EYE AND EAR INFIRMARY EMPLOYEES' PENSION PLAN | NEW YORK, NY | Other NONE | 345 | $136.5M | $25K |
| HENRY CROWN & COMPANY S LLC HENRY CROWN AND COMPANY PENSION PLAN | CHICAGO, IL | Advisor / Consultant INVEST ADVISOR | 261 | $130.5M | $274K |
| COOPERATIVE BANKS EMPLOYEES RETIREMENT ASSOCIATION CBERA PLAN C | NORWOOD, MA | Other INVESTMENT MGMT | 350 | $130.0M | $76K |
| INSTITUTION FOR SAVINGS IN NEWBURYPORT THE DEFINED BENEFIT PLAN OF THE INSTITUTION FOR SAVINGS IN NEWBURYPORT | NEWBURYPORT, MA | Other INVESTMENT MGMT | 161 | $65.3M | $61K |
| ADAMS COMMUNITY BANK THE DEFINED BENEFIT PLAN OF ADAMS COMMUNITY BANK | ADAMS, MA | Other INVESTMENT MGMT | 102 | $24.0M | $19K |
| OCEAN VIEW CAPITAL, INC. TRIANGLE WIRE & CABLE, INC. PENSION PLAN FOR HOURLY EMPLOYEES | NEW YORK, NY | Other NONE | 0 | $9.6M | $14K |
| OCEAN VIEW CAPITAL, INC. TRIANGLE WIRE & CABLE, INC. PENSION PLAN FOR HOURLY EMPLOYEES | NEW YORK, NY | Other NONE | 0 | $9.6M | $15K |