Click a collective trust to see every plan that holds it.
| 28 |
| SHORT TERM INVESTMENT FUND | 6 |
| STATE STREET S&P 500 FLAGSHIP NL FD | 4 |
| TIPS INDEX FUND | 3 |
| RUSSELL 1000 INDEX NON LENDING | 3 |
| SSGA AGGREGATE BOND INDEX FUND | 3 |
| SSGA INTL INDEX NON-LENDING SERIES | 3 |
| SSGA FTSE RAF 1000 INDEX NL | 3 |
| SSGA S&P 500 INDEX NL SF | 3 |
| SSGA RUSSELL SMALL/MID CAP INDX NL | 3 |
| SSGA RUSSELL 1000 GROWTH FUND | 3 |
| SSGA US BOND INDEX NON-LENDING SERI | 3 |
| SSGA MSCI ACWI EX-US INDEX | 2 |
| S&P MIDCAP 400 INDEX SL FD CM17LEN | 2 |
| SSGA RUSSELL 1000 VALUE INDEX FUND | 2 |
| S&P 500 R FLAGSHIP NL FUND CM13 | 2 |
| STATE ST RUSS SC IDX VIII | 2 |
| STATE ST S&P 500 IDX IX | 2 |
| U S TIPS INDX NL FUND CMTP | 2 |
| RHUMBLINE CORE BOND POOLED INDEX TR | 2 |
| SILCHESTER INTERNATIONAL INVESTORS | 2 |
| STATE ST INTL IDX SECLEND VIII | 2 |
| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| KAISER PERMANENTE MEDICAL CARE PROGRAM KAISER PERMANENTE GROUP TRUST | OAKLAND, CA | Other service providers | 0 | $66.6B | $4.0M | $0 |
| KAISER PERMANENTE MEDICAL CARE PROGRAM KAISER PERMANENTE GROUP TRUST | OAKLAND, CA | Other service providers | 0 | $62.0B | $5.5M | $0 |
| RTX CORPORATION RTX SAVINGS PLAN | FARMINGTON, CT | Other service providers | 123,327 | $58.6B | $446K | $0 |
| RTX CORPORATION RTX SAVINGS PLAN MASTER TRUST | FARMINGTON, CT | Trustee | — | $58.3B | $2.3M | $0 |
| KAISER PERMANENTE MEDICAL CARE PROGRAM KAISER PERMANENTE GROUP TRUST | OAKLAND, CA | Other service providers | 0 | $58.3B | $10.0M | $0 |
| RTX CORPORATION RTX SAVINGS PLAN | FARMINGTON, CT | Other service providers | 124,224 | $52.8B | $417K | $0 |
| RTX CORPORATION RTX SAVINGS PLAN MASTER TRUST | FARMINGTON, CT | Trustee | — | $52.4B | $3.5M | $0 |
| RAYTHEON TECHNOLOGIES CORPORATION UNITED TECHNOLOGIES CORPORATION EMPLOYEE SAVINGS PLAN | FARMINGTON, CT | Other service providers | 59,521 | $48.9B | $248K | $0 |
| RAYTHEON TECHNOLOGIES CORPORATION RAYTHEON TECHNOLOGIES CORPORATION SAVINGS PLAN MASTER TRUST | FARMINGTON, CT | Trustee | — | $48.6B | $2.4M | $0 |
| THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST UAW GM RETIREES MEDICAL BENEFITS PLAN | DETROIT, MI | Other service providers | 0 | $30.8B | $3.7M | $0 |
| PFIZER INC PFIZER SAVINGS PLAN | NEW YORK, NY | Other service providers | 33,309 | $19.6B | $336K | $0 |
| PFIZER INC PFIZER SAVINGS PLAN | PEAPACK, NJ | Other service providers | 30,033 | $17.8B | $381K | $0 |
| GENENTECH, INC. U.S. ROCHE 401(K) SAVINGS PLAN | SOUTH SAN FRANCISCO, CA | Trustee | 21,619 | $14.3B | $21K | $0 |
| GENENTECH, INC. U.S. ROCHE 401(K) SAVINGS PLAN | SOUTH SAN FRANCISCO, CA | Trustee | 22,986 | $12.9B | $38K | $0 |
| GENENTECH, INC. U.S. ROCHE 401(K) SAVINGS PLAN | SOUTH SAN FRANCISCO, CA | Trustee | 23,512 | $10.9B | $22K | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. KAISER FOUNDATION HEALTH PLAN, INC. RETIREE HEALTH AND WELFARE PLAN | OAKLAND, CA | Other service providers | 0 | $5.4B | $150K | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. KAISER FOUNDATION HEALTH PLAN, INC. RETIREE HEALTH AND WELFARE PLAN | OAKLAND, CA | Other service providers | — | $5.4B | $76K | $0 |
| NEXTERA ENERGY, INC. NEXTERA ENERGY, INC. EMPLOYEE PENSION PLAN | JUNO BEACH, FL | Other service providers | 15,485 | $5.3B | $52K | $0 |
| NEXTERA ENERGY, INC. NEXTERA ENERGY, INC. EMPLOYEE PENSION PLAN | JUNO BEACH, FL | Other service providers | 14,419 | $5.1B | $89K | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. KAISER FOUNDATION HEALTH PLAN, INC. RETIREE HEALTH AND WELFARE PLAN | OAKLAND, CA | Other service providers | — | $4.9B | $115K | $0 |
| NEXTERA ENERGY, INC. NEXTERA ENERGY, INC. EMPLOYEE PENSION PLAN | JUNO BEACH, FL | Other service providers | 12,767 | $4.8B | $77K | $0 |
| NATIONAL GRID USA SERVICE COMPANY, INC. KEYSPAN CORPORATION PENSION MASTER TRUST | BROOKLYN, NY | Other service providers | — | $4.6B | $169K | $0 |
| NATIONAL GRID USA SERVICE COMPANY, INC. KEYSPAN CORPORATION PENSION MASTER TRUST | BROOKLYN, NY | Other service providers | — | $4.1B | $102K | $0 |
| NATIONAL GRID USA SERVICE COMPANY, INC. KEYSPAN CORPORATION PENSION MASTER TRUST | BROOKLYN, NY | Other service providers | — | $4.1B | $70K | $0 |
| PARKER HANNIFIN CORPORATION PARKER DEFINED BENEFIT PENSION PLAN | CLEVELAND, OH | Other service providers | 7,621 | $3.5B | $15K | $0 |
| EATON CORPORATION EATON CORPORATION MASTER RETIREMENT TRUST | CLEVELAND, OH | Other service providers | — | $2.7B | $101K | $0 |
| EATON CORPORATION EATON CORPORATION MASTER RETIREMENT TRUST | CLEVELAND, OH | Other service providers | — | $2.7B | $44K | $0 |
| NATIONAL GRID USA SERVICE COMPANY, INC. KEYSPAN CORPORATION UNION VEBA MASTER TRUST | BROOKLYN, NY | Other service providers | — | $2.6B | $52K | $0 |
| EATON CORPORATION EATON CORPORATION MASTER RETIREMENT TRUST | CLEVELAND, OH | Other service providers | — | $2.6B | $40K | $0 |
| NATIONAL GRID USA SERVICE COMPANY, INC. NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN | BROOKLYN, NY | Other service providers | 1,784 | $2.1B | $108K | $0 |
| NATIONAL GRID USA SERVICE COMPANY, INC. NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN | BROOKLYN, NY | Other service providers | 1,541 | $2.1B | $29K | $0 |
| NATIONAL GRID USA SERVICE COMPANY, INC. NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN | BROOKLYN, NY | Other service providers | 1,668 | $2.0B | $26K | $0 |
| FIERA CAPITAL INC. GLOBAL EQUITY LONG-ONLY FUND LP | NEW YORK, NY | Other service providers | 0 | $1.3B | $39K | $0 |
| FIERA CAPITAL INC. GLOBAL EQUITY LONG-ONLY FUND LP | NEW YORK, NY | Other service providers | 0 | $1.3B | $31K | $0 |
| FIERA CAPITAL INC. GLOBAL EQUITY LONG-ONLY FUND LP | NEW YORK, NY | Other service providers | 0 | $1.2B | $57K | $0 |
| INTERNATIONAL UNION, UAW UAW MASTER PENSION TRUST | DETROIT, MI | Other service providers | — | $1.2B | $190K | $0 |
| NATIONAL GRID USA SERVICE COMPANY, INC. NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL | BROOKLYN, NY | Other service providers | 5,050 | $1.2B | $7K | $0 |
| NATIONAL GRID USA SERVICE COMPANY, INC. NIAGARA MOHAWK PENSION PLAN | BROOKLYN, NY | Other service providers | 3,627 | $1.2B | $23K | $0 |
| INTERNATIONAL UNION, UAW UAW MASTER PENSION TRUST | DETROIT, MI | Other service providers | — | $1.2B | $201K | $0 |
| NATIONAL GRID USA SERVICE COMPANY, INC. NIAGARA MOHAWK PENSION PLAN | BROOKLYN, NY | Other service providers | 3,577 | $1.2B | $93K | $0 |
| NATIONAL GRID USA SERVICE COMPANY, INC. NIAGARA MOHAWK PENSION PLAN | BROOKLYN, NY | Other service providers | 3,648 | $1.1B | $37K | $0 |
| DEUTSCHE BANK AMERICAS HOLDING CORPORATION DEUTSCHE BANK CASH ACCOUNT PENSION PLAN | NEW YORK, NY | Other service providers | 788 | $1.1B | $51K | $0 |
| DEUTSCHE BANK AMERICAS HOLDING CORPORATION DEUTSCHE BANK CASH ACCOUNT PENSION PLAN | NEW YORK, NY | Other service providers | 727 | $1.1B | $86K | $0 |
| DEUTSCHE BANK AMERICAS HOLDING CORPORATION DEUTSCHE BANK CASH ACCOUNT PENSION PLAN | NEW YORK, NY | Other service providers | 657 | $1.1B | $54K | $0 |
| NATIONAL GRID USA SERVICE COMPANY, INC. KEYSPAN CORPORATION UNION VEBA MASTER TRUST | BROOKLYN, NY | Other service providers | — | $1.1B | $43K | $0 |
| INTERNATIONAL UNION, UAW UAW MASTER PENSION TRUST | DETROIT, MI | Other service providers | — | $1.1B | $176K | $0 |
| NATIONAL GRID USA SERVICE COMPANY, INC. KEYSPAN CORPORATION UNION VEBA MASTER TRUST | BROOKLYN, NY | Other service providers | — | $1.0B | $64K | $0 |
| YUM BRANDS, INC. YUM BRANDS 401K PLAN | LOUISVILLE, KY | Trustee | 22,667 | $989.8M | $125K | $0 |
| RUSSELL INVEST INSTITUTIONAL FUNDS LLC LARGE CAP U.S. EQUITY INDEX FUN RUSSELL INVESTMENTS INSTITUTIONAL FUNDS, L.L.C. LARGE CAP U. S. EQUITY INDEX FUND | SEATTLE, WA | Custodian | — | $964.7M | $67K | $0 |
| YUM BRANDS, INC. YUM BRANDS 401K PLAN | LOUISVILLE, KY | Trustee | 22,260 | $911.1M | $122K | $0 |
| UNIVERSITY HOSPITALS HEALTH SYSTEM UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN | SHAKER HEIGHTS, OH | Other service providers | 23,558 | $890.8M | $42K | $0 |
| UNIVERSITY HOSPITALS HEALTH SYSTEM UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN | SHAKER HEIGHTS, OH | Other service providers | 23,194 | $856.8M | $124K | $0 |
| ESTEE LAUDER, INC. THE ESTEE LAUDER COMPANIES RETIREMENT GROWTH ACCOUNT PLAN | LONG ISLAND CITY, NY | Other service providers | 7,965 | $811.9M | $14K | $0 |
| YUM BRANDS, INC. YUM BRANDS 401K PLAN | LOUISVILLE, KY | Trustee | 21,365 | $809.9M | $36K | $0 |
| BLACK & DECKER (U.S.) INC. STANLEY BLACK & DECKER PENSION PLAN | TOWSON, MD | Other service providers | 821 | $757.0M | $65K | $0 |
| RUSSELL INVEST INSTITUTIONAL FUNDS LLC LARGE CAP U.S. EQUITY INDEX FUN RUSSELL INVESTMENTS INSTITUTIONAL FUNDS, L.L.C. LARGE CAP U. S. EQUITY INDEX FUND | SEATTLE, WA | Custodian | — | $687.6M | $7K | $0 |
| FIRSTENERGY CORP FIRSTENERGY CORP WELFARE PLAN | AKRON, OH | Other service providers | 12,332 | $575.6M | $214K | $0 |
| BARCLAYS SERVICES CORPORATION BARCLAYS PENSION PLAN | NEW YORK, NY | Custodian | 370 | $536.0M | $69K | $0 |
| BARCLAYS SERVICES CORPORATION BARCLAYS PENSION PLAN | NEW YORK, NY | Other service providers | 410 | $520.0M | $80K | $0 |
| BARCLAYS SERVICES CORPORATION BARCLAYS PENSION PLAN | NEW YORK, NY | Custodian | 339 | $505.6M | $42K | $0 |
| ALASKA TEAMSTER EMPLOYER PENSION TRUST ALASKA TEAMSTER - EMPLOYER PENSION PLAN | ANCHORAGE, AK | Other service providers | 3,436 | $500.4M | $50K | $0 |
| RUSSELL INVESTMENTS INSTITUTIONAL FUNDS LLC HIGH YIELD BOND RUSSELL INVESTMENTS INSTITUTIONAL FUNDS LLC HIGH YIELD BOND FUND | SEATTLE, WA | Custodian | — | $497.6M | $125K | $0 |
| NORTHROP GRUMMAN CORPORATION NG FINANCIAL SECURITY AND SAVINGS PROGRAM | FALLS CHURCH, VA | Trustee | 836 | $489.0M | $29K | $0 |
| NORTHROP GRUMMAN CORPORATION NG FINANCIAL SECURITY AND SAVINGS PROGRAM | FALLS CHURCH, VA | Trustee | 750 | $487.7M | $26K | $0 |
| NORTHROP GRUMMAN CORPORATION NG FINANCIAL SECURITY AND SAVINGS PROGRAM | FALLS CHURCH, VA | Trustee | 916 | $478.5M | $7K | $0 |
| OTIS WORLDWIDE CORPORATION OTIS RETIREMENT SAVINGS PLAN | FARMINGTON, CT | Other service providers | 4,149 | $475.5M | $139K | $0 |
| BH-DG SYSTEMATIC TRADING ERISA FUND LIMITED BH-DG SYSTEMATIC TRADING ERISA FUND LIMITED | — | Other service providers | 0 | $406.5M | $72K | $0 |
| SIGNIFY NORTH AMERICA CORPORATION SIGNIFY NORTH AMERICA CORPORATION PENSION PLAN | BRIDGEWATER, NJ | Trustee | 230 | $380.7M | $137K | $0 |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP HEALTH AND WELFARE PLAN FOR UNION RETIREES | OAKLAND, CA | Other service providers | 0 | $374.6M | $15K | $0 |
| RUSSELL INVESTMENTS INSTITUTIONAL FUNDS LLC HIGH YIELD BOND RUSSELL INVESTMENTS INSTITUTIONAL FUNDS LLC HIGH YIELD BOND FUND | SEATTLE, WA | Custodian | — | $368.4M | $61K | $0 |
| OTIS WORLDWIDE CORPORATION OTIS RETIREMENT SAVINGS PLAN | FARMINGTON, CT | Other service providers | 4,304 | $364.2M | $138K | $0 |
| SIGNIFY NORTH AMERICA CORPORATION SIGNIFY NORTH AMERICA CORPORATION PENSION PLAN | BRIDGEWATER, NJ | Trustee | 200 | $362.4M | $69K | $0 |
| RUSSELL INVEST INSTITUTIONAL FUNDS LLC GLOBAL REAL ESTATE SECURITIES F RUSSELL INVESTMENTS INSTITUTIONAL FUNDS LLC GLOBAL REAL ESTATE SECURITIES FUND | SEATTLE, WA | Custodian | — | $257.7M | $59K | $0 |
| OTIS WORLDWIDE CORPORATION OTIS RETIREMENT SAVINGS PLAN | FARMINGTON, CT | Other service providers | 4,160 | $241.7M | $135K | $0 |
| BH-DG SYSTEMATIC TRADING ERISA FUND LIMITED BH-DG SYSTEMATIC TRADING ERISA FUND LIMITED | — | Other service providers | 0 | $236.6M | $41K | $0 |
| TRUSTEES OF THE UFCW INTERNATIONAL UNION - INDUSTRY VARIABLE ANNUITY P UFCW INTERNATIONAL UNION-INDUSTRY VARIABLE ANNUITY PENSION PLAN | OAK BROOK, IL | Other service providers | 41,671 | $228.0M | $50K | $0 |
| BH-DG SYSTEMATIC TRADING ERISA FUND LIMITED BH-DG SYSTEMATIC TRADING ERISA FUND LIMITED | — | Other service providers | 0 | $216.5M | $382K | $0 |
| RUSSELL INVEST INSTITUTIONAL FUNDS LLC GLOBAL REAL ESTATE SECURITIES F RUSSELL INVESTMENTS INSTITUTIONAL FUNDS LLC GLOBAL REAL ESTATE SECURITIES FUND | SEATTLE, WA | Custodian | — | $200.0M | $97K | $0 |
| IDT CORPORATION IDT CORPORATION 401(K) PLAN | NEWARK, NJ | Trustee | 646 | $182.3M | $26K | $0 |
| BOARD OF TRUSTEES OF THE EDUCATIONAL AND CULTURAL TRUST FUND EDUCATIONAL AND CULTURAL TRUST FUND OF THE ELECTRICAL INDUSTRY | FLUSHING, NY | Other service providers | 17,950 | $174.2M | $3K | $0 |
| TRUSTEES OF THE UFCW INTERNATIONAL UNION - INDUSTRY VARIABLE ANNUITY P UFCW INTERNATIONAL UNION-INDUSTRY VARIABLE ANNUITY PENSION PLAN | OAK BROOK, IL | Other service providers | 42,512 | $173.8M | $50K | $0 |
| IDT CORPORATION IDT CORPORATION 401(K) PLAN | NEWARK, NJ | Accountant / Auditor | 665 | $160.4M | $22K | $0 |
| JOINT PENSION COMM OF THE EES SEC FUND OF THE ELEC PROD IND EMPLOYEES SECURITY FUND OF THE ELEC IND PENSION PLAN | FLUSHING, NY | Other service providers | 1,525 | $154.5M | $119K | $0 |
| IDT CORPORATION IDT CORPORATION 401(K) PLAN | NEWARK, NJ | Accountant / Auditor | 678 | $139.8M | $34K | $0 |
| GENERAL SHALE BRICK, INC. THE GENERAL SHALE BRICK, INC. MASTER TRUST | JOHNSON CITY, TN | Other service providers | — | $65.7M | $42K | $0 |
| TITAN TIRE CORPORATION TITAN TIRE CORPORATION EMPLOYEES' PENSION PLAN | QUINCY, IL | Advisor / Consultant | 8 | $48.3M | $162K | $0 |
| TITAN TIRE CORPORATION TITAN TIRE CORPORATION EMPLOYEES' PENSION PLAN | QUINCY, IL | Advisor / Consultant | 12 | $46.1M | $193K | $0 |
| TITAN TIRE CORPORATION TITAN TIRE CORPORATION EMPLOYEES' PENSION PLAN | QUINCY, IL | Advisor / Consultant | 16 | $40.0M | $216K | $0 |
| DOMETIC CORPORATION DOMETIC CORPORATION PENSION PLAN | CHICAGO, IL | Other service providers | 16 | $28.7M | $25K | $0 |
| DOMETIC CORPORATION DOMETIC CORPORATION PENSION PLAN | CHICAGO, IL | Other service providers | 19 | $28.7M | $25K | $0 |
| DOMETIC CORPORATION DOMETIC CORPORATION PENSION PLAN | ROSEMONT, IL | Other service providers | 20 | $26.8M | $31K | $0 |
| GENERAL SHALE BRICK, INC. THE GENERAL SHALE BRICK, INC. MASTER TRUST | JOHNSON CITY, TN | Other service providers | — | $989K | $40K | $0 |
| SIGNIFY NORTH AMERICA CORPORATION SIGNIFY NORTH AMERICA CORPORATION PENSION PLAN | BRIDGEWATER, NJ | Trustee | 0 | $664K | $51K | $0 |
| GENERAL SHALE BRICK, INC. THE GENERAL SHALE BRICK, INC. MASTER TRUST | JOHNSON CITY, TN | Other service providers | — | $25K | $40K | $0 |
| GENERAL SHALE BRICK, INC. THE GENERAL SHALE BRICK, INC. MASTER TRUST | JOHNSON CITY, TN | Other service providers | — | $0 | $11K | $0 |
| RAYTHEON TECHNOLOGIES CORPORATION UNITED TECHNOLOGIES CORPORATION REPRESENTED EMPLOYEE SAVINGS PLAN | FARMINGTON, CT | Other service providers | 0 | $0 | $43K | $0 |
| RAYTHEON COMPANY RAYTHEON SAVINGS AND INVESTMENT PLAN | FARMINGTON, CT | Other service providers | 0 | $0 | $139K | $0 |
| BEAVER DAM COMMUNITY HOSPITALS, INC. BEAVER DAM COMMUNITY HOSPITALS, INC RETIREMENT PLAN | BEAVER DAM, WI | Custodian | 0 | $0 | $25K | $0 |
