Form 5500 Search

STEPSTONE

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
60
Active participants
469,346
Total plan assets
$441.5B
Filings (rows)
62
Direct comp
$6.9M
Indirect comp
$7.9M

SERVICES PROVIDED

Other46
Advisor / Consultant14

Top plans served

Showing top 62 of 60 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI
Other
NONE
0$31.4B$0
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI
Other
NONE
0$30.8B$0
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI
Other
NONE
0$30.6B$0
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI
Other
NONE
0$19.8B$0
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI
Other
NONE
0$19.6B$0
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI
Other
NONE
0$19.3B$0
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
FALLS CHURCH, VA
Advisor / Consultant
CONSULTANT
12,678$19.1B$148K
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
FALLS CHURCH, VA
Advisor / Consultant
CONSULTANT
11,507$18.8B$149K
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
FALLS CHURCH, VA
Advisor / Consultant
CONSULTANT
13,674$18.3B$148K
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
CHARLOTTE, NC
Other
NONE
$18.3B$103K
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
CHARLOTTE, NC
Other
NONE
$17.9B$105K
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
CHARLOTTE, NC
Other
NONE
$17.9B$105K
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI
Other
NONE
0$12.8B$0
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI
Other
NONE
0$12.7B$0
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI
Other
NONE
0$12.4B$0
CITIGROUP INC.
THE CITIGROUP PENSION PLAN
STAMFORD, CT
Other
NONE
15,906$10.6B$162K
CITIGROUP INC.
THE CITIGROUP PENSION PLAN
STAMFORD, CT
Other
NONE
17,283$10.5B$399K
CITIGROUP INC.
THE CITIGROUP PENSION PLAN
STAMFORD, CT
Other
NONE
14,217$10.0B$483K
NORTHROP GRUMMAN CORPORATION
NG SPACE&MISSION SYSTEMS CORP SALARIED PENSION PLA
FALLS CHURCH, VA
Advisor / Consultant
CONSULTANT
6,737$8.5B$65K
NORTHROP GRUMMAN CORPORATION
NG SPACE&MISSION SYSTEMS CORP SALARIED PENSION PLA
FALLS CHURCH, VA
Advisor / Consultant
CONSULTANT
6,030$8.4B$64K
NORTHROP GRUMMAN CORPORATION
NG SPACE&MISSION SYSTEMS CORP SALARIED PENSION PLA
FALLS CHURCH, VA
Advisor / Consultant
CONSULTANT
7,117$8.1B$65K
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUND
UNITED FOOD & COMMERCIAL WORKERS INTL UNION - INDUSTRY PENSION FUND
OAK BROOK, IL
Other
NONE
20,984$8.0B$470K
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUND
UNITED FOOD & COMMERCIAL WORKERS INTL UNION - INDUSTRY PENSION FUND
OAK BROOK, IL
Other
NONE
20,680$8.0B$470K
BOARD OF TRUSTEES-NEW YORK STATE NURSES ASSOCIATION PENSION PLAN
NEW YORK STATE NURSES ASSOCIATION PENSION PLAN
ALBANY, NY
Other
NONE
22,140$5.9B$15K
CONSTELLATION ENERGY GENERATION LLC
CONSTELLATION RETIREMENT PROGRAM
KENNETT SQUARE, PA
Advisor / Consultant
CONSULTANT
4,469$5.0B$101K
BD OF TR OF THE PENSION, HOSP & BENEFIT PL OF THE ELEC IND-PENSION
PENSION, HOSPITALIZATION & BENEFIT PLAN OF THE ELECTRICAL INDUSTRY - PENSION TRUST ACCT
FLUSHING, NY
Other
NONE
15,968$5.0B$7K
BD OF TRUSTEES, CHICAGO & VICINITY LABORERS' DISTR. COUNCIL PENS FUND
CHICAGO & VICINITY LABORERS' DISTRICT COUNCIL PENSION PLAN
WESTCHESTER, IL
Other
NONE
11,586$4.8B$67K
BD OF TR OF THE PENSION, HOSP & BENEFIT PL OF THE ELEC IND-PENSION
PENSION, HOSPITALIZATION & BENEFIT PLAN OF THE ELECTRICAL INDUSTRY - PENSION TRUST ACCT
FLUSHING, NY
Other
NONE
16,390$4.4B$7K
BD OF TRUSTEES, CHICAGO & VICINITY LABORERS' DISTR. COUNCIL PENS FUND
CHICAGO & VICINITY LABORERS' DISTRICT COUNCIL PENSION PLAN
WESTCHESTER, IL
Other
NONE
11,655$4.3B$117K
BOARD OF TRUSTEES, SOUND RETIREMENT TRUST
SOUND RETIREMENT TRUST
BOTHELL, WA
Other
NONE
93,701$2.6B$446K
BOARD OF TRUSTEES, SOUND RETIREMENT TRUST
SOUND RETIREMENT TRUST
BOTHELL, WA
Other
NONE
75,402$2.6B$924K
HEALTH CARE SERVICE CORPORATION A MUTUAL RESERVE CO
HCSC MASTER PENSION TRUST
RICHARDSON, TX
Advisor / Consultant
INVESTMENT MANAGER
$2.5B$113K
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN RETIREMENT PLAN B
FALLS CHURCH, VA
Advisor / Consultant
CONSULTANT
1,614$2.1B$16K
HEALTH CARE SERVICE CORPORATION A MUTUAL RESERVE CO
HCSC MASTER PENSION TRUST
RICHARDSON, TX
Advisor / Consultant
INVESTMENT MANAGER
$2.1B$213K
HEALTH CARE SERVICE CORPORATION A MUTUAL RESERVE CO
HCSC MASTER PENSION TRUST
RICHARDSON, TX
Advisor / Consultant
INVESTMENT MANAGER
$2.1B$123K
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN RETIREMENT PLAN B
FALLS CHURCH, VA
Advisor / Consultant
CONSULTANT
1,451$2.1B$16K
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN RETIREMENT PLAN B
FALLS CHURCH, VA
Advisor / Consultant
CONSULTANT
1,733$2.0B$17K
ARAMCO SHARED BENEFITS COMPANY
ARAMCO U.S. RETIREMENT INCOME PLAN
HOUSTON, TX
Other
NONE
1,552$1.9B$50K
ARAMCO SHARED BENEFITS COMPANY
ARAMCO U.S. RETIREMENT INCOME PLAN
HOUSTON, TX
Other
NONE
1,416$1.8B$50K
ARAMCO SHARED BENEFITS COMPANY
ARAMCO U.S. RETIREMENT INCOME PLAN
HOUSTON, TX
Other
NONE
1,618$1.8B$50K
AARP
AARP EMPLOYEES' PENSION PLAN
WASHINGTON, DC
Other
NONE
2,180$1.6B$18K
AARP
AARP EMPLOYEES' PENSION PLAN
WASHINGTON, DC
Other
NONE
2,180$1.6B$33K
SMITHFIELD FOODS, INC.
SMITHFIELD FOODS MASTER TRUST
SMITHFIELD, VA
Other
NONE
$1.6B$38K
THE CULTURAL INSTITUTIONS RETIREMENT SYSTEM
THE CULTURAL INSTITUTIONS PENSION PLAN
NEW YORK, NY
Other
NONE
6,961$1.6B$130K
SMITHFIELD FOODS, INC.
SMITHFIELD FOODS MASTER TRUST
SMITHFIELD, VA
Other
NONE
$1.5B$19K
THE CULTURAL INSTITUTIONS RETIREMENT SYSTEM
THE CULTURAL INSTITUTIONS PENSION PLAN
NEW YORK, NY
Other
NONE
6,665$1.5B$125K
FUJITSU NORTH AMERICA, INC.
FUJITSU GROUP DEFINED CONTRIBUTION AND 401(K) PLAN
SUNNYVALE, CA
Other
RETAINED BY EMPLOYER
1,872$1.4B$29K
XCEL ENERGY INC.
XCEL ENERGY PENSION PLAN AND XCEL ENERGY PENSION PLAN FOR BARGAINING EMPLOYEES
MINNEAPOLIS, MN
Other
NONE
7,317$1.3B$139K
XCEL ENERGY INC.
XCEL ENERGY PENSION PLAN AND XCEL ENERGY PENSION PLAN FOR BARGAINING EMPLOYEES
MINNEAPOLIS, MN
Other
NONE
7,305$1.2B$283K
CONSTELLATION ENERGY GENERATION LLC
CONSTELLATION EMPLOYEE PENSION PLAN
KENNETT SQUARE, PA
Advisor / Consultant
CONSULTANT
3,285$1.2B$24K
CONSTRUCTION INDUSTRY LABORERS PENSION FUND
CONSTRUCTION INDUSTRY LABORERS PENSION FUND
KANSAS CITY, MO
Other
5,147$1.1B$50K
XCEL ENERGY INC.
NEW CENTURY ENERGIES, INC. RETIREMENT PLAN FOR PUBLIC SERVICE COMPANY OF COLORADO BARGAINING UNIT EES AND FORMER NON-BARGAINING UNIT EES
MINNEAPOLIS, MN
Other
NONE
1,953$918.9M$88K
CONSTRUCTION INDUSTRY LABORERS PENSION FUND
CONSTRUCTION INDUSTRY LABORERS PENSION FUND
KANSAS CITY, MO
Advisor / Consultant
INVESTMENT MANAGER
5,274$905.2M$248K
XCEL ENERGY INC.
NEW CENTURY ENERGIES, INC. RETIREMENT PLAN FOR PUBLIC SERVICE COMPANY OF COLORADO BARGAINING UNIT EES AND FORMER NON-BARGAINING UNIT EES
MINNEAPOLIS, MN
Other
NONE
1,952$860.3M$167K
RADY CHILDRENS HOSPITAL AND HEALTH CENTER
THE RETIREMENT PLAN OF RADY CHILDRENS HOSPITAL AND HEALTH CENTER
SAN DIEGO, CA
Other
CONSULTING
1,746$450.7M$19K
RADY CHILDRENS HOSPITAL AND HEALTH CENTER
THE RETIREMENT PLAN OF RADY CHILDRENS HOSPITAL AND HEALTH CENTER
SAN DIEGO, CA
Other
CONSULTING
1,880$418.1M$11K
XCEL ENERGY INC.
NEW CENTURY ENERGIES, INC. RETIREMENT PLAN FOR SOUTHWESTERN PUBLIC SERVICE CO. BARGAINING UNIT EE AND FORMER NON-BARGAINING UNIT EMPLOYEES
MINNEAPOLIS, MN
Other
NONE
868$361.6M$35K
XCEL ENERGY INC.
NEW CENTURY ENERGIES, INC. RETIREMENT PLAN FOR SOUTHWESTERN PUBLIC SERVICE CO. BARGAINING UNIT EE AND FORMER NON-BARGAINING UNIT EMPLOYEES
MINNEAPOLIS, MN
Other
NONE
892$342.7M$67K
XCEL ENERGY INC.
XCEL ENERGY INC. NON-BARGAINING PENSION PLAN (SOUTH)
MINNEAPOLIS, MN
Other
NONE
893$194.3M$21K
XCEL ENERGY INC.
XCEL ENERGY INC. NON-BARGAINING PENSION PLAN (SOUTH)
MINNEAPOLIS, MN
Other
NONE
895$184.1M$42K
BD OF TEES OF SEIU LOCAL 32BJ, DIS 36 BOLR PENSION TRUST FUND
SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 32BJ, DISTRICT 36 BUILDING OPERATORS PENSION TRUST FUND
PHILADELPHIA, PA
Other
NONE
2,344$142.9M$7K
BD OF TEES OF SEIU LOCAL 32BJ, DIS 36 BOLR PENSION TRUST FUND
SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 32BJ, DISTRICT 36 BUILDING OPERATORS PENSION TRUST FUND
PHILADELPHIA, PA
Other
NONE
2,409$117.4M$6K