Form 5500 Search

STRATEGIC GLOBAL ADVISORS

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
8
Active participants
157,423
Total plan assets
$132.4B
Filings (rows)
8
Direct comp
$6.3M
Indirect comp
$0

SERVICES PROVIDED

Other5
Advisor / Consultant3

Top plans served

All 8 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
STAMFORD, CT
Other
NONE
79,128$20.7B$407K
DELTA AIR LINES, INC.
DELTA MASTER TRUST
ATLANTA, GA
Advisor / Consultant
INVESTMENT MANAGER
$20.5B$483K
DELTA AIR LINES, INC.
DELTA MASTER TRUST
ATLANTA, GA
Advisor / Consultant
INVESTMENT MANAGER
$20.3B$197K
DELTA AIR LINES, INC.
DELTA MASTER TRUST
ATLANTA, GA
Advisor / Consultant
INVESTMENT MANAGER
$20.1B$298K
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
STAMFORD, CT
Other
NONE
78,295$17.4B$451K
MERCK & CO., INC.
MERCK & CO., INC. MASTER RETIREMENT TRUST
RAHWAY, NJ
Other
N/A
$11.6B$1.4M
MERCK & CO., INC.
MERCK & CO., INC. MASTER RETIREMENT TRUST
RAHWAY, NJ
Other
N/A
$11.3B$1.4M
MERCK & CO., INC.
MERCK & CO., INC. MASTER RETIREMENT TRUST
RAHWAY, NJ
Other
N/A
$10.5B$1.5M
STRATEGIC GLOBAL ADVISORS — Form 5500 Service Provider Profile | Form 5500 Search