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

Active participants

157,423

Total plan assets

$132.4B

Filings (rows)

Direct comp

$6.3M

Indirect comp

SERVICES PROVIDED

Investment manager5

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Citigroup Inc. CITI Retirement Savings Plan · all filings	STAMFORD, CT	Investment manager	79,128	$20.7B	$407K	$0
Delta Air Lines, Inc. Delta Master Trust · all filings	ATLANTA, GA	Advisor / Consultant	—	$20.5B	$483K	$0
Delta Air Lines, Inc. Delta Master Trust · all filings	ATLANTA, GA	Advisor / Consultant	—	$20.3B	$197K	$0
Delta Air Lines, Inc. Delta Master Trust · all filings	ATLANTA, GA	Advisor / Consultant	—	$20.1B	$298K	$0
Citigroup Inc. CITI Retirement Savings Plan · all filings	STAMFORD, CT	Investment manager	78,295	$17.4B	$451K	$0
Merck & Co., Inc. Merck & Co., Inc. Master Retirement Trust · all filings	RAHWAY, NJ	Investment manager	—	$11.6B	$1.4M	$0
Merck & Co., Inc. Merck & Co., Inc. Master Retirement Trust · all filings	RAHWAY, NJ	Investment manager	—	$11.3B	$1.4M	$0
Merck & Co., Inc. Merck & Co., Inc. Master Retirement Trust · all filings	RAHWAY, NJ	Investment manager	—	$10.5B	$1.5M	$0