STRATEGIC INVESTMENT
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
50
Active participants
90,660
Total plan assets
$59.5B
Filings (rows)
50
Direct comp
$40.7M
Indirect comp
$37K
Aggregating 5 name variants under "STRATEGIC INVESTMENT"
SERVICES PROVIDED
Advisor / Consultant29
Other21
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| STRAT PORTFOLIO RESTRICTED SPC | 3 |
| SBS-1 STRT BUYOUT SERIES FUND | 2 |
| SVS-1 STRT VENTURE SERIES FUND | 2 |
| SVS-2 STRT VENTURE SERIES FUND | 1 |
| SVS-1 STRAT VENTURE SERIES FUND | 1 |
| SBS-2 STRT BUYOUT SERIES FUND | 1 |
| SBS-1 STRAT BUYOUT SERIES FUND | 1 |
| STRATEGIC ACTIVE CREDIT TRUST | 1 |
Top plans served
All 50 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $6K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Other NONE | 14,959 | $11.8B | $8K |
| DELOITTE LLP DELOITTE LLP MASTER PENSION TRUST | NEW YORK, NY | Advisor / Consultant INVESTMENT MANAGER | — | $8.0B | $6.3M |
| CORNING INCORPORATED CORNING RETIREMENT MASTER TRUST | CORNING, NY | Other NONE | — | $3.0B | $18K |
| CORNING INCORPORATED CORNING RETIREMENT MASTER TRUST | CORNING, NY | Other NONE | — | $2.9B | $12K |
| JOHNS HOPKINS HEALTH SYSTEM CORPORATION JOHNS HOPKINS HEALTH SYSTEM CORPORATION RETIREMENT PLAN | BALTIMORE, MD | Advisor / Consultant CONSULTANT | 7,053 | $2.2B | $5.4M |
| JOHNS HOPKINS HEALTH SYSTEM CORPORATION JOHNS HOPKINS HEALTH SYSTEM CORPORATION RETIREMENT PLAN | BALTIMORE, MD | Advisor / Consultant CONSULTANT | 6,555 | $2.2B | $4.1M |
| OLIN CORPORATION THE OLIN PENSION PLANS MASTER RETIREMENT TRUST | CLAYTON, MO | Other NONE | — | $2.0B | $2.9M |
| OLIN CORPORATION THE OLIN PENSION PLANS MASTER RETIREMENT TRUST | CLAYTON, MO | Other NONE | — | $2.0B | $3.2M |
| OLIN CORPORATION THE OLIN PENSION PLANS MASTER RETIREMENT TRUST | CLAYTON, MO | Other NONE | — | $1.9B | $1.5M |
| THE CULTURAL INSTITUTIONS RETIREMENT SYSTEM THE CULTURAL INSTITUTIONS PENSION PLAN | NEW YORK, NY | Other NONE | 6,961 | $1.6B | $2.0M |
| THE CULTURAL INSTITUTIONS RETIREMENT SYSTEM THE CULTURAL INSTITUTIONS PENSION PLAN | NEW YORK, NY | Other NONE | 6,665 | $1.5B | $1.9M |
| TELEDYNE TECHNOLOGIES INCORPORATED TELEDYNE TECHNOLOGIES INCORPORATED PENSION PLAN | THOUSAND OAKS, CA | Advisor / Consultant INVESTMENT MANAGER | 66 | $568.6M | $1.6M |
| TELEDYNE TECHNOLOGIES INCORPORATED TELEDYNE TECHNOLOGIES INCORPORATED PENSION PLAN | THOUSAND OAKS, CA | Advisor / Consultant INVESTMENT MANAGER | 87 | $560.2M | $2.0M |
| TELEDYNE TECHNOLOGIES INCORPORATED TELEDYNE TECHNOLOGIES INCORPORATED PENSION PLAN | THOUSAND OAKS, CA | Advisor / Consultant INVESTMENT MANAGER | 52 | $545.9M | $1.4M |
| YWCA RETIREMENT FUND, INC. YWCA RETIREMENT FUND, INC. | NEW YORK, NY | Other OCIO | 4,607 | $407.2M | $1.0M |
| YWCA RETIREMENT FUND, INC. YWCA RETIREMENT FUND, INC. | NEW YORK, NY | Other OCIO | 4,468 | $386.7M | $979K |
| YWCA RETIREMENT FUND, INC. YWCA RETIREMENT FUND, INC. | NEW YORK, NY | Other OCIO | 4,483 | $370.5M | $1.0M |
| THE COLONIAL WILLIAMSBURG FOUNDATION THE RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE COLONIAL WILLIAMSBURG FOUNDATION | WILLIAMSBURG, VA | Other NONE | 1,101 | $301.6M | $418K |
| THE COLONIAL WILLIAMSBURG FOUNDATION THE RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE COLONIAL WILLIAMSBURG FOUNDATION | WILLIAMSBURG, VA | Other NONE | 1,094 | $291.5M | $269K |
| THE COLONIAL WILLIAMSBURG FOUNDATION THE RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE COLONIAL WILLIAMSBURG FOUNDATION | WILLIAMSBURG, VA | Advisor / Consultant INVESTMENT MANAGEMENT | 1,123 | $259.7M | $335K |
| CRESCENT RIVER PORT PILOTS' ASSOCIATION CRESCENT RIVER PORT PILOTS' ASSOCIATION 401(K) RETIREMENT PLAN | METAIRIE, LA | Advisor / Consultant ADVISOR | 157 | $207.6M | $12K |
| TELEDYNE TECHNOLOGIES INCORPORATED TELEDYNE TECHNOLOGIES INCORPORATED PENSION PLAN FOR DEFINED ACTIVE PARTICIPANTS | THOUSAND OAKS, CA | Advisor / Consultant INVESTMENT MANAGER | 486 | $180.3M | $451K |
| CRESCENT RIVER PORT PILOTS' ASSOCIATION CRESCENT RIVER PORT PILOTS' ASSOCIATION 401(K) RETIREMENT PLAN | METAIRIE, LA | Advisor / Consultant ADVISOR | 152 | $177.6M | $11K |
| TELEDYNE TECHNOLOGIES INCORPORATED TELEDYNE TECHNOLOGIES INCORPORATED PENSION PLAN FOR DEFINED ACTIVE PARTICIPANTS | THOUSAND OAKS, CA | Advisor / Consultant INVESTMENT MANAGER | 544 | $171.9M | $213K |
| JOHNS HOPKINS HOSPITAL DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL PENSION PLAN | BALTIMORE, MD | Advisor / Consultant CONSULTANT | 1,520 | $164.6M | $308K |
| CRESCENT RIVER PORT PILOTS' ASSOCIATION CRESCENT RIVER PORT PILOTS' ASSOCIATION 401(K) RETIREMENT PLAN | METAIRIE, LA | Advisor / Consultant ADVISOR | 150 | $161.8M | $24K |
| JOHNS HOPKINS HOSPITAL DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL PENSION PLAN | BALTIMORE, MD | Advisor / Consultant CONSULTANT | 1,426 | $158.0M | $387K |
| CONTINENTAL GRAIN COMPANY CONTINENTAL GRAIN COMPANY PENSION PLAN | NEW YORK, NY | Other NONE | 23 | $107.3M | $465K |
| CONTINENTAL GRAIN COMPANY CONTINENTAL GRAIN COMPANY PENSION PLAN | NEW YORK, NY | Other NONE | 22 | $103.9M | $439K |
| CONTINENTAL GRAIN COMPANY CONTINENTAL GRAIN COMPANY PENSION PLAN | NEW YORK, NY | Other NONE | 20 | $100.2M | $318K |
| FOREST LAWN MEMORIAL-PARK ASSOC FOREST LAWN RETIREMENT PLAN | GLENDALE, CA | Advisor / Consultant INVESTMENT ADVISOR | 965 | $84.7M | $136K |
| FOREST LAWN MEMORIAL-PARK ASSOC FOREST LAWN RETIREMENT PLAN | GLENDALE, CA | Advisor / Consultant INVESTMENT ADVISOR | 976 | $80.6M | $208K |
| FOREST LAWN MEMORIAL-PARK ASSOC FOREST LAWN RETIREMENT PLAN | GLENDALE, CA | Advisor / Consultant INVESTMENT ADVISOR | 931 | $76.6M | $168K |
| SUBURBAN HOSPITAL INCORPORATED SUBURBAN HOSPITAL, INC. RETIREMENT INCOME PLAN | BALTIMORE, MD | Advisor / Consultant CONSULTANT | 1,534 | $65.2M | $119K |
| THE SCRIPPS RESEARCH INSTITUTE THE SCRIPPS RESEARCH INSTITUTE CASH BALANCE RETIREMENT PLAN | LA JOLLA, CA | Other NONE | 294 | $65.2M | $62K |
| THE SCRIPPS RESEARCH INSTITUTE THE SCRIPPS RESEARCH INSTITUTE CASH BALANCE RETIREMENT PLAN | LA JOLLA, CA | Other NONE | 251 | $64.9M | $180K |
| SUBURBAN HOSPITAL INCORPORATED SUBURBAN HOSPITAL, INC. RETIREMENT INCOME PLAN | BETHESDA, MD | Advisor / Consultant CONSULTANT | 1,426 | $64.2M | $149K |
| THE SCRIPPS RESEARCH INSTITUTE THE SCRIPPS RESEARCH INSTITUTE CASH BALANCE RETIREMENT PLAN | LA JOLLA, CA | Other NONE | 268 | $61.5M | $227K |
| SUBURBAN HOSPITAL INCORPORATED SUBURBAN HOSPITAL, INC. RETIREMENT INCOME PLAN | BETHESDA, MD | Advisor / Consultant CONSULTANT | 1,376 | $59.4M | $37K |
| JOHNS HOPKINS BAYVIEW MEDICAL CENTER,INC. JOHNS HOPKINS BAYVIEW MEDICAL CENTER,INC. REPRESEN EMPLOYEES PENSION PLAN | BALTIMORE, MD | Advisor / Consultant CONSULTANT | 331 | $31.4M | $74K |
| JOHNS HOPKINS BAYVIEW MEDICAL CENTER,INC REPRESENTED EMPLOYEES PENSION JOHNS HOPKINS BAYVIEW MEDICAL CENTER,INC. REPRESEN EMPLOYEES PENSION PLAN | BALTIMORE, MD | Advisor / Consultant CONSULTANT | 351 | $31.2M | $59K |
| JOHNS HOPKINS BAYVIEW MEDICAL CENTER,INC. JOHNS HOPKINS BAYVIEW MEDICAL CENTER,INC. REPRESEN EMPLOYEES PENSION PLAN | BALTIMORE, MD | Advisor / Consultant CONSULTANT | 329 | $28.7M | $17K |
| MARS, INCORPORATED MARS, INCORPORATED RETIREE HEALTH CARE AND LIFE PLAN | HACKETTSTOWN, NJ | Advisor / Consultant INVESTMENT ADVISOR | 0 | $22.8M | $40K |
| MARS, INCORPORATED MARS, INCORPORATED RETIREE HEALTH CARE AND LIFE PLAN | HACKETTSTOWN, NJ | Advisor / Consultant INVESTMENT ADVISOR | 0 | $22.3M | $21K |
| MARS, INCORPORATED MARS, INCORPORATED RETIREE HEALTH CARE AND LIFE PLAN | HACKETTSTOWN, NJ | Advisor / Consultant INVESTMENT ADVISOR | 0 | $21.3M | $23K |
| MSI-VIKING GAGE, LLC MSI-VIKING GAGE 401(K) PLAN | DUNCAN, SC | Advisor / Consultant ADVISOR | 154 | $6.1M | $2K |
| SCHILL LANDSCAPING AND LAWN CARE SERVICES, LLC SCHILL LANDSCAPING LLC 401(K) PLAN | NORTH RIDGEVILLE, OH | Other SERVICE PROVIDER | 657 | $5.3M | $0 |
| SCHILL LANDSCAPING AND LAWN CARE SERVICES, LLC SCHILL LANDSCAPING LLC 401(K) PLAN | NORTH RIDGEVILLE, OH | Other SERVICE PROVIDER | 356 | $4.4M | $0 |
| SUAREZ INDUSTRIES INC SUAREZ INDUSTRIES INC 401(K) PROFIT SHARING PLAN & TRUST | NORTH CANTON, OH | Advisor / Consultant ADVISOR | 70 | $3.0M | $16K |