| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 68,206 | $9.2B | $89K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 11,088 | $7.9B | $14K |
| THE CLEVELAND CLINIC FOUNDATION |
| CLEVELAND, OH |
Advisor / Consultant INVESTMENT ADVISOR |
| 65,407 |
| $7.5B |
| $107K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,636 | $6.8B | $13K |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 54,690 | $6.3B | $108K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,078 | $5.6B | $13K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $4.3B | $36K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $3.7B | $31K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $3.1B | $34K |
| COX, CASTLE & NICHOLSON LLP COX, CASTLE & NICHOLSON LLP RETIREMENT PLAN | LOS ANGELES, CA | Other NONE | 168 | $236.3M | $17K |
| COX, CASTLE & NICHOLSON LLP COX, CASTLE & NICHOLSON LLP RETIREMENT PLAN | LOS ANGELES, CA | Other NONE | 161 | $186.8M | $17K |
| NEAL, GERBER & EISENBERG LLP NEAL, GERBER & EISENBERG PROFIT SHARING/401(K) PLAN | CHICAGO, IL | Other NONE | 221 | $174.4M | $5K |
| MILLER, COOPER & CO., LTD. MILLER, COOPER & CO., LTD. PROFIT SHARING & SAVINGS PLAN & TRUST | DEERFIELD, IL | Advisor / Consultant ADVISOR | 424 | $123.1M | $10K |
| SPITZER MANAGEMENT, INC. SPITZER MANAGEMENT INC PROFIT SHARING AND SAVINGS PLAN | ELYRIA, OH | Other N/A | 765 | $106.6M | $75K |
| MILLER, COOPER & CO., LTD. MILLER, COOPER & CO., LTD. PROFIT SHARING & SAVINGS PLAN & TRUST | DEERFIELD, IL | Advisor / Consultant ADVISOR | 408 | $92.8M | $13K |
| SPITZER MANAGEMENT, INC. SPITZER MANAGEMENT INC PROFIT SHARING AND SAVINGS PLAN | ELYRIA, OH | Other N/A | 744 | $89.2M | $100K |
| INTEGRATED IMAGING CONSULTANTS, LLC INTEGRATED IMAGING CONSULTANTS, LLC RETIREMENT SAVINGS PLAN | CHICAGO, IL | Advisor / Consultant FINANCIAL ADVISOR | 111 | $79.9M | $8K |
| INTEGRATED IMAGING CONSULTANTS, LLC INTEGRATED IMAGING CONSULTANTS, LLC RETIREMENT SAVINGS PLAN | CHICAGO, IL | Advisor / Consultant FINANCIAL ADVISOR | 113 | $63.0M | $8K |
| OUTFORM GROUP, INC. OUTFORM GROUP, INC SAVINGS AND PROTECTION PLAN | CHICAGO, IL | Other NONE | 397 | $59.5M | $141K |
| TRADEBE ENVIRONMENTAL SERVICES TRADEBE ENVIRONMENTAL SERVICES 401(K) PLAN | MERRILLVILLE, IN | Advisor / Consultant ADVISOR | 876 | $59.0M | $43K |
| OUTFORM GROUP, INC. OUTFORM GROUP, INC SAVINGS AND PROTECTION PLAN | CHICAGO, IL | Other NONE | 353 | $56.7M | $78K |
| TRADEBE ENVIRONMENTAL SERVICES TRADEBE ENVIRONMENTAL SERVICES 401(K) PLAN | MERRILLVILLE, IN | Advisor / Consultant ADVISOR | 879 | $56.3M | $54K |
| RAPID DISPLAYS, INC. RAPID DISPLAYS SAVINGS AND PROTECTION PLAN | CHICAGO, IL | Other NONE | 350 | $49.4M | $102K |
| TRADEBE ENVIRONMENTAL SERVICES TRADEBE ENVIRONMENTAL SERVICES 401(K) PLAN | MERRILLVILLE, IN | Advisor / Consultant ADVISOR | 822 | $46.7M | $37K |
| ADFINITAS MANAGEMENT, LLC ADFINITAS HEALTH 401(K) RETIREMENT PLAN | HANOVER, MD | Broker BROKER | 372 | $44.2M | $62K |
| ADFINITAS MANAGEMENT, LLC ADFINITAS HEALTH 401(K) RETIREMENT PLAN | HANOVER, MD | Broker BROKER | 421 | $40.4M | $55K |
| DANIEL G. SCHUSTER, LLC DANIEL G. SCHUSTER LLC 401(K) SALARY REDUCTION PLAN | OWINGS MILLS, MD | Advisor / Consultant INVESTMENT ADVISOR | 1,266 | $40.1M | $49K |
| TRI-STATE ORTHOPAEDICS AND SPORTS MEDICINE INC. TRI-STATE ORTHOPAEDICS AND SPORTS MEDICINE INC. 401(K) PROFIT SHARING PLAN | PITTSBURGH, PA | Advisor / Consultant INVESTMENT ADVISOR | 116 | $37.0M | $22K |
| DANIEL G. SCHUSTER, LLC DANIEL G. SCHUSTER LLC 401(K) SALARY REDUCTION PLAN | OWINGS MILLS, MD | Advisor / Consultant INVESTMENT ADVISOR | 1,366 | $37.0M | $52K |
| ASSOCIATED SURGEONS & PHYSICIANS, LLC ASAP 401(K) & PROFIT SHARING PLAN | FORT WAYNE, IN | Advisor / Consultant CONSULTANT | 160 | $35.4M | $48K |
| AMERICAN ANESTHESIOLOGY OF VIRGINIA , P.C. FAANA RETIREMENT PLAN | FALLS CHURCH, VA | Other NONE | 101 | $34.2M | $8K |
| ASSOCIATED SURGEONS & PHYSICIANS, LLC ASAP 401(K) & PROFIT SHARING PLAN | FORT WAYNE, IN | Advisor / Consultant CONSULTANT | 155 | $34.2M | $44K |
| ADFINITAS MANAGEMENT, LLC ADFINITAS HEALTH 401(K) RETIREMENT PLAN | HANOVER, MD | Broker BROKER | 363 | $33.2M | $0 |
| DANIEL G. SCHUSTER, LLC DANIEL G. SCHUSTER LLC 401(K) SALARY REDUCTION PLAN | OWINGS MILLS, MD | Advisor / Consultant INVESTMENT ADVISOR | 1,086 | $32.7M | $49K |
| ASSOCIATED SURGEONS & PHYSICIANS, LLC ASAP 401(K) & PROFIT SHARING PLAN | FORT WAYNE, IN | Advisor / Consultant CONSULTANT | 164 | $32.1M | $55K |
| TRI-STATE ORTHOPAEDICS AND SPORTS MEDICINE INC. TRI-STATE ORTHOPAEDICS AND SPORTS MEDICINE INC. 401(K) PROFIT SHARING PLAN | PITTSBURGH, PA | Advisor / Consultant INVESTMENT ADVISOR | 100 | $31.4M | $17K |
| TRI-STATE ORTHOPAEDICS AND SPORTS MEDICINE INC. TRI-STATE ORTHOPAEDICS AND SPORTS MEDICINE INC. 401(K) PROFIT SHARING PLAN | PITTSBURGH, PA | Advisor / Consultant INVESTMENT ADVISOR | 100 | $30.3M | $22K |
| NTI CONNECT, LLC NTI CONNECT 401(K) PLAN | DOWNERS GROVE, IL | Other NONE | 1,156 | $28.2M | $59K |
| HALL PRANGLE & SCHOONVELD LLC HALL PRANGLE & SCHOONVELD LLC RETIREMENT PLAN | CHICAGO, IL | Advisor / Consultant ADVISOR | 108 | $27.6M | $29K |
| HALL PRANGLE & SCHOONVELD LLC HALL PRANGLE & SCHOONVELD LLC RETIREMENT PLAN | CHICAGO, IL | Advisor / Consultant ADVISOR | 97 | $24.2M | $54K |
| NTI CONNECT, LLC NTI CONNECT 401(K) PLAN | DOWNERS GROVE, IL | Other NONE | 1,026 | $22.7M | $23K |
| HALL PRANGLE & SCHOONVELD LLC HALL PRANGLE & SCHOONVELD LLC RETIREMENT PLAN | CHICAGO, IL | Advisor / Consultant ADVISOR | 94 | $20.7M | $52K |
| MARION BODY WORKS, INC. MARION BODY WORKS, INC. SAVINGS PLAN | MARION, WI | Advisor / Consultant ADVISOR | 393 | $18.7M | $11K |
| FIDUCIAL, INC. FEDERATED FUNERAL DIRECTORS OF AMERICA, INC., A FIDUCIAL COMPANY, 401(K) SAVINGS PLAN | COLUMBIA, MD | Advisor / Consultant INVESTMENT ADVISOR | 114 | $17.9M | $42K |
| FIDUCIAL, INC. FEDERATED FUNERAL DIRECTORS OF AMERICA, INC., A FIDUCIAL COMPANY, 401(K) SAVINGS PLAN | COLUMBIA, MD | Advisor / Consultant INVESTMENT ADVISOR | 140 | $17.5M | $47K |
| MARION BODY WORKS, INC. MARION BODY WORKS, INC. SAVINGS PLAN | MARION, WI | Advisor / Consultant ADVISOR | 283 | $16.8M | $28K |
| AMERICAN ANESTHESIOLOGY OF VIRGINIA , P.C. FAANA RETIREMENT PLAN | FALLS CHURCH, VA | Other NONE | 11 | $15.7M | $7K |
| LEEDS WEST OPERATING GROUP, LLC LEEDS WEST GROUPS 401K RETIREMENT PLAN | GREENWOOD VILLAGE, CO | Other SERVICE PROVIDER | 604 | $15.6M | $0 |
| MARION BODY WORKS, INC. MARION BODY WORKS, INC. SAVINGS PLAN | MARION, WI | Advisor / Consultant ADVISOR | 256 | $15.1M | $37K |
| LEEDS WEST OPERATING GROUP, LLC LEEDS WEST GROUPS 401K RETIREMENT PLAN | GREENWOOD VILLAGE, CO | Other SERVICE PROVIDER | 653 | $14.4M | $0 |
| VELOCITY RISK UNDERWRITERS, LLC VELOCITY RISK UNDERWRITERS, LLC RETIREMENT PLAN | NASHVILLE, TN | Other SERVICE PROVIDER | 154 | $13.5M | $0 |
| COLUMBUS US, INC. COLUMBUS 401(K) PLAN | MINNEAPOLIS, MN | Advisor / Consultant INVESTMENT ADVISOR | 42 | $12.7M | $22K |
| COLUMBUS US, INC. COLUMBUS 401(K) PLAN | MINNEAPOLIS, MN | Advisor / Consultant INVESTMENT ADVISOR | 49 | $12.5M | $20K |
| COLUMBUS US, INC. COLUMBUS 401(K) PLAN | MINNEAPOLIS, MN | Advisor / Consultant INVESTMENT ADVISOR | 53 | $11.2M | $21K |
| VELOCITY RISK UNDERWRITERS, LLC VELOCITY RISK UNDERWRITERS, LLC RETIREMENT PLAN | NASHVILLE, TN | Other SERVICE PROVIDER | 117 | $10.3M | $0 |
| ASENZYA, INC. ASENZYA, INC. EMPLOYEES PROFIT SHARING PLAN | OAK CREEK, WI | Other NONE | 137 | $10.1M | $31K |
| OTTAWA DENTAL LABORATORY, LLC OTTAWA DENTAL LABORATORY, LLC EMPLOYEES' PROFIT SHARING PLAN | OTTAWA, IL | Other NONE | 363 | $9.7M | $8K |
| OTTAWA DENTAL LABORATORY, LLC OTTAWA DENTAL LABORATORY, LLC EMPLOYEES' PROFIT SHARING PLAN | OTTAWA, IL | Advisor / Consultant INVESTMENT ADVISOR | 363 | $9.7M | $34K |
| OTTAWA DENTAL LABORATORY, LLC OTTAWA DENTAL LABORATORY, LLC EMPLOYEES' PROFIT SHARING PLAN | OTTAWA, IL | Other NONE | 334 | $8.6M | $17K |
| JETTY UNITED JETTY UNITED 401(K) PLAN | CORPUS CHRISTI, TX | Advisor / Consultant ADVISOR | 150 | $8.1M | $104K |
| MOOSE TOYS LLC MOOSE TOYS LLC 401(K) PLAN | EL SEGUNDO, CA | Advisor / Consultant RIA | 115 | $7.4M | $16K |
| OTTAWA DENTAL LABORATORY, LLC OTTAWA DENTAL LABORATORY, LLC EMPLOYEES' PROFIT SHARING PLAN | OTTAWA, IL | Other NONE | 312 | $7.4M | $23K |
| JETTY UNITED JETTY UNITED 401(K) PLAN | CORPUS CHRISTI, TX | Advisor / Consultant ADVISOR | 229 | $7.0M | $9K |
| JETTY UNITED JETTY UNITED 401(K) PLAN | CORPUS CHRISTI, TX | Advisor / Consultant ADVISOR | 229 | $7.0M | $9K |
| VELOCITY RISK UNDERWRITERS, LLC VELOCITY RISK UNDERWRITERS, LLC RETIREMENT PLAN | NASHVILLE, TN | Other SERVICE PROVIDER | 127 | $6.7M | $0 |
| KDCPR, LLC KDCPR RETIREMENT PLAN & TRUST | CORPUS CHRISTI, TX | Advisor / Consultant ADVISOR | 106 | $6.1M | $514 |
| HUMPAL PHYSICAL THERAPY P.C. HUMPAL PHYSICAL THERAPY P.C. 401K PLAN | CORPUS CHRISTI, TX | Advisor / Consultant ADVISOR | 188 | $4.7M | $8K |
| JESSUP MANUFACTURED HOUSING, LLC JESSUP MANUFACTURED HOUSING, LLC 401(K) PLAN | WACO, TX | Advisor / Consultant INVESTMENT ADVISOR | 318 | $4.4M | $9K |
| SHIBLEY MANAGEMENT, INC. SHIBLEY MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST | CHAGRIN FALLS, OH | Advisor / Consultant INVESTMENT ADVISOR | 238 | $4.4M | $16K |
| HUMPAL PHYSICIAL THERAPY P.C. HUMPAL PHYSICAL THERAPY P.C. 401K PLAN | CORPUS CHRISTI, TX | Advisor / Consultant ADVISOR | 193 | $3.7M | $8K |
| JESSUP MANUFACTURED HOUSING, LLC JESSUP MANUFACTURED HOUSING, LLC 401(K) PLAN | WACO, TX | Advisor / Consultant CONSULTANT | 209 | $3.7M | $7K |
| RESOURCE CARE RESOURCE CARE 401(K) PLAN | ALBANY, TX | Advisor / Consultant ADVISOR | 117 | $3.1M | $0 |
| MACHINING TECHNOLOGIES, INC. MATECH 401(K) PLAN | SALISBURY, MD | Broker BROKER | 89 | $3.1M | $0 |
| JESSUP MANUFACTURED HOUSING, LLC JESSUP MANUFACTURED HOUSING, LLC 401(K) PLAN | WACO, TX | Advisor / Consultant INVESTMENT ADVISOR | 295 | $2.8M | $3K |
| RESOURCE CARE RESOURCE CARE 401(K) PLAN | ALBANY, TX | Advisor / Consultant ADVISOR | 109 | $2.6M | $9K |
| OUTFORM GROUP, INC. OUTFORM GROUP, INC. UNION 401(K) PLAN | CHICAGO, IL | Other NONE | 102 | $2.6M | $6K |
| GOVIND DEVELOPMENT, LLC GOVIND DEVELOPMENT, LLC 401(K) PLAN | CORPUS CHRISTI, TX | Advisor / Consultant ADVISOR | 52 | $2.4M | $6K |
| SHACKELFORD COUNTY COMMUNITY RESOURCECARE 401(K) PROFIT SHARING PLAN & TRUST | ALBANY, TX | Advisor / Consultant ADVISOR | 120 | $2.1M | $3K |
| CEC ENERGY SERVICES, LLC CEC ENERGY SERVICES, LLC 401(K) PROFIT SHARING PLAN | SINTON, TX | Advisor / Consultant INVESTMENT MANAGER | 160 | $2.0M | $22K |
| GOODWILL OF SOUTH TEXAS GOODWILL OF SOUTH TEXAS 403(B) RETIREMENT PLAN | CORPUS CHRISTI, TX | Advisor / Consultant CONSULTANT | 37 | $1.7M | $3K |
| GOODWILL OF SOUTH TEXAS GOODWILL OF SOUTH TEXAS 403(B) RETIREMENT PLAN | CORPUS CHRISTI, TX | Advisor / Consultant CONSULTANT | 36 | $1.5M | $2K |