Form 5500 Search

SYSTEMATIC FINANCIAL

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
54
Active participants
1,893,607
Total plan assets
$108.9B
Filings (rows)
54
Direct comp
$13.5M
Indirect comp
$9K

SERVICES PROVIDED

Other51
Advisor / Consultant3

Top plans served

All 54 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
WALMART INC.
WALMART 401(K) PLAN
BENTONVILLE, AR
Other
1,670,732$50.8B$699K
BD OF TRUSTEES, CHICAGO & VICINITY LABORERS' DISTR. COUNCIL PENS FUND
CHICAGO & VICINITY LABORERS' DISTRICT COUNCIL PENSION PLAN
WESTCHESTER, IL
Other
NONE
11,313$5.2B$376K
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$378K
BOARD OF DIRECTORS PRODUCER-WRITERS GUILD OF AMERICA PENSION PLAN
PRODUCER-WRITERS GUILD OF AMERICA PENSION PLAN
BURBANK, CA
Other
NONE
8,873$4.7B$327K
TRUSTEES OF I.B. OF T. UNION LOCAL 710 PENSION FUND
INTERNATIONAL BROTHERHOOD OF TEAMSTERS UNION LOCAL 710 PENSION FUND
MOKENA, IL
Other
NONE
7,676$4.5B$822K
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$695K
TRUSTEES OF I.B. OF T. UNION LOCAL 710 PENSION FUND
INTERNATIONAL BROTHERHOOD OF TEAMSTERS UNION LOCAL 710 PENSION FUND
MOKENA, IL
Other
NONE
8,163$4.2B$1.0M
TRUSTEES OF I.B. OF T. UNION LOCAL 710 PENSION FUND
INTERNATIONAL BROTHERHOOD OF TEAMSTERS UNION LOCAL 710 PENSION FUND
MOKENA, IL
Other
NONE
8,622$4.0B$900K
BOARD OF TRUSTEES, WESTERN UNITE HERE AND EMPLOYERS
WESTERN UNITE HERE AND EMPLOYERS PENSION FUND
SAN FRANCISCO, CA
Other
NONE
68,191$3.7B$297K
GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC.
GUNDERSEN LUTHERAN EMPLOYEES' RETIREMENT PLAN
LA CROSSE, WI
Other
NONE
9,660$2.9B$410K
GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC.
GUNDERSEN LUTHERAN EMPLOYEES' RETIREMENT PLAN
LA CROSSE, WI
Other
NONE
8,360$2.5B$357K
GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC.
GUNDERSEN LUTHERAN EMPLOYEES' RETIREMENT PLAN
LA CROSSE, WI
Other
NONE
7,313$2.2B$349K
BOARD OF TRUSTEES MICHIGAN LABORERS' PENSION FUND
MICHIGAN LABORERS' PENSION PLAN
LANSING, MI
Other
NONE
9,786$1.3B$69K
BD OF TEES HEATING, PIPING & REFRIGERATION PENSION FUND
HEATING, PIPING AND REFRIGERATION PENSION FD PENSION FUND
CAPITOL HEIGHTS, MD
Other
SERVICE PROVIDER
4,817$1.2B$252K
BD OF TEES HEATING, PIPING & REFRIGERATION PENSION FUND
HEATING, PIPING AND REFRIGERATION PENSION FD PENSION FUND
CAPITOL HEIGHTS, MD
Other
SERVICE PROVIDER
4,128$1.1B$221K
PROVIDENCE HEALTH & SERVICES
PROVIDENCE HEALTH & SERVICES AND SWEDISH HEALTH SERVICES MASTER RETIREMENT TRUST
RENTON, WA
Other
NONE
$1.1B$155K
BOARD OF TRUSTEES, SAN FRANCISCO CULINARY BARTENDERS &
SAN FRANCISCO CULINARY BARTENDERS & SERVICE EMPLOYEES PENSION PLAN
PLEASANTON, CA
Other
NONE
5,292$609.6M$264K
ATMOS ENERGY CORPORATION
ATMOS ENERGY CORPORATION PENSION ACCOUNT PLAN
DALLAS, TX
Advisor / Consultant
INVESTMENT MANAGER
1,717$580.5M$254K
ATMOS ENERGY CORPORATION
ATMOS ENERGY CORPORATION PENSION ACCOUNT PLAN
DALLAS, TX
Advisor / Consultant
INVESTMENT MANAGER
1,882$547.2M$245K
BOARD OF TRUSTEES OF PENSION FUND
PENSION FUND UNITED SCENIC ARTISTS LOCAL 829
ENGLEWOOD CLIFFS, NJ
Other
NONE
2,834$533.6M$283K
ATMOS ENERGY CORPORATION
ATMOS ENERGY CORPORATION PENSION ACCOUNT PLAN
DALLAS, TX
Advisor / Consultant
INVESTMENT MANAGER
2,060$509.2M$231K
BOARD OF TRUSTEES OF PENSION FUND
PENSION FUND UNITED SCENIC ARTISTS LOCAL 829
ENGLEWOOD CLIFFS, NJ
Other
NONE
2,441$487.6M$250K
BOARD OF TRUSTEES OF THE UMWA 1985 CONSTRUCTION WORKERS
UNITED MINE WORKERS OF AMERICA 1985 CONSTRUCTION WORKERS PENSION PLAN
WHEELING, WV
Other
NONE
195$469.6M$133K
BOARD OF TRUSTEES OF THE UMWA 1985 CONSTRUCTION WORKERS
UNITED MINE WORKERS OF AMERICA 1985 CONSTRUCTION WORKERS PENSION PLAN
WHEELING, WV
Other
NONE
197$447.1M$123K
BOARD OF TRUSTEES OF PENSION FUND
PENSION FUND UNITED SCENIC ARTISTS LOCAL 829
ENGLEWOOD CLIFFS, NJ
Other
NONE
3,050$440.5M$239K
BOARD OF TRUSTEES OF THE UMWA 1985 CONSTRUCTION WORKERS
UNITED MINE WORKERS OF AMERICA 1985 CONSTRUCTION WORKERS PENSION PLAN
WHEELING, WV
Other
NONE
234$431.8M$103K
BOARD OF TRUSTEES, WESTERN GLAZIERS RETIREMENT PLAN
WESTERN GLAZIERS RETIREMENT PLAN
TUKWILA, WA
Other
NONE
1,031$371.0M$189K
IBEW LOCAL UNION NO. 124 PENSION TRUST FUND
LOCAL UNION NO. 124 I. B. E. W. PENSION TRUST FUND
KANSAS CITY, MO
Other
NONE
2,230$353.1M$273K
BOARD OF TRUSTEES, WESTERN GLAZIERS RETIREMENT PLAN
WESTERN GLAZIERS RETIREMENT PLAN
TUKWILA, WA
Other
NONE
1,153$335.7M$162K
IBEW LOCAL UNION NO. 124 PENSION TRUST FUND
LOCAL UNION NO. 124 I. B. E. W. PENSION TRUST FUND
KANSAS CITY, MO
Other
NONE
2,078$314.6M$229K
U.A. PLUMBERS & STEAMFITTERS LOCAL 22 PENSION FUND
U.A. PLUMBERS & STEAMFITTERS LOCAL 22 PENSION FUND
WEST SENECA, NY
Other
NONE
851$288.9M$112K
U.A. PLUMBERS & STEAMFITTERS LOCAL 22 PENSION FUND
U.A. PLUMBERS & STEAMFITTERS LOCAL 22 PENSION FUND
WEST SENECA, NY
Other
NONE
833$271.2M$119K
BOARD OF TRUSTEES, UTAH PIPE TRADES PENSION
UTAH PIPE TRADES PENSION TRUST FUND
PLEASANTON, CA
Other
NONE
1,181$263.3M$245K
U.A. PLUMBERS & STEAMFITTERS LOCAL 22 PENSION FUND
U.A. PLUMBERS & STEAMFITTERS LOCAL 22 PENSION FUND
WEST SENECA, NY
Other
NONE
795$255.3M$130K
BOARD OF TRUSTEES TEAMSTER AFFILIATES PENSION PLAN
TEAMSTER AFFILIATES PENSION PLAN
WASHINGTON, DC
Other
NONE
282$250.1M$98K
BOARD OF TRUSTEES, UTAH PIPE TRADES PENSION
UTAH PIPE TRADES PENSION TRUST FUND
PLEASANTON, CA
Other
NONE
1,186$244.7M$206K
BOARD OF TRUSTEES TEAMSTER AFFILIATES PENSION PLAN
TEAMSTER AFFILIATES PENSION PLAN
WASHINGTON, DC
Other
NONE
282$234.1M$103K
BOARD OF TRUSTEES, UTAH PIPE TRADES PENSION
UTAH PIPE TRADES PENSION TRUST FUND
PLEASANTON, CA
Other
NONE
1,097$214.3M$185K
BOARD OF TRUSTEES INSULATORS LOCAL NO. 2 PENSION PLAN
INSULATORS LOCAL NO. 2 PENSION PLAN
PITTSBURGH, PA
Other
NONE
421$205.8M$161K
BOARD OF TRUSTEES INSULATORS LOCAL NO. 2 PENSION PLAN
INSULATORS LOCAL NO. 2 PENSION PLAN
PITTSBURGH, PA
Other
NONE
458$198.3M$161K
BOARD OF TRUSTEES INSULATORS LOCAL NO. 2 PENSION PLAN
INSULATORS LOCAL NO. 2 PENSION PLAN
PITTSBURGH, PA
Other
NONE
495$188.3M$153K
OSHKOSH CORPORATION
OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN
OSHKOSH, WI
Other
NONE
885$165.8M$162K
PIERCE MANUFACTURING, INC.
PIERCE MANUFACTURING INC. PENSION PLAN
APPLETON, WI
Other
NONE
813$157.2M$153K
OSHKOSH CORPORATION
OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN
OSHKOSH, WI
Other
NONE
980$155.4M$147K
PIERCE MANUFACTURING, INC.
PIERCE MANUFACTURING INC. PENSION PLAN
APPLETON, WI
Other
NONE
898$146.8M$138K
OSHKOSH CORPORATION
OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN
OSHKOSH, WI
Other
NONE
1,108$142.1M$158K
PIERCE MANUFACTURING, INC.
PIERCE MANUFACTURING INC. PENSION PLAN
APPLETON, WI
Other
NONE
991$133.3M$148K
BOARD OF TRUSTEES LABORERS LOCAL 231 PENSION FUND
LABORERS LOCAL 231 PENSION PLAN
PEKIN, IL
Other
NONE
462$125.8M$49K
BOARD OF TRUSTEES LABORERS LOCAL 231 PENSION FUND
LABORERS LOCAL 231 PENSION PLAN
PEKIN, IL
Other
NONE
455$112.7M$41K
BOARD OF TRUSTEES LABORERS LOCAL 231 PENSION FUND
LABORERS LOCAL 231 PENSION PLAN
PEKIN, IL
Other
NONE
426$101.3M$40K
TRUSTEES OF LDC PENSION FUND FOR BALTIMORE AND VICINITY
LABORERS' DISTRICT COUNCIL PENSION FUND FOR BALTIM
COLUMBIA, MD
Other
NONE
644$85.6M$94K
TRUSTEES OF LDC PENSION FUND FOR BALTIMORE AND VICINITY
LABORERS' DISTRICT COUNCIL PENSION FUND FOR BALTIM
COLUMBIA, MD
Other
NONE
373$78.0M$89K
TRUSTEES OF LDC PENSION FUND FOR BALTIMORE AND VICINITY
LABORERS' DISTRICT COUNCIL PENSION FUND FOR BALTIM
COLUMBIA, MD
Other
NONE
422$71.7M$107K
BOARD OF TRUSTEES, SAN FRANCISCO CULINARY BARTENDERS &
SAN FRANCISCO CULINARY BARTENDERS & SERVICE EMPLOYEES PENSION PLAN
PLEASANTON, CA
Other
NONE
0$0$208K
SYSTEMATIC FINANCIAL — Form 5500 Service Provider Profile | Form 5500 Search