Form 5500 Search

TOTAL 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
16
Active participants
373,123
Total plan assets
$156.2B
Filings (rows)
16
Direct comp
$4.0M
Indirect comp
$0
Aggregating 2 name variants under "TOTAL INVESTMENT"

SERVICES PROVIDED

Other12
Advisor / Consultant4

Top plans served

All 16 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
DELTA AIR LINES, INC.
DELTA 401(K) RETIREMENT PLAN
ATLANTA, GA
Advisor / Consultant
INVESTMENT ADVISOR
89,993$19.0B$49K
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
17,444$16.8B$675K
DELTA AIR LINES, INC.
DELTA 401(K) RETIREMENT PLAN
ATLANTA, GA
Other
NONE
89,836$16.2B$6K
DELTA AIR LINES, INC.
DELTA 401(K) RETIREMENT PLAN FOR PILOTS
ATLANTA, GA
Advisor / Consultant
INVESTMENT ADVISOR
14,981$15.9B$231K
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
16,617$14.4B$712K
DELTA AIR LINES, INC.
DELTA 401(K) RETIREMENT PLAN FOR PILOTS
ATLANTA, GA
Other
NONE
14,473$13.7B$33K
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Other
NONE
14,959$11.8B$772K
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
IRVING, TX
Other
NONE
11,679$11.6B$522K
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
DALLAS, TX
Other
NONE
11,221$9.1B$456K
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
DALLAS, TX
Other
NONE
9,692$7.6B$454K
JETBLUE AIRWAYS CORPORATION
JETBLUE AIRWAYS RETIREMENT PLAN
LONG ISLAND CITY, NY
Other
NONE
23,089$5.4B$15K
JETBLUE AIRWAYS CORPORATION
JETBLUE AIRWAYS RETIREMENT PLAN
LONG ISLAND CITY, NY
Other
NONE
24,252$4.6B$12K
JETBLUE AIRWAYS CORPORATION
JETBLUE AIRWAYS RETIREMENT PLAN
LONG ISLAND CITY, NY
Other
NONE
24,195$3.7B$12K
NETJETS AVIATION, INC.
NETJETS AVIATION, INC. 401(K) RETIREMENT PLAN
COLUMBUS, OH
Other
NONE
4,042$2.5B$25K
NETJETS AVIATION, INC.
NETJETS AVIATION, INC. 401(K) RETIREMENT PLAN
COLUMBUS, OH
Other
NONE
3,522$2.1B$24K
NETJETS AVIATION, INC.
NETJETS AVIATION, INC. 401(K) RETIREMENT PLAN
COLUMBUS, OH
Other
NONE
3,128$1.7B$18K
TOTAL INVESTMENT — Form 5500 Service Provider Profile | Form 5500 Search