VULCAN VALUE
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
58
Active participants
373,120
Total plan assets
$395.9B
Filings (rows)
58
Direct comp
$24.0M
Indirect comp
$16K
Aggregating 2 name variants under "VULCAN VALUE"
SERVICES PROVIDED
Other43
Advisor / Consultant15
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| VULCAN VALPART LGCP CIFR1 | 3 |
Top plans served
All 58 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| LOCKHEED MARTIN CORPORATION LMC DEFINED CONTRIBUTION MASTER TRUST | BETHESDA, MD | Advisor / Consultant INVESTMENT MANAGEMENT | — | $56.1B | $2.1M |
| LOCKHEED MARTIN CORPORATION LMC DEFINED CONTRIBUTION MASTER TRUST | BETHESDA, MD | Advisor / Consultant INVESTMENT MANAGEMENT | — | $51.8B | $296K |
| LOCKHEED MARTIN CORPORATION LMC DEFINED CONTRIBUTION MASTER TRUST | BETHESDA, MD | Advisor / Consultant INVESTMENT MANAGEMENT | — | $47.8B | $295K |
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST | BETHESDA, MD | Advisor / Consultant INVESTMENT MANAGER | — | $24.9B | $517K |
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST | BETHESDA, MD | Advisor / Consultant INVESTMENT MANAGEMENT | — | $24.6B | $2.0M |
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST | BETHESDA, MD | Advisor / Consultant INVESTMENT MANAGEMENT | — | $23.7B | $2.0M |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE RETIREMENT PLAN | JERSEY CITY, NJ | Other NONE | 83,812 | $16.3B | $176K |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE RETIREMENT PLAN | JERSEY CITY, NJ | Other NONE | 78,270 | $16.1B | $57K |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE RETIREMENT PLAN | JERSEY CITY, NJ | Other NONE | 90,644 | $14.8B | $161K |
| PFIZER INC MASTER TRUST BETWEEN PFIZER INC AND THE NORTHERN TRUST COMPANY | PEAPACK, NJ | Other INV. MGMT | — | $10.8B | $1.9M |
| PFIZER INC MASTER TRUST BETWEEN PFIZER INC AND THE NORTHERN TRUST COMPANY | NEW YORK, NY | Other INV. MGMT | — | $10.8B | $1.3M |
| PFIZER INC MASTER TRUST BETWEEN PFIZER INC AND THE NORTHERN TRUST COMPANY | NEW YORK, NY | Other INV. MGMT | — | $9.8B | $166K |
| AMGEN INC. AMGEN RETIREMENT AND SAVINGS PLAN | THOUSAND OAKS, CA | Other NONE | 12,355 | $6.9B | $904K |
| EXELON CORPORATION EXELON CORPORATION DCRP MASTER TRUST - PRIMARY | CHICAGO, IL | Advisor / Consultant INVESTMENT MANAGER | — | $6.1B | $350K |
| AMGEN INC. AMGEN RETIREMENT AND SAVINGS PLAN | THOUSAND OAKS, CA | Other NONE | 12,714 | $6.0B | $1.1M |
| EXELON CORPORATION EXELON CORPORATION DCRP MASTER TRUST - PRIMARY | CHICAGO, IL | Advisor / Consultant INVESTMENT MANAGER | — | $5.7B | $498K |
| PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED MASTER RETIREMENT TRUST | NEWARK, NJ | Other NONE | — | $5.4B | $1.2M |
| EXELON CORPORATION EXELON CORPORATION DCRP MASTER TRUST - PRIMARY | CHICAGO, IL | Advisor / Consultant INVESTMENT MANAGER | — | $5.1B | $518K |
| PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED MASTER RETIREMENT TRUST | NEWARK, NJ | Other NONE | — | $4.6B | $80K |
| WESTROCK COMPANY WESTROCK COMPANY CONSOLIDATED PENSION PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT MANAGEMENT | 11,262 | $4.0B | $35K |
| AMERICAN INTERNATIONAL GROUP, INC. AMERICAN INTERNATIONAL GROUP INC RETIREMENT PLAN | NEW YORK, NY | Other NONE | 4,176 | $3.5B | $232K |
| AMERICAN INTERNATIONAL GROUP, INC. AMERICAN INTERNATIONAL GROUP INC RETIREMENT PLAN | NEW YORK, NY | Other NONE | 3,424 | $3.3B | $94K |
| SALT RIVER VALLEY WATER USERS ASSOCIATION SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN | PHOENIX, AZ | Advisor / Consultant INVESTMENT MANAGER | 5,246 | $2.9B | $388K |
| THE HEARST CORPORATION THE HEARST CORPORATION MASTER TRUST FOR PENSION AND PROFIT SHARING PLANS | CHARLOTTE, NC | Other NONE | — | $2.8B | $148K |
| SALT RIVER VALLEY WATER USERS ASSOCIATION SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN | PHOENIX, AZ | Advisor / Consultant INVESTMENT MANAGER | 4,989 | $2.8B | $353K |
| SALT RIVER VALLEY WATER USERS ASSOCIATION SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN | PHOENIX, AZ | Advisor / Consultant INVESTMENT MANAGER | 4,790 | $2.5B | $328K |
| THE HEARST CORPORATION THE HEARST CORPORATION MASTER TRUST FOR PENSION AND PROFIT SHARING PLANS | CHARLOTTE, NC | Other NONE | — | $2.5B | $772K |
| EXELON CORPORATION EXELON CORP PENSION MASTER TRUST- EQUITY | CHICAGO, IL | Other INVESTMENT MANGEMENT | — | $2.4B | $1.5M |
| EXELON CORPORATION EXELON CORP PENSION MASTER TRUST- EQUITY | CHICAGO, IL | Other INVESTMENT MANGEMENT | — | $2.3B | $719K |
| EXELON CORPORATION EXELON CORP PENSION MASTER TRUST- EQUITY | CHICAGO, IL | Other INVESTMENT MANGEMENT | — | $2.3B | $1.1M |
| OLIN CORPORATION THE OLIN PENSION PLANS MASTER RETIREMENT TRUST | CLAYTON, MO | Other NONE | — | $2.0B | $58K |
| KELLOGG COMPANY KELLOGG COMPANY MASTER RETIREMENT TRUST | BATTLE CREEK, MI | Other N/A | — | $1.8B | $331K |
| THE CULTURAL INSTITUTIONS RETIREMENT SYSTEM THE CULTURAL INSTITUTIONS PENSION PLAN | NEW YORK, NY | Other NONE | 6,665 | $1.5B | $32K |
| KELLANOVA KELLANOVA PENSION MASTER TRUST | CHICAGO, IL | Other N/A | — | $1.3B | $181K |
| KELLOGG COMPANY KELLOGG COMPANY RETIREE WELFARE BENEFIT PLAN | BATTLE CREEK, MI | Other N/A | 0 | $1.2B | $442K |
| CONSTELLATION ENERGY GENERATION LLC CONSTELLATION PENSION MASTER TRUST - EQUITY | KENNETT SQUARE, PA | Advisor / Consultant INVESTMENT MANAGEMENT | — | $1.2B | $80K |
| CONSTELLATION ENERGY GENERATION LLC CONSTELLATION PENSION MASTER TRUST - EQUITY | KENNETT SQUARE, PA | Advisor / Consultant INVESTMENT MANAGER | — | $1.1B | $661K |
| AMGEN MANUFACTURING LIMITED LLC THE RETIREMENT AND SAVINGS PLAN FOR AMGEN MANUFACTURING LIMITED LLC | JUNCOS, PR | Other NONE | 2,608 | $719.3M | $82K |
| AMGEN MANUFACTURING, LIMITED THE RETIREMENT AND SAVINGS PLAN FOR AMGEN MANUFACTURING, LIMITED | JUNCOS, PR | Other NONE | 2,713 | $610.7M | $105K |
| KELLANOVA KELLANOVA RETIREE WELFARE BENEFIT PLAN | CHICAGO, IL | Other N/A | 0 | $597.4M | $187K |
| LIFESPAN CORPORATION D/B/A BROWN UNIVERSITY HEALTH BROWN HEALTH DEFINED BENEFIT RETIREMENT PLAN | PROVIDENCE, RI | Other INVESTMENT MGMT | 6,688 | $537.7M | $9K |
| STOEL RIVES LLP STOEL RIVES RETIREMENT PLAN | PORTLAND, OR | Other NONE | 654 | $536.6M | $14K |
| LIFESPAN CORPORATION LIFESPAN CORPORATION RETIREMENT PLAN | PROVIDENCE, RI | Other INVESTMENT MGMT | 7,041 | $514.9M | $69K |
| UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NY RETIREMENT PLAN FOR EMPLOYEES OF UNITED JEWISH | NEW YORK, NY | Other NONE | 4,717 | $505.8M | $8K |
| STOEL RIVES LLP STOEL RIVES RETIREMENT PLAN | PORTLAND, OR | Other NONE | 682 | $505.1M | $45K |
| LIFESPAN CORPORATION LIFESPAN CORPORATION RETIREMENT PLAN | PROVIDENCE, RI | Other INVESTMENT MGMT | 7,439 | $464.0M | $116K |
| HAWAII PACIFIC HEALTH HAWAII PACIFIC HEALTH RETIREMENT PLAN | HONOLULU, HI | Other NONE | 5,658 | $452.5M | $48K |
| HAWAII PACIFIC HEALTH HAWAII PACIFIC HEALTH RETIREMENT PLAN | HONOLULU, HI | Other NONE | 5,817 | $430.1M | $35K |
| HAWAII PACIFIC HEALTH HAWAII PACIFIC HEALTH RETIREMENT PLAN | HONOLULU, HI | Other NONE | 5,550 | $407.7M | $68K |
| MOUNT SINAI SOUTH NASSAU RETIREMENT PLAN FOR EMPLOYEES OF SOUTH NASSAU COMMUNITIES HOSPITAL | OCEANSIDE, NY | Other NONE | 761 | $135.5M | $27K |
| SOUTH NASSAU COMMUNITIES HOSPITAL RETIREMENT PLAN FOR EMPLOYEES OF SOUTH NASSAU COMMUNITIES HOSPITAL | OCEANSIDE, NY | Other NONE | 853 | $133.3M | $47K |
| MOUNT SINAI SOUTH NASSAU RETIREMENT PLAN FOR EMPLOYEES OF SOUTH NASSAU COMMUNITIES HOSPITAL | OCEANSIDE, NY | Other NONE | 714 | $131.5M | $9K |
| THE CHILDREN'S AID SOCIETY THE CHILDREN'S AID SOCIETY RETIREMENT PLAN | NEW YORK, NY | Other NONE | 211 | $87.8M | $12K |
| BOARD OF TRUSTEES CLUB EMPLOYEES PENSION FUND CLUB EMPLOYEES PENSION FUND | NEW YORK, NY | Other NONE | 1,153 | $87.5M | $48K |
| THE CHILDREN'S AID SOCIETY THE CHILDREN'S AID SOCIETY RETIREMENT PLAN | NEW YORK, NY | Other NONE | 195 | $85.1M | $15K |
| BOARD OF TRUSTEES CLUB EMPLOYEES PENSION FUND CLUB EMPLOYEES PENSION FUND | NEW YORK, NY | Other NONE | 1,096 | $79.4M | $42K |
| THE CHILDREN'S AID SOCIETY THE CHILDREN'S AID SOCIETY RETIREMENT PLAN | NEW YORK, NY | Other NONE | 223 | $78.5M | $5K |
| BOARD OF TRUSTEES CLUB EMPLOYEES PENSION FUND CLUB EMPLOYEES PENSION FUND | NEW YORK, NY | Other NONE | 0 | $0 | $49K |