WEALTH MANAGEMENT
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
207
Active participants
1,354,745
Total plan assets
$213.8B
Filings (rows)
207
Direct comp
$964K
Indirect comp
$0
Aggregating 9 name variants under "WEALTH MANAGEMENT"
SERVICES PROVIDED
Other183
Advisor / Consultant23
Legal counsel1
Top plans served
All 207 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| WALGREEN CO. WALGREENS RETIREMENT SAVINGS PLAN | DEERFIELD, IL | Other NONE | 233,635 | $13.4B | $0 |
| KOCH COMPANIES, LLC KOCH COMPANIES DEFINED CONTRIBUTION MASTER TRUST | WICHITA, KS | Other NONE | — | $13.4B | $0 |
| GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN 6.0 | RESTON, VA | Other AUTOMATIC ROLLOVER PROG | 52,307 | $12.4B | $0 |
| KOCH COMPANIES, LLC KOCH COMPANIES DEFINED CONTRIBUTION MASTER TRUST | WICHITA, KS | Other NONE | — | $12.2B | $0 |
| WALGREEN CO. WALGREENS RETIREMENT SAVINGS PLAN | DEERFIELD, IL | Other NONE | 235,331 | $11.7B | $0 |
| GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN 6.0 | RESTON, VA | Other AUTOMATIC ROLLOVER PROG | 49,414 | $11.2B | $0 |
| GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN 6.0 | RESTON, VA | Other AUTOMATIC ROLLOVER PROG | 48,860 | $9.6B | $0 |
| ALBERTSONS COMPANIES, INC. ALBERTSONS COMPANIES MASTER TRUST | BOISE, ID | Other NONE | — | $8.0B | $0 |
| GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) QACA PLAN | RESTON, VA | Other AUTOMATIC ROLLOVER PROG | 28,117 | $7.9B | $0 |
| ALBERTSONS COMPANIES, INC. ALBERTSONS COMPANIES MASTER TRUST | BOISE, ID | Other NONE | — | $7.4B | $0 |
| GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) QACA PLAN | RESTON, VA | Other AUTOMATIC ROLLOVER PROG | 27,525 | $7.3B | $0 |
| ALBERTSONS COMPANIES, INC. ALBERTSONS COMPANIES MASTER TRUST | BOISE, ID | Other NONE | — | $6.5B | $0 |
| GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN 4.0 | RESTON, VA | Other AUTOMATIC ROLLOVER PROG | 31,038 | $6.4B | $0 |
| PPG INDUSTRIES, INC. PPG INDUSTRIES, INC. EMPLOYEE SAVINGS PLAN | PITTSBURGH, PA | Other NONE | 11,668 | $4.3B | $0 |
| PPG INDUSTRIES, INC. PPG INDUSTRIES, INC. EMPLOYEE SAVINGS PLAN | PITTSBURGH, PA | Other OTHER SERVICES | 16,534 | $4.1B | $0 |
| PPG INDUSTRIES, INC. PPG INDUSTRIES, INC. EMPLOYEE SAVINGS PLAN | PITTSBURGH, PA | Other NONE | 15,938 | $3.6B | — |
| ARCHER DANIELS MIDLAND COMPANY MASTER TRUST AGREEMENT FOR THE ADM 401(K) AND EMPLOYEE STOCK OWNERSHIP PLANS | DECATUR, IL | Other NONE | — | $3.0B | $0 |
| ARCHER DANIELS MIDLAND COMPANY MASTER TRUST AGREEMENT FOR THE ADM 401(K) AND EMPLOYEE STOCK OWNERSHIP PLANS | DECATUR, IL | Other NONE | — | $2.8B | $0 |
| ARCHER DANIELS MIDLAND COMPANY MASTER TRUST AGREEMENT FOR THE ADM 401(K) AND EMPLOYEE STOCK OWNERSHIP PLANS | DECATUR, IL | Other NONE | — | $2.6B | $0 |
| UNIVERSITY HOSPITALS HEALTH SYSTEM UNIVERSITY HOSPITALS HEALTH SYSTEM 403(B) MATCHED RETIREMENT SAVINGS PLAN | CLEVELAND, OH | Other OTHER SERVICES/FEES | 29,885 | $2.5B | $0 |
| ARCHER DANIELS MIDLAND COMPANY ADM 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN FOR SALARIED EMPLOYEES | DECATUR, IL | Other NONE | 8,748 | $2.3B | $0 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA THE GUARDIAN MASTER INVESTMENT TRUST PLAN | NEW YORK, NY | Other NONE | — | $2.2B | $0 |
| NUTRIEN US LLC NUTRIEN 401(K) RETIREMENT PLAN MASTER TRUST | LOVELAND, CO | Other NONE | — | $2.2B | $0 |
| UNIVERSITY HOSPITALS HEALTH SYSTEM UNIVERSITY HOSPITALS HEALTH SYSTEM 403(B) MATCHED RETIREMENT SAVINGS PLAN | CLEVELAND, OH | Other NONE | 27,009 | $2.1B | $0 |
| GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN FOR REPRESENTED EMPLOYEES | RESTON, VA | Other AUTOMATIC ROLLOVER PROG | 18,408 | $2.1B | $0 |
| GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN FOR REPRESENTED EMPLOYEES | RESTON, VA | Other AUTOMATIC ROLLOVER PROG | 17,637 | $2.0B | $0 |
| NUTRIEN US LLC NUTRIEN 401(K) RETIREMENT PLAN MASTER TRUST | LOVELAND, CO | Other OTHER SERVICES | — | $2.0B | $0 |
| US ACUTE CARE SOLUTIONS US ACUTE CARE SOLUTIONS PROFIT SHARING/401(K) PLAN AND TRUST | CANTON, OH | Other NONE | 6,627 | $1.9B | $0 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA THE GUARDIAN MASTER INVESTMENT TRUST PLAN | NEW YORK, NY | Other NONE | — | $1.9B | $0 |
| GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN FOR REPRESENTED EMPLOYEES | RESTON, VA | Other AUTOMATIC ROLLOVER PROG | 16,900 | $1.8B | $0 |
| UNIVERSITY HOSPITALS HEALTH SYSTEM UNIVERSITY HOSPITALS HEALTH SYSTEM 403(B) MATCHED RETIREMENT SAVINGS PLAN | CLEVELAND, OH | Other NONE | 26,534 | $1.7B | $0 |
| NUTRIEN US LLC NUTRIEN 401(K) RETIREMENT PLAN MASTER TRUST | LOVELAND, CO | Other OTHER SERVICES | — | $1.7B | $0 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA THE GUARDIAN MASTER INVESTMENT TRUST PLAN | NEW YORK, NY | Other NONE | — | $1.7B | $0 |
| GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN 3.0 | RESTON, VA | Other AUTOMATIC ROLLOVER PROG | 2,096 | $1.5B | $0 |
| GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN 3.0 | RESTON, VA | Other AUTOMATIC ROLLOVER PROG | 1,711 | $1.5B | $0 |
| BLUE CROSS AND BLUE SHIELD OF FLORIDA, INC. BLUE CROSS AND BLUE SHIELD OF FLORIDA, INC. 401(K) RETIREMENT SAVINGS PLAN | JACKSONVILLE, FL | Other NONE | 8,959 | $1.5B | $0 |
| CALIFORNIA PHYSICIANS SERVICE, DBA BLUE SHIELD OF CA BLUE SHIELD OF CALIFORNIA TAX DEFERRED SALARY INVESTMENT PLAN | OAKLAND, CA | Other NONE | 7,242 | $1.4B | $0 |
| GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN 3.0 | RESTON, VA | Other AUTOMATIC ROLLOVER PROG | 1,728 | $1.4B | $0 |
| BLUE CROSS AND BLUE SHIELD OF SOUTH CAROLINA BLUE CROSS BLUE SHIELD OF SC EMPLOYEE SAVINGS AND SALARY REDUCTION PLAN | COLUMBIA, SC | Other NONE | 11,878 | $1.3B | $0 |
| CAMBIA HEALTH SOLUTIONS, INC. CAMBIA HEALTH SOLUTIONS, INC. 401(K) SAVINGS PLAN | PORTLAND, OR | Other NONE | 4,854 | $1.3B | $0 |
| BLUE CROSS AND BLUE SHIELD OF FLORIDA, INC. BLUE CROSS AND BLUE SHIELD OF FLORIDA, INC. 401(K) RETIREMENT SAVINGS PLAN | JACKSONVILLE, FL | Other NONE | 8,600 | $1.2B | $0 |
| CALIFORNIA PHYSICIANS SERVICE, DBA BLUE SHIELD OF CA BLUE SHIELD OF CALIFORNIA TAX DEFERRED SALARY INVESTMENT PLAN | OAKLAND, CA | Other NONE | 7,821 | $1.2B | $0 |
| BLUE CROSS BLUE SHIELD OF TENNESSEE BLUECROSS BLUESHIELD OF TENNESSEE EMPLOYEE RETIREMENT SAVINGS PROGRAM | CHATTANOOGA, TN | Other NONE | 6,596 | $1.1B | $0 |
| CAMBIA HEALTH SOLUTIONS, INC. CAMBIA HEALTH SOLUTIONS, INC. 401(K) SAVINGS PLAN | PORTLAND, OR | Other NONE | 4,562 | $1.1B | $0 |
| BLUE CROSS AND BLUE SHIELD OF SOUTH CAROLINA BLUE CROSS BLUE SHIELD OF SC EMPLOYEE SAVINGS AND SALARY REDUCTION PLAN | COLUMBIA, SC | Other NONE | 11,348 | $1.1B | $0 |
| INFOR (US), INC. INFOR 401(K) SAVINGS PLAN | ALPHARETTA, GA | Other NONE | 4,832 | $1.0B | $0 |
| BLUE CROSS BLUE SHIELD OF TENNESSEE BLUECROSS BLUESHIELD OF TENNESSEE EMPLOYEE RETIREMENT SAVINGS PROGRAM | CHATTANOOGA, TN | Other NONE | 6,244 | $896.3M | $0 |
| CONCENTRIX CVG CORPORATION CONCENTRIX RETIREMENT AND SAVINGS PLAN | CINCINNATI, OH | Other NONE | 35,537 | $879.7M | $0 |
| CONCENTRIX CVG CORPORATION CONCENTRIX RETIREMENT AND SAVINGS PLAN | CINCINNATI, OH | Other OTHER SERVICES | 16,747 | $797.6M | $0 |
| GRAND TRUNK CORPORATION CANADIAN NATIONAL RAILWAY COMPANY SAVINGS PLAN FOR U.S. OPERATIONS | HOMEWOOD, IL | Other OTHER SERVICES | 7,289 | $767.4M | $0 |
| UHHS UHHS 401(K) RETIREMENT SAVINGS PLAN | SHAKER HEIGHTS, OH | Other OTHER SERVICES/FEES | 8,319 | $766.9M | $0 |
| EXCELLUS HEALTH PLAN INC. EXCELLUS 401(K) PLAN | ROCHESTER, NY | Other NONE | 4,495 | $751.3M | $0 |
| UHHS UHHS 401(K) RETIREMENT SAVINGS PLAN | SHAKER HEIGHTS, OH | Other OTHER SERVICES/FEES | 4,655 | $702.9M | $0 |
| GRAND TRUNK CORPORATION CANADIAN NATIONAL RAILWAY COMPANY SAVINGS PLAN FOR U.S. OPERATIONS | HOMEWOOD, IL | Other NONE | 6,931 | $696.7M | $0 |
| CONCENTRIX CVG CORPORATION CONCENTRIX RETIREMENT AND SAVINGS PLAN | CINCINNATI, OH | Other OTHER SERVICES | 15,691 | $640.5M | $0 |
| TTM TECHNOLOGIES, INC. TTM TECHNOLOGIES 401(K) RETIREMENT SAVINGS PLAN | LITTLETON, CO | Other NONE | 5,744 | $624.6M | $0 |
| EXCELLUS HEALTH PLAN INC. EXCELLUS 401(K) PLAN | ROCHESTER, NY | Other NONE | 4,279 | $618.7M | $0 |
| UHHS UHHS 401(K) RETIREMENT SAVINGS PLAN | SHAKER HEIGHTS, OH | Other OTHER SERVICES/FEES | 4,606 | $615.2M | $0 |
| LOUISIANA HEALTH SERVICE & INDEMNITY COMPANY LOUISIANA HEALTH SERVICE & INDEMNITY CO. TAX-FAVORED SAVINGS PROGRAM | BATON ROUGE, LA | Other NONE | 3,698 | $594.2M | $0 |
| GRAND TRUNK CORPORATION CANADIAN NATIONAL RAILWAY COMPANY SAVINGS PLAN FOR U.S. OPERATIONS | HOMEWOOD, IL | Other OTHER SERVICE | 6,661 | $581.5M | $0 |
| LOUISIANA HEALTH SERVICE & INDEMNITY COMPANY LOUISIANA HEALTH SERVICE & INDEMNITY CO. TAX-FAVORED SAVINGS PROGRAM | BATON ROUGE, LA | Other NONE | 3,719 | $490.7M | $0 |
| LINCARE INC. LINCARE EMPLOYEES' 401(K) PLAN | CLEARWATER, FL | Other OTHER SERVICES | 10,501 | $469.8M | $0 |
| LINCARE INC. LINCARE EMPLOYEES' 401(K) PLAN | CLEARWATER, FL | Other OTHER SERVICES | 10,258 | $436.9M | $0 |
| BLUE CROSS AND BLUE SHIELD ASSOCIATION BLUE CROSS AND BLUE SHIELD ASSOCIATION TAX-FAVORED SAVINGS PROGRAM | CHICAGO, IL | Other NONE | 1,238 | $424.9M | $0 |
| PRIMORIS SERVICES CORPORATION PRIMORIS SERVICES CORPORATION 401(K) RETIREMENT SAVINGS PLAN | DALLAS, TX | Other OTHER SERVICES | 12,250 | $401.5M | $0 |
| LINCARE INC. LINCARE EMPLOYEES' 401(K) PLAN | CLEARWATER, FL | Other OTHER SERVICES | 9,875 | $380.7M | $0 |
| BLUE CROSS AND BLUE SHIELD ASSOCIATION BLUE CROSS AND BLUE SHIELD ASSOCIATION TAX-FAVORED SAVINGS PROGRAM | CHICAGO, IL | Other NONE | 1,205 | $351.7M | $0 |
| ADVENTHEALTH BENEFITS ADMINISTRATIVE COMMITTEE ADVENTHEALTH CONSOLIDATED ERISA 401(A) PLAN | ALTAMONTE SPRINGS, FL | Other NONE | 3,853 | $332.4M | $0 |
| BLUE CROSS AND BLUE SHIELD OF KANSAS, INC. TAX-FAVORED SAVINGS PROGRAM | TOPEKA, KS | Other NONE | 1,756 | $298.2M | $0 |
| UTZ QUALITY FOODS, LLC UTZ QUALITY FOODS, LLC PROFIT SHARING/401(K) PLAN | HANOVER, PA | Other OTHER SERVICE | 3,057 | $274.5M | $0 |
| BLUE CROSS AND BLUE SHIELD OF KANSAS, INC. TAX-FAVORED SAVINGS PROGRAM | TOPEKA, KS | Other NONE | 1,641 | $251.2M | $0 |
| BLUE CROSS AND BLUE SHIELD OF KANSAS CITY BLUE CROSS AND BLUE SHIELD OF KANSAS CITY 401(K) PLAN | KANSAS CITY, MO | Other NONE | 1,532 | $251.0M | $0 |
| HIGH DESERT MEDICAL CORPORATION HERITAGE MEDICAL GROUP RETIREMENT SAVINGS 401(K) PLAN | LANCASTER, CA | Other OTHER | 5,106 | $244.7M | $0 |
| DIVERSIFIED SERVICE OPTIONS, INC. DBA GUIDEWELL SOURCE DIVERSIFIED SERVICE OPTIONS, INC. DBA GUIDEWELL SOURCE 401(K) SAVINGS PLAN | JACKSONVILLE, FL | Other NONE | 2,356 | $224.2M | $0 |
| BLUE CROSS AND BLUE SHIELD OF KANSAS CITY BLUE CROSS AND BLUE SHIELD OF KANSAS CITY 401(K) PLAN | KANSAS CITY, MO | Other NONE | 1,611 | $205.0M | $0 |
| DIVERSIFIED SERVICE OPTIONS, INC. DBA GUIDEWELL SOURCE DIVERSIFIED SERVICE OPTIONS, INC. DBA GUIDEWELL SOURCE 401(K) SAVINGS PLAN | JACKSONVILLE, FL | Other NONE | 2,426 | $200.6M | $0 |
| BLUE CROSS OF IDAHO HEALTH SERVICE, INC. BLUE CROSS OF IDAHO HEALTH SERVICE, INC. 401(K) PLAN | MERIDIAN, ID | Other NONE | 1,504 | $200.2M | $0 |
| DIVERSIFIED SERVICE OPTIONS, INC. DBA GUIDEWELL SOURCE DIVERSIFIED SERVICE OPTIONS, INC. DBA GUIDEWELL SOURCE 401(K) SAVINGS PLAN | JACKSONVILLE, FL | Other NONE | 2,342 | $171.3M | $0 |
| SPS COMMERCE, INC. SPS COMMERCE, INC. 401(K) RETIREMENT SAVINGS PLAN | MINNEAPOLIS, MN | Advisor / Consultant INVESTMENT ADVISOR | 1,887 | $170.2M | $68K |
| BLUE CROSS OF IDAHO HEALTH SERVICE, INC. BLUE CROSS OF IDAHO HEALTH SERVICE, INC. 401(K) PLAN | MERIDIAN, ID | Other NONE | 1,453 | $166.4M | $0 |
| MCPHS UNIVERSITY MCPHS UNIVERSITY PENSION PLAN | BOSTON, MA | Other SERVICE PROVIDER | 720 | $150.2M | $0 |
| CORNERSTONE CAPITAL BANK CORNERSTONE CAPITAL BANK, SSB 401(K) PLAN | HOUSTON, TX | Other NONE | 1,434 | $136.2M | $0 |
| MCPHS UNIVERSITY MCPHS UNIVERSITY PENSION PLAN | BOSTON, MA | Other SERVICE PROVIDER | 670 | $131.1M | $0 |
| TVI, INC. SAVERS 401(K) PLAN | BELLEVUE, WA | Other NONE | 12,141 | $127.7M | $0 |
| MCPHS UNIVERSITY MCPHS UNIVERSITY TAX DEFERRED ANNUITY PLAN | BOSTON, MA | Other NONE | 1,761 | $124.2M | $0 |
| CORNERSTONE CAPITAL BANK CORNERSTONE CAPITAL BANK, SSB 401(K) PLAN | HOUSTON, TX | Other OTHER SEVICES | 1,434 | $123.9M | $0 |
| SPS COMMERCE, INC. SPS COMMERCE, INC. 401(K) RETIREMENT SAVINGS PLAN | MINNEAPOLIS, MN | Advisor / Consultant INVESTMENT ADVISOR | 1,708 | $119.9M | $11K |
| ADVENTHEALTH BENEFITS ADMINISTRATIVE COMMITTEE ADVENTHEALTH CONSOLIDATED ERISA 403(B) PLAN | ALTAMONTE SPRINGS, FL | Other NONE | 1,804 | $119.7M | $0 |
| LIFE AND SPECIALTY VENTURES LLC LIFE AND SPECIALTY VENTURES, LLC 401(K) PLAN | LITTLE ROCK, AR | Other NONE | 620 | $117.5M | $0 |
| GEON PERFORMANCE SOLUTIONS GEON PERFORMANCE SOLUTIONS 401(K) PLAN | WESTLAKE, OH | Other NONE | 653 | $115.5M | $0 |
| TVI, INC. SAVERS 401(K) PLAN | BELLEVUE, WA | Other NONE | 9,914 | $111.2M | $0 |
| CORNERSTONE CAPITAL BANK, SSB CORNERSTONE CAPITAL BANK, SSB 401(K) PLAN | HOUSTON, TX | Other OTHER SERVICES | 1,693 | $110.5M | $0 |
| WALGREENS SPECIALTY PHARMACY HOLDINGS, LLC ALLIANCERX WALGREENS PHARMACY 401(K) PLAN | ORLANDO, FL | Other NONE | 2,245 | $108.7M | $0 |
| BLUE CROSS AND BLUE SHIELD OF MISSISSIPPI, A MUTUAL INSURANCE COMPANY TAX FAVORED SAVINGS PROGRAM | FLOWOOD, MS | Other NONE | 504 | $106.5M | $0 |
| COBLENTZ PATCH DUFFY & BASS LLP COBLENTZ PATCH DUFFY & BASS LLP 401(K) PROFIT SHARING PLAN | SAN FRANCISCO, CA | Other NONE | 155 | $105.4M | $0 |
| DIODES, INC. DIODES, INC. 401(K) PLAN | PLANO, TX | Other NONE | 438 | $103.3M | $58K |
| GEON PERFORMANCE SOLUTIONS GEON PERFORMANCE SOLUTIONS 401(K) PLAN | WESTLAKE, OH | Other NONE | 641 | $103.3M | $0 |
| FIESTA MART, L.L.C. FIESTA MART, L.L.C. 401(K) RETIREMENT AND SAVINGS PLAN | HOUSTON, TX | Other NONE | 6,641 | $100.2M | $0 |
| COBLENTZ, PATCH, DUFFY & BASS LLP COBLENTZ PATCH DUFFY & BASS LLP 401(K) PROFIT SHARING PLAN | SAN FRANCISCO, CA | Other NONE | 149 | $97.6M | $0 |
| LIFE AND SPECIALTY VENTURES LLC LIFE AND SPECIALTY VENTURES, LLC 401(K) PLAN | LITTLE ROCK, AR | Other NONE | 604 | $96.2M | $0 |
| FIESTA MART, L.L.C. FIESTA MART, L.L.C. 401(K) RETIREMENT AND SAVINGS PLAN | HOUSTON, TX | Other NONE | 5,942 | $95.2M | $0 |
| EVERBRIDGE, INC. EVERBRIDGE, INC. 401(K) PROFIT SHARING PLAN & TRUST | VIENNA, VA | Other NONE | 680 | $92.5M | $0 |
| TVI, INC. SAVERS 401(K) PLAN | BELLEVUE, WA | Other NONE | 11,000 | $90.7M | $0 |
| ARCTIC WOLF NETWORKS, INC. ARCTIC WOLF NETWORKS, INC. 401(K) PLAN | EDEN PRAIRIE, MN | Other OTHER SERVICE | 1,437 | $88.7M | $0 |
| FIESTA MART, L.L.C. FIESTA MART, L.L.C. 401(K) RETIREMENT AND SAVINGS PLAN | HOUSTON, TX | Other NONE | 4,960 | $88.3M | $0 |
| BLUE CROSS AND BLUE SHIELD OF MISSISSIPPI, A MUTUAL INSURANCE COMPANY TAX FAVORED SAVINGS PROGRAM | FLOWOOD, MS | Other NONE | 486 | $87.9M | $0 |
| COBLENTZ, PATCH, DUFFY & BASS LLP COBLENTZ, PATCH, DUFFY & BASS LLP 401(K) PROFIT SHARING PLAN | SAN FRANCISCO, CA | Other NONE | 161 | $87.1M | $0 |
| LEEDSWORLD, INC. PCNA 401(K) PLAN | NEW KENSINGTON, PA | Other NONE | 1,810 | $84.1M | $0 |
| BLUE CROSS AND BLUE SHIELD OF VERMONT BCBS OF VERMONT 401(K) RETIREMENT PROGRAM | BERLIN, VT | Other NONE | 416 | $80.7M | $0 |
| EVERBRIDGE, INC. EVERBRIDGE, INC. 401(K) PROFIT SHARING PLAN & TRUST | BURLINGTON, MA | Other NONE | 824 | $78.3M | $0 |
| ADVENTHEALTH BENEFITS ADMINISTRATIVE COMMITTEE ADVENTHEALTH CONSOLIDATED ERISA 403(B) PLAN | ALTAMONTE SPRINGS, FL | Other OTHER SERVICE | 774 | $74.3M | $0 |
| MALIBU BOATS, LLC MALIBU BOATS, INC. 401(K) PLAN | LOUDON, TN | Other OTHER SERVICES | 2,208 | $74.2M | $0 |
| VERSANT HEALTH HOLDCO, INC. VERSANT HEALTH HOLDCO, INC. 401(K) PLAN | TROY, NY | Other NONE | 938 | $70.2M | $0 |
| BLUE CROSS AND BLUE SHIELD OF VERMONT BCBS OF VERMONT 401(K) RETIREMENT PROGRAM | BERLIN, VT | Other NONE | 406 | $67.7M | $0 |
| MALIBU BOATS, LLC MALIBU BOATS, INC. 401(K) PLAN | LOUDON, TN | Other OTHER SERVICES | 2,533 | $67.3M | $0 |
| VERSANT HEALTH HOLDCO, INC. VERSANT HEALTH HOLDCO, INC. 401(K) PLAN | TROY, NY | Other OTHER | 933 | $62.9M | $0 |
| RITTAL NORTH AMERICA LLC RITTAL 401(K) PLAN | URBANA, OH | Other OTHER SERVICES | 895 | $57.3M | — |
| MALIBU BOATS, LLC MALIBU BOATS, INC. 401(K) PLAN | LOUDON, TN | Other OTHER SERVICES | 2,748 | $54.9M | $0 |
| SPEE DEE DELIVERY SERVICE, INC. SPEE DEE DELIVERY SERVICE, INC RETIREMENT PLAN | ST CLOUD, MN | Advisor / Consultant ADVISOR | 1,536 | $54.1M | $45K |
| ROBERT E. MASON & ASSOCIATES, INC. ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN | CHARLOTTE, NC | Advisor / Consultant INVESTMENT ADVISOR | 328 | $53.3M | $6K |
| SPEE DEE DELIVERY SERVICE, INC. SPEE DEE DELIVERY SERVICE, INC RETIREMENT PLAN | ST CLOUD, MN | Advisor / Consultant ADVISOR | 1,141 | $52.9M | $31K |
| MASCARO SERVICES, INC. MASCARO SERVICES, INC. 401(K)/PROFIT SHARING PLAN | PITTSBURGH, PA | Other NONE | 144 | $50.7M | $0 |
| SPEE DEE DELIVERY SERVICE, INC. SPEE DEE DELIVERY SERVICE, INC RETIREMENT PLAN | ST CLOUD, MN | Advisor / Consultant ADVISOR | 1,393 | $50.2M | $45K |
| WILBERT FUNERAL SERVICE, INC. WILBERT FUNERAL SERVICES, INC. 401(K) PLAN | OVERLAND PARK, KS | Other NONE | 1,114 | $48.8M | $0 |
| UCI MEDICAL AFFILIATES OF SOUTH CAROLINA, INC. UCI MEDICAL AFFIILIATES SAVINGS PLAN | COLUMBIA, SC | Other NONE | 901 | $45.5M | $0 |
| CHRISTENSEN FARMS & FEEDLOTS, INC. CHRISTENSEN FARMS & FEEDLOTS, INC. 401(K) PROFIT SHARING PLAN | SLEEPY EYE, MN | Other NONE | 1,051 | $45.1M | $0 |
| SCRI HOLDINGS, LLC SCRI HOLDINGS, LLC 401(K) PLAN | NASHVILLE, TN | Other NONE | 1,046 | $44.5M | $0 |
| UNGERBOECK SYSTEMS INTERNATIONAL, INC. UNGERBOECK SYSTEMS INTERNATIONAL, INC. PROFIT SHARING 401(K) PLAN | ST. LOUIS, MO | Other NONE | 241 | $42.6M | $0 |
| HENDERSON BROTHERS, INC. HENDERSON BROTHERS, INC. PROFIT SHARING PLAN | PITTSBURGH, PA | Other OTHER SERVICE | 166 | $40.2M | $0 |
| WILBERT FUNERAL SERVICE, INC. WILBERT FUNERAL SERVICES, INC. 401(K) PLAN | OVERLAND PARK, KS | Legal counsel ATTORNEY/LEGAL | 1,021 | $39.9M | $0 |
| UCI MEDICAL AFFILIATES OF SOUTH CAROLINA, INC. UCI MEDICAL AFFIILIATES SAVINGS PLAN | COLUMBIA, SC | Other NONE | 867 | $39.8M | $0 |
| CHRISTENSEN FARMS & FEEDLOTS, INC. CHRISTENSEN FARMS & FEEDLOTS, INC. 401(K) PROFIT SHARING PLAN | SLEEPY EYE, MN | Other NONE | 889 | $39.0M | $0 |
| ANIMAL SUPPLY COMPANY LLC ANIMAL SUPPLY COMPANY LLC 401(K) RETIREMENT PLAN | GRAND PRAIRIE, TX | Other NONE | 710 | $38.9M | $0 |
| DIAGNOSTIC CLINIC MEDICAL GROUP, INC. DIAGNOSTIC CLINIC MEDICAL GROUP RETIREMENT & SAVINGS PLAN | LARGO, FL | Other NONE | 281 | $38.5M | $0 |
| DIAGNOSTIC CLINIC MEDICAL GROUP, INC. DIAGNOSTIC CLINIC MEDICAL GROUP RETIREMENT & SAVINGS PLAN | LARGO, FL | Other NONE | 318 | $38.0M | $0 |
| UNGERBOECK SYSTEMS INTERNATIONAL, INC. UNGERBOECK SYSTEMS INTERNATIONAL, INC. PROFIT SHARING 401(K) PLAN | ST. LOUIS, MO | Other NONE | 222 | $37.9M | $0 |
| PIMA HEART PHYSICIANS, P.C. PIMA HEART PHYSICIANS, P.C. EMPLOYEE SAVINGS PLAN | TUCSON, AZ | Other INVESTMENT/FINANCIAL ADV | 473 | $37.4M | $64K |
| BLUE CROSS & BLUE SHIELD OF WYOMING BLUE CROSS BLUE SHIELD OF WYOMING TAX-FAVORED SAVINGS PROGRAM | CHEYENNE, WY | Other NONE | 273 | $36.5M | $0 |
| APERCEN PARTNERS LLC APERCEN PARTNERS 401K PLAN | PALO ALTO, CA | Other NONE | 347 | $35.8M | $10K |
| WEBTPA EMPLOYER SERVICES, LLC WEBTPA EMPLOYER SERVICES, LLC 401(K) RETIREMENT SAVINGS PLAN | IRVING, TX | Other NONE | 779 | $33.9M | $0 |
| C&K MARKET, INC. C & K MARKET, INC. 401(K) PLAN | MEDFORD, OR | Other OTHER SERVICES | 1,209 | $33.0M | $0 |
| SCRI HOLDINGS, LLC SCRI HOLDINGS, LLC 401(K) PLAN | NASHVILLE, TN | Other OTHER SERVICES | 1,051 | $32.4M | $0 |
| BLUE CROSS & BLUE SHIELD OF WYOMING BLUE CROSS BLUE SHIELD OF WYOMING TAX-FAVORED SAVINGS PROGRAM | CHEYENNE, WY | Other NONE | 274 | $31.6M | $0 |
| CHRISTENSEN FARMS & FEEDLOTS, INC. CHRISTENSEN FARMS & FEEDLOTS, INC. 401(K) PROFIT SHARING PLAN | SLEEPY EYE, MN | Other NONE | 803 | $31.5M | $0 |
| RIVER VALLEY BANCORPORATION, INC. PROFIT SHARING PLAN FOR RIVER VALLEY BANCORPORATION, INC. AND RELATED EMPLOYERS | WAUSAU, WI | Other NONE | 243 | $31.4M | $0 |
| WEBTPA EMPLOYER SERVICES, LLC WEBTPA EMPLOYER SERVICES, LLC 401(K) RETIREMENT SAVINGS PLAN | IRVING, TX | Other NONE | 812 | $30.0M | $0 |
| UNGERBOECK SYSTEMS INTERNATIONAL, INC. UNGERBOECK SYSTEMS INTERNATIONAL, INC. PROFIT SHARING 401(K) PLAN | OFALLON, MO | Other NONE | 236 | $29.4M | $0 |
| WORKCARE, INC. WORKCARE, INC. RETIREMENT SAVINGS PLAN | ANAHEIM, CA | Other OTHER | 732 | $28.9M | $0 |
| HEALTH INTELLIGENCE COMPANY, LLC DOING BUSINESS AS BHI HEALTH INTELLIGENCE COMPANY, LLC TAX-FAVORED SAVINGS PROGRAM | CHICAGO, IL | Other NONE | 179 | $28.3M | $0 |
| D'ARCANGELO & CO., LLP D'ARCANGELO & CO., LLP 401(K) PROFIT SHARING PLAN | ROME, NY | Other NONE | 58 | $28.0M | $10K |
| APERCEN PARTNERS LLC APERCEN PARTNERS 401K PLAN | PALO ALTO, CA | Other NONE | 369 | $27.3M | $10K |
| D'ARCANGELO & CO., LLP D'ARCANGELO & CO., LLP 401(K) PROFIT SHARING PLAN | ROME, NY | Other NONE | 56 | $24.9M | $10K |
| WEBTPA EMPLOYER SERVICES, LLC WEBTPA EMPLOYER SERVICES, LLC 401(K) RETIREMENT SAVINGS PLAN | IRVING, TX | Other OTHER SERVICES | 831 | $24.5M | $0 |
| HEALTH INTELLIGENCE COMPANY, LLC DOING BUSINESS AS BHI HEALTH INTELLIGENCE COMPANY, LLC TAX-FAVORED SAVINGS PROGRAM | CHICAGO, IL | Other NONE | 178 | $24.5M | $0 |
| THE LEXINGTON SCHOOL THE LEXINGTON SCHOOL RETIREMENT PLAN | LEXINGTON, KY | Other | 130 | $23.2M | $16K |
| THE LEXINGTON SCHOOL THE LEXINGTON SCHOOL RETIREMENT PLAN | LEXINGTON, KY | Other | 135 | $20.9M | $22K |
| PREMIER FAMILY MEDICAL, LLC PREMIER FAMILY MEDICAL, LLC 401(K) RETIREMENT PLAN | LINDON, UT | Advisor / Consultant 3(38) FIDUCIARY ADVISOR | 279 | $18.2M | $7K |
| APERCEN PARTNERS LLC APERCEN PARTNERS 401K PLAN | PALO ALTO, CA | Other NONE | 287 | $17.8M | $8K |
| MAXIMUS, INC. MAXIMUS GSA RETIREMENT PLAN | MCLEAN, VA | Other NONE | 15,554 | $17.1M | $0 |
| GEM CITY BONE & JOINT, P.C. GEM CITY BONE & JOINT, P.C. 401(K) PLAN | LARAMINE, WY | Advisor / Consultant FINANCIAL ADVISOR | 134 | $16.3M | $20K |
| BOSTON INTERIORS HOME FURNISHINGS, LLC BOSTON INTERIORS HOME FURNISHINGS 401(K) PLAN | STOUGHTON, MA | Other OTHER SERVICES | 91 | $16.2M | $0 |
| ALABAMA COUNCIL ON HUMAN RELATIONS, INC. ALABAMA COUNCIL ON HUMAN RELATIONS, INC. DEFINED BENEFIT PENSION PLAN | AUBURN, AL | Other NONE | 70 | $15.6M | $15K |
| CYNTERGY AEC LLC CYNTERGY AEC, LLC PROFIT SHARING 401(K) PLAN | TULSA, OK | Advisor / Consultant CONSULTANT | 173 | $15.4M | $35K |
| HEF-USA, INC. HEF-USA, INC 401(K) PLAN | SPRINGFIELD, OH | Other NONE | 390 | $14.9M | $0 |
| KI MOBILITY, LLC KI MOBILITY 401(K) PLAN | STEVENS POINT, WI | Other NONE | 425 | $14.6M | $0 |
| PREMIER FAMILY MEDICAL, LLC PREMIER FAMILY MEDICAL, LLC 401(K) RETIREMENT PLAN | PLEASANT GROVE, UT | Advisor / Consultant 3(38) FIDUCIARY ADVISOR | 243 | $14.6M | $7K |
| ADULT AND PEDIATRIC UROLOGY P.C. ADULT AND PEDIATRIC UROLOGY P.C. RETIREMENT PLAN | OMAHA, NE | Other NONE | 69 | $14.4M | $6K |
| GEM CITY BONE & JOINT, P.C. GEM CITY BONE & JOINT, P.C. 401(K) PLAN | LARAMINE, WY | Advisor / Consultant FINANCIAL ADVISOR | 129 | $14.0M | $18K |
| HEF-USA, INC. HEF-USA, INC 401(K) PLAN | SPRINGFIELD, OH | Other NONE | 408 | $12.8M | $0 |
| CYNTERGY AEC LLC CYNTERGY AEC, LLC PROFIT SHARING 401(K) PLAN | TULSA, OK | Advisor / Consultant CONSULTANT | 163 | $12.7M | $33K |
| ACCELERATION PARTNERS LLC ACCELERATION PARTNERS RETIREMENT SAVINGS PLAN | BOSTON, MA | Other NONE | 218 | $12.6M | $0 |
| COSMOS CORPORATION COSMOS CORPORATION 401K PROFIT SHARING PLAN | ST. PETERS, MO | Other NONE | 164 | $12.3M | $6K |
| KI MOBILITY, LLC KI MOBILITY 401(K) PLAN | STEVENS POINT, WI | Other OTHER SERVICES | 404 | $11.7M | $0 |
| EVANS INCORPORATED EVANS CONSULTING 401(K) PLAN | FALLS CHURCH, VA | Other NONE | 114 | $11.5M | $5K |
| TRIMETRIX, INC. TRIMETRIX, INC. 401(K) PLAN | ARLINGTON, VA | Other NONE | 140 | $11.1M | $2K |
| HEF-USA, INC. HEF-USA, INC 401(K) PLAN | SPRINGFIELD, OH | Other OTHER SERVICES | 358 | $10.9M | $0 |
| GEM CITY BONE & JOINT, P.C. GEM CITY BONE & JOINT, P.C. PENSION PLAN | LARAMIE, WY | Other | 131 | $10.7M | $36K |
| TRIMETRIX, INC. TRIMETRIX, INC. 401(K) PLAN | ARLINGTON, VA | Other NONE | 127 | $10.3M | $9K |
| CYNTERGY AEC LLC CYNTERGY AEC, LLC PROFIT SHARING 401(K) PLAN | TULSA, OK | Advisor / Consultant CONSULTANT | 161 | $9.5M | $37K |
| BEHAVIOR FRONTIERS, LLC BEHAVIOR FRONTIERS, LLC 401(K) PLAN | EL SEGUNDO, CA | Other OTHER SERVICE | 2,749 | $9.5M | $0 |
| KYNETEC USA, INC. KYNETEC USA, INC. 401(K) PLAN | ST. LOUIS, MO | Other OTHER SERVICE | 140 | $9.1M | $0 |
| KI MOBILITY, LLC KI MOBILITY 401(K) PLAN | STEVENS POINT, WI | Other OTHER SERVICES | 372 | $8.5M | $0 |
| BODEGA LATINA CORPORATION BODEGA LATINA 401(K) RETIREMENT AND SAVINGS PLAN | COMMERCE, CA | Other NONE | 9,200 | $8.3M | $0 |
| GEM CITY BONE & JOINT, P.C. GEM CITY BONE & JOINT, P.C. PENSION PLAN | LARAMIE, WY | Other | 135 | $8.3M | $34K |
| TRIMETRIX, INC. TRIMETRIX, INC. 401(K) PLAN | ARLINGTON, VA | Other NONE | 117 | $7.9M | $8K |
| KITSAP PHYSICAL THERAPY AND SPORTS CLINIC, P.S. INC. KITSAP PHYSICAL THERAPY AND SPORTS CLINIC, P.S. INC. 401(K) | SILVERDALE, WA | Other 3(38) FIDUCIARY | 138 | $7.2M | $7K |
| VELOCITY AEROSPACE GROUP, INC VELOCITY AEROSPACE GROUP, INC 401(K) PROFIT SHARING PLAN | FRISCO, TX | Other 3(38) FIDUCIARY | 82 | $7.0M | $5K |
| MODERN AVIATION, INC. MODERN AVIATION 401(K) PLAN | AMARILLO, TX | Other NONE | 464 | $7.0M | $0 |
| EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. MULTIPLE EMPLOYER PLAN | FRANKFORT, NY | Advisor / Consultant INVESTMENT ADVISOR | 225 | $7.0M | $22K |
| BEHAVIOR FRONTIERS, LLC BEHAVIOR FRONTIERS, LLC 401(K) PLAN | EL SEGUNDO, CA | Other OTHER SERVICE | 1,135 | $6.5M | $0 |
| COMMUNITY HOSPITAL ASSOC INC WICKENBURG COMMUNITY HOSPITAL 403(B) RETIREMENT PLAN | WICKENBURG, AZ | Advisor / Consultant ADVISOR | 269 | $6.4M | $20K |
| BODEGA LATINA CORPORATION BODEGA LATINA 401(K) RETIREMENT AND SAVINGS PLAN | COMMERCE, CA | Other OTHER SERVICES | 7,233 | $6.3M | $0 |
| GEM CITY BONE & JOINT, P.C. GEM CITY BONE & JOINT, P.C. PENSION PLAN | LARAMIE, WY | Other | 152 | $6.1M | $27K |
| OHIOPYLE PRINTS, INC. OHIOPYLE PRINTS 401(K) PROFIT SHARING PLAN | OHIOPYLE, PA | Advisor / Consultant INVESTMENT ADVISOR | 102 | $5.9M | $24K |
| KAIVAC, INC KAIVAC, INC. 401(K) PLAN | HAMILTON, OH | Advisor / Consultant INVESTMENT ADVISOR | 93 | $5.7M | $14K |
| ALTITUDE FINANCIAL CORPORATION ALTITUDE HOME LOANS 401(K) PLAN | TUCSON, AZ | Other INVESTMENT AD VISOR | 130 | $5.6M | $19K |
| COMMUNITY HOSPITAL ASSOC INC WICKENBURG COMMUNITY HOSPITAL 403(B) RETIREMENT PLAN | WICKENBURG, AZ | Advisor / Consultant ADVISOR | 263 | $5.5M | $19K |
| COMMUNITY HOSPITAL ASSOC INC WICKENBURG COMMUNITY HOSPITAL 403(B) RETIREMENT PLAN | WICKENBURG, AZ | Advisor / Consultant ADVISOR | 255 | $5.2M | $17K |
| NOVEL ENERGY SOLUTIONS, LLC NES 401(K) PLAN | ST. PAUL, MN | Other OTHER | 281 | $5.1M | $0 |
| OHIOPYLE PRINTS, INC. OHIOPYLE PRINTS 401(K) PROFIT SHARING PLAN | OHIOPYLE, PA | Advisor / Consultant INVESTMENT ADVISOR | 107 | $4.6M | $24K |
| ALTITUDE FINANCIAL CORPORATION ALTITUDE HOME LOANS 401(K) PLAN | TUCSON, AZ | Other N/A | 130 | $4.4M | $16K |
| BODEGA LATINA DBA EL SUPER AND FIESTA MART BODEGA LATINA 401(K) RETIREMENT AND SAVINGS PLAN | COMMERCE, CA | Other OTHER SERVICES | 8,155 | $4.2M | $0 |
| ADVENTHEALTH BENEFITS ADMINISTRATIVE COMMITTEE ADVENTHEALTH CONSOLIDATED ERISA 401(A) PLAN | ALTAMONTE SPRINGS, FL | Other NONE | 68 | $3.0M | $0 |
| COACHCOMM, LLC COACHCOMM, LLC 401(K) PLAN | AUBURN, AL | Advisor / Consultant INVESTMENT ADVISOR | 93 | $2.5M | $8K |
| DEPCOM POWER INC. DEPCOM POWER 401(K) PLAN | SCOTTSDALE, AZ | Advisor / Consultant INVESTMENT ADVISOR | 0 | $57K | $17K |
| HENRY & HORNE, LLP HENRY & HORNE 401(K) PROFIT SHARING PLAN | TEMPE, AZ | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $34K |
| WILBERT FUNERAL SERVICE, INC. WILBERT FUNERAL SERVICES, INC. 401(K) PLAN | OVERLAND PARK, KS | Other NONE | 0 | $0 | $0 |