Form 5500 Search

WESTBROOK

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
24
Active participants
110,105
Total plan assets
$297.0B
Filings (rows)
44
Direct comp
$9.6M
Indirect comp
$0

SERVICES PROVIDED

Other19
Advisor / Consultant5

Top plans served

Showing top 44 of 24 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
SEATTLE, WA
Other
SERVICE PROVIDER
$49.9B$764K
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
FARMINGTON, CT
Other
NONE
$43.6B$173K
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
FARMINGTON, CT
Other
NONE
$42.1B$1.3M
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST
BETHESDA, MD
Advisor / Consultant
INVESTMENT ADVISOR
$24.9B$365K
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST
BETHESDA, MD
Advisor / Consultant
INVESTMENT MANAGEMENT
$24.6B$349K
TWDC ENTERPRISES 18 CORP.
THE WALT DISNEY COMPANY RETIREMENT PLAN MASTER TRUST
BURBANK, CA
Other
NONE
$17.4B$12K
TWDC ENTERPRISES 18 CORP.
THE WALT DISNEY COMPANY RETIREMENT PLAN MASTER TRUST
BURBANK, CA
Other
NONE
$17.4B$121K
TWDC ENTERPRISES 18 CORP.
THE WALT DISNEY COMPANY RETIREMENT PLAN MASTER TRUST
BURBANK, CA
Other
NONE
$17.4B$17K
TWDC ENTERPRISES 18 CORP.
THE WALT DISNEY COMPANY RETIREMENT PLAN MASTER TRUST
BURBANK, CA
Other
NONE
$16.6B$124K
TWDC ENTERPRISES 18 CORP.
THE WALT DISNEY COMPANY RETIREMENT PLAN MASTER TRUST
BURBANK, CA
Other
NONE
$16.6B$20K
TWDC ENTERPRISES 18 CORP.
THE WALT DISNEY COMPANY RETIREMENT PLAN MASTER TRUST
BURBANK, CA
Other
NONE
$16.6B$32K
TWDC ENTERPRISES 18 CORP.
THE WALT DISNEY COMPANY RETIREMENT PLAN MASTER TRUST
BURBANK, CA
Other
NONE
$15.3B$22K
TWDC ENTERPRISES 18 CORP.
THE WALT DISNEY COMPANY RETIREMENT PLAN MASTER TRUST
BURBANK, CA
Other
NONE
$15.3B$36K
TWDC ENTERPRISES 18 CORP.
THE WALT DISNEY COMPANY RETIREMENT PLAN MASTER TRUST
BURBANK, CA
Other
NONE
$15.3B$127K
CITIGROUP INC.
THE CITIGROUP PENSION PLAN
STAMFORD, CT
Other
NONE
15,906$10.6B$520K
CITIGROUP INC.
THE CITIGROUP PENSION PLAN
STAMFORD, CT
Other
NONE
17,283$10.5B$606K
CITIGROUP INC.
THE CITIGROUP PENSION PLAN
STAMFORD, CT
Other
NONE
14,217$10.0B$545K
MARS, INCORPORATED
U. S. RETIREMENT PLAN
HACKETTSTOWN, NJ
Other
NONE
8,193$5.1B$25K
BAYER CORPORATION
BAYER CORPORATION MASTER TRUST
ST LOUIS, MO
Advisor / Consultant
INV. ADVISORY
$5.0B$746K
BAYER CORPORATION
BAYER CORPORATION MASTER TRUST
ST LOUIS, MO
Advisor / Consultant
INV. ADVISORY
$4.6B$806K
BAYER CORPORATION
BAYER CORPORATION MASTER TRUST
ST LOUIS, MO
Advisor / Consultant
INV. ADVISORY
$4.0B$741K
THE HEARST CORPORATION
THE HEARST CORPORATION MASTER TRUST FOR PENSION AND PROFIT SHARING PLANS
CHARLOTTE, NC
Other
NONE
$2.8B$192K
THE HEARST CORPORATION
THE HEARST CORPORATION MASTER TRUST FOR PENSION AND PROFIT SHARING PLANS
CHARLOTTE, NC
Other
NONE
$2.8B$7K
DUKE UNIVERSITY
EMPLOYEES' RETIREMENT PLAN OF DUKE UNIVERSITY
DURHAM, NC
Other
NONE
22,655$2.6B$9K
THE HEARST CORPORATION
THE HEARST CORPORATION MASTER TRUST FOR PENSION AND PROFIT SHARING PLANS
CHARLOTTE, NC
Other
NONE
$2.5B$8K
THE HEARST CORPORATION
THE HEARST CORPORATION MASTER TRUST FOR PENSION AND PROFIT SHARING PLANS
CHARLOTTE, NC
Other
NONE
$2.5B$8K
DUKE UNIVERSITY
EMPLOYEES' RETIREMENT PLAN OF DUKE UNIVERSITY
DURHAM, NC
Other
NONE
21,020$2.5B$9K
GENERAL MILLS, INC.
GENERAL MILLS GROUP TRUST - POOLED REAL ASSET FUND
MINNEAPOLIS, MN
Other
NONE
$722.9M$40K
GENERAL MILLS, INC.
GENERAL MILLS GROUP TRUST - POOLED REAL ASSET FUND
MINNEAPOLIS, MN
Other
NONE
$722.9M$133K
GENERAL MILLS, INC.
GENERAL MILLS GROUP TRUST - POOLED REAL ASSET FUND
MINNEAPOLIS, MN
Other
NONE
$722.9M$115K
GENERAL MILLS, INC.
GENERAL MILLS GROUP TRUST - POOLED REAL ASSET FUND
MINNEAPOLIS, MN
Other
NONE
$722.9M$22K
GENERAL MILLS, INC.
GENERAL MILLS GROUP TRUST - POOLED REAL ASSET FUND
MINNEAPOLIS, MN
Other
NONE
$722.9M$317K
GENERAL MILLS, INC.
GENERAL MILLS GROUP TRUST - POOLED REAL ASSET FUND
MINNEAPOLIS, MN
Other
NONE
$586.7M$36K
GENERAL MILLS, INC.
GENERAL MILLS GROUP TRUST - POOLED REAL ASSET FUND
MINNEAPOLIS, MN
Other
NONE
$586.7M$126K
GENERAL MILLS, INC.
GENERAL MILLS GROUP TRUST - POOLED REAL ASSET FUND
MINNEAPOLIS, MN
Other
NONE
$586.7M$262K
GENERAL MILLS, INC.
GENERAL MILLS GROUP TRUST - POOLED REAL ASSET FUND
MINNEAPOLIS, MN
Other
NONE
$586.7M$112K
GENERAL MILLS, INC.
GENERAL MILLS GROUP TRUST - POOLED REAL ASSET FUND
MINNEAPOLIS, MN
Other
NONE
$586.7M$20K
GENERAL MILLS, INC.
GENERAL MILLS GROUP TRUST - POOLED REAL ASSET FUND
MINNEAPOLIS, MN
Other
NONE
$501.0M$12K
GENERAL MILLS, INC.
GENERAL MILLS GROUP TRUST - POOLED REAL ASSET FUND
MINNEAPOLIS, MN
Other
NONE
$501.0M$109K
GENERAL MILLS, INC.
GENERAL MILLS GROUP TRUST - POOLED REAL ASSET FUND
MINNEAPOLIS, MN
Other
NONE
$501.0M$117K
GENERAL MILLS, INC.
GENERAL MILLS GROUP TRUST - POOLED REAL ASSET FUND
MINNEAPOLIS, MN
Other
NONE
$501.0M$20K
GENERAL MILLS, INC.
GENERAL MILLS GROUP TRUST - POOLED REAL ASSET FUND
MINNEAPOLIS, MN
Other
NONE
$501.0M$291K
ALEX LEE, INC.
ALEX LEE, INC. AND AFFILIATES PENSION PLAN
HICKORY, NC
Other
NONE
5,512$325.5M$123K
ALEX LEE, INC.
ALEX LEE, INC. AND AFFILIATES PENSION PLAN
HICKORY, NC
Other
NONE
5,319$282.4M$33K