WESTWOOD
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
44
Active participants
470,510
Total plan assets
$215.2B
Filings (rows)
44
Direct comp
$21.9M
Indirect comp
$745K
Aggregating 9 name variants under "WESTWOOD"
SERVICES PROVIDED
Other38
Advisor / Consultant5
Custodian1
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| WGI EMERGING MARKETS FUND | 5 |
| WESTWOOD GLOBAL INVTS EMERGING MRK | 3 |
| ALLCAP GROWTH INVESTMENT TRUST - EM | 2 |
| SMALLCAP VALUE INVESTMENT TRUST - E | 2 |
| INTERNATIONAL FIXED INCOME FUND - E | 2 |
| INCOME OPPORTUNITY INVESTMENT TRUST | 2 |
| LARGECAP INVESTMENT TRUST - EMPLOYE | 2 |
| SMIDCAP VALUE EQUITY INVESTMENT TRU | 2 |
| CORE INVESTMENT GRADE BOND INVESTME | 2 |
| WW S/M CAP VALUE C | 2 |
| HIGH YIELD BOND INVESTMENT TRUST | 1 |
| LARGE CAP VALUE EQUITY | 1 |
| SMIDCAP PLUS EB FUND | 1 |
| HIGH INCOME INVESTMENT TRUST - EMPL | 1 |
| SMALLCAP VALUE EQUITY | 1 |
| SMIDCAP VALUE COLL TRUST CL C | 1 |
| MASTER PARTNERSHIPS FUND- E | 1 |
| STRATEGIC GLOBAL CONVERTIBLES FUND | 1 |
| REIT INVESTMENT TRUST - EMPLOYEE BE | 1 |
| INTERNATIONAL EQUITY TRUST - EMPLOY | 1 |
| INCOME OPPORTUNITY EB FUND | 1 |
| CORE INVESTMENT GRADE BOND | 1 |
| ALLCAP GROWTH EQUITY | 1 |
| EMERGING MARKETS EMPLOYEE BENEFIT T | 1 |
| ALLCAP VALUE INVESTMENT TRUST - EMP | 1 |
Top plans served
All 44 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| MORGAN STANLEY DOMESTIC HOLDINGS, LLC MORGAN STANLEY 401(K) PLAN | NEW YORK, NY | Other NONE | 54,084 | $22.2B | $1.2M |
| MORGAN STANLEY DOMESTIC HOLDINGS, LLC MORGAN STANLEY 401(K) PLAN | NEW YORK, NY | Other NONE | 54,356 | $19.2B | $1.1M |
| TWDC ENTERPRISES 18 CORP. THE WALT DISNEY COMPANY RETIREMENT PLAN MASTER TRUST | BURBANK, CA | Other NONE | — | $17.4B | $3.3M |
| TWDC ENTERPRISES 18 CORP. THE WALT DISNEY COMPANY RETIREMENT PLAN MASTER TRUST | BURBANK, CA | Other NONE | — | $16.6B | $2.9M |
| MORGAN STANLEY DOMESTIC HOLDINGS, INC. MORGAN STANLEY 401(K) PLAN | NEW YORK, NY | Other NONE | 51,602 | $16.4B | $1.0M |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE RETIREMENT PLAN | JERSEY CITY, NJ | Other NONE | 83,812 | $16.3B | $993K |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE RETIREMENT PLAN | JERSEY CITY, NJ | Other NONE | 78,270 | $16.1B | $477K |
| TWDC ENTERPRISES 18 CORP. THE WALT DISNEY COMPANY RETIREMENT PLAN MASTER TRUST | BURBANK, CA | Other NONE | — | $15.3B | $2.4M |
| BAE SYSTEMS, INC. BAE SYSTEMS EMPLOYEES' SAVINGS AND INVESTMENT PLAN | FALLS CHURCH, VA | Other NONE | 36,790 | $10.6B | $0 |
| AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES AMERICAN EXPRESS RETIREMENT SAVINGS PLAN | NEW YORK, NY | Other SERVICE PROVIDER | 25,049 | $9.1B | $1.0M |
| AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES AMERICAN EXPRESS RETIREMENT SAVINGS PLAN | NEW YORK, NY | Other SERVICE PROVIDER | 25,030 | $7.9B | $594K |
| HUNTINGTON INGALLS INDUSTRIES, INC. NEW SHIPS, INC. PENSION MASTER TRUST | NEWPORT NEWS, VA | Other NONE | — | $7.2B | $1.0M |
| HUNTINGTON INGALLS INDUSTRIES, INC. NEW SHIPS, INC. PENSION MASTER TRUST | NEWPORT NEWS, VA | Other NONE | — | $7.0B | $987K |
| HUNTINGTON INGALLS INDUSTRIES, INC. NEW SHIPS, INC. PENSION MASTER TRUST | NEWPORT NEWS, VA | Other NONE | — | $6.9B | $1.1M |
| AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES AMERICAN EXPRESS RETIREMENT SAVINGS PLAN | NEW YORK, NY | Other SERVICE PROVIDER | 26,493 | $6.5B | $602K |
| BAE SYSTEMS, INC. BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN | FALLS CHURCH, VA | Other NONE | 7,673 | $4.1B | $0 |
| EXELON CORPORATION EXELON CORP PENSION MASTER TRUST- EQUITY | CHICAGO, IL | Advisor / Consultant INVESTMENT MANAGEMENT | — | $2.3B | $15K |
| GREATER PENNSYLVANIA CARPENTERS' PENSION FUND GREATER PENNSYLVANIA CARPENTERS' PENSION FUND | PITTSBURGH, PA | Other NONE | 8,933 | $1.7B | $343K |
| DAIMLER TRUCK NORTH AMERICA LLC DAIMLER TRUCK N.A. LLC MASTER RETIREMENT TRUST | PORTLAND, OR | Other N/A | — | $1.6B | $106K |
| DAIMLER TRUCK NORTH AMERICA LLC DAIMLER TRUCK N.A. LLC MASTER RETIREMENT TRUST | PORTLAND, OR | Other N/A | — | $1.6B | $110K |
| DAIMLER TRUCK NORTH AMERICA LLC DAIMLER TRUCK N.A. LLC MASTER RETIREMENT TRUST | PORTLAND, OR | Other N/A | — | $1.6B | $241K |
| DAIMLER TRUCK N.A. MASTER RETIREMENT TRUST DAIMLER TRUCK N.A. LLC MASTER RETIREMENT TRUST | PORTLAND, OR | Other N/A | — | $1.6B | $241K |
| CONSTELLATION ENERGY GENERATION LLC CONSTELLATION PENSION MASTER TRUST - EQUITY | KENNETT SQUARE, PA | Advisor / Consultant INVESTMENT MANAGER | — | $1.3B | $34K |
| GREATER PENNSYLVANIA CARPENTERS' PENSION FUND GREATER PENNSYLVANIA CARPENTERS' PENSION FUND | PITTSBURGH, PA | Other NONE | 8,163 | $1.2B | $23K |
| HANESBRANDS INC. HANESBRANDS INC. MASTER INVESTMENT TRUST FOR DB PL | WINSTON-SALEM, NC | Other INVEST MGR | — | $756.2M | $200K |
| HAYNES AND BOONE, LLP HAYNES AND BOONE RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 1,097 | $360.5M | $14K |
| HAYNES AND BOONE, LLP HAYNES AND BOONE RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 1,055 | $314.6M | $11K |
| UNITED ASSOCIATION LOCAL 7 PENSION PLAN UNITED ASSOCIATION LOCAL 7 PENSION PLAN | LATHAM, NY | Other NONE | 842 | $281.0M | $57K |
| UNITED ASSOCIATION LOCAL 7 PENSION PLAN UNITED ASSOCIATION LOCAL 7 PENSION PLAN | LATHAM, NY | Other NONE | 853 | $256.7M | $104K |
| HAYNES AND BOONE, LLP HAYNES AND BOONE RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 1,010 | $251.3M | $11K |
| UNITED ASSOCIATION LOCAL 7 PENSION PLAN UNITED ASSOCIATION LOCAL 7 PENSION PLAN | LATHAM, NY | Other NONE | 867 | $225.9M | $164K |
| OIL-DRI CORPORATION OF AMERICA OIL-DRI CORPORATION OF AMERICA 401(K) RETIREMENT SAVINGS PLAN | CHICAGO, IL | Other NONE | 860 | $126.0M | $198K |
| SULLIVAN & CROMWELL LLP SULLIVAN & CROMWELL LLP EMPLOYEES' PENSION PLAN | NEW YORK, NY | Other NONE | 191 | $112.2M | $41K |
| BOSTON SYMPHONY ORCHESTRA INC. BOSTON SYMPHONY ORCHESTRA PENSIONS TRUST FUND | BOSTON, MA | Other VENDOR | — | $110.9M | $30K |
| SULLIVAN & CROMWELL LLP SULLIVAN & CROMWELL LLP EMPLOYEES' PENSION PLAN | NEW YORK, NY | Other NONE | 200 | $106.6M | $42K |
| BOSTON SYMPHONY ORCHESTRA INC. BOSTON SYMPHONY ORCHESTRA PENSIONS TRUST FUND | BOSTON, MA | Other VENDOR | — | $103.0M | $31K |
| PLUMBERS AND STEAMFITTERS LOCAL NO. 7 WELFARE FUND UNITED ASSOCIATION LOCAL NO. 7 WELFARE FUND | LATHAM, NY | Other NONE | 858 | $99.1M | $0 |
| OIL-DRI CORPORATION OF AMERICA OIL-DRI CORPORATION OF AMERICA 401(K) RETIREMENT SAVINGS PLAN | CHICAGO, IL | Other NONE | 794 | $94.9M | $211K |
| TOTAL SWEETENERS, INC. BATORY FOODS PROFIT SHARING PLAN | ROSEMONT, IL | Other | 387 | $92.1M | $440K |
| TERUMO AMERICAS HOLDING INC. THE TERUMO RETIREMENT PLAN | SOMERSET, NJ | Other NONE | 638 | $76.5M | $303K |
| WESTWOOD HOLDINGS GROUP, INC. WESTWOOD HOLDINGS GROUP, INC. SAVINGS PLAN | DALLAS, TX | Custodian CUSTODIAN | 146 | $48.2M | $32K |
| KELLEY BEAN CO. INC. KELLEY BEAN CO. INC., EMPLOYEE STOCK OWNERSHIP PLAN | SCOTTSBLUFF, NE | Advisor / Consultant INVESTMENT MANAGEMENT | 159 | $33.1M | $80K |
| KELLEY BEAN CO. INC. KELLEY BEAN CO. INC., EMPLOYEE STOCK OWNERSHIP PLAN | SCOTTSBLUFF, NE | Advisor / Consultant INVESTMENT MANAGEMENT | 150 | $30.4M | $81K |
| KELLEY BEAN CO. INC. KELLEY BEAN CO. INC., EMPLOYEE STOCK OWNERSHIP PLAN | SCOTTSBLUFF, NE | Advisor / Consultant INVESTMENT MANAGEMENT | 148 | $27.4M | $70K |