XPONANCE
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
26
Active participants
2,567,502
Total plan assets
$21.1B
Filings (rows)
26
Direct comp
$1.1M
Indirect comp
$0
Aggregating 3 name variants under "XPONANCE"
SERVICES PROVIDED
Other14
Advisor / Consultant11
Accountant / Auditor1
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| XPONANCE S&P 500 INDEX FUND | 1 |
Top plans served
All 26 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SOUTHERN CALIFORNIA EDISON COMPANY THE SOUTHERN CALIFORNIA EDISON COMPANY RETIREMENT PLAN | ROSEMEAD, CA | Advisor / Consultant INVESTMENT MANAGEMENT | 8,726 | $4.7B | $71K |
| SOUTHERN CALIFORNIA EDISON COMPANY THE SOUTHERN CALIFORNIA EDISON COMPANY RETIREMENT PLAN | ROSEMEAD, CA | Advisor / Consultant INVESTMENT MANAGEMENT | 9,333 | $4.7B | $154K |
| SOUTHERN CALIFORNIA EDISON COMPANY THE SOUTHERN CALIFORNIA EDISON COMPANY RETIREMENT PLAN | ROSEMEAD, CA | Advisor / Consultant INVESTMENT MANAGEMENT | 9,551 | $4.5B | $241K |
| EXELON CORPORATION EXELON CORPORATION HEALTH CARE PROGRAM | CHICAGO, IL | Advisor / Consultant INVESTMENT MANAGER | 17,547 | $878.8M | $12K |
| EXELON CORPORATION EXELON CORPORATION HEALTH CARE PROGRAM | CHICAGO, IL | Advisor / Consultant INVESTMENT MANAGER | 18,433 | $873.7M | $44K |
| GEORGIA STEVEDORE ASSOC. INT'L LONGSHOREMEN'S ASSOC. GEORGIA STEVEDORE ASSOCIATION INTERNATIONAL LONGSHOREMEN'S ASSOCIATION PENSION PLAN | SAVANNAH, GA | Advisor / Consultant INVESTMENT MANAGER | 3,044 | $752.8M | $78K |
| GEORGIA STEVEDORE ASSOC INT'L LONGSHOREMEN'S ASSOC GEORGIA STEVEDORE ASSOCIATION INTERNATIONAL LONGSHOREMEN'S ASSOCIATION PENSION PLAN | SAVANNAH, GA | Advisor / Consultant INVESTMENT MANAGER | 2,804 | $655.0M | $44K |
| AUTO CLUB INSURANCE ASSOCIATION THE AUTO CLUB GROUP CASH VALUE PLAN CASH VALUE PENSION PLAN | DEARBORN, MI | Other INV-MGMT | 1,194 | $528.7M | $15K |
| AUTO CLUB INSURANCE ASSOCIATION THE AUTO CLUB GROUP CASH VALUE PENSION PLAN | DEARBORN, MI | Other INV-MGMT | 1,306 | $526.9M | $25K |
| AUTO CLUB INSURANCE ASSOCIATION THE AUTO CLUB GROUP CASH VALUE PLAN PENSION PLAN | DEARBORN, MI | Other INV-MGMT | 1,064 | $493.2M | $15K |
| EXELON CORPORATION PEPCO HOLDINGS, INC. WELFARE PLAN FOR RETIREES | CHICAGO, IL | Advisor / Consultant INVESTMENT MANAGER | — | $331.7M | $13K |
| EXELON CORPORATION PEPCO HOLDINGS, INC. WELFARE PLAN FOR RETIREES | CHICAGO, IL | Advisor / Consultant INVESTMENT MANAGER | — | $310.8M | $15K |
| NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES NEA MEMBERS INSURANCE PLAN | WASHINGTON, DC | Other NONE | 2,484,299 | $206.9M | $13K |
| TRANSIT MANAGEMENT OF SOUTHEAST LOUISIANA, INC. TRANSIT MANAGEMENT OF SOUTHEAST LOUISIANA, INC. RETIREMENT INCOME PLAN | NEW ORLEANS, LA | Other | — | $185.6M | $42K |
| TRANSIT MANAGEMENT OF SOUTHEAST LOUISIANA, INC. TRANSIT MANAGEMENT OF SOUTHEAST LOUISIANA, INC. RETIREMENT INCOME PLAN | NEW ORLEANS, LA | Other | — | $180.6M | $39K |
| TRANSIT MANAGEMENT OF SOUTHEAST LOUISIANA, INC. TRANSIT MANAGEMENT OF SOUTHEAST LOUISIANA, INC. RETIREMENT INCOME PLAN | NEW ORLEANS, LA | Other | — | $180.0M | $40K |
| MARITIME ASSOCIATION - I.L.A. PENSION FUND THE MARITIME ASSOCIATION - I.L.A. PENSION FUND | HOUSTON, TX | Other NONE | 371 | $178.6M | $30K |
| MARITIME ASSOCIATION - I.L.A. PENSION FUND THE MARITIME ASSOCIATION - I.L.A. PENSION FUND | HOUSTON, TX | Other NONE | 355 | $173.5M | $31K |
| BOARD OF TRUSTEES, NEW ORLEANS EMPLOYERS INTERNATIONAL LONGSHOREMEN'S NEW ORLEANS EMPLOYERS-INTERNATIONAL LONGSHOREMEN'S ASSOCIATION,AFL-CIO,PENSION PLAN | NEW ORLEANS, LA | Other NONE | 630 | $129.9M | $25K |
| BOARD OF TRUSTEES, NEW ORLEANS EMPLOYERS INTERNATIONAL LONGSHOREMEN'S NEW ORLEANS EMPLOYERS-INTERNATIONAL LONGSHOREMEN'S ASSOCIATION,AFL-CIO,PENSION PLAN | NEW ORLEANS, LA | Other NONE | 624 | $119.2M | $25K |
| MID-SOUTH TRANSPORTATION MANAGEMENT, INC. MTM/MATA EMPLOYEE BENEFITS PLAN | MEMPHIS, TN | Accountant / Auditor ACCOUNTING | 145 | $113.7M | $10K |
| MID-SOUTH TRANSPORTATION MANAGEMENT, INC. MTM/MATA EMPLOYEE BENEFITS PLAN | MEMPHIS, TN | Other 36471 | 176 | $104.5M | — |
| TRUSTEES OF EMPLOYERS - ILA N.C. PORTS PENSION PLAN EMPLOYERS - ILA N.C. PORTS PENSION PLAN | WILMINGTON, NC | Advisor / Consultant INVESTMENT MANAGER | 322 | $57.3M | $66K |
| TRUSTEES OF EMPLOYERS - ILA N.C. PORTS PENSION PLAN EMPLOYERS - ILA N.C. PORTS PENSION PLAN | WILMINGTON, NC | Advisor / Consultant INVESTMENT MANAGER | 333 | $48.3M | $62K |
| THE BOARD OF TRUSTEES OF THE MARITIME ASSOCIATION - I.L.A. WELFARE FUN MARITIME ASSOCIATION - I.L.A. WELFARE FUND | HOUSTON, TX | Other NONE | 3,662 | $44.8M | $10K |
| THE BOARD OF TRUSTEES OF THE MARITIME ASSOCIATION - I.L.A. WELFARE FUN MARITIME ASSOCIATION - I.L.A. WELFARE FUND | HOUSTON, TX | Other NONE | 3,583 | $41.3M | $16K |