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August 10, 1998 01:00 AM

DEFINED CONTRIBUTION MONEY MANAGERS: L

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    Legg Mason Inc.

    100 Light St., Baltimore, MD 21202; phone: (410) 539-0000; fax: (410) 454-4923; www.leggmason.com

    ($ millions)

    Total DC assets 1,136

    Internally managed DC 1,136

    Plan type:

    401(k) 1,014

    403(b) 7

    401(a) 115

    Investment vehicle:

    Mutual funds 44

    Separate accounts 1,092

    Asset mix:

    Stocks 6%

    Bonds 93%

    Cash 1%

    Client contact: Edward A. Taber III

    Leonetti & Associates Inc.

    1130 Lake Cook Road, Suite 300, Buffalo Grove, IL 60089; phone: (847) 520-0999; fax: (847) 520-5475

    ($ millions)

    Total DC assets 18

    Internally managed DC 18

    Plan type:

    Profit sharing 18

    Investment vehicle:

    Separate accounts 18

    Asset mix:

    Stocks 70%

    Bonds 26%

    Cash 4%

    Client contact: Howard E. Cohen

    John A. Levin & Co. Inc.

    1 Rockefeller Plaza, 25th Floor, New York, NY 10020; phone: (212) 332-8400; fax: (212) 332-8402

    ($ millions)

    Total DC assets 197

    Internally managed DC 197

    Plan type:

    403(b) 12

    Other 185

    Investment vehicle:

    Separate accounts 197

    Asset mix:

    Stocks 100%

    Client contact: Stephen J. Symonds

    Lexington Management

    Park 80 West-Plaza 2, Saddle Brook, NJ 07663; phone: (201) 845-7300; fax: (201) 712-7750

    ($ millions)

    Total DC assets 276

    Internally managed DC 276

    Plan type:

    401(k) 255

    403(b) 21

    Investment vehicle:

    Mutual funds 213

    Variable annuities 63

    Asset mix:

    Stocks 80%

    Bonds 20%

    Client contact: David Zocchi

    Lincoln Capital Management

    200 S. Wacker Drive, Suite 2100, Chicago, IL 60606; phone: (312) 559-2880; fax: (312) 559-0245

    ($ millions)

    Total DC assets 5,422

    Internally managed DC 5,422

    Investment vehicle:

    Mutual funds 4,168

    Separate accounts 1,254

    Asset mix:

    Stocks 85%

    Bonds 15%

    Client contact: Alexander B. Knowles

    Lipper & Co. LP

    101 Park Ave., 6th Floor, New York, NY 10178; phone: (212) 883-6333; fax: (212) 883-8703;www.lipper.com

    ($ millions)

    Total DC assets 6

    Internally managed DC 6

    Plan type:

    401(k) 6

    Investment vehicle:

    Mutual funds 6

    Asset mix:

    Stocks 72.4%

    Bonds 27.6%

    Client contact: Abraham Biderman

    Longfellow Investment Management Co.

    190 High St., 4th Floor, Boston, MA 02110; phone: (617) 695-3504; fax: (617) 695-3507

    ($ millions)

    Total DC assets 16

    Internally managed DC 16

    Plan type:

    401(k) 16

    Investment vehicle:

    Separate accounts 16

    Asset mix:

    Bonds 100%

    Client contact: John Ciarleglio or David W. Seeley

    Loomis, Sayles & Co. LP

    1 Financial Center, Floor 33, Boston, MA 02111; phone: (800) 343-2029; fax: (617) 443-0074; loomissayles.com

    ($ millions)

    Total DC assets 2,577

    Internally managed DC 2,577

    Plan type:

    401(k) 2,327

    403(b) 103

    457 147

    Investment vehicle:

    Separate accounts 2,577

    Asset mix:

    Stocks 15%

    Bonds 85%

    Client contact: John F. Gallagher

    Lord, Abbett & Co.

    767 Fifth Ave., 11th Floor, New York, NY 10153; phone: (212) 848-1755; fax: (212) 980-6990

    ($ millions)

    Total DC assets 1,061

    Internally managed DC 1,061

    Plan type:

    401(k) 140

    403(b) 233

    457 .4

    Defined contribution 684

    Investment vehicle:

    Mutual funds 726

    Separate accounts 335

    Life cycle assets 320

    Asset mix:

    Stocks 76%

    Bonds 20%

    Cash 4%

    Client contact: Daria L. Foster

    Lotsoff Capital Management

    20 N. Clark St., 34th Floor, Chicago, IL 60602; phone: (312) 368-1442; fax: (312) 750-1131

    ($ millions)

    Total DC assets 1,020

    Internally managed DC 1,020

    Plan type:

    401(k) 1,020

    Investment vehicle:

    Separate accounts 923

    Other commingled 97

    Asset mix:

    Stocks 4%

    Bonds 96%

    Client contact: Mark S. Levey

    Lowe, Brockenbrough & Tattersall Inc.

    6620 W. Broad St., Suite 300, Richmond, VA 23230-1720; phone: (804) 288-0404; fax: (804) 288-7872; www.lbtinc.com

    ($ millions)

    Total DC assets 60

    Internally managed DC 60

    Plan type:

    401(k) 16

    Profit sharing 44

    Investment vehicle:

    Mutual funds 20

    Separate accounts 40

    Client contact: David A. Lyons

    Lynch & Mayer Inc.

    520 Madison Ave., 42nd Floor, New York, NY 10022; phone: (212) 758-1717; fax: (212) 833-1399

    ($ millions)

    Total DC assets 604

    Internally managed DC 604

    Plan type:

    401(k) 604

    Investment vehicle:

    Separate accounts 604

    Asset mix:

    Stocks 94.5%

    Bonds .0.4%

    Cash 5.1%

    Client contact: Thomas E. McGowan

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