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Top DC record keepers ranked by assets
In millions, as of June 30.
RANK | RECORD KEEPER (2003 RANK) | ASSETS |
1 | Fidelity Investments (1) | $561,550 |
2 | TIAA-CREF (2) | $271,474 |
3 | Hewitt Associates (3) | $225,852 |
4 | CitiStreet (4) | $202,752 |
5 | Vanguard Group (5) | $155,704 |
6 | Merrill Lynch Retirement (8) | $87,283 |
7 | Mellons HR & Inv. Solutions (6) | $80,777 |
8 | ING (7) | $75,758 |
9 | Nationwide Financial (10) | $66,673 |
10 | T. Rowe Price Group (11) | $63,355 |
11 | Putnam Investments (9) | $62,786 |
12 | Prudential Financial (17/20) | $60,718 |
13 | JPMorgan Retirement (12) | $58,762 |
14 | Great-West (13) | $55,231 |
15 | Principal Financial (14) | $51,212 |
16 | Lincoln Financial (21/49) | $43,836 |
17 | Wachovia Bank (22/44) | $33,834 |
18 | BISYS (18) | $29,765 |
19 | ADP Retirement Services (29) | $29,578 |
20 | AmEx Retirement (16) | $28,024 |
21 | MassMutual Financial (19) | $27,400 |
22 | Manulife Financial (30) | $24,924 |
23 | Schwab Corp. Services (32) | $24,515 |
24 | Wells Fargo (15) | $23,962 |
25 | AMVESCAP Retirement (27) | $21,600 |
26 | Diversified Investment (24) | $21,505 |
27 | Union Bank of California (25) | $21,500 |
28 | MetLife (26) | $20,100 |
29 | ICMA Retirement (33) | $19,944 |
30 | AXA Equitable Life (34) | $15,073 |
31 | The Hartford (36) | $14,294 |
32 | Marshall & Ilsley (43) | $14,291 |
33 | SunGard EBS (37) | $13,388 |
34 | MFS Investment (35) | $13,365 |
35 | 401(k) Co. (41) | $13,316 |
36 | New York Life Inv. Mgmt. (40) | $9,678 |
37 | Russell Investment Group | $9,609 |
38 | Milliman USA (45) | $9,400 |
39 | Transamerica Retirement (42) | $9,200 |
40 | U.S. Bank (39) | $8,237 |
41 | Invesmart (46) | $7,371 |
42 | AUL Retirement Services (48) | $6,602 |
43 | PNC Advisors (52) | $6,484 |
44 | Securian Retirement (53) | $6,455 |
45 | Bank of America IIS (31/47) | $5,908 |
46 | Natl City Charitable & Ret. (50) | $5,468 |
47 | Newport Group (70) | $5,165 |
48 | Pension Specialists (54) | $5,017 |
49 | SunTrust Banks (55) | $4,588 |
50 | Comerica Bank (56) | $4,300 |
51 | TruSource (60) | $3,500 |
52 | BB&T Institutional Services | $3,493 |
53 | First Mercantile (61) | $3,469 |
54 | CPI Qualified (58) | $3,379 |
55 | Bank of Oklahoma | $2,848 |
56 | Federated Retirement (64) | $2,741 |
57 | Franklin Resources (28) | $2,670 |
58 | Symetra Financial (62) | $2,596 |
59 | Guardian Life Insurance | $2,232 |
60 | DailyAccess (65) | $2,200 |
61 | Ameritas Life (66) | $1,886 |
62 | AmSouth Bank (68) | $1,631 |
63 | Lawrence Johnson (67) | $1,588 |
64 | Northeast Retirement (71) | $1,557 |
65 | EPIC Advisors (69) | $1,528 |
66 | HSBC Bank USA | $1,257 |
67 | J. & W. Seligman (73) | $853 |
68 | Correll (74) | $734 |
69 | Mutual of Omaha (75) | $686 |
70 | Reed-Ramsey | $469 |
71 | Unified Trust | $457 |
72 | Ingham Group | $392 |
73 | Dean Retirement (76) | $359 |
74 | Sterling Trust | $350 |
75 | State Bank & Trust | $272 |
76 | Dubuque Bank & Trust | $251 |
77 | AmalgaTrust (77) | $207 |
78 | 401k Easy Online (78) | $175 |
79 | Sit Investment (79) | $37 |
80 | Gabelli Asset Mgmt. (80) | $30 |
TOTAL | $2,681,430 |