Skip to main content
MENU
Subscribe
  • Subscribe
  • Account
  • LOGIN
  • Topics
    • Alternatives
    • Consultants
    • Coronavirus
    • Courts
    • Defined Contribution
    • ESG
    • ETFs
    • Hedge Funds
    • Industry Voices
    • Investing
    • Money Management
    • Opinion
    • Partner Content
    • Pension Funds
    • Private Equity
    • Real Estate
    • Russia-Ukraine War
    • SECURE Act 2.0
    • Special Reports
    • White Papers
  • Rankings & Awards
    • 1,000 Largest Retirement Plans
    • Top-Performing Managers
    • Largest Money Managers
    • DC Money Managers
    • DC Record Keepers
    • Largest Hedge Fund Managers
    • World's Largest Retirement Funds
    • Best Places to Work in Money Management
    • Excellence & Innovation Awards
    • Eddy Awards
  • ETFs
    • Latest ETF News
    • Fund Screener
    • Education Center
    • Equities
    • Fixed Income
    • Commodities
    • Actively Managed
    • Alternatives
    • ESG Rated
  • ESG
    • Latest ESG News
    • The Institutional Investor’s Guide to ESG Investing
    • Climate Change: The Inescapable Opportunity
    • Impact Investing
    • 2022 ESG Investing Conference
    • ESG Rated ETFs
  • Defined Contribution
    • Latest DC News
    • DC Money Manager Rankings
    • DC Record Keeper Rankings
    • Innovations in DC
    • Trends in DC: Focus on Retirement Income
    • 2022 Defined Contribution East Conference
    • 2022 DC Investment Lineup Conference
  • Searches & Hires
    • Latest Searches & Hires News
    • Searches & Hires Database
    • RFPs
  • Performance Data
    • P&I Research Center
    • Earnings Tracker
    • Endowment Returns Tracker
    • Corporate Pension Contribution Tracker
    • Pension Fund Returns Tracker
    • Pension Risk Transfer Database
    • Future of Investments Research Series
    • Charts & Infographics
    • Polls
  • Careers
  • Events
    • View All Conferences
    • View All Webinars
    • 2022 Innovation Investing Conference
    • 2022 Defined Contribution East Conference
    • 2022 ESG Investing Conference
    • 2022 DC Investment Lineup Conference
    • 2022 Alternatives Investing Conference
Breadcrumb
  1. Home
  2. INTERACTIVE
November 29, 2004 12:00 AM

Top DC record keepers by assets

  • Tweet
  • Share
  • Share
  • Email
  • More
    Reprints Print

    .chtHed {font:18px "Arial";line-height:18px;font-weight:bold;padding-bottom:3px}

    .chtBlurb {font:14px "Arial";line-height:17px;padding-bottom:2px}

    .chtHeader {font:8px "Arial";font-weight:bold;letter-spacing:2px}

    .chtData {font:13px "Arial"}

    .chtDataBd {font:13px "Arial";font-weight:bold}

    .chtDataRed {font:13px "Arial";font-weight:bold;color:#98012B}

    .chtSource {font:10px "Arial"}

    .chtRank {font:10px "Arial"}



    Top DC record keepers ranked by assets

    In millions, as of June 30.




















































































    RANKRECORD KEEPER (2003 RANK)ASSETS
    1Fidelity Investments (1)$561,550
    2TIAA-CREF (2)$271,474
    3Hewitt Associates (3)$225,852
    4CitiStreet (4)$202,752
    5Vanguard Group (5)$155,704
    6Merrill Lynch Retirement (8)$87,283
    7Mellon’s HR & Inv. Solutions (6)$80,777
    8ING (7)$75,758
    9Nationwide Financial (10)$66,673
    10T. Rowe Price Group (11)$63,355
    11Putnam Investments (9)$62,786
    12Prudential Financial (17/20)$60,718
    13JPMorgan Retirement (12)$58,762
    14Great-West (13)$55,231
    15Principal Financial (14)$51,212
    16Lincoln Financial (21/49)$43,836
    17Wachovia Bank (22/44)$33,834
    18BISYS (18)$29,765
    19ADP Retirement Services (29)$29,578
    20AmEx Retirement (16)$28,024
    21MassMutual Financial (19)$27,400
    22Manulife Financial (30)$24,924
    23Schwab Corp. Services (32)$24,515
    24Wells Fargo (15)$23,962
    25AMVESCAP Retirement (27)$21,600
    26Diversified Investment (24)$21,505
    27Union Bank of California (25)$21,500
    28MetLife (26)$20,100
    29ICMA Retirement (33)$19,944
    30AXA Equitable Life (34)$15,073
    31The Hartford (36)$14,294
    32Marshall & Ilsley (43)$14,291
    33SunGard EBS (37)$13,388
    34MFS Investment (35)$13,365
    35401(k) Co. (41)$13,316
    36New York Life Inv. Mgmt. (40)$9,678
    37Russell Investment Group $9,609
    38Milliman USA (45)$9,400
    39Transamerica Retirement (42)$9,200
    40U.S. Bank (39)$8,237
    41Invesmart (46)$7,371
    42AUL Retirement Services (48)$6,602
    43PNC Advisors (52)$6,484
    44Securian Retirement (53)$6,455
    45Bank of America IIS (31/47)$5,908
    46Nat’l City Charitable & Ret. (50)$5,468
    47Newport Group (70)$5,165
    48Pension Specialists (54)$5,017
    49SunTrust Banks (55)$4,588
    50Comerica Bank (56)$4,300
    51TruSource (60)$3,500
    52BB&T Institutional Services $3,493
    53First Mercantile (61)$3,469
    54CPI Qualified (58)$3,379
    55Bank of Oklahoma $2,848
    56Federated Retirement (64)$2,741
    57Franklin Resources (28)$2,670
    58Symetra Financial (62)$2,596
    59Guardian Life Insurance $2,232
    60DailyAccess (65)$2,200
    61Ameritas Life (66)$1,886
    62AmSouth Bank (68)$1,631
    63Lawrence Johnson (67)$1,588
    64Northeast Retirement (71)$1,557
    65EPIC Advisors (69)$1,528
    66HSBC Bank USA $1,257
    67J. & W. Seligman (73)$853
    68Correll (74)$734
    69Mutual of Omaha (75)$686
    70Reed-Ramsey $469
    71Unified Trust $457
    72Ingham Group $392
    73Dean Retirement (76)$359
    74Sterling Trust $350
    75State Bank & Trust $272
    76Dubuque Bank & Trust $251
    77AmalgaTrust (77)$207
    78401k Easy Online (78)$175
    79Sit Investment (79)$37
    80Gabelli Asset Mgmt. (80)$30
    TOTAL$2,681,430
    Recommended for You
    Stay-at-home stocks fizzle
    Stay-at-home stocks fizzle
    TIPS' yields turn positive
    TIPS' yields turn positive
    Fed indicator doesn't show recession on horizon
    Fed indicator doesn't show recession on horizon
    OCIO, Anchor in Rough Seas
    Sponsored Content: OCIO, Anchor in Rough Seas

    Reader Poll

    May 9, 2022
    SEE MORE POLLS >
    Sponsored
    White Papers
    Are Factors a Thing of the Past?
    Q2 2022 Credit Outlook: Carry On
    Leverage does not equal risk
    Is there a mid-cap gap in your DC plan?
    Out of the Shadows: The Revolution in Shadow Accounting
    The pivotal role of fixed income markets in the ESG revolution
    View More
    Sponsored Content
    Partner Content
    The Industrialization of ESG Investment
    For institutional investors, ETFs can make meeting liquidity needs easier
    Gold: the most effective commodity investment
    2021 Investment Outlook | Investing Beyond the Pandemic: A Reset for Portfolios
    Ten ways retirement plan professionals add value to plan sponsors
    Gold: an efficient hedge
    View More
    E-MAIL NEWSLETTERS

    Sign up and get the best of News delivered straight to your email inbox, free of charge. Choose your news – we will deliver.

    Subscribe Today
    May 9, 2022 page one

    Get access to the news, research and analysis of events affecting the retirement and institutional money management businesses from a worldwide network of reporters and editors.

    Subscribe
    Connect With Us
    • RSS
    • Twitter
    • Facebook
    • LinkedIn

    Our Mission

    To consistently deliver news, research and analysis to the executives who manage the flow of funds in the institutional investment market.

    About Us

    Main Office
    685 Third Avenue
    Tenth Floor
    New York, NY 10017-4036

    Chicago Office
    130 E. Randolph St.
    Suite 3200
    Chicago, IL 60601

    Contact Us

    Careers at Crain

    About Pensions & Investments

     

    Advertising
    • Media Kit
    • P&I Content Solutions
    • P&I Careers | Post a Job
    • Reprints & Permissions
    Resources
    • Subscribe
    • Newsletters
    • FAQ
    • P&I Research Center
    • Site map
    • Staff Directory
    Legal
    • Privacy Policy
    • Terms and Conditions
    • Privacy Request
    Pensions & Investments
    Copyright © 1996-2022. Crain Communications, Inc. All Rights Reserved.
    • Topics
      • Alternatives
      • Consultants
      • Coronavirus
      • Courts
      • Defined Contribution
      • ESG
      • ETFs
      • Hedge Funds
      • Industry Voices
      • Investing
      • Money Management
      • Opinion
      • Partner Content
      • Pension Funds
      • Private Equity
      • Real Estate
      • Russia-Ukraine War
      • SECURE Act 2.0
      • Special Reports
      • White Papers
    • Rankings & Awards
      • 1,000 Largest Retirement Plans
      • Top-Performing Managers
      • Largest Money Managers
      • DC Money Managers
      • DC Record Keepers
      • Largest Hedge Fund Managers
      • World's Largest Retirement Funds
      • Best Places to Work in Money Management
      • Excellence & Innovation Awards
      • Eddy Awards
    • ETFs
      • Latest ETF News
      • Fund Screener
      • Education Center
      • Equities
      • Fixed Income
      • Commodities
      • Actively Managed
      • Alternatives
      • ESG Rated
    • ESG
      • Latest ESG News
      • The Institutional Investor’s Guide to ESG Investing
      • Climate Change: The Inescapable Opportunity
      • Impact Investing
      • 2022 ESG Investing Conference
      • ESG Rated ETFs
    • Defined Contribution
      • Latest DC News
      • DC Money Manager Rankings
      • DC Record Keeper Rankings
      • Innovations in DC
      • Trends in DC: Focus on Retirement Income
      • 2022 Defined Contribution East Conference
      • 2022 DC Investment Lineup Conference
    • Searches & Hires
      • Latest Searches & Hires News
      • Searches & Hires Database
      • RFPs
    • Performance Data
      • P&I Research Center
      • Earnings Tracker
      • Endowment Returns Tracker
      • Corporate Pension Contribution Tracker
      • Pension Fund Returns Tracker
      • Pension Risk Transfer Database
      • Future of Investments Research Series
      • Charts & Infographics
      • Polls
    • Careers
    • Events
      • View All Conferences
      • View All Webinars
      • 2022 Innovation Investing Conference
      • 2022 Defined Contribution East Conference
      • 2022 ESG Investing Conference
      • 2022 DC Investment Lineup Conference
      • 2022 Alternatives Investing Conference