| Active-extension managers |
| Assets are in millions as of Sept. 30. |
|
| State Street Global Advisors | $11,726 | Index Plus Edge | N/A |
| | North America Index Plus Edge | N/A |
| | Europe Index Plus Edge | N/A |
| | U.K. Enhanced Edge | N/A |
| | World Index Plus Edge | N/A |
| | Mid Cap Edge | N/A |
| | Large Cap Core Edge | N/A |
| | Australian Alpha Plus | N/A |
| | U.K. Alpha Edge | N/A |
| | International Alpha Select Ede | N/A |
| | Global Alpha Edge ex-Australia | N/A |
| | Global Alpha Edge | N/A |
| | Global Alpha Select Edge | N/A |
| | All Country Alpha Edge | N/A |
| Barclays Global Investors* | $5,000 | | |
| Jacobs Levy Equity Mgmt.* | $4,891 | | |
| Goldman Sachs Asset Mgmt. | $4,000 | CORE Global Flex Fund | $634 |
| | CORE EAFE Flex Fund | $609 |
| | CORE U.S. Equity | $730 |
| | CORE Japan Equity | $788 |
| | CORE Europe Flex Fund | $639 |
| | GS Structured International Flex Fund | $444 |
| | Europe Flex CORE Equity Portfolio | $156 |
| Analytic Investors | $3,487 | Core Equity Plus (S&P 500) | $1,662 |
| | Core Equity Plus (Russell 1000) | $1,466 |
| | Aggressive Equity Plus | $121 |
| | Global Core Equity Plus | $238 |
| Aronson + Johnson + Ortiz | $3,311 | Top Cap Absolute Value 130/30 | $134 |
| | Matched Cap 130/30 | $2,792 |
| | Large Cap Absolute Value 130/30 | $111 |
| | Large Cap 1000 130/30 | $274 |
| JPMorgan Asset Mgmt. | $3,291 | Intrepid Plus | $77 |
| | Quantitative Large Cap Plus | $28 |
| | Large Cap Value 130/30 | $148 |
| | Large Cap Core 130/30 | $3,031 |
| | JPMorgan REI 130/30 | $7 |
| | JPMorgan European Equity 130/30 | $0 |
| Acadian Asset Mgmt. | $2,509 | Non-U.S. Small Cap 130/30 | $460 |
| | ACWI Ex U.S. 130/30 | $583 |
| | Global 130/30 | $1,303 |
| | Non-U.S. Concentrated 130/30 | $152 |
| | Global Concentrated 130/30 | $11 |
| UBS Asset Mgmt. | $2,344 | U.S. 130/30 Equity | $2,254 |
| | European Opportunity 130/30 Equity | $60 |
| | Asia 130/30 Equity Strategy | $30 |
| Numeric Investors | $1,895 | Amplified Core (130/30) | $1,895 |
| DuPont Capital Mgmt. | $1,643 | DCM Active Extension | $1,568 |
| | DCM 130/30 | $75 |
| Quantitative Mgmt. Associates | $1,565 | Long/Short Quantitative Core Equity | $1,511 |
| | 110/10 Midcap Quantitative Core Equity | $54 |
| AQR Capital Mgmt. | $1,270 | U.S. Large Cap RC 40 | $320 |
| | Global RC 30 | $310 |
| | Global RC 40 | $600 |
| | U.S. Small Cap 40 | $40 |
| Martingale Asset Mgmt. | $1,075 | Enhanced Alpha (130/30) LargeCap Value | $648 |
| | Enhanced Alpha (130/30) LargeCap Core | $70 |
| | Enhanced Alpha (130/30) LargeCap Core 500 | $0 |
| | Enhanced Alpha (130/30) LargeCap Growth | $357 |
| Axa Rosenberg** | $1,000 | Global 130/30 | $1,000 |
| PanAgora Asset Mgmt. | $701 | U.S. Equity Extended Alpha | $2 |
| | Dynamic International Equity Extended Alpha | $114 |
| | Dynamic Global Equity Extended Alpha | $585 |
| D.E. Shaw | $689 | Broad Market Core Alpha Extension | N/A |
| | Broad Market Core Alpha Extension Plus | N/A |
| | Large Cap Core Alpha Extension Plus | N/A |
| | All Cap Core Alpha Extension Plus | N/A |
| INVESCO | $575 | U.S. Large Core Directional Long/Short (130/30) | $267 |
| | U.S. Large Growth Directional Long/Short (130/30) | $263 |
| | U.S. Small Core Directional Long/Short (150/50) | $45 |
| Mellon Capital Mgmt. | $242 | 130/30 Enhanced Equity Strategy | $143 |
| | BNY Mellon Australia Equity 130/30 Trust | $99 |
| Fifth Third Asset Mgmt. | $217 | Structured Large Cap Plus | $217 |
| Los Angeles Capital Mgmt. | $210 | Large Cap Alpha Fund | $210 |
| Glenmede Investment Mgmt. | $198 | Large Cap 130/30 | $162 |
| | Total Market 130/30 | $36 |
| RiverSource Investments | $144 | RiverSource Contrarian 120/20 | $17 |
| | RiverSource Disciplined 130/30 | $10 |
| | Currency Alpha Absolute Return | $117 |
| Franklin Portfolio Associates | $120 | 130/30 (Russell 1000 Value) | $120 |
| GMO | $117 | International Equity (130/30) | $117 |
| Maverick Capital** | $113 | Long Enhanced (150/50) | $113 |
| Fuller & Thaler Asset Mgmt. | $110 | Domestic Large-Cap 120/20 | $110 |
| New York Life Investment Mgmt. | $107 | U.S. Large Cap Core | $67 |
| | U.S. Large Cap Growth | $11 |
| | International 130/30 | $12 |
| | International 170/70 | $17 |
| Pequot Capital Mgmt. | $100 | Global 130/30 | $100 |
| McKinley Capital Mgmt. | $95 | Non-U.S. Developed 130/30 Growth | $95 |
| Deutsche Asset Mgmt. | $92 | 120/20 Large Cap Growth | $12 |
| | 120/20 Large Cap Value | $15 |
| | Global Commodity Securities 115/15 | $65 |
| The Boston Company Asset Mgmt. | $88 | U.S. Large Cap Core 130/30 Equity | $88 |
| Stux Capital Mgmt. | $75 | LongPlus 125/25 | $75 |
| Thomson Horstmann & Bryant | $56 | Small Cap Enhanced Alpha | $56 |
| Thales Fund Mgmt. | $56 | Leros Fund - Active Extension | $56 |
| ValueWorks | $43 | 125/25 Hedge Composite | $43 |
| Integra** | $28 | 120/20 U.S. Equity | $28 |
| Northern Trust Global Investments | $26 | 130/30 Core Equity Strategy | $26 |
| MFS Investment Mgmt. | $22 | Blended Research 130/30 U.S. Core Equity | $12 |
| | Blended Research 130/30 Global Equity | $10 |
| Pyramis Global Advisors | $14 | Large Cap Core 130/30 | $14 |
| INTECH | $14 | INTECH Collared Long/Short (120/20) | $14 |
| Nicholas-Applegate Capital Mgmt. | $12 | U.S. Systematic Large Cap Growth 130/30 | $4 |
| | U.S. Systematic Small-Mid Cap 130/30 | $4 |
| | Global Equity 130/30 | $4 |
| Mellon Equity Associates | $12 | Extended Alpha Large Cap Core (130/30) | $12 |
| Shenandoah Asset Mgmt. | $12 | 130/30 Alpha Extension | $12 |
| AG Asset Mgmt. | $12 | MultiCap 130/30 | $12 |
| | Large Cap 130/30 | $0 |
| | MidCap 130/30 | $0 |
| OFI Institutional Asset Mgmt. | $11 | 120/20 Large Cap Core | $6 |
| | 130/30 Large Cap Value | $5 |
| Lee Munder Capital Group | $10 | International 130/30 | $10 |
| First Quadrant** | $7 | 130/30 | $7 |
| Turner Investment Partners | $5 | Large Cap Growth 130/30 | $0 |
| | Growth Equity 130/30 | $2 |
| | Core Growth 130/30 | $1 |
| | Quantitative 130/30 | $2 |
| Geode Capital Mgmt. | $4 | Geode Flexible Alpha | $4 |
| Independence Investments | $3 | Long/Short 130/30 | $1 |
| | Long/Short 130/30 Large Cap Value | $1 |
| | Long/Short 130/30 Midcap | $1 |
| Freeman Associates | $1 | FAIM U.S. 130/30 | $1 |
| Twin Capital Mgmt. | $1 | Twin Extended Alpha | $1 |
| OakBrook Investments | $0 | Structured Large Cap Core Plus (130/30) | $0 |
| *Individual funds not available. **Data as of March 31. |
