Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Aon Investments USA Inc.
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 230 retirement plans with 100 or more participants reported paying Aon Investments USA Inc. $5,000 or more. Those plans cover 3,507,578 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $40.9M. Per plan, the median was $22.93 per participant, with the middle half of plans between $5.63 and $95.55. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Illinois (28), New York (19) and Texas (19).
In 2009 it appeared on 48 such filings; in 2024, 232. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $5.63 | $22.93 | $95.55 |
| Compensation as a share of plan net assets | 0.00% | 0.02% | 0.10% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| The Home Depot Futurebuilder | The Home Depot, Inc. | GA | 439,390 | $14.1B | $375K |
| Compass Group Retirement Plan | Compass Group USA, Inc. | NC | 312,914 | $2.48B | $102K |
| Central Pension Fund of the IUOE & Participating Employers | Board of Trustees of the CPF of the IUOE and Participating Employers | DC | 233,478 | $27.4B | $1.3M |
| Food Lion 401(k) Plan | Food Lion, LLC | NC | 86,247 | $1.27B | $17K |
| Davita Retirement Savings Plan | Davita Inc. | CO | 78,487 | $3.81B | $99K |
| The Retirement Savings Plan | The New York-Presbyterian Hospital | NY | 72,256 | $4.83B | $159K |
| The Quest Diagnostics Profit Sharing Plan | Quest Diagnostics Clinical Laboratories, Inc. | NJ | 62,875 | $5.55B | $134K |
| Bae Systems Employees' Savings and Investment Plan | Bae Systems, Inc. | VA | 58,807 | $10.6B | $128K |
| Johnson Controls Retirement Savings and Investment Plan | Johnson Controls, Inc. | WI | 53,662 | $7.19B | $105K |
| Publicis Benefits Connection 401(k) Plan | MMS USA Holdings, Inc. | IL | 53,568 | $5.23B | $193K |
| Iu Health 401(k) Savings Plan | Indiana University Health Inc. | IN | 51,880 | $4.48B | $126K |
| Wellstar Health System, Inc. Supplemental Retirement Savings Plan | Wellstar Health System, Inc. | GA | 48,753 | $2.84B | $31K |
| University of Rochester Retirement Program | University of Rochester | NY | 47,731 | $8.00B | $93K |
| Piedmont Healthcare, Inc. 401(k) Tomorrowplan | Piedmont Healthcare, Inc. | GA | 47,001 | $2.86B | $128K |
| Cummins Pension Plan | Cummins Inc. | IN | 44,593 | $3.20B | $1.2M |
| The Giant Company 401(k) Plan | The Giant Company LLC | PA | 41,115 | $992M | $14K |
| Columbia University Voluntary Retirement Savings Plan | Trustees of Columbia University | NY | 40,437 | $4.71B | $74K |
| American International Group, Inc. Retirement Plan | American International Group, Inc. | NY | 39,221 | $2.97B | $265K |
| Honda 401(k) Savings Plan | American Honda Motor Company, Inc. | CA | 38,028 | $6.30B | $202K |
| Parker Defined Benefit Pension Plan | Parker Hannifin Corporation | OH | 37,405 | $3.40B | $2.0M |
| Fiserv 401(k) Savings Plan | Fiserv Solutions, LLC. | WI | 36,649 | $5.13B | $97K |
| HP Inc. 401(k) Plan | HP Inc. | TX | 36,268 | $10.3B | $300K |
| Retirement Plan for Officers of Columbia University | Trustees of Columbia University | NY | 34,090 | $5.64B | $87K |
| Paramount Global 401(k) Plan (Fka Viacomcbs 401(k) Plan) | Paramount Global | NY | 33,764 | $6.35B | $86K |
| American Electric Power System Retirement Plan | American Electric Power Service Corporation | OH | 32,548 | $4.00B | $210K |
| Hannaford Bros. Co. 401(k) Plan | Hannaford Bros. Co., LLC | ME | 31,435 | $1.10B | $15K |
| Bayer Corporation Savings and Retirement Plan | Bayer Corporation | MO | 30,109 | $10.8B | $169K |
| Schneider Electric 401(k) Plan | Schneider Electric Holdings, Inc. | IL | 29,760 | $5.06B | $102K |
| Intel Retirement Contribution Plan | Intel Corporation | CA | 29,222 | $7.29B | $75K |
| Cushman & Wakefield 401(k) Plan | Cushman & Wakefield | MA | 28,987 | $1.69B | $94K |
| Rentokil Initial USA 401(k) Plan | Rentokil North America, Inc. | PA | 28,927 | $1.31B | $197K |
| Navy Federal 401(k) Savings Plan | Navy Federal Credit Union | VA | 28,469 | $3.21B | $42K |
| Peraton Corp. Retirement Savings Plan | Peraton Corp. | VA | 26,938 | $2.52B | $124K |
| Keurig DR Pepper 401(k) Plan | Keurig DR Pepper Inc. | TX | 26,131 | $1.90B | $161K |
| Yale University Retirement Account Plan | Yale University | CT | 25,753 | $8.34B | $717K |
| Intel Minimum Pension Plan | Intel Corporation | CA | 25,738 | $804M | $230K |
| Montefiore Medical Center 403(b) Plan | Montefiore Medical Center | NY | 25,425 | $4.33B | $52K |
| Yale University Tax-Deferred 403(b) Savings Plan | Yale University | CT | 24,635 | $874M | $52K |
| Navy Federal Credit Union Employees' Retirement Plan | Navy Federal Credit Union | VA | 24,268 | $2.06B | $101K |
| Children's Hospital Medical Center Retirement Plan | Children's Hospital Medical Center | OH | 23,634 | $1.21B | $812K |
Questions and answers
How many plans does Aon Investments USA Inc. serve?
230 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Aon Investments USA Inc.?
The median plan reported $22.93 per participant in direct and indirect compensation (230 plans reporting an amount), or 0.02% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (94 plans), Investment management (62 plans), Consulting (general) (56 plans) and Consulting (pension) (34 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.