Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Legal & General Investment
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, 118 retirement plans with 100 or more participants reported paying Legal & General Investment $5,000 or more. Those plans cover 1,198,926 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $30.4M. Per plan, the median was $28.94 per participant, with the middle half of plans between $11.99 and $64.22. 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 New York (12), Texas (12) and Ohio (10).
In 2012 it appeared on 12 such filings; in 2024, 126. 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 | $11.99 | $28.94 | $64.22 |
| Compensation as a share of plan net assets | 0.01% | 0.03% | 0.07% |
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 Bank of America Pension Plan | Bank of America Corporation | RI | 168,197 | $17.6B | $973K |
| New England Teamsters Pension Fund | New England Teamsters Pension Fund | MA | 71,322 | $9.08B | $542K |
| Truist Financial Corporation 401(k) Savings Plan | Truist Financial Corporation | NC | 59,476 | $9.23B | $260K |
| Pacific Gas and Electric Company Retirement Plan | Pacific Gas and Electric Company | CA | 58,892 | $17.5B | $1.6M |
| Retirement Plan for Employees of Aetna Inc. | Aetna Inc. | CT | 49,504 | $5.19B | $316K |
| American International Group, Inc. Retirement Plan | American International Group, Inc. | NY | 39,221 | $2.97B | $1.1M |
| Firstenergy Corp. Master Pension Plan | Firstenergy Corp. | OH | 38,934 | $6.35B | $414K |
| Ernst & Young Inactive Defined Benefit Retirement Plan | Ernst & Young U.S. LLP | NJ | 38,877 | $2.16B | $491K |
| Parker Defined Benefit Pension Plan | Parker Hannifin Corporation | OH | 37,405 | $3.40B | $237K |
| Glaxosmithkline Cash Balance Pension Plan | Glaxosmithkline LLC | PA | 35,701 | $2.90B | $1.6M |
| Consolidated Edison Retirement Plan | Consolidated Edison Company of New York, Inc. | NY | 26,696 | $15.5B | $1.1M |
| Ameren Retirement Plan | Ameren Corporation | MO | 23,302 | $4.38B | $706K |
| Bae Systems Employees' Retirement Plan | Bae Systems, Inc. | VA | 20,783 | $3.21B | $200K |
| Main Line Health, Inc. Retirement Income Plan | Main Line Health, Inc. | PA | 19,375 | $1.49B | $949K |
| Texas Children's Hospital Cash Balance Pension Plan | Texas Children's | TX | 19,315 | $713M | $87K |
| Advocate Aurora Health Pension Plan | Advocate Aurora Health, Inc. | IL | 19,215 | $964M | $517K |
| The Estee Lauder Companies Retirement Growth Account Plan | Estee Lauder, Inc. | NY | 18,663 | $841M | $122K |
| Pitney Bowes Pension Plan | Pitney Bowes Inc. | CT | 17,744 | $958M | $199K |
| Celanese Americas Retirement Pension Plan | Celanese Americas LLC | TX | 17,027 | $1.85B | $418K |
| Phillips 66 Retirement Plan | Phillips 66 Company | TX | 15,952 | $2.20B | $70K |
| Pinnacle West Capital Corporation Retirement Plan | Pinnacle West Capital Corporation | AZ | 15,460 | $3.06B | $334K |
| Michelin Retirement Plan | Michelin North America, Inc. | SC | 15,447 | $1.96B | $314K |
| Premier Health Partners Employees Retirement Plan | Premier Health Partners | OH | 14,944 | $411M | $484K |
| Oncor Retirement Plan | Oncor Electric Delivery Company LLC | TX | 14,519 | $1.77B | $231K |
| Comerica Incorporated Retirement Income Account Plan | Comerica Incorporated | TX | 14,456 | $2.74B | $312K |
| The Ohiohealth Cash Balance Retirement Plan | Ohiohealth Corporation | OH | 14,079 | $743M | $155K |
| Aon Retirement Pension Plan | Aon Corporation | GA | 13,598 | $1.44B | $384K |
| Brown Health Defined Benefit Retirement Plan | Lifespan Corporation d/b/a Brown University Health | RI | 13,259 | $537M | $4,698 |
| Southern California Gas Company Pension Plan | Southern California Gas Company | CA | 12,106 | $2.36B | $1.3M |
| Centerpoint Energy Retirement Plan | Centerpoint Energy, Inc. | TX | 12,081 | $1.09B | $352K |
| Salt River Project Employees' Retirement Plan | Salt River Valley Water Users Association | AZ | 11,406 | $2.90B | $1.4M |
| Regions Financial Corporation Retirement Plan | Regions Financial Corporation | AL | 11,265 | $1.15B | $456K |
| Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee | Consolidated Nuclear Security, LLC | TN | 10,673 | $1.97B | $394K |
| Ball Pension Plan | Ball Corporation | CO | 9,883 | $901M | $116K |
| Kimberly-Clark Corporation Pension Plan | Kimberly-Clark Corporation | WI | 9,325 | $871M | $274K |
| Usg Corporation Retirement Plan | Usg Corporation | IL | 9,208 | $612M | $365K |
| Unicare Retirement Plan | Unilever United States, Inc. | NJ | 8,227 | $732M | $255K |
| UBS Financial Services Inc. Pension Plan | UBS Financial Services Inc. | NJ | 8,083 | $577M | $101K |
| Caleres, Inc. Retirement Plan | Caleres, Inc. | MO | 7,371 | $312M | $504K |
| Teco Energy Group Retirement Plan | Teco Energy, LLC | FL | 6,865 | $705M | $8,750 |
Questions and answers
How many plans does Legal & General Investment serve?
118 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 Legal & General Investment?
The median plan reported $28.94 per participant in direct and indirect compensation (118 plans reporting an amount), or 0.03% 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 management (101 plans), Investment advisory (plan) (6 plans), Legal (3 plans) and Custodial (securities) (2 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.