Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Parametric Portfolio Associates LLC
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.
Parametric Portfolio Associates LLC is named as a service provider on the Schedule C of 72 retirement plans with 100 or more participants for plan year 2024, covering 1,650,936 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $13.3M. Per plan, the median was $17.81 per participant, with the middle half of plans between $7.05 and $33.12. 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 (11), Missouri (7) and California (6).
In 2012 it appeared on 8 such filings; in 2024, 85. 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 | $7.05 | $17.81 | $33.12 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.03% |
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 |
|---|---|---|---|---|---|
| Int'l Brotherhood of Electrical Workers' Pension Benefit Fund | International Brotherhood of Electrical Workers' Pension Benefit Fund | DC | 603,067 | $2.71B | $61K |
| Sound Retirement Trust | Board of Trustees, Sound Retirement Trust | WA | 107,493 | $2.56B | $143K |
| Target Corporation Pension Plan | Target Corporation | MN | 75,775 | $3.29B | $100K |
| Screen Actors Guild - Producers Pension Plan | Board of Trustees Screen Actors Guild - Producers | CA | 67,988 | $5.25B | $233K |
| Desert States Employers & UFCW Unions Pension Plan | Board of Trustees, Desert States Employers & UFCW | AZ | 55,607 | $1.04B | $100K |
| Cummins Pension Plan | Cummins Inc. | IN | 44,593 | $3.20B | $589K |
| Laborers National Pension Fund | Board of Trustees of the Laborers National Pension Fund | TX | 40,898 | $1.53B | $330K |
| Employees' Retirement Plan of Duke University | Duke University | NC | 40,202 | $2.78B | $256K |
| Firstenergy Corp. Master Pension Plan | Firstenergy Corp. | OH | 38,934 | $6.35B | $856K |
| Parker Defined Benefit Pension Plan | Parker Hannifin Corporation | OH | 37,405 | $3.40B | $835K |
| Twin City Hospitals - Minnesota Nurses Association Pension Plan | Pension Committee Under Twin City Hospitals - Minnesota Nurses | MN | 33,805 | $2.38B | $54K |
| Kodak Retirement Income Plan | Eastman Kodak Company | NY | 33,088 | $3.11B | $69K |
| Building Trades United Pension Trust Fund Milwaukee and Vicinity | Building Trades United Pension Trust Fund | WI | 28,408 | $3.52B | $418K |
| Willis Towers Watson Pension Plan for U.S. Employees | Willis Towers Watson US LLC | VA | 26,467 | $2.84B | $262K |
| Central Laborers Annuity Plan | Board of Trustees of Central Laborers Annuity Plan | IL | 24,935 | $355M | $96K |
| International Brotherhood of Teamsters Union Local 710 Pension Fund | Trustees of I.B. of T. Union Local 710 Pension Fund | IL | 21,566 | $4.39B | $529K |
| Frontier Communications Pension Plan | Frontier Communications Parent, Inc. | CT | 20,329 | $2.38B | $363K |
| Ohio Operating Engineers Pension Plan | Ohio Operating Engineers Pension Plan | OH | 20,036 | $3.74B | $678K |
| Locals 302 & 612 of the IUOE - Employers Construction Industry Retirement Plan | Board of Trustees, Locals 302 & 612 of the IUOE - | WA | 19,582 | $3.33B | $194K |
| Main Line Health, Inc. Retirement Income Plan | Main Line Health, Inc. | PA | 19,375 | $1.49B | $127K |
| Retirement Plan of Carilion Clinic | Carilion Clinic | VA | 17,990 | $1.44B | $104K |
| Carpenters Pension Fund of Illinois | Board of Trustees of Carpenters Pension Fund of Illinois | IL | 17,735 | $2.23B | $290K |
| Central Laborers' Pension Fund | Board of Trustees of Central Laborers' Pension Fund | IL | 16,444 | $1.39B | $184K |
| Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd. | BD of Trustees Local 705 I.B. of T. Pension Trust Fund | IL | 15,670 | $1.88B | $278K |
| Oncor Retirement Plan | Oncor Electric Delivery Company LLC | TX | 14,519 | $1.77B | $811K |
| Neca-Ibew Pension Trust Fund | Neca-Ibew Pension Trust Fund | IL | 12,974 | $1.59B | $245K |
| Pension Plan for Employees at Ornl | Ut-Battelle, LLC | TN | 12,721 | $2.40B | $228K |
| Southern California Gas Company Pension Plan | Southern California Gas Company | CA | 12,106 | $2.36B | $87K |
| Pacific Coast Roofers Pension Plan | Board of Trustees for Pacific Coast Roofers Pension Plan | CA | 10,634 | $700M | $193K |
| Unity Health System Retirement Plan | Unity Health System | NY | 10,232 | $341M | $69K |
| Land O'Lakes, Inc. Employee Retirement Plan | Land O'Lakes, Inc. | MN | 9,990 | $860M | $303K |
| Construction Laborers Pension Trust of Greater St. | Construction Laborers Pension Trust of Greater St. Louis Trustees | MO | 8,261 | $1.16B | $58K |
| Central Illinois Carpenters Retirement Savings Fun | Board of Trustees Central Illinois Carpenters Retirement Savings Fund | IL | 8,248 | $254M | $16K |
| Howard University Employees' Retirement Plan | Howard University | DC | 7,845 | $556M | $90K |
| Operating Engineers Local 101 Pension Fund | Board of Trustees of Operating Engineers Local 101 Pension Fund | MO | 7,502 | $968M | $253K |
| Automotive Machinists Pension Plan | Automotive Machinists Pension Trust | WA | 7,159 | $843M | $189K |
| VF Corporation Pension Plan | VF Corporation | NC | 7,019 | $905M | $161K |
| Chicago Painters and Decorators Pension Fund | Board of Trustees of Chicago Painters and Decorators Pension FD | IL | 6,443 | $1.20B | $300K |
| San Diego Gas & Electric Company Cash Balance Plan | San Diego Gas & Electric Company | CA | 6,335 | $842M | $26K |
| Pension Fund of Operating Engineers Local 513 | Board of Trustees of Pension Fund of Operating Engineers Local 513 | MO | 5,456 | $810M | $75K |
Questions and answers
How many plans does Parametric Portfolio Associates LLC serve?
72 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 Parametric Portfolio Associates LLC?
The median plan reported $17.81 per participant in direct and indirect compensation (72 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 management (63 plans), Investment advisory (plan) (4 plans), Plan Administrator (1 plans) and Investment advisory (participants) (1 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.