Mellon S&P 500 Top 50 index strategy
United States, North AmericaAmount on swfi.com
Closed 12/14/2023Vanguard 500 Index Fund
United States, North AmericaAmount on swfi.com
Closed 11/20/2023Altaris Health Partners VI
United States, North AmericaAmount on swfi.com
Closed 10/31/2023Xponance, S&P 500 index manager
United States, North AmericaAmount on swfi.com
Closed 09/07/2023DFA U.S. All Cap Core Equity Market mandate
United States, North AmericaAmount on swfi.com
Closed 06/01/2023Fidelity Investments, Passive US Large Cap Equities
United States, North AmericaAmount on swfi.com
Closed 03/21/2023State Street Global Advisors, S&P 500 Index Fund
United States, North AmericaAmount on swfi.com
Closed 01/12/2023State Street Global Advisors, Passive US Large Cap Fossil Free Reserves-Free Equity Strategies
United States, North AmericaAmount on swfi.com
Closed 12/01/2022State Street S&P Global LargeMidCap Natural Resources Index Fund
United States, North AmericaAmount on swfi.com
Closed 08/18/2022Northern Trust Asset Management, Passive US Large Cap Growth Equities
United States, North AmericaAmount on swfi.com
Closed 07/20/2022Mellon Investments, Passive US Large Cap Value Equities SMA
United States, North AmericaAmount on swfi.com
Closed 07/14/2022RhumbLine Advisers, Passive Large Cap Value Equities
United States, North AmericaAmount on swfi.com
Closed 05/31/2022Pacific Investment Management Company, Enhanced US Large Cap Value Equities
United States, North AmericaAmount on swfi.com
Closed 04/13/2022AQR Capital Management, Passive US Domestic Large Cap Equities
United States, North AmericaAmount on swfi.com
Closed 03/31/2022RhumbLine Advisers, Passive US Equities
United States, North AmericaAmount on swfi.com
Closed 03/24/2022Mellon Investments, Passive US Small Cap Value Equities
United States, North AmericaAmount on swfi.com
Closed 03/24/2022Vanguard Large Cap Growth Index Fund
United States, North AmericaAmount on swfi.com
Closed 03/01/2022Northern Trust Asset Management, Russell 3000 index fund
United States, North AmericaAmount on swfi.com
Closed 01/25/2022State Street Global Advisors, Passive US Small Cap Equities
United States, North AmericaAmount on swfi.com
Closed 12/16/2021Bain Capital Tech Opportunities II
United States, North AmericaAmount on swfi.com
Closed 12/07/2021- Information Technology
- Information Technology
BlackRock US ESG Systematic Active Equity Strategy
United States, North AmericaAmount on swfi.com
Closed 10/14/2021Rhumbline, US Large Cap Equities Mandate
United States, North AmericaAmount on swfi.com
Closed 10/08/2021Rhumbline, US Small Cap Equities Mandate
United States, North AmericaAmount on swfi.com
Closed 10/08/2021RhumbLine Advisers, Passive S&P 500 Index Fund
United States, North AmericaAmount on swfi.com
Closed 08/03/2021State Street U.S. REIT Index Non Lending CTF
United States, North AmericaAmount on swfi.com
Closed 08/02/2021- Real Estate
- Real Estate Investment Trust
DWS MSCI USA ESG Universal Sector Neutral Select Capped Index
United States, North AmericaAmount on swfi.com
Closed 07/20/2021State Street Global Advisors, Passive US Large Cap Value Equities Fund
United States, North AmericaAmount on swfi.com
Closed 07/15/2021State Street Global Advisors, S Fund, Dow Jones U.S. Completion Total Stock Market index
United States, North AmericaAmount on swfi.com
Closed 06/29/2021State Street Global Advisors, C Fund, S&P 500 Index
United States, North AmericaAmount on swfi.com
Closed 06/29/2021Northern Trust Asset Management, Passive US Domestic Small Mid Cap Equities
United States, North AmericaAmount on swfi.com
Closed 06/17/2021Northern Trust Asset Management, Passive US Large Cap Equities
United States, North AmericaAmount on swfi.com
Closed 06/17/2021State Street Global Advisors Russell 1000 Index Fund
United States, North AmericaAmount on swfi.com
Closed 06/17/2021Xponance Passive US Large Cap Equities
United States, North AmericaAmount on swfi.com
Closed 06/17/2021Northern Trust Collective Low Quality Low Volatility U.S. Fund
United States, North AmericaAmount on swfi.com
Closed 03/31/2021Northern Trust Asset Management, US Small Cap Value Passive Index Fund
United States, North AmericaAmount on swfi.com
Closed 03/18/2021State Street Global Advisors, US Government Bond Index Fund
United States, North AmericaAmount on swfi.com
Closed 03/03/2021- Sovereign Bond
- Sovereign Bond
State Street Global Advisors, Semi Active US Large Cap Value Equities SMA
United States, North AmericaAmount on swfi.com
Closed 02/04/2021State Street Russell 1000 Value Index Fund
United States, North AmericaAmount on swfi.com
Closed 02/01/2021Fidelity Investments, Passive US Large Cap Equities Fund
United States, North AmericaAmount on swfi.com
Closed 01/25/2021Fidelity 500 Index Fund
United States, North AmericaAmount on swfi.com
Closed 01/01/2021Fidelity Extended Market Index Fund
United States, North AmericaAmount on swfi.com
Closed 01/01/2021State Street Global Advisors Russell 1000 Value Index Fund
United States, North AmericaAmount on swfi.com
Closed 12/11/2020BlackRock, Passive US Small Midcap Equities
United States, North AmericaAmount on swfi.com
Closed 12/10/2020BlackRock Passive US Small Cap Equities
United States, North AmericaAmount on swfi.com
Closed 11/17/2020Legal & General Investment Management, MSCI USA Index SMA
United States, North AmericaAmount on swfi.com
Closed 10/26/2020State Street Global Advisors, MSCI USA Equal Weighted Index SMA
United States, North AmericaAmount on swfi.com
Closed 10/26/2020TOBAM Maximum Diversification USA Index SMA
United States, North AmericaAmount on swfi.com
Closed 10/26/2020Vanguard REIT Index Fund
United States, North AmericaAmount on swfi.com
Closed 08/03/2020- Real Estate
- Real Estate Investment Trust
RhumbLine Advisers, Passive US Equities
United States, North AmericaAmount on swfi.com
Closed 05/28/2020Northern Trust Russell 1000 Growth Index Fund
United States, North AmericaAmount on swfi.com
Closed 05/26/2020