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Companies

companyPanagora Asset Management, Inc.
$743.5Mreported plan assets
EIN: 04-3183235Location: MAPlans: 3Latest: 2023
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Plans

planPanagora Group Trust Risk Parity Multi-Asset FundFinancial statementProvider compensation2023 filing
$555.6Mreported assets (EOY)
Sponsor: Panagora Asset Management, Inc.EIN: 04-3183235Plan: 006Participants: not reported in the loaded datasetAssets: $555,598,442Net assets: $523.5MLocation: Boston, MALatest: 2023
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planPanagora Group Trust Risk Parity Multi-Asset High Volatility FundFinancial statementProvider compensation2023 filing
$187.9Mreported assets (EOY)
Sponsor: Panagora Asset Management, Inc.EIN: 04-3183235Plan: 007Participants: not reported in the loaded datasetAssets: $187,850,604Net assets: $166.8MLocation: Boston, MALatest: 2023
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planPanagora Group Trust Diversified Risk Emerging Markets Equity Plus Group TrustFinancial statementProvider compensation2023 filing
$97.4Kreported assets (EOY)
Sponsor: Panagora Asset Management, Inc.EIN: 04-3183235Plan: 002Participants: not reported in the loaded datasetAssets: $97,427Net assets: $0Location: Boston, MALatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Panagora Group Trust Diversified Risk Emerging Markets Equity Plus Group Trust
Sponsor: Panagora Asset Management, Inc.EIN: 04-3183235Plan: 002Ack ID: 20250610110053NAL0014920273001
filing2023 Form 5500 — Panagora Group Trust Risk Parity Multi-Asset Fund
Sponsor: Panagora Asset Management, Inc.EIN: 04-3183235Plan: 006Ack ID: 20250610105951NAL0014725233001
filing2023 Form 5500 — Panagora Group Trust Risk Parity Multi-Asset High Volatility Fund
Sponsor: Panagora Asset Management, Inc.EIN: 04-3183235Plan: 007Ack ID: 20250610105542NAL0042917698001