INVESSENT, LLC

Pension Funds

This category includes legal entities (i.e., funds, plans, and/or programs) organized to provide retirement income benefits exclusively for the sponsor's employees or members.

Illustrative Examples:

Employee benefit plans
Retirement plans
Pension funds and plans

Trusts, Estates, and Agency Accounts

This category includes legal entities, trusts, estates, or agency accounts, administered on behalf of the beneficiaries under the terms of a trust agreement, will, or agency agreement.

Illustrative Examples:

Bankruptcy estates
Private estates (i.e., administering on behalf of beneficiaries)
Personal investment trusts
Testamentary trusts