Who uses Mesirow Financial Investment Manage?

365 retirement plans list Mesirow Financial Investment Manage as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Teachers Insurance and Annuity Association of America, Trustees of I.B. of T. Union Local 710 Pension Fund, Paychex Retirement LLC and BD of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan. Most client plans are sponsored in IL, CA and TX.

How many plans does Mesirow Financial Investment Manage serve?

Mesirow Financial Investment Manage serves 365 retirement plans with $57.8B in plan assets and 1,301,988 participants, based on the latest Form 5500 filings through 2024.

What does Mesirow Financial Investment Manage charge?

Plans reported $10.3M in total Schedule C compensation paid to Mesirow Financial Investment Manage. The median plan paid $3K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Mesirow Financial Investment Manage

Matched across 287 name variants in the filings

Mesirow Financial Investment Manage summary

Mesirow Financial Investment Manage appears on 365 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $57.8B in assets for 1,301,988 participants. The median client plan holds $16.9M. Most client plans are sponsored in IL, CA and TX. The largest clients by plan assets are Teachers Insurance and Annuity Association of America and Trustees of I.B. of T. Union Local 710 Pension Fund. Plans reported $10.3M in direct and indirect compensation paid to Mesirow Financial Investment Manage. The median is $3K per plan.

Participants: 1,301,988
Median plan assets: $16.9M
Median plan participants: 331
Median fees per plan: $3K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Teachers Insurance and Annuity Association of America, plan 001	NY	$6.7B	29,825
Teachers Insurance and Annuity Association of America, plan 003	NY	$5.2B	26,282
Trustees of I.B. of T. Union Local 710 Pension Fund	IL	$5.0B	21,316
Paychex Retirement LLC	NY	$2.8B	759,234
BD of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan	GA	$2.7B	12,399
Joint Board of Trustees Electrical Workers Local 103 IBEW	MA	$2.1B	10,385
BD of Trustees Local 705 I.B. of T. Pension Trust Fund	IL	$2.1B	15,253
Joint Board of Trustees Operating Engineers Local 324	MI	$1.9B	21,246
Pipeline Industry Pension Fund	OK	$1.9B	8,048
Board of Trustees - Indiana Laborers Pension Fund	IN	$1.8B	28,807
Trustees of the Pipe Trades Services MN Pension Trust	MN	$1.6B	9,553
Board of Trustees, United Association Union Local No.	OR	$1.5B	0
Electrical Workers Local No 26 Pension Trust Fund	MD	$1.2B	14,495
Trustees of Wisconsin Laborers' Pension Fund	WI	$1.1B	11,411
Board of Trustees of the Steamship Trade Association of Baltimore,	MD	$1.1B	3,178
Pipe & Refrigeration Fitters Local 537	MA	$962M	3,883
Katten Muchin Rosenman LLP	IL	$913M	1,984
Administrative Group, LLC Dba Transamerica Fiduciary Services	IA	$786M	48,687
Board of Trustees Iron Workers	MA	$758M	4,855
Con Ind & Laborers Joint Pension Trust Board of Trustees	NV	$734M	6,789
Republic Airways Holdings Inc.	IN	$578M	8,136
Jennison Associates LLC	NY	$540M	636
Board of Trustees, San Diego County Construction	CA	$516M	6,461
Proservice Pacific, LLC Dba Proservice Hawaii	HI	$512M	13,330
Steptoe LLP	DC	$473M	1,170

Teachers Insurance and Annuity Association of America, plan 001$6.7B
NYParticipants 29,825
Teachers Insurance and Annuity Association of America, plan 003$5.2B
NYParticipants 26,282
Trustees of I.B. of T. Union Local 710 Pension Fund$5.0B
ILParticipants 21,316
Paychex Retirement LLC$2.8B
NYParticipants 759,234
BD of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan$2.7B
GAParticipants 12,399
Joint Board of Trustees Electrical Workers Local 103 IBEW$2.1B
MAParticipants 10,385
BD of Trustees Local 705 I.B. of T. Pension Trust Fund$2.1B
ILParticipants 15,253
Joint Board of Trustees Operating Engineers Local 324$1.9B
MIParticipants 21,246
Pipeline Industry Pension Fund$1.9B
OKParticipants 8,048
Board of Trustees - Indiana Laborers Pension Fund$1.8B
INParticipants 28,807
Trustees of the Pipe Trades Services MN Pension Trust$1.6B
MNParticipants 9,553
Board of Trustees, United Association Union Local No.$1.5B
ORParticipants 0
Electrical Workers Local No 26 Pension Trust Fund$1.2B
MDParticipants 14,495
Trustees of Wisconsin Laborers' Pension Fund$1.1B
WIParticipants 11,411
Board of Trustees of the Steamship Trade Association of Baltimore,$1.1B
MDParticipants 3,178
Pipe & Refrigeration Fitters Local 537$962M
MAParticipants 3,883
Katten Muchin Rosenman LLP$913M
ILParticipants 1,984
Administrative Group, LLC Dba Transamerica Fiduciary Services$786M
IAParticipants 48,687
Board of Trustees Iron Workers$758M
MAParticipants 4,855
Con Ind & Laborers Joint Pension Trust Board of Trustees$734M
NVParticipants 6,789
Republic Airways Holdings Inc.$578M
INParticipants 8,136
Jennison Associates LLC$540M
NYParticipants 636
Board of Trustees, San Diego County Construction$516M
CAParticipants 6,461
Proservice Pacific, LLC Dba Proservice Hawaii$512M
HIParticipants 13,330
Steptoe LLP$473M
DCParticipants 1,170

Top client states

IL43 plans
CA29 plans
TX24 plans
NY23 plans
FL18 plans

Frequently asked questions

Who uses Mesirow Financial Investment Manage?: 365 retirement plans list Mesirow Financial Investment Manage as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Teachers Insurance and Annuity Association of America, Trustees of I.B. of T. Union Local 710 Pension Fund, Paychex Retirement LLC and BD of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan. Most client plans are sponsored in IL, CA and TX.
How many plans does Mesirow Financial Investment Manage serve?: Mesirow Financial Investment Manage serves 365 retirement plans with $57.8B in plan assets and 1,301,988 participants, based on the latest Form 5500 filings through 2024.
What does Mesirow Financial Investment Manage charge?: Plans reported $10.3M in total Schedule C compensation paid to Mesirow Financial Investment Manage. The median plan paid $3K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served365-48 YoYRank #74 of mapped providers

Assets under administration$57.8B0.1%Rank #235 by share of filed assets

Fees received$10MMedian $2,753/planSum across Schedule C direct + indirect

Net wins YoY-5471 won - 125 lostPlan-level switch detection

Plans served · 5-year trajectory

Plan count by year, with the share of all plans.

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Customer-base shape

Participant bands, asset bands, top states and top industries.

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5-year plans-served trajectory
Customer-base shape
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Plans won and lost
Top plans by assets

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Fund lineups on plans this firm keeps

Search these plans

Large plans that name Mesirow Financial Investment Manage as recordkeeper and list their funds in their filing.

Plans

$147M in funds

In collective trusts

average plan

In Mesirow Financial Investment Manage funds

average plan

In index funds

53%

average plan

Top managers in these lineups

Manager	Plans
T. Rowe Price	2
Vanguard	1
Capital Group	1
MFS (Sun Life)	1
BlackRock	1

Target-date series

Series	Plans
T. Rowe Price Retirement	1
Vanguard Target Retirement	1

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.