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MFWire's Deal Sheet
Filter by Deal Type
OR = Outsourced Recordkeeping
BU = Bundled
RK = Recordkeeping Only
IO = Investment Only
3B = 403(b)
TPA = Third Party Administrator
IC = Investment Consultant/RIA
TC = Trust/Custody
DB = Defined Benefit
MI = Miscellaneous
The information on deals listed on this table was gathered from a variety of industry sources deemed relevant by the MFWire staff. However, not all of the information has been directly confirmed by the MFWire. To submit information contact Editors@InvestmentWires.com.

Deals from 2019 Filtered for MI
Change Year: 2009 2008 2007 2006 Filter for: All OR BU RK IO 3B TPA IC TC DB MI
Reported Seller Buyer Type Value $mm Description

TD Ameritrade, TD Bank Group Charles Schwab MI Members Only Members Only Related Story

employees of Green Harvest Asset Management Resolute Investment Managers MI Members Only Members Only Related Story

S&P Global Market Intelligence Goldman Sachs Asset Management MI Members Only Members Only Related Story
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