Fund Holdings Directory
Reverse fund lookup: pick a fund family to see every U.S. retirement plan that reports holding it on its Form 5500 Schedule of Assets, ranked by position size. Holdings are parsed offline from filing PDFs (plan years 2022–2024), prioritized by plan size, so coverage grows over time.
Fund families
41
Plan holdings (parsed)
325,390
Positions value
$5.9T
Search all funds
Look up any individual fund or collective investment trust by name — not just the families below — including CITs reported on Schedule D (e.g. Alta Trust and Brandywine collective trusts). See every plan that reports holding it.
Browse by fund family
Vanguard
35,557 plans · $1.8T
Fidelity
32,539 plans · $1.0T
American Funds (Capital Group)
29,174 plans · $246.7B
JPMorgan
23,426 plans · $172.0B
BlackRock / iShares
20,258 plans · $634.8B
T. Rowe Price
17,786 plans · $404.1B
PIMCO
17,190 plans · $72.9B
Dimensional / DFA
12,877 plans · $29.3B
Invesco
12,700 plans · $49.1B
Prudential / PGIM
11,531 plans · $67.8B
Wells Fargo / Allspring
8,459 plans · $32.4B
Janus Henderson
8,379 plans · $12.5B
Dodge & Cox
8,064 plans · $73.9B
American Century
7,594 plans · $23.3B
TIAA / Nuveen
6,867 plans · $233.7B
Franklin Templeton
6,139 plans · $5.8B
Goldman Sachs
6,000 plans · $24.5B
Principal
5,530 plans · $54.0B
Schwab
5,365 plans · $62.9B
State Street / SPDR
4,912 plans · $371.3B
John Hancock
4,718 plans · $21.7B
MFS
4,023 plans · $9.2B
Eaton Vance / Calvert
3,910 plans · $7.7B
Voya
3,810 plans · $31.0B
Empower / Great-West
3,504 plans · $29.4B
Lord Abbett
3,270 plans · $3.8B
MetLife
3,253 plans · $18.6B
Loomis Sayles
2,617 plans · $17.8B
MassMutual / MML
2,388 plans · $13.2B
Neuberger Berman
2,139 plans · $9.3B
Morgan Stanley
2,120 plans · $11.2B
Transamerica
1,943 plans · $16.9B
Galliard
1,550 plans · $18.1B
Nationwide
1,280 plans · $3.8B
Northern Trust
1,277 plans · $219.0B
Victory Capital
750 plans · $738.2M
Lincoln Financial
663 plans · $4.9B
Columbia Threadneedle
560 plans · $3.2B
Wellington
524 plans · $19.6B
Guggenheim
497 plans · $1.1B
Hartford
247 plans · $430.4M
Looking for a specific fund or CIT?
Use the advanced search to filter plans by the fund family they hold (the Holds (any) facet) or by a named collective investment trust (the CIT / CCT held facet) reported on Schedule D.