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)
63,363
Positions value
$1.5T
Browse by fund family
Vanguard
6,760 plans · $487.5B
Fidelity
5,805 plans · $202.3B
American Funds (Capital Group)
5,113 plans · $38.5B
JPMorgan
4,341 plans · $28.5B
BlackRock / iShares
3,990 plans · $202.5B
T. Rowe Price
3,443 plans · $78.9B
PIMCO
3,176 plans · $22.5B
Prudential / PGIM
2,480 plans · $16.9B
Invesco
2,421 plans · $15.6B
Dimensional / DFA
2,084 plans · $4.7B
Wells Fargo / Allspring
1,908 plans · $6.3B
Goldman Sachs
1,742 plans · $7.1B
TIAA / Nuveen
1,422 plans · $45.4B
Dodge & Cox
1,405 plans · $14.8B
American Century
1,386 plans · $3.4B
Janus Henderson
1,341 plans · $1.7B
State Street / SPDR
1,327 plans · $104.8B
Franklin Templeton
1,247 plans · $1.3B
Schwab
1,204 plans · $7.8B
Principal
953 plans · $6.8B
Eaton Vance / Calvert
863 plans · $2.8B
Voya
837 plans · $10.4B
John Hancock
822 plans · $5.4B
Morgan Stanley
796 plans · $3.5B
MetLife
792 plans · $7.7B
MFS
697 plans · $1.4B
Lord Abbett
621 plans · $517.7M
Empower / Great-West
579 plans · $4.4B
Loomis Sayles
568 plans · $6.5B
Northern Trust
520 plans · $133.4B
Neuberger Berman
502 plans · $4.6B
MassMutual / MML
463 plans · $2.8B
Galliard
420 plans · $5.3B
Transamerica
386 plans · $3.8B
Nationwide
311 plans · $1.0B
Lincoln Financial
170 plans · $933.2M
Wellington
130 plans · $7.4B
Guggenheim
113 plans · $298.9M
Victory Capital
109 plans · $77.0M
Columbia Threadneedle
78 plans · $708.6M
Hartford
38 plans · $70.0M
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.