This is a pooled fund: many plans invest in it, and it holds the underlying securities.
This filing is a Direct Filing Entity (DFE) — a master trust or collective investment trust that pools assets from multiple participating plans. It does not have plan participants of its own, and the Plan Health Score formula doesn’t apply. Individual participant-facing plans that invest in this trust are the appropriate target for fiduciary analysis.
Cited interest vs pooled assets: cited interest sums what each participating plan reported holding in this trust, measured at that plan’s own year-end — and those filings span different years. Pooled assets is this single filing’s balance at one date. They’re independent measurements, so cited interest can land slightly above or below the pooled balance and won’t reconcile exactly.
This trust’s own Schedule of Assets is parsed — see the full holdings in the Investments section below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TEMPO HOLDING CO LLC DBA ALIGHT | — | CHICAGO, IL | NONE | $121K | — |
| EMPOWER TRUST COMPANY | 84-1455663 | — | NONE | $15K | — |
| ALIGHT FINANCIAL SOLUTIONS, LLC | 82-1061233 | — | NONE | $0 | — |
| ALIGHT SOLUTIONS LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Instl Pl n/a | Mutual Funds | — | — | $182.1M | 13.7% | |
| LARGE CAP GROWTH/JENNISON FUND EMPOWER ANNUTIY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $112.8M | 8.5% | |
| VANGUARD TARGET RETIRE 2030 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $108.1M | 8.1% | |
| VANGUARD TARGET RETIRE 2035 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $92.9M | 7.0% | |
| VANGUARD TARGET RETIRE 2025 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $77.4M | 5.8% | |
| VANGUARD TARGET RETIRE 2040 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $76.3M | 5.7% | |
| ATI n/a | Other securities | — | — | $68.0M | 5.1% | |
| VANGUARD TARGET RETIRE 2045 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $66.1M | 5.0% | |
| VANGUARD TARGET RETIRE 2050 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $49.4M | 3.7% | |
| Vanguard Small Cap Index Instl n/a | Mutual Funds | — | — | $46.5M | 3.5% | |
| Vanguard FTSE All-World ex-US Index Inst n/a | Mutual Funds | — | — | $44.7M | 3.4% | |
| Vanguard Total Bond Market Index Inst n/a | Mutual Funds | — | — | $39.4M | 3.0% | |
| VANGUARD TARGET RETIRE INC TRUST VAVANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $33.5M | 2.5% | |
| RGA Reinsurance Company RGA Insurance Company RGA Ins. Co 00037 GIC n/a | Stable Value | — | — | $32.8M | 2.5% | |
| Transamerica Life Ins. Transamerica Corp Transamerica MDA-01141TR GIC n/a | Stable Value | — | — | $31.5M | 2.4% | |
| Prudential Life Ins. Prudential Ins. Co Prudential GTD INV Contract n/a | Common Stocks | — | — | $29.5M | 2.2% | |
| Capital Group Capital Group EuroPacific Growth SA n/a | Common Stocks | — | — | $27.9M | 2.1% | |
| MFS Value R6 n/a | Mutual Funds | — | — | $27.7M | 2.1% | |
| VANGUARD TARGET RETIRE 2020 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $26.8M | 2.0% | |
| GREAT LAKES SMALL CAP CORE CIT FD SEI TRUST COMPANY/ROTHSCHILD · EIN 46-1177217 / PN 006 | Common Collective Trust | — | — | $25.9M | 2.0% | |
| VANGUARD TARGET RETIRE 2055 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $24.5M | 1.8% | |
| Baird Core Plus Bond Inst n/a | Other securities | — | — | $24.0M | 1.8% | |
| American General Life American General Finance Corp AIG Life Ins GIC n/a | Stable Value | — | — | $20.1M | 1.5% | |
| VANGUARD TARGET RETIRE 2060 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $18.7M | 1.4% | |
| Empower Vanguard Inflation-Protected Secs I n/a | Mutual Funds | — | — | $16.8M | 1.3% | |
| VANGUARD TARGET RETIRE 2065 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $9.6M | 0.7% | |
| Nationwide Life Ins. Co Nationwide Life Nationwide Inv_BMO_IP_0316 GIC n/a | Stable Value | — | — | $6.7M | 0.5% | |
| JOHCM Emerging Markets Opps Instl n/a | Other securities | — | — | $4.7M | 0.4% | |
| VANGUARD TARGET RETIRE 2070 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $2.2M | 0.2% | |
| VANGUARD TARGET RETIREMT INC TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799441 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIREMT 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIRE 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIRE 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIRE 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIRE 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIRE 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIRE 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIRE 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIRE 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIRE 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Plans whose Form 5500 Schedule D names this trust as a pooled investment they hold. Each links to its own filing.
| 82-1061233 |
| — |
| NONE |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSIGHT NORTH AMERICA, LLC | 82-0983489 | — | NONE | $154K | — |
| CAMBRIDGE ASSOCIATES LLC | — | BOSTON, MA | NONE | $50K | — |
| BENEFIT TRUST COMPANY | — | OVERLAND PARK, KS | NONE | $8K | — |
| COWEN & COMPANY LLC | 84-1702964 | — | NONE | $2K | — |
| PERSHING LLC | 13-2741729 | — | NONE | $0 | — |
