Form 5500 Search

Finance & Insurance

68,832 finance & insurance employer plans hold $2.0T in assets across 21,667,775 active participants, per DOL Form 5500 filings.

Plans
68,832
Total assets
$2.0T
Participants
21,667,775

Largest Finance & Insurance plans

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Sponsor / PlanLocationParticipantsAssets
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
JERSEY CITY, NJ185,310$52.9B
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
BLOOMINGTON, IL39,712$37.7B
FMR LLC
FIDELITY RETIREMENT SAVINGS PLAN
BOSTON, MA68,838$34.2B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI0$30.6B
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
WASHINGTON, DC104,686$27.4B
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
STAMFORD, CT74,487$23.2B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
NEW YORK, NY54,084$22.2B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI0$19.6B
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
WESTPORT, CT0$19.5B
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM 401(K) SAVINGS PLAN
BLOOMINGTON, IL67,476$19.0B
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE RETIREMENT PLAN
JERSEY CITY, NJ78,270$16.1B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
CHARLOTTE, NC33,167$14.7B
CAPITAL BANK AND TRUST COMPANY
CAPITAL GROUP EUPAC TRUST (US)
IRVINE, CA$14.5B
THE CIGNA GROUP
THE CIGNA GROUP 401(K) PLAN
PHILADELPHIA, PA66,532$14.2B
THE GOLDMAN SACHS GROUP, INC.
THE GOLDMAN SACHS 401(K) PLAN
NEW YORK, NY23,891$12.8B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
DETROIT, MI0$12.7B
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
ST. LOUIS, MO50,491$12.4B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
INDIANAPOLIS, IN71,880$12.1B
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
THE PRUDENTIAL MERGED RETIREMENT PLAN
NEWARK, NJ15,796$12.0B
THE PROGRESSIVE CORPORATION & ITS PARTICIPATING SUBSIDIARIES
THE PROGRESSIVE 401(K) PLAN
MAYFIELD VILLAGE, OH67,357$11.5B
U.S. BANCORP
U.S. BANK 401(K) SAVINGS PLAN
MINNEAPOLIS, MN67,658$11.4B
GLOBAL TRUST COMPANY
AMERICAN CENTURY RETIREMENT DATE TRUST
WOBURN, MA$11.4B
LIBERTY MUTUAL GROUP INC.
LIBERTY MUTUAL 401(K) PLAN
BOSTON, MA31,562$11.4B
THE VANGUARD GROUP, INC.
THE VANGUARD RETIREMENT AND SAVINGS PLAN
MALVERN, PA17,477$11.1B
UNITED SERVICES AUTOMOBILE ASSOCIATION
USAA RETIREMENT SAVINGS PLAN
SAN ANTONIO, TX37,957$10.9B
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
THE PRUDENTIAL EMPLOYEE SAVINGS PLAN
NEWARK, NJ16,248$10.7B
TRAVELERS COMPANIES, INC.
THE TRAVELERS 401(K) SAVINGS PLAN
ST. PAUL, MN30,785$10.4B
ALL WEATHER PORTFOLIO LIMITED
ALL WEATHER PORTFOLIO LIMITED
WESTPORT, CT0$10.3B
UBS AG
UBS 401(K) PLAN TRUST
WEEHAWKEN, NJ24,260$10.2B
THE PNC FINANCIAL SERVICES GROUP, INC.
THE PNC FINANCIAL SERVICES GROUP, INC. INCENTIVE SAVINGS PLAN
PITTSBURGH, PA53,180$10.2B
CITIGROUP INC.
THE CITIGROUP PENSION PLAN
STAMFORD, CT14,217$10.0B
THE BANK OF NEW YORK MELLON CORPORATION
THE BANK OF NEW YORK MELLON CORPORATION 401(K) SAVINGS PLAN
PITTSBURGH, PA22,098$9.9B
GLOBAL TRUST COMPANY
ARROWSTREET GLOBAL EQUITY ACWI CIT
WOBURN, MA$9.7B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION 401(K) SAVINGS PLAN
CHARLOTTE, NC38,574$9.2B
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES
AMERICAN EXPRESS RETIREMENT SAVINGS PLAN
NEW YORK, NY25,049$9.1B
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
WESTLAKE, TX32,145$8.9B
NATIONWIDE MUTUAL INSURANCE COMPANY
NATIONWIDE SAVINGS PLAN
COLUMBUS, OH22,626$8.3B
METLIFE GROUP, INC.
METLIFE 401(K) PLAN
BRIDGEWATER, NJ14,863$8.3B
METLIFE GROUP, INC.
METLIFE RETIREMENT PLAN
BRIDGEWATER, NJ13,404$7.9B
HUMANA INC.
HUMANA RETIREMENT SAVINGS PLAN
LOUISVILLE, KY42,968$7.7B
SEI TRUST COMPANY
INTEL GLOBAL EQUITY FUND
OAKS, PA$7.4B
MARSH & MCLENNAN COMPANIES, INC.
MARSH & MCLENNAN COMPANIES 401(K) SAVINGS AND INVESTMENT PLAN
NEW YORK, NY17,704$7.4B
STEELWORKERS PENSION TRUST
STEELWORKERS PENSION TRUST
PITTSBURGH, PA43,601$7.2B
HARTFORD FIRE INSURANCE COMPANY
THE HARTFORD INVESTMENT AND SAVINGS PLAN
HARTFORD, CT18,645$7.2B
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET MUTUAL MASTER RETIREMENT PLAN
SALT LAKE CITY, UT9,784$7.1B
CAPITAL GROUP COMPANIES, INC.
CAPITAL RETIREMENT SAVINGS PLAN
LOS ANGELES, CA7,871$7.1B
AON CORPORATION
AON SAVINGS PLAN
ATLANTA, GA13,470$6.7B
LIBERTY MUTUAL GROUP INC.
LIBERTY MUTUAL RETIREMENT BENEFIT PLAN
BOSTON, MA31,788$6.3B
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET 401(K) PLAN
SALT LAKE CITY, UT25,752$6.1B
TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA
TIAA RETIREMENT PLAN
NEW YORK, NY11,597$5.9B
BOARD OF TRUSTEES-NEW YORK STATE NURSES ASSOCIATION PENSION PLAN
NEW YORK STATE NURSES ASSOCIATION PENSION PLAN
ALBANY, NY22,140$5.9B
GLOBAL TRUST COMPANY
ARROWSTREET INTERNATIONAL EQUITY ACWI EX US CIT
WOBURN, MA$5.6B
THE PNC FINANCIAL SERVICES GROUP, INC.
THE PNC FINANCIAL SERVICES GROUP, INC. PENSION PLAN
PITTSBURGH, PA51,855$5.5B
CAPITAL BANK AND TRUST COMPANY
CAPITAL GROUP GROWTH FUND OF AMERICA TRUST (US)
IRVINE, CA$5.5B
CREDIT SUISSE SECURITIES USA LLC
EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE
NEW YORK, NY9$5.4B
ULLICO INVESTMENT ADVISORS INC
ULLICO INFRASTRUCTURE TAX EXEMPT FUND LP
SILVER SPRING, MD$5.3B
AETNA INC.
RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC.
HARTFORD, CT9,117$5.2B
MANUFACTURERS AND TRADERS TRUST CO.
M & T BANK CORPORATION RETIREMENT SAVINGS PLAN
BUFFALO, NY22,296$5.2B
VISA INC.
VISA 401K PLAN
FOSTER CITY, CA13,476$5.2B
THE BANK OF NEW YORK MELLON
THE BANK OF NEW YORK MELLON CORPORATION PENSION PLAN
PITTSBURGH, PA5,336$5.2B
EQUITABLE LIFE INSURANCE COMPANY
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY POOLED SA065
NEW YORK, NY$5.2B
CAPITAL BANK AND TRUST COMPANY
CAPITAL GROUP AMERICAN BALANCED TRUST (US)
IRVINE, CA$5.0B
FARMERS GROUP, INC.
FARMERS GROUP, INC. 401(K) SAVINGS PLAN
WOODLAND HILLS, CA17,891$5.0B
NEW YORK LIFE INSURANCE COMPANY
NEW YORK LIFE INSURANCE COMPANY EMPLOYEE PROGRESS SHARING INVESTMENT PLAN
NEW YORK, NY12,706$5.0B
BMO FINANCIAL CORP.
BMO 401(K) SAVINGS PLAN
CHICAGO, IL19,696$5.0B
CAPITAL BANK AND TRUST COMPANY
CAPITAL GROUP 2030 TARGET DATE RETIREMENT TRUST (US)
IRVINE, CA$5.0B
CHUBB INA HOLDINGS INC. (FORMERLY ACE INA HOLDINGS INC.)
CHUBB US 401(K) PLAN
PHILADELPHIA, PA15,717$5.0B
T. ROWE PRICE GROUP, INC.
T. ROWE PRICE U.S. RETIREMENT PROGRAM
OWINGS MILLS, MD6,820$4.9B
CAPITAL BANK AND TRUST COMPANY
CAPITAL GROUP 2040 TARGET DATE RETIREMENT TRUST (US)
IRVINE, CA$4.8B
BLACKROCK, INC.
BLACKROCK RETIREMENT SAVINGS PLAN
NEW YORK, NY8,882$4.8B
CENTENE CORPORATION
CENTENE MANAGEMENT CORPORATION RETIREMENT PLAN
ST. LOUIS, MO54,939$4.7B
BOARD OF DIRECTORS PRODUCER-WRITERS GUILD OF AMERICA PENSION PLAN
PRODUCER-WRITERS GUILD OF AMERICA PENSION PLAN
BURBANK, CA8,873$4.7B
FIDELITY NATIONAL INFORMATION SERVICES, INC.
FIDELITY NATIONAL INFORMATION SERVICES, INC. 401(K) PROFIT SHARING PLAN
JACKSONVILLE, FL18,321$4.7B
TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA
TIAA CODE SECTION 401(K) PLAN
NEW YORK, NY11,525$4.6B
FEDERAL NATIONAL MORTGAGE ASSOCIATION
FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES
WASHINGTON, DC8,187$4.6B
PRINCIPAL FINANCIAL GROUP, INC.
THE PRINCIPAL SELECT SAVINGS PLAN
DES MOINES, IA12,662$4.6B
UNITED SERVICES AUTOMOBILE ASSOCIATION
USAA PENSION PLAN
SAN ANTONIO, TX30,326$4.6B
CAPITAL BANK AND TRUST COMPANY
CAPITAL GROUP 2035 TARGET DATE RETIREMENT TRUST (US)
IRVINE, CA$4.5B
AMERICAN INTERNATIONAL GROUP, INC.
AMERICAN INTERNATIONAL GROUP, INC. INCENTIVE SAVINGS PLAN
NEW YORK, NY5,072$4.5B
CAPITAL BANK AND TRUST COMPANY
CAPITAL GROUP NEW PERSPECTIVE TRUST (US)
IRVINE, CA$4.5B
BRIDGEWATER PURE ALPHA FUNDS, LTD.
BRIDGEWATER PURE ALPHA FUNDS, LTD.
WESTPORT, CT0$4.4B
U.S. BANCORP
U.S. BANK PENSION PLAN
MINNEAPOLIS, MN58,000$4.4B
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
MASSMUTUAL THRIFT PLAN
SPRINGFIELD, MA13,678$4.3B
RBC USA HOLDCO CORPORATION
RBC- U.S.A. RETIREMENT AND SAVINGS PLAN
MINNEAPOLIS, MN10,111$4.3B
TRAVELERS COMPANIES, INC.
THE TRAVELERS PENSION PLAN
ST. PAUL, MN27,531$4.2B
MARSH & MCLENNAN COMPANIES, INC.
MARSH & MCLENNAN COMPANIES RETIREMENT PLAN
NEW YORK, NY6,545$4.2B
KEYCORP
KEYCORP 401K SAVINGS PLAN
CLEVELAND, OH17,385$4.1B
FIFTH THIRD BANCORP
FIFTH THIRD BANCORP 401(K) SAVINGS PLAN
CINCINNATI, OH18,855$4.0B
NEW YORK LIFE INSURANCE COMPANY
NEW YORK LIFE INSURANCE COMPANY PENSION PLAN
NEW YORK, NY9,269$4.0B
THE UNION LABOR LIFE INSURANCE COMPANY
THE UNION LABOR LIFE INS. CO. SEPARATE ACCOUNT J
SILVER SPRING, MD$3.9B
HEALTH CARE SERVICE CORPORATION
THE 401K PLAN
RICHARDSON, TX36,460$3.9B
ARTHUR J. GALLAGHER (ILLINIOS), LLC.
ARTHUR J. GALLAGHER & CO. EMPLOYEES SAVINGS AND THRIFT PLAN
ROLLING MEADOWS, IL23,895$3.9B
MASTERCARD INTERNATIONAL INCORPORATED
MASTERCARD SAVINGS PLAN
PURCHASE, NY11,144$3.9B
CIGNA HOLDING COMPANY
CIGNA PENSION PLAN
PHILADELPHIA, PA11,399$3.8B
CHUBB INA HOLDINGS INC.
PENSION PLAN OF THE CHUBB CORPORATION
PHILADELPHIA, PA2,785$3.7B
FEDERAL HOME LOAN MORTGAGE CORP
FEDERAL HOME LOAN MORTGAGE CORP THRIFT/401(K) SAVINGS PLAN
MCLEAN, VA8,053$3.7B
ZURICH AMERICAN INSURANCE COMPANY
ZURICH SAVINGS PLAN
SCHAUMBURG, IL9,738$3.7B
AMERIPRISE FINANCIAL, INC.
AMERIPRISE FINANCIAL 401(K) PLAN
MINNEAPOLIS, MN8,958$3.6B
BARCLAYS SERVICES CORPORATION
BARCLAYS 401(K) PLAN
NEW YORK, NY11,498$3.6B
GLOBAL TRUST COMPANY
WILLIAM BLAIR EMERGING MARKETS GROWTH COLLECTIVE INVESTMENT FUND
WOBURN, MA$3.5B

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