Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| WELLS FARGO SPECIAL MID CAP VALUE A | 106 |
| WELLS FARGO SPECIAL SMALL CAP VALUE | 41 |
| WELLS FARGO SPECIAL MID CAP VALUE | 19 |
| WELLS FARGO DISCOVERY A | 7 |
| ALLSPRING SPECIAL SMALL CAP VALUE | 7 |
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Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| RTX Corporation RTX Savings Plan Master Trust · all filings | FARMINGTON, CT | Other service providers | — | $58.3B | $371K | $0 |
| RTX Corporation RTX Savings Plan Master Trust · all filings | FARMINGTON, CT | Other service providers | — | $52.4B | $395K | $0 |
| General Electric Company General Electric Pension Trust · all filings | BOSTON, MA | Advisor / Consultant | — | $46.7B | $407K | $0 |
| General Electric Company, Operating AS GE Aerospace General Electric Pension Trust · all filings | EVENDALE, OH | Advisor / Consultant | — | $46.2B | $1.7M | $0 |
| International Business Machines Corporation IBM Personal Pension Plan · all filings | ARMONK, NY | Other service providers | 14,881 | $25.5B | $991K | $0 |
| International Business Machines Corporation IBM Personal Pension Plan · all filings | ARMONK, NY | Other service providers | 13,377 | $25.0B | $2.1M | $0 |
| General Electric Company, Operating AS GE Aerospace General Electric Pension Trust · all filings | EVENDALE, OH | Advisor / Consultant | — | $24.9B | $1.4M | $0 |
| International Business Machines Corporation IBM Personal Pension Plan · all filings | ARMONK, NY | Other service providers | 43,052 | $17.9B | $1.6M | $0 |
| Merck & Co., Inc. Merck US Savings Plan and MSD EE Stock Purchase and Savings Plan Trust - Participant Directed · all filings | RAHWAY, NJ | Other service providers | — | $14.6B | $1.7M | $0 |
| Merck & Co., Inc. Merck US Savings Plan and MSD EE Stock Purchase and Savings Plan Trust - Participant Directed · all filings | RAHWAY, NJ | Other service providers | — | $12.9B | $1.1M | $0 |
| Merck & Co., Inc. Merck & Co., Inc. Master Retirement Trust · all filings | RAHWAY, NJ | Other service providers | — | $11.6B | $1.1M | $0 |
| Merck & Co., Inc. Merck & Co., Inc. Master Retirement Trust · all filings | RAHWAY, NJ | Other service providers | — | $11.3B | $1.0M | $0 |
| Merck & Co., Inc. Merck & Co., Inc. Master Retirement Trust · all filings | RAHWAY, NJ | Other service providers | — | $10.5B | $1.6M | $0 |
| Cox Enterprises, Inc. Cox Enterprises, Inc. Pension Plan · all filings | ATLANTA, GA | Other service providers | 20,043 | $7.1B | $1.1M | $0 |
| Board of Trustees, SO CA UFCW Unions & Food Employers Southern California UFCW Unions and Food Employers Joint Pension Trust Fund · all filings | CYPRESS, CA | Other service providers | 55,507 | $6.5B | $7K | $0 |
| Boehringer Ingelheim USA Corporation Boehringer Ingelheim USA Corporation Master Investment Trust · all filings | RIDGEFIELD, CT | Other service providers | — | $4.8B | $135K | $0 |
| The Interpublic Group of Companies, Inc. The Interpublic Group of Companies, Inc. Savings Plan · all filings | NEW YORK, NY | Other service providers | 21,182 | $4.1B | $1.0M | $51K |
| Westrock Company Westrock Company Consolidated Pension Plan · all filings | ATLANTA, GA | Advisor / Consultant | 11,262 | $4.0B | $38K | $0 |
| The Interpublic Group of Companies, Inc. The Interpublic Group of Companies, Inc. Savings Plan · all filings | NEW YORK, NY | Other service providers | 23,640 | $3.7B | $871K | $27K |
| The Interpublic Group of Companies, Inc. The Interpublic Group of Companies, Inc. Savings Plan · all filings | NEW YORK, NY | Other service providers | 24,739 | $3.1B | $971K | $21K |
| QUAD/Graphics, Inc. QUAD/Graphics Diversified Plan · all filings | SUSSEX, WI | Advisor / Consultant | 9,539 | $2.1B | $0 | $639K |
| Genuine Parts Company Genuine Parts Company Pension Plan · all filings | ATLANTA, GA | Other service providers | 4,225 | $2.0B | $547K | $0 |
| QUAD/Graphics, Inc. QUAD/Graphics Diversified Plan · all filings | SUSSEX, WI | Other service providers | 11,998 | $2.0B | $681K | $0 |
| Genuine Parts Company Genuine Parts Company Pension Plan · all filings | ATLANTA, GA | Other service providers | 3,705 | $2.0B | $202K | $0 |
| Genuine Parts Company Genuine Parts Company Pension Plan · all filings | ATLANTA, GA | Other service providers | 4,655 | $1.9B | $504K | $0 |
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| WELLS FARGO SPECIAL MIDCAP VALUE | 4 |
| WELLS FARGO SPECIAL MID CAP VAL ADM | 4 |
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| WELLS FARGO SPEC MID CAP VAL ADMIN | 4 |
| WELLS FARGO SPECIAL MID CAP VALUE R | 3 |
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| ALLSPRING SPECIAL SMALL CAP VALUE A | 3 |
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| WELLS FARGO SPECIAL MID CAP | 3 |
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| WELLS FARGO SMALL CAP ADMIN | 3 |
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