Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| 5 | |
| 4 | |
| 3 | |
| ARTISAN INTERNATIONAL INVESTOR | 3 |
| 3 | |
| 3 |
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 |
|---|---|---|---|---|---|---|
| Microsoft Corporation Microsoft Corporation Savings Plus 401(k) Plan · all filings | REDMOND, WA | Other service providers | 123,878 | $65.6B | $9.6M | $0 |
| Lockheed Martin Corporation LMC Defined Contribution Master Trust · all filings | BETHESDA, MD | Advisor / Consultant | — | $56.1B | $4.2M | $0 |
| Microsoft Corporation Microsoft Corporation Savings Plus 401(k) Plan · all filings | REDMOND, WA | Other service providers | 118,818 | $53.2B | $8.4M | $0 |
| Lockheed Martin Corporation LMC Defined Contribution Master Trust · all filings | BETHESDA, MD | Advisor / Consultant | — | $51.8B | $3.3M | $0 |
| United Parcel Service of America, Inc. UPS Group Trust · all filings | ATLANTA, GA | Other service providers | — | $51.4B | $143K | $0 |
| United Parcel Service of America, Inc. UPS Group Trust · all filings | ATLANTA, GA | Other service providers | — | $50.4B | $3.0M | $0 |
| The Boeing Co. and Consolidated Subsidiaries The Boeing Company Employee Retirement Plans Master Trust · all filings | SEATTLE, WA | Other service providers | — | $49.9B | $2.3M | $0 |
| The Boeing Co. and Consolidated Subsidiaries The Boeing Company Employee Retirement Plans Master Trust · all filings | SEATTLE, WA | Other service providers | — | $48.9B | $1.8M | $0 |
| Lockheed Martin Corporation LMC Defined Contribution Master Trust · all filings | BETHESDA, MD | Advisor / Consultant | — | $47.8B | $3.2M | $0 |
| The Boeing Co. and Consolidated Subsidiaries The Boeing Company Employee Retirement Plans Master Trust · all filings | SEATTLE, WA | Other service providers | — | $46.2B | $2.1M | $0 |
| At&T Inc. SBC Master Pension Trust · all filings | DALLAS, TX | Other service providers | — | $44.6B | $1.8M | $0 |
| RTX Corporation RTX Master Retirement Trust · all filings | FARMINGTON, CT | Other service providers | — | $44.4B | $5.6M | $0 |
| RTX Corporation RTX Master Retirement Trust · all filings | FARMINGTON, CT | Other service providers | — | $43.6B | $6.1M | $0 |
| RTX Corporation RTX Master Retirement Trust · all filings | FARMINGTON, CT | Other service providers | — | $42.1B | $6.0M | $0 |
| Microsoft Corporation Microsoft Corporation Savings Plus 401(k) Plan · all filings | REDMOND, WA | Other service providers | 123,296 | $39.6B | $10.0M | $0 |
| At&T Inc. SBC Master Pension Trust · all filings | DALLAS, TX | Other service providers | — | $32.9B | $1.4M | $0 |
| The Committee of the UAW Retiree Medical Benefits Trust UAW GM Retirees Medical Benefits Plan · all filings | DETROIT, MI | Other service providers | 0 | $30.8B | $1.4M | $3K |
| At&T Inc. SBC Master Pension Trust · all filings | DALLAS, TX | Other service providers | — | $30.6B | $1.1M | $0 |
| Lockheed Martin Corporation Lockheed Martin Corporation Master Retirement Trust · all filings | BETHESDA, MD | Advisor / Consultant | — | $24.9B | $3.6M | $0 |
| Lockheed Martin Corporation Lockheed Martin Corporation Master Retirement Trust · all filings | BETHESDA, MD | Advisor / Consultant | — | $24.6B | $2.7M | $0 |
| Lockheed Martin Corporation Lockheed Martin Corporation Master Retirement Trust · all filings | BETHESDA, MD | Advisor / Consultant | — | $23.7B | $2.4M | $0 |
| Johnson and Johnson Johnson and Johnson Pension and Savings Plan Master Trust · all filings | NEW BRUNSWICK, NJ | Other service providers | — | $22.7B | $3.5M | $0 |
| Morgan Stanley Domestic Holdings, LLC Morgan Stanley 401(k) Plan · all filings | NEW YORK, NY | Other service providers | 54,084 | $22.2B | $1.4M | $0 |
| The Committee of the UAW Retiree Medical Benefits Trust UAW Ford Retirees Medical Benefits Plan · all filings | DETROIT, MI | Other service providers | 0 | $19.3B | $684K | $1K |
| Morgan Stanley Domestic Holdings, LLC Morgan Stanley 401(k) Plan · all filings | NEW YORK, NY | Other service providers | 54,356 | $19.2B | $1.2M | $0 |
| 3 |
| 2 |
| 1 |
