Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| 1 |
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 |
|---|---|---|---|---|---|---|
| The Cleveland Clinic Foundation Cleveland Clinic Savings and Investment Plan · all filings | CLEVELAND, OH | Advisor / Consultant | 68,206 | $9.2B | $64K | $0 |
| YALE University YALE University Retirement Account Plan · all filings | NEW HAVEN, CT | Other service providers | 13,709 | $8.3B | $93K | $0 |
| The Cleveland Clinic Foundation Cleveland Clinic Savings and Investment Plan · all filings | CLEVELAND, OH | Advisor / Consultant | 65,407 | $7.5B | $19K | $0 |
| YALE University YALE University Retirement Account Plan · all filings | NEW HAVEN, CT | Other service providers | 13,006 | $7.4B | $53K | $0 |
| YALE University YALE University Retirement Account Plan · all filings | NEW HAVEN, CT | Other service providers | 11,507 | $6.4B | $14K | $0 |
| The Cleveland Clinic Foundation Cleveland Clinic Savings and Investment Plan · all filings | CLEVELAND, OH | Advisor / Consultant | 54,690 | $6.3B | $17K | $0 |
| The Cleveland Clinic Foundation The Cleveland Clinic Foundation DC Plans Master Trust · all filings | CLEVELAND, OH | Advisor / Consultant | — | $4.3B | $18K | $0 |
| The Cleveland Clinic Foundation The Cleveland Clinic Foundation DC Plans Master Trust · all filings | CLEVELAND, OH | Advisor / Consultant | — | $3.7B | $10K | $0 |
| The Cleveland Clinic Foundation The Cleveland Clinic Foundation DC Plans Master Trust · all filings | CLEVELAND, OH | Advisor / Consultant | — | $3.1B | $20K | $0 |
| YALE University YALE University Tax-Deferred 403(b) Savings Plan · all filings | NEW HAVEN, CT | Other service providers | 20,372 | $873.9M | $6K | $0 |
| University of Dayton University of Dayton TDA Plan · all filings | DAYTON, OH | Other service providers | 4,308 | $667.3M | $6K | $0 |
| University of Dayton University of Dayton Defined Contribution Retirement Plan · all filings | DAYTON, OH | Other service providers | 3,084 | $382.0M | $10K | $0 |
| Sharp REES-Stealy Medical Group, Inc. Sharp REES-Stealy Medical Group, Inc. Retirement Savings Plan · all filings | SAN DIEGO, CA | Other service providers | 848 | $246.0M | $7K | $0 |
| Painting Industry Insurance Fund Industry Painting Industry Insurance Fund · all filings | NEW YORK, NY | Other service providers | 4,871 | $195.2M | $36K | $0 |
| Painting Industry Insurance Fund Industry Painting Industry Insurance Fund · all filings | NEW YORK, NY | Other service providers | 4,988 | $192.9M | $6K | $0 |
| Pencor Services, Inc. Pencor Services, Inc. NON-Agreement Pension Plan · all filings | PALMERTON, PA | Advisor / Consultant | 707 | $162.4M | $728K | $0 |
| Pencor Services, Inc. Pencor Services, Inc. NON-Agreement Pension Plan · all filings | PALMERTON, PA | Advisor / Consultant | 699 | $144.9M | $641K | $0 |
| Sharp REES-Stealy Medical Group, Inc. Sharp REES-Stealy Medical Group, Inc. 401(k) Retirement Savings Plan · all filings | SAN DIEGO, CA | Other service providers | 705 | $101.3M | $10K | $0 |
| Quantum Physician Services, LLC Quantum Radiology, P.C. Retirement Plan · all filings | MARIETTA, GA | Other service providers | 151 | $86.4M | $0 | $0 |
| Baton Rouge Orthopaedic Clinic, LLC Baton Rouge Orthopaedic Clinic, LLC Profit Sharing Plan and Trust · all filings | BATON ROUGE, LA | Other service providers | 312 | $82.7M | $6K | $0 |
| Quantum Physician Services, LLC Quantum Radiology, P.C. Retirement Plan · all filings | MARIETTA, GA | Other service providers | 151 | $78.9M | $0 | $0 |
| Gilmore & Bell, P.C. Gilmore & Bell, P.C. 401(k) Profit Sharing Plan & Trust · all filings | KANSAS CITY, MO | Advisor / Consultant | 119 | $72.5M | $44K | $0 |
| Quantum Physician Services, LLC Quantum Radiology, P.C. Retirement Plan · all filings | MARIETTA, GA | Other service providers | 122 | $61.7M | $7K | $0 |
| Extraco Corporation Extraco Corporation Retirement Plan · all filings | TEMPLE, TX | Advisor / Consultant | 333 | $59.8M | $69K | $0 |
| Modigent LLC Modigent LLC 401(k) Plan · all filings | PHOENIX, AZ | Other service providers | 1,448 | $50.9M | $262K | $0 |
