Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| 13 | |
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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 |
|---|---|---|---|---|---|---|
| AAAA Retire. Fund for MEM. Agencies 103-12-IE · all filings | CHARLOTTE, NC | Investment manager | — | $420.1M | $0 | $0 |
| AAAA Retire. Fund for MEM. Agencies 103-12-IE · all filings | CHARLOTTE, NC | Investment manager | — | $399.2M | $0 | $0 |
| AAAA Retirement Fund for Member Agencies 103-12-IE · all filings | CHARLOTTE, NC | Investment manager | — | $375.9M | $0 | $0 |
| Manhattan BEER Distributors LLC Manhattan BEER Distributors 401(k) 401(k) Retirement Plan · all filings | BRONX, NY | Investment manager | 2,051 | $96.7M | $0 | $0 |
| Fluence Energy, LLC Fluence Savings Plan · all filings | ARLINGTON, VA | Investment manager | 736 | $80.9M | $0 | $0 |
| Walsworth Publishing Company, Inc. Retirement Plan for Employees of Walsworth Publishing Company, Inc. · all filings | MARCELINE, MO | Investment manager | 282 | $71.5M | $0 | $0 |
| Omitron Inc. Omitron Inc. 401(k) Profit Sharing Plan · all filings | BELTSVILLE, MD | Investment manager | 280 | $67.1M | $0 | $0 |
| Walsworth Publishing Company, Inc. Retirement Plan for Employees of Walsworth Publishing Company, Inc. · all filings | MARCELINE, MO | Investment manager | 182 | $61.9M | $0 | $0 |
| Fluence Energy, LLC Fluence Savings Plan · all filings | ARLINGTON, VA | Investment manager | 613 | $57.7M | $0 | $0 |
| Omitron Inc. Omitron Inc. 401(k) Profit Sharing Plan · all filings | BELTSVILLE, MD | Investment manager | 247 | $54.8M | $0 | $0 |
| Upgrade Inc. Upgrade Inc. 401(k) Plan · all filings | SAN FRANCISCO, CA | Investment manager | 1,537 | $54.5M | $0 | $0 |
| Advanced Solutions International, Inc. Advanced Solutions International, Inc. 401(k) Retirement Plan · all filings | AUSTIN, TX | Investment manager | 184 | $39.7M | $0 | $0 |
| Fluence Energy, LLC Fluence Savings Plan · all filings | ARLINGTON, VA | Investment manager | 583 | $38.6M | $0 | $0 |
| El Centro del Barrio 403(b) Thrift Plan of El Centro del Barrio · all filings | SAN ANTONIO, TX | Investment manager | 765 | $37.5M | $0 | $0 |
| Rose Companies Employer, LLC Rose Companies Employer 401(k) Plan · all filings | INDEPENDENCE, OH | Investment manager | 401 | $36.9M | $0 | $0 |
| Rose Companies Employer, LLC Rose Companies Employer 401(k) Plan · all filings | INDEPENDENCE, OH | Investment manager | 97 | $36.1M | $0 | $0 |
| Advanced Solutions International Inc. Advanced Solutions International Inc. 401(k) Retirement Plan · all filings | AUSTIN, TX | Investment manager | 181 | $34.8M | $0 | $0 |
| Rose Companies Employer, LLC Rose Companies Employer 401(k) Plan · all filings | INDEPENDENCE, OH | Investment manager | 461 | $31.1M | $0 | $0 |
| APR Supply Company APR Supply Co. 401(k) Plan · all filings | LEBANON, PA | Investment manager | 437 | $30.2M | $0 | $0 |
| Advanced Solutions International Inc. Advanced Solutions International Inc. 401(k) Retirement Plan · all filings | AUSTIN, TX | Investment manager | 168 | $29.7M | $0 | $0 |
| KWPH Enterprises DBA American Ambulance American Ambulance 401(k) Retirement Plan · all filings | FRESNO, CA | Investment manager | 691 | $29.6M | $0 | $0 |
| ERP International, LLC ERP International 401(k) Retirement Plan · all filings | LAUREL, MD | Investment manager | 849 | $29.2M | $0 | $0 |
| Kaseya US, LLC Kaseya 401(k) Profit Sharing Plan · all filings | MIAMI, FL | Investment manager | 1,285 | $28.9M | $0 | $0 |
| Upgrade Inc. Upgrade Inc. 401(k) Plan · all filings | SAN FRANCISCO, CA | Investment manager | 1,221 | $28.8M | $0 | $0 |
| Generational Equity LLC Generational Equity, LLC 401(k) Plan · all filings | RICHARDSON, TX | Investment manager | 278 | $26.7M | $0 | $0 |
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