Click a collective trust to see every plan that holds it.
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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 |
|---|---|---|---|---|---|---|
| Kaiser Permanente Medical Care Program Kaiser Permanente Group Trust · all filings | OAKLAND, CA | Other service providers | 0 | $58.3B | $610K | $0 |
| Citigroup Inc. CITI Retirement Savings Plan · all filings | STAMFORD, CT | Other service providers | 74,487 | $23.2B | $388K | $0 |
| Citigroup Inc. CITI Retirement Savings Plan · all filings | STAMFORD, CT | Other service providers | 79,128 | $20.7B | $353K | $0 |
| Citigroup Inc. CITI Retirement Savings Plan · all filings | STAMFORD, CT | Other service providers | 78,295 | $17.4B | $365K | $0 |
| Board of Trustees of 1199seiu Health Care Employees Pension Fund 1199seiu Health Care Employees Pension Fund · all filings | NEW YORK, NY | Other service providers | 115,036 | $16.9B | $0 | $1.4M |
| Board of Trustees of 1199seiu Health Care Employees Pension Fund 1199seiu Health Care Employees Pension Fund · all filings | NEW YORK, NY | Other service providers | 111,833 | $16.2B | $0 | $1.5M |
| GE Healthcare Technologies Inc. GE Healthcare Pension Master Trust · all filings | CHICAGO, IL | Advisor / Consultant | — | $15.0B | $75K | $0 |
| New England Teamsters Pension Fund New England Teamsters Pension Fund · all filings | BURLINGTON, MA | Other service providers | 21,577 | $9.1B | $283K | $0 |
| Joint Board of Trustees, Bakery & Confectionery Union & Industry Bakery & Confectionery Union & Industry International Pension Fund · all filings | KENSINGTON, MD | Other service providers | 14,943 | $6.6B | $334K | $0 |
| American Electric Power Service Corporation AEP Retirement Savings 401(k) Plan · all filings | COLUMBUS, OH | Other service providers | 16,345 | $5.2B | $408K | $22K |
| American Electric Power Service Corporation AEP Retirement Savings 401(k) Plan · all filings | COLUMBUS, OH | Other service providers | 17,531 | $5.2B | $409K | $0 |
| Ameren Corporation Ameren Retirement Plan · all filings | ST. LOUIS, MO | Other service providers | 9,113 | $4.8B | $847K | $0 |
| Ameren Corporation Ameren Retirement Plan · all filings | ST. LOUIS, MO | Other service providers | 9,543 | $4.7B | $773K | $0 |
| Toyota Motor North America, Inc. Toyota Motor Sales, U.S.A., Inc. Pension Plan · all filings | PLANO, TX | Other service providers | 4,644 | $4.5B | $726K | $0 |
| Ameren Corporation Ameren Retirement Plan · all filings | ST. LOUIS, MO | Other service providers | 9,436 | $4.4B | $1.3M | $0 |
| NXP USA, Inc. NXP 401(k) Retirement Plan · all filings | AUSTIN, TX | Other service providers | 4,779 | $3.8B | $766K | $0 |
| Emerson Electric Company Emerson Electric Co Retirement Master Trust · all filings | SAINT LOUIS, MO | Other service providers | — | $3.8B | $529K | $0 |
| Joint Board of Trustees, Bakery & Confectionery Union & Industry Bakery & Confectionery Union & Industry International Pension Fund · all filings | KENSINGTON, MD | Other service providers | 14,666 | $3.7B | $463K | $0 |
| NXP USA, Inc. NXP 401(k) Retirement Plan · all filings | AUSTIN, TX | Other service providers | 5,310 | $3.5B | $672K | $0 |
| Joint Board of Trustees, Bakery & Confectionery Union & Industry Bakery & Confectionery Union & Industry International Pension Fund · all filings | KENSINGTON, MD | Other service providers | 14,954 | $3.4B | $322K | $0 |
| New England Teamsters Pension Fund New England Teamsters Pension Fund · all filings | BURLINGTON, MA | Other service providers | 21,786 | $3.3B | $333K | $0 |
| PPL Services Corporation PPL Services Corporation Master Trust · all filings | ALLENTOWN, PA | Other service providers | — | $3.3B | $152K | $0 |
| PPL Services Corporation PPL Services Corporation Master Trust · all filings | ALLENTOWN, PA | Other service providers | — | $3.2B | $104K | $0 |
| PPL Services Corporation PPL Services Corporation Master Trust · all filings | ALLENTOWN, PA | Other service providers | — | $3.1B | $129K | $0 |
| NXP USA, Inc. NXP 401(k) Retirement Plan · all filings | AUSTIN, TX | Other service providers | 5,591 | $2.9B | $464K | $0 |
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| BOSTON PARTNERS SMALL/MID CAP FUND | 2 |
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| SMCAP VAL II FND | 1 |
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