Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| BRANDYWINE INVESTMENT TRUST | 23 |
| BRANDYWINE GLOBAL INVESTMENT MANAGE | 14 |
| BRANDYWINE GLOBAL OPPORTUNISTIC FXD | 6 |
| BRANDYWINE GLOBAL INV MGMT TRUST | 6 |
| BRANDYWINE GLOBAL INVEST MGMT TRUST | 4 |
| 4 |
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 |
|---|---|---|---|---|---|---|
| United Parcel Service of America, Inc. UPS Group Trust · all filings | ATLANTA, GA | Other service providers | — | $51.4B | $229K | $0 |
| United Parcel Service of America, Inc. UPS Group Trust · all filings | ATLANTA, GA | Other service providers | — | $50.4B | $243K | $0 |
| United Parcel Service of America, Inc. UPS Group Trust · all filings | ATLANTA, GA | Other service providers | — | $42.9B | $38K | $0 |
| Caterpillar Inc. Caterpillar Inc. Investment Trust · all filings | IRVING, TX | Other service providers | — | $18.5B | $319K | $0 |
| Caterpillar Inc. Caterpillar Inc. Investment Trust · all filings | IRVING, TX | Other service providers | — | $16.4B | $255K | $0 |
| TWDC Enterprises 18 Corp. The Walt Disney Company Retirement Plan Master Trust · all filings | BURBANK, CA | Other service providers | — | $15.3B | $1.4M | $0 |
| Caterpillar Inc. Caterpillar Inc. Investment Trust · all filings | IRVING, TX | Other service providers | — | $13.8B | $300K | $0 |
| Caterpillar Inc. Caterpillar Inc. Master Retirement Trust · all filings | IRVING, TX | Other service providers | — | $12.8B | $419K | $0 |
| Caterpillar Inc. Caterpillar Inc. Master Retirement Trust · all filings | IRVING, TX | Other service providers | — | $12.5B | $592K | $0 |
| Caterpillar Inc. Caterpillar Inc. Master Retirement Trust · all filings | IRVING, TX | Other service providers | — | $12.0B | $397K | $0 |
| MASS General Brigham Incorporated MGB Erisa Master Trust · all filings | SOMERVILLE, MA | Investment manager | — | $10.3B | $226K | $0 |
| MASS General Brigham Incorporated MGB Erisa Master Trust · all filings | SOMERVILLE, MA | Investment manager | — | $9.2B | $693K | $0 |
| American Express Company and Its Participating Subsidiaries American Express Retirement Savings Plan · all filings | NEW YORK, NY | Other service providers | 25,049 | $9.1B | $1.0M | $0 |
| MASS General Brigham Incorporated MGB Erisa Master Trust · all filings | SOMERVILLE, MA | Investment manager | — | $8.7B | $1.0M | $0 |
| Abbott Laboratories Abbott Laboratories Annuity Retirement Trust · all filings | ABBOTT PARK, IL | Other service providers | — | $8.5B | $2.1M | $0 |
| American Express Company and Its Participating Subsidiaries American Express Retirement Savings Plan · all filings | NEW YORK, NY | Other service providers | 25,030 | $7.9B | $809K | $0 |
| Abbott Laboratories Abbott Laboratories Annuity Retirement Trust · all filings | ABBOTT PARK, IL | Other service providers | — | $7.5B | $1.6M | $0 |
| B/O/T United Association National Pension Fund United Association National Pension Fund · all filings | ALEXANDRIA, VA | Other service providers | 88,454 | $7.1B | $329K | $0 |
| B/O/T United Association National Pension Fund United Association National Pension Fund · all filings | ALEXANDRIA, VA | Other service providers | 84,317 | $6.7B | $309K | $0 |
| American Express Company and Its Participating Subsidiaries American Express Retirement Savings Plan · all filings | NEW YORK, NY | Other service providers | 26,493 | $6.5B | $916K | $0 |
| Abbott Laboratories Abbott Laboratories Annuity Retirement Trust · all filings | ABBOTT PARK, IL | Other service providers | — | $6.5B | $1.3M | $0 |
| Board of Directors, Motion Picture Industry Pension Motion Picture Industry Individual Account Plan · all filings | STUDIO CITY, CA | Investment manager | 61,140 | $6.2B | $830K | $0 |
| Sutter Health Sutter Health Retirement Plan · all filings | SACRAMENTO, CA | Other service providers | 40,026 | $6.2B | $646K | $0 |
| Sutter Health Sutter Health Retirement Plan · all filings | SACRAMENTO, CA | Other service providers | 37,201 | $5.9B | $656K | $0 |
| Board of Directors, Motion Picture Industry Pension Motion Picture Industry Pension Plan · all filings | STUDIO CITY, CA | Investment manager | 61,464 | $5.9B | $463K | $0 |
| 3 |
| BRANDYWINE GLOBAL INVESTMENT MGT TR | 3 |
| BRANDYWINE GLBL INVSTMT MGMT TRST | 3 |
| BRANDYWINE GLOBAL INVESTMENT MGMT | 3 |
| BRANDYWINE DIV SM CAP VL EQ TRUST | 3 |
| BRANDYWINE GLOBAL OPPORT FIXED | 3 |
| BRANDYWINE GLOBAL OPP FIXED | 2 |
| BRANDYWINE GLOBAL INVESTMENT MGMT T | 2 |
| BRANDYWINE GLOBAL EMERGING FD | 2 |
| 1 |
| BRANDYWINE GLOBAL FIXED INCOME FUND | 1 |
| 1 |
| BRANDYWINE GLOBAL INV MGMNT TRUST | 1 |
| BRANDYWINE GLOBAL OPP FIXED INCOME | 1 |
| 1 |
| BRANDYWINE GLOBAL INVES MAN TRUST | 1 |
| BRANDYWINE GLOBAL INVST MGMT | 1 |
| 1 |
| BRANDYWINE GLOBAL INVESTMENT TRUST | 1 |
