Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| CAPE ANN GLOBAL DEV MKTS FUND | 3 |
| CAPE ANN GLOBAL DEVELOPING MARKETS | 1 |
| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| MAYO CLINIC MAYO PENSION PLAN | ROCHESTER, MN | Investment manager | 74,151 | $11.8B | $849K | $0 |
| MAYO CLINIC MAYO PENSION PLAN | ROCHESTER, MN | Investment manager | 71,743 | $11.0B | $331K | $0 |
| MAYO CLINIC MAYO PENSION PLAN | ROCHESTER, MN | Investment manager | 69,154 | $10.3B | $708K | $0 |
| BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ PENSION FUND BUILDING SERVICE 32BJ PENSION FUND | NEW YORK, NY | Other service providers | 53,357 | $4.1B | $26K | $0 |
| BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ PENSION FUND BUILDING SERVICE 32BJ PENSION FUND | NEW YORK, NY | Other service providers | 55,540 | $3.5B | $34K | $0 |
| BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ HEALTH FUND BUILDING SERVICE 32BJ HEALTH FUND | NEW YORK, NY | Other service providers | 125,014 | $3.0B | $94K | $0 |
| BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ HEALTH FUND BUILDING SERVICE 32BJ HEALTH FUND | NEW YORK, NY | Other service providers | 121,471 | $2.6B | $85K | $0 |
| PAYCHEX RETIREMENT LLC PAYCHEX POOLED EMPLOYER 401(K) PLAN | ROCHESTER, NY | Advisor / Consultant | 621,703 | $1.8B | $290K | $0 |
| PAYCHEX RETIREMENT LLC PAYCHEX POOLED EMPLOYER 401(K) PLAN | ROCHESTER, NY | Advisor / Consultant | 503,539 | $1.1B | $160K | $0 |
| LEGACY HEALTH LEGACY HEALTH EMPLOYEES RETIREMENT PLAN | PORTLAND, OR | Other service providers | 4,750 | $871.1M | $251K | $0 |
| LEGACY HEALTH LEGACY HEALTH EMPLOYEES RETIREMENT PLAN | PORTLAND, OR | Other service providers | 4,249 | $810.3M | $218K | $0 |
| LEGACY HEALTH LEGACY HEALTH EMPLOYEES RETIREMENT PLAN | PORTLAND, OR | Other service providers | 5,149 | $769.0M | $255K | $0 |
| PAYCHEX RETIREMENT LLC PAYCHEX POOLED EMPLOYER 401(K) PLAN | ROCHESTER, NY | Advisor / Consultant | 316,905 | $433.9M | $63K | $0 |
| CONCORD HOSPITAL, INC. RETIREMENT PLAN FOR EMPLOYEES OF CONCORD HOSPITAL | CONCORD, NH | Other service providers | 3,354 | $413.1M | $122K | $0 |
| CONCORD HOSPITAL, INC. RETIREMENT PLAN FOR EMPLOYEES OF CONCORD HOSPITAL | CONCORD, NH | Other service providers | 3,416 | $379.8M | $107K | $0 |
| LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER, INC. PENSION PLAN OF ANNE ARUNDEL MEDICAL CENTER | ANNAPOLIS, MD | Advisor / Consultant | 700 | $116.2M | $24K | $0 |
| LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER, INC. PENSION PLAN OF ANNE ARUNDEL MEDICAL CENTER | ANNAPOLIS, MD | Advisor / Consultant | 761 | $113.4M | $19K | $0 |
| DAY KIMBALL HEALTHCARE DAY KIMBALL HOSPITAL RETIREMENT INCOME PLAN | PUTNAM, CT | Other service providers | 158 | $68.5M | $20K | $0 |
| BOARD OF TRUSTEES, CALIFORNIA ASSO OF PROFESSIONAL EMPLOYEES BENEFIT CALIFORNIA ASSOCIATION OF PROFESSIONAL EMPLOYEES TRUST | PASADENA, CA | Other service providers | 17,406 | $56.4M | $110K | $0 |
| BOARD OF TRUSTEES, CALIFORNIA ASSO OF PROFESSIONAL EMPLOYEES BENEFIT CALIFORNIA ASSOCIATION OF PROFESSIONAL EMPLOYEES TRUST | PASADENA, CA | Other service providers | 17,729 | $52.8M | $110K | $0 |
| BOARD OF TRUSTEES, CALIFORNIA ASSO OF PROFESSIONAL EMPLOYEES BENEFIT CALIFORNIA ASSOCIATION OF PROFESSIONAL EMPLOYEES TRUST | PASADENA, CA | Other service providers | 17,844 | $50.9M | $110K | $0 |
| WOU HOLDINGS, INC. WOU EMPLOYEE STOCK OWNERSHIP 401(K) PLAN | DOVER, NH | Other service providers | 254 | $18.5M | $6K | $0 |
| WOU HOLDINGS, INC. WOU EMPLOYEE STOCK OWNERSHIP 401(K) PLAN | DOVER, NH | Other service providers | 254 | $14.9M | $0 | $29K |
| CHROME DEPOSIT CORPORATION CHROME DEPOSIT CORPORATION 401(K) PLAN | AKRON, OH | Advisor / Consultant | 135 | $13.6M | $31K | $0 |
| T5 DATA CENTERS LLC T5 DATA CENTERS LLC 401(K) PROFIT SHARING PLAN & TRUST | ATLANTA, GA | Advisor / Consultant | 205 | $13.3M | $7K | $0 |
| CHROME DEPOSIT CORPORATION CHROME DEPOSIT CORPORATION 401(K) PLAN | AKRON, OH | Advisor / Consultant | 141 | $12.2M | $49K | $0 |
| T5 DATA CENTERS LLC T5 DATA CENTERS LLC 401(K) PROFIT SHARING PLAN & TRUST | ATLANTA, GA | Advisor / Consultant | 170 | $11.1M | $12K | $0 |
| WORK OPPORTUNITIES UNLIMITED, INC. WORK OPPORTUNITIES UNLIMITED, INC. 401(K) PLAN | DOVER, NH | Advisor / Consultant | 257 | $10.8M | $28K | $0 |
| PHASE3 MEDIA, LLC PHASE3 MEDIA, LLC 401(K) PLAN | ATLANTA, GA | Investment manager | 175 | $8.1M | $30K | $0 |
| PHASE3 MEDIA, LLC PHASE3 MEDIA, LLC 401(K) PLAN | ATLANTA, GA | Investment manager | 187 | $7.7M | $25K | $0 |
| PMG CAROLINAS, LLC PMG CAROLINAS, LLC 401(K) PROFIT SHARING PLAN | FAYETTEVILLE, NC | Other service providers | 205 | $6.6M | $11K | $0 |
| 9LINE LLC 9LINE LLC 401K PROFIT SHARING PLAN AND TRUST | TAMPA, FL | Investment manager | 85 | $5.8M | $13K | $0 |
| PHASE3 MEDIA, LLC PHASE3 MEDIA, LLC 401(K) PLAN | ATLANTA, GA | Investment manager | 170 | $5.3M | $22K | $0 |
| 9LINE LLC 9LINE LLC 401K PROFIT SHARING PLAN AND TRUST | TAMPA, FL | Investment manager | 85 | $5.0M | $12K | $0 |
| 9LINE LLC 9LINE LLC 401K PROFIT SHARING PLAN AND TRUST | TAMPA, FL | Investment manager | 85 | $4.4M | $11K | $0 |
| INTEX DIY INC INTEX DIY INC 401(K) PROFIT SHARING PLAN & TRUST | VILLA RICA, GA | Advisor / Consultant | 96 | $1.1M | $5K | $0 |
| INTEX DIY INC INTEX DIY INC 401(K) PROFIT SHARING PLAN & TRUST | VILLA RICA, GA | Advisor / Consultant | 106 | $915K | $7K | $0 |
| INTEX DIY INC INTEX DIY INC 401(K) PROFIT SHARING PLAN & TRUST | VILLA RICA, GA | Advisor / Consultant | 0 | $979 | $6K | $0 |
| UPLAND COMMUNITY HOUSING INC PAYCHEX POOLED EMPLOYER 401(K) PLAN - 529765 | UPLAND, CA | Advisor / Consultant | 0 | $0 | $24 | $0 |
| WORK OPPORTUNITIES UNLIMITED, INC. WORK OPPORTUNITIES UNLIMITED, INC. 401(K) PLAN | DOVER, NH | Advisor / Consultant | 0 | $0 | $7K | $0 |
| CAPITAL REGION HEALTH CARE CORPORATION RETIREMENT PLAN FOR EMPLOYEES OF CONCORD HOSPITAL | CONCORD, NH | Other service providers | 0 | $0 | $102K | $0 |
| DAY KIMBALL HEALTHCARE DAY KIMBALL HOSPITAL RETIREMENT INCOME PLAN | PUTNAM, CT | Other service providers | 0 | $0 | $3K | $0 |
| TRIAD COMPONENTS GROUP, INC. TRIAD COMPONENTS GROUP, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | EL CAJON, CA | Advisor / Consultant | 23 | — | $2K | $0 |
