Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| CAPITAL GROUP EUROPACIFIC GROWTH SA | 21 |
| CAPITAL GROUP EUROPACIFIC GROWTH | 5 |
| CG LONG DURATION CREDIT TRUST US | 4 |
| EUROPACIFIC GROWTH FUND | 4 |
| CAPITAL GROUP EUROPACIFIC GROWTH TR | 3 |
| CAPITAL GROUP INT L EQUITY FUND | 3 |
| CAP GRP AMERICAN BALANCED TRUST U34 | 3 |
| CAPITAL GROUP NEW PERSPECTIVETRUST | 3 |
| CAPITAL GROUP 2035 TARGET DT RET TR | 2 |
| CAPITAL GROUP 2025 TARGET DT RET TR | 2 |
| CAPITAL GROUP INFLATION LINKED TRUS | 2 |
| CAPITAL GROUP 2020 TARGET DT RET TR | 2 |
| CAPITAL GROUP 2015 TARGET DT RET TR | 2 |
| CAPITAL GROUP EUROPACIFIC GROWTH FU | 2 |
| CAPITAL GROUP 2050 TARGET DT RET TR | 2 |
| CAPITAL GROUP 2045 TARGET DT RET TR | 2 |
| CAPITAL GROUP 2040 TARGET DT RET TR | 2 |
| CAPITAL GROUP 2065 TARGET DT RET TR | 2 |
| CAPITAL GROUP 2030 TARGET DT RET TR | 2 |
| CAPITAL GROUP 2060 TARGET DT RET TR | 2 |
| CAPITAL GROUP 2010 TARGET DT RET TR | 2 |
| CAPITAL GROUP 2055 TARGET DT RET TR | 2 |
| AMERICAN BALANCED FUND | 1 |
| CAPITAL GRP 2040 TG DT RET TD2 | 1 |
| CAPITAL GRP 2060 TG DT RET TD2 | 1 |
| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| JOHNSON AND JOHNSON JOHNSON AND JOHNSON SAVINGS PLAN TRUST | NEW BRUNSWICK, NJ | Advisor / Consultant | — | $22.8B | $909K | $0 |
| JOHNSON AND JOHNSON JOHNSON AND JOHNSON PENSION AND SAVINGS PLAN MASTER TRUST | NEW BRUNSWICK, NJ | Advisor / Consultant | — | $22.4B | $1.8M | $0 |
| JOHNSON AND JOHNSON JOHNSON AND JOHNSON SAVINGS PLAN TRUST | NEW BRUNSWICK, NJ | Advisor / Consultant | — | $22.0B | $1.1M | $0 |
| JOHNSON AND JOHNSON JOHNSON AND JOHNSON PENSION AND SAVINGS PLANS MAST ER TRUST | NEW BRUNSWICK, NJ | Advisor / Consultant | — | $21.1B | $2.1M | $0 |
| GENENTECH, INC. ROCHE U.S. RETIREMENT PLANS MASTER TRUST | SOUTH SAN FRANCISCO, CA | Advisor / Consultant | — | $18.0B | $861K | $0 |
| GENENTECH, INC. ROCHE U.S. RETIREMENT PLANS MASTER TRUST | SOUTH SAN FRANCISCO, CA | Advisor / Consultant | — | $16.7B | $823K | $0 |
| GENENTECH, INC. ROCHE U.S. RETIREMENT PLANS MASTER TRUST | SOUTH SAN FRANCISCO, CA | Advisor / Consultant | — | $14.5B | $935K | $0 |
| SUPERVALU INC. SUPERVALU MASTER INVESTMENT TRUST | MINNEAPOLIS, MN | Other service providers | — | $4.3B | $361K | $0 |
| SUPERVALU INC. SUPERVALU MASTER INVESTMENT TRUST | MINNEAPOLIS, MN | Other service providers | — | $4.2B | $359K | $0 |
| BATTELLE ENERGY ALLIANCE, LLC IDAHO NATIONAL LABORATORY EMPLOYEE RETIREMENT PLAN | IDAHO FALLS, ID | Other service providers | 930 | $2.1B | $105K | $0 |
| BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLAN SHEET METAL WORKERS' PENSION PLAN OF SOUTHERN CALIFORNIA ARIZONA AND NEVADA | MANHATTAN BEACH, CA | Other service providers | 5,519 | $1.4B | $59K | $0 |
| BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLAN SHEET METAL WORKERS' PENSION PLAN OF SOUTHERN CALIFORNIA ARIZONA AND NEVADA | MANHATTAN BEACH, CA | Other service providers | 5,402 | $1.3B | $63K | $0 |
| BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLAN SHEET METAL WORKERS' PENSION PLAN OF SOUTHERN CALIFORNIA ARIZONA AND NEVADA | MANHATTAN BEACH, CA | Other service providers | 5,299 | $1.2B | $55K | $0 |
| GOLUB CORPORATION GOLUB CORPORATION EMPLOYEES RETIREMENT PLAN | SCHENECTADY, NY | Advisor / Consultant | 6,531 | $369.9M | $121K | $0 |
| GOLUB CORPORATION GOLUB CORPORATION EMPLOYEES RETIREMENT PLAN | SCHENECTADY, NY | Other service providers | 5,711 | $366.5M | $93K | $0 |
| GOLUB CORPORATION GOLUB CORPORATION EMPLOYEES RETIREMENT PLAN | SCHENECTADY, NY | Advisor / Consultant | 7,981 | $363.7M | $129K | $0 |
| AMENTUM NUCLEAR & ENVIRONMENT HOLDINGS, INC URS FEDERAL SERVICES, INC. EMPLOYEES RETIREMENT PLAN | CHANTILLY, VA | Advisor / Consultant | 259 | $244.1M | $60K | $0 |
| AECOM AECOM PENSION PLAN | DALLAS, TX | Other service providers | 122 | $102.3M | $10K | $0 |
| SNOW, CHRISTENSEN, & MARTINEAU SNOW, CHRISTENSEN, & MARTINEAU 401(K) PROFIT SHARING PLAN | SALT LAKE CITY, UT | Advisor / Consultant | 90 | $56.0M | $34K | $0 |
| SOUTHWEST MISSOURI BANCORPORATION, INC. SOUTHWEST MISSOURI BANCORPORATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN | CARTHAGE, MO | Other service providers | 220 | $32.6M | $4K | $0 |
| SOUTHWEST MISSOURI BANCORPORATION, INC. SOUTHWEST MISSOURI BANCORPORATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN | CARTHAGE, MO | Other service providers | 227 | $31.6M | $4K | $0 |
| LEWIS C HOWARD, INC. LEWIS C HOWARD PROFIT SHARING PLAN | KALAMAZOO, MI | TPA / Administrator | 122 | $30.9M | $2K | $0 |
| SOUTHWEST MISSOURI BANCORPORATION, INC. SOUTHWEST MISSOURI BANCORPORATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN | CARTHAGE, MO | Other service providers | 216 | $30.6M | $4K | $0 |
| COMMUNITY HEALTH CARE, INC. COMMUNITY HEALTH CARE, INC. 401K PROFIT SHARING PLAN | CANAL FULTON, OH | Recordkeeper | 252 | $25.2M | $10K | $0 |
| APTIVE RESOURCES, LLC APTIVE RESOURCES 401(K) | ALEXANDRIA, VA | Other service providers | 493 | $22.2M | $55K | $0 |
| CAMBRIDGE INTERNATIONAL SYSTEMS CAMBRIDGE INTERNATIONAL SYSTEMS, INC. 401(K) PLAN | ARLINGTON, VA | Other service providers | 188 | $21.5M | $25K | $0 |
| CAMBRIDGE INTERNATIONAL SYSTEMS CAMBRIDGE INTERNATIONAL SYSTEMS, INC. 401(K) PLAN | ARLINGTON, VA | Other service providers | 198 | $17.5M | $25K | $0 |
| NUAXIS LLC DBA NUAXIS INNOVATION NUAXIS INNOVATIONS 401(K) PLAN | VIENNA, VA | Advisor / Consultant | 322 | $16.3M | $61K | $0 |
| GOLUB CORPORATION GOLUB CORPORATION QUALIFIED SECURITY PLAN | SCHENECTADY, NY | Advisor / Consultant | 15 | $15.5M | $9K | $0 |
| GOLUB CORPORATION GOLUB CORPORATION QUALIFIED SECURITY PLAN | SCHENECTADY, NY | Advisor / Consultant | 22 | $15.4M | $11K | $0 |
| GOLUB CORPORATION GOLUB CORPORATION QUALIFIED SECURITY PLAN | SCHENECTADY, NY | Advisor / Consultant | 14 | $15.3M | $7K | $0 |
| APTIVE RESOURCES, LLC APTIVE RESOURCES 401(K) | ALEXANDRIA, VA | Other service providers | 881 | $15.0M | $31K | $0 |
| NUAXIS LLC DBA NUAXIS INNOVATION NUAXIS INNOVATIONS 401(K) PLAN | VIENNA, VA | Other service providers | 361 | $13.8M | $48K | $0 |
| RIVA SOLUTIONS, INC. RIVA SOLUTIONS 401(K) PLAN | MCLEAN, VA | Advisor / Consultant | 277 | $13.7M | $37K | $0 |
| VETERANS EZ INFO, INC. VETSEZ 401(K) PLAN | SAN DIEGO, CA | Advisor / Consultant | 243 | $12.8M | $28K | $0 |
| NUAXIS LLC DBA NUAXIS INNOVATION NUAXIS INNOVATIONS 401(K) PLAN | VIENNA, VA | Other service providers | 345 | $11.4M | $45K | $0 |
| RIVA SOLUTIONS, INC. RIVA SOLUTIONS 401(K) PLAN | MCLEAN, VA | Advisor / Consultant | 357 | $11.2M | $6K | $0 |
| KR CONTRACTING, INC. KR CONTRACTING, INC. 401(K) PLAN | MCLEAN, VA | Other service providers | 827 | $10.9M | $28K | $0 |
| 360 PATRIOT ENTERPRISES, LLC 360 PATRIOT 401(K) PLAN | ALEXANDRIA, VA | Advisor / Consultant | 558 | $9.7M | $19K | $0 |
| KR CONTRACTING, INC. KR CONTRACTING, INC. 401(K) PLAN | MCLEAN, VA | Other service providers | 732 | $9.5M | $22K | $0 |
| GORDON MCKERNAN INJURY ATTORNEYS LLC 401K RETIREMENT PLAN GORDON MCKERNAN INJURY ATTORNEYS LLC 401(K) RETIREMENT PLAN | BATON ROUGE, LA | Recordkeeper | 177 | $9.3M | $1K | $0 |
| APTIVE RESOURCES, LLC APTIVE RESOURCES 401(K) | ALEXANDRIA, VA | Other service providers | 399 | $8.1M | $10K | $0 |
| VETERANS EZ INFO, INC. VETSEZ 401(K) PLAN | SAN DIEGO, CA | Advisor / Consultant | 257 | $7.8M | $46K | $0 |
| ST. JOHN'S COMMUNITY SERVICES ST. JOHN'S COMMUNITY SERVICES TAX SHELTERED ANNUITY PLAN | WASHINGTON, DC | Advisor / Consultant | 742 | $7.5M | $0 | $25K |
| THE JOY COMPANIES, INC. THE JOY COMPANIES, INC. RETIREMENT PLAN | HYATTSVILLE, MD | Other service providers | 127 | $6.9M | $6K | $0 |
| WILDFIRE DEFENSE SYSTEMS WILDFIRE DEFENSE SYSTEMS 401(K) PLAN | BOZEMAN, MT | Recordkeeper | 271 | $6.3M | $31K | $0 |
| COMMUNITY HEALTH CARE CENTER INC COMMUNITY HEALTH CARE CENTER 401(K) PLAN | GREAT FALLS, MT | Recordkeeper | 174 | $6.0M | $16K | $0 |
| B. FRANK JOY LLC THE JOY COMPANIES, INC. RETIREMENT PLAN | WASHINGTON, DC | Other service providers | 127 | $5.5M | $6K | $0 |
| PLATEAU SOFTWARE, INC. DBA PLATEAU GRP PLATEAU SOFTWARE INC. 401(K) | FAIRFAX, VA | Recordkeeper Advisor / Consultant | 234 | $5.0M | $13K | $0 |
| VETERANS EZ INFO, INC. VETSEZ 401(K) PLAN | SAN DIEGO, CA | Advisor / Consultant | 198 | $4.8M | $19K | $0 |
| COMMUNITY HEALTH CARE CENTER INC COMMUNITY HEALTH CARE CENTER 401(K) PLAN | GREAT FALLS, MT | Recordkeeper | 190 | $4.8M | $12K | $0 |
| ADF INTERNATIONAL ADF INTERNATIONAL MONTANA 401(K) PLAN | GREAT FALLS, MT | Recordkeeper | 154 | $3.7M | $17K | $0 |
| ADF INTERNATIONAL ADF INTERNATIONAL MONTANA 401(K) PLAN | GREAT FALLS, MT | Recordkeeper | 177 | $3.4M | $10K | $0 |
| COMMUNITY HEALTH CARE CENTER INC COMMUNITY HEALTH CARE CENTER 401(K) PLAN | GREAT FALLS, MT | Recordkeeper | 184 | $3.3M | $10K | $0 |
| WASHINGTON ODD FELLOWS HOME WASHINGTON ODD FELLOWS HOME 401(K) PROFIT SHARING PLAN & TRUST | WALLA WALLA, WA | Recordkeeper | 180 | $2.0M | $175 | $0 |
| PLATEAU SOFTWARE INC. PLATEAU SOFTWARE INC. HEALTH AND WELFARE PLAN | FAIRFAX, VA | Broker | 151 | $1.3M | $85K | $0 |
| THE OCD AND ANXIETY TREATMENT CENTER, INC. THE OCD AND ANXIETY TREATMENT CENTER 401(K) | BOUNTIFUL, UT | Recordkeeper | 112 | $853K | $5K | $0 |
| ITC FEDERAL LLC INFORMATION TECHNOLOGY COALITION INC WRAP EMPLOYEE BENEFIT PLAN | FAIRFAX, VA | Broker | 1,180 | $851K | $0 | $115K |
| EDGE PLASTICS, INC. EDGE PLASTICS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MANSFIELD, OH | Other service providers | 83 | $649K | $1K | $0 |
| PLATEAU SOFTWARE INC. PLATEAU SOFTWARE INC. HEALTH AND WELFARE PLAN | FAIRFAX, VA | Broker | 173 | $623K | $101K | $0 |
| THE OCD AND ANXIETY TREATMENT CENTER, INC. THE OCD AND ANXIETY TREATMENT CENTER 401(K) | BOUNTIFUL, UT | Recordkeeper | 120 | $494K | $3K | $0 |
| ORIGENE TECHNOLOGIES, INC. ORIGENE TECHNOLOGIES, INC. GROUP MEDICAL PLAN | ROCKVILLE, MD | Broker | 104 | $479K | $64K | $0 |
| NUAXIS, LLC NUAXIS, LLC GROUP MEDICAL PLAN | VIENNA, VA | Broker | 277 | $357K | $50K | $0 |
| PLATEAU SOFTWARE INC. PLATEAU SOFTWARE INC. HEALTH AND WELFARE PLAN | FAIRFAX, VA | Broker | 135 | $349K | $7K | $0 |
| NUAXIS, LLC NUAXIS, LLC GROUP MEDICAL PLAN | TYSONS, VA | Broker | 248 | $263K | $46K | $0 |
| ORIGENE TECHNOLOGIES, INC. ORIGENE TECHNOLOGIES, INC. GROUP MEDICAL PLAN | ROCKVILLE, MD | Broker | 110 | $245K | $64K | $0 |
| RISE COMPANIES CORP. RISE COMPANIES CORP. GROUP MEDICAL PLAN | WASHINGTON, DC | Broker | 278 | $242K | $121K | $0 |
| ORIGENE TECHNOLOGIES, INC. ORIGENE TECHNOLOGIES, INC. GROUP MEDICAL PLAN | ROCKVILLE, MD | Broker | 107 | $225K | $64K | $0 |
| PATRICIO ENTERPRISES, INC. PATRICIO ENTERPRISES, INC. HEALTH BENEFIT PLAN | STAFFORD, VA | Broker | 143 | $197K | $74K | $0 |
| COLLABRALINK TECHNOLOGIES, INCORPORATED COLLABRALINK TECHNOLOGIES HEALTH AND WELFARE PLAN | MCLEAN, VA | Broker | 260 | $113K | $94K | $0 |
| PLATEAU SOFTWARE INC. PLATEAU SOFTWARE INC. HEALTH AND WELFARE PLAN | FAIRFAX, VA | Broker | 140 | $108K | $88K | $0 |
| PATRICIO ENTERPRISES, INC. PATRICIO ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN | STAFFORD, VA | Broker | 104 | $65K | $64K | $0 |
| PATRICIO ENTERPRISES, INC. PATRICIO ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN | STAFFORD, VA | Broker | 102 | $50K | $48K | $0 |
| INTREPID SOLUTIONS AND SERVICE INTREPID SOLUTIONS AND SERVICE, LLC GROUP HEALTH BENEFIT PLAN | HERNDON, VA | Broker | 123 | $12K | $77K | $0 |
| APTARA, INC. APTARA, INC. HEALTH CARE PLAN | FALLS CHURCH, VA | Broker | 70 | — | $55K | $0 |
| THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF FREDERICK COUNTY MARYLAND, IN THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF FREDERICK COUNTY MARYLAND, INCORPORATED GROUP MEDICAL PLAN | FREDERICK, MD | Broker | 68 | — | $39K | $0 |
| PINGWIND, INC. PINGWIND, INC. EMPLOYEE BENEFIT PLAN | ANNADALE, VA | Broker | 95 | — | $39K | $0 |
| HARMONIA HOLDINGS GROUP, LLC HARMONIA HOLDINGS GROUP, LLC EMPLOYEE BENEFITS PLAN (501) | MCLEAN, VA | Other service providers | 387 | — | $95K | $0 |
| TIBER CREEK CONSULTING, INC TIBER CREEK CONSULTING EMPLOYEE BENEFITS PLAN | FAIRFAX, VA | Other service providers | 176 | — | $40K | $0 |
| UNISSANT, INC. UNISSANT, INC. GROUP MEDICAL PLAN | HERNDON, VA | Broker | 43 | — | $25K | $0 |
| THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF FREDERICK COUNTY MARYLAND, IN THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF FREDERICK COUNTY MARYLAND, INCORPORATED GROUP MEDICAL PLAN | FREDERICK, MD | Broker | 74 | — | $41K | $0 |
| PINGWIND, INC. PINGWIND, INC. EMPLOYEE BENEFIT PLAN | ANNADALE, VA | Broker | 86 | — | $34K | $0 |
| MISSISSIPPI ASTHMA & ALLERGY MISSISSIPPI ASTHMA & ALLERGY CLINIC, P.A. 401(K) PROFIT SHARING RETIREMENT PLAN | JACKSON, MS | Recordkeeper | 54 | — | $6K | $0 |
| MISSISSIPPI ASTHMA & ALLERGY MISSISSIPPI ASTHMA & ALLERGY CLINIC, P.A. 401(K) PROFIT SHARING RETIREMENT PLAN | JACKSON, MS | Recordkeeper | 85 | — | $8K | $0 |
| MISSISSIPPI ASTHMA & ALLERGY CLINIC, P.A. MISSISSIPPI ASTHMA & ALLERGY CLINIC, P.A. 401(K) PROFIT SHARING RETIREMENT PLAN | JACKSON, MS | Recordkeeper | 49 | — | $6K | $0 |
| PD SYSTEMS, LLC PD SYSTEMS GROUP MEDICAL PLAN | SPRINGFIELD, VA | Broker | 1 | — | $7K | $0 |
| THC ENTERPRISES, INC. DBA MID-ATLANTIC WASTE SYSTEMS MID-ATLANTIC WASTE SYSTEMS EMPLOYEE BENEFIT PLAN | EASTON, MD | Broker | 125 | — | $13K | $0 |
| THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF FREDERICK COUNTY MARYLAND, IN THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF FREDERICK COUNTY MARYLAND, INCORPORATED GROUP MEDICAL PLAN | FREDERICK, MD | Broker | 64 | — | $38K | $0 |
| TIBER CREEK CONSULTING, INC TIBER CREEK CONSULTING EMPLOYEE BENEFITS PLAN | FAIRFAX, VA | Other service providers | 193 | — | $44K | $0 |
| UNISSANT, INC. UNISSANT, INC. GROUP MEDICAL PLAN | HERNDON, VA | Broker | 91 | — | $53K | $0 |
| TIBER CREEK CONSULTING, INC TIBER CREEK CONSULTING EMPLOYEE BENEFITS PLAN | FAIRFAX, VA | Other service providers | 211 | — | $49K | $0 |
| PD SYSTEMS, LLC PD SYSTEMS GROUP MEDICAL PLAN | SPRINGFIELD, VA | Broker | 42 | — | $31K | $0 |
| PD SYSTEMS, LLC PD SYSTEMS GROUP MEDICAL PLAN | SPRINGFIELD, VA | Broker | 96 | — | $45K | $0 |
| THC ENTERPRISES, INC. DBA MID-ATLANTIC WASTE SYSTEMS MID-ATLANTIC WASTE SYSTEMS EMPLOYEE BENEFIT PLAN | EASTON, MD | Broker | 136 | — | $11K | $0 |
| UNISSANT, INC. UNISSANT, INC. GROUP MEDICAL PLAN | HERNDON, VA | Broker | 99 | — | $5K | $0 |
| GLOBAL RESOURCE SOLUTIONS INC. GLOBAL RESOURCE SOLUTIONS INC. WELFARE BENEFIT PLAN | FAIRFAX, VA | Broker | 151 | — | $36K | $0 |
| MAG DS CORP. MAG DS CORP. HEALTH & WELFARE PLAN | FAIRFAX, VA | Broker | 910 | — | $0 | $0 |
| MAG DS CORP. MAG DS CORP. HEALTH & WELFARE PLAN | FAIRFAX, VA | Broker | 794 | — | $33K | $0 |
| BAY COMMUNITY SUPPORT SERVICE, INC. BAY COMMUNITY SUPPORT SERVICES, INC. GROUP MEDICAL PLAN | ANNAPOLIS, MD | Broker | 43 | — | $15K | $0 |
