Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| 45 | |
| DFA GLOBAL REAL ESTATE SECURITIES P | 19 |
| DFA INFLATION-PROTECTED SECURITIES | 12 |
| DFA US LARGE CAP VALUE I | 12 |
| DFA EMERGING MARKETS CORE EQUITY I | 9 |
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 |
|---|---|---|---|---|---|---|
| Microsoft Corporation Microsoft Corporation Savings Plus 401(k) Plan · all filings | REDMOND, WA | Investment manager | 123,878 | $65.6B | $1.4M | $0 |
| Microsoft Corporation Microsoft Corporation Savings Plus 401(k) Plan · all filings | REDMOND, WA | Investment manager | 118,818 | $53.2B | $1.2M | $0 |
| At&T Inc. SBC Master Pension Trust · all filings | DALLAS, TX | Investment manager | — | $44.6B | $177K | $0 |
| Microsoft Corporation Microsoft Corporation Savings Plus 401(k) Plan · all filings | REDMOND, WA | Investment manager | 123,296 | $39.6B | $1.1M | $0 |
| At&T Inc. SBC Master Pension Trust · all filings | DALLAS, TX | Investment manager | — | $32.9B | $58K | $0 |
| At&T Inc. SBC Master Pension Trust · all filings | DALLAS, TX | Investment manager | — | $30.6B | $23K | $0 |
| Bank of America Corporation The Bank of America Pension Plan · all filings | RIVERSIDE, RI | Investment manager | 53,831 | $19.2B | $162K | $0 |
| Bank of America Corporation The Bank of America Pension Plan · all filings | RIVERSIDE, RI | Investment manager | 51,062 | $19.0B | $271K | $0 |
| Bank of America Corporation The Bank of America Pension Plan · all filings | RIVERSIDE, RI | Investment manager | 56,219 | $18.8B | $105K | $0 |
| Southern Company Services, Inc. The Southern Company Pension Plan · all filings | ATLANTA, GA | Investment manager | 25,179 | $14.8B | $397K | $0 |
| At&T Inc. At&T Savings Group Investment Trust · all filings | DALLAS, TX | Investment manager | — | $12.5B | $54K | $0 |
| At&T Inc. At&T Savings Group Investment Trust · all filings | DALLAS, TX | Investment manager | — | $12.1B | $59K | $0 |
| At&T Inc. At&T Savings Group Investment Trust · all filings | DALLAS, TX | Investment manager | — | $11.7B | $63K | $0 |
| Merck & Co., Inc. Merck & Co., Inc. Master Retirement Trust · all filings | RAHWAY, NJ | Investment manager | — | $11.6B | $458K | $0 |
| Merck & Co., Inc. Merck & Co., Inc. Master Retirement Trust · all filings | RAHWAY, NJ | Investment manager | — | $11.3B | $537K | $0 |
| Citigroup Inc. The Citigroup Pension Plan · all filings | STAMFORD, CT | Investment manager | 15,906 | $10.6B | $535K | $0 |
| Citigroup Inc. The Citigroup Pension Plan · all filings | STAMFORD, CT | Investment manager | 17,283 | $10.5B | $524K | $0 |
| Merck & Co., Inc. Merck & Co., Inc. Master Retirement Trust · all filings | RAHWAY, NJ | Investment manager | — | $10.5B | $720K | $0 |
| Citigroup Inc. The Citigroup Pension Plan · all filings | STAMFORD, CT | Investment manager | 14,217 | $10.0B | $572K | $0 |
| Pepsico, Inc. Pepsico Employees Retirement Plan I · all filings | PURCHASE, NY | Investment manager | 12,289 | $7.7B | $165K | $0 |
| Pepsico, Inc. Pepsico Employees Retirement Plan I · all filings | PURCHASE, NY | Investment manager | 11,289 | $7.6B | $129K | $0 |
| Pepsico, Inc. Pepsico Employees Retirement Plan I · all filings | PURCHASE, NY | Investment manager | 10,017 | $6.8B | $160K | $0 |
| BMO Financial Corp. BMO 401(k) Savings Plan · all filings | CHICAGO, IL | Investment manager | 20,280 | $4.5B | $24K | $0 |
| Pepsico, Inc. Pepsico, Inc. Employees Retirement Plan H · all filings | PURCHASE, NY | Investment manager | 72,315 | $4.3B | $141K | $0 |
| Pepsico, Inc. Pepsico, Inc. Employees Retirement Plan H · all filings | PURCHASE, NY | Investment manager | 73,116 | $4.2B | $202K | $0 |
| 6 |
| DFA INFLAT-PROT SECURITIES PORT INS | 6 |
| DFA US TARGETED VI PORT INS | 4 |
| 4 |
| DFA GLOBAL REAL ESTATE SECURITIES | 4 |
| DFA EMERGING MARKETS PORTFOLIO INST | 4 |
| 3 |
| DFA SMALL CAP SUBTRUST | 3 |
| EMERGING MARKETS CORE EQUITY FUND | 3 |
| 3 |
| DFA INTERNATIONAL CORE EQUITY I | 3 |
| 3 |
| 3 |
| SMALLCAP VALUE SUBTRUST | 3 |
| DFA US TARGETED VAL I | 3 |
| DFA U S TARGETED VALUE PORT INST | 3 |
| 3 |
| DFA GLOBAL REAL ESTATE SEC PORT | 3 |
| VANGUARD TOTAL INTL STOCK INDEX ADM | 2 |
| 2 |
