Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| 10 | |
| EATON VANCE LARGE-CAP VALUE A | 5 |
| 3 | |
| EV ATLNTA CAP SMID CAP A | 2 |
| EATON VANCE LARGE-CAP VALUE I | 2 |
| EATON VANCE FLOATINGRATE & HI INCA | 2 |
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 |
|---|---|---|---|---|---|---|
| Liberty Mutual Group Inc. Liberty Mutual 401(k) Plan · all filings | BOSTON, MA | Other service providers | 31,562 | $11.4B | $1.5M | $0 |
| Liberty Mutual Group Inc. Liberty Mutual 401(k) Plan · all filings | BOSTON, MA | Other service providers | 34,618 | $10.6B | $880K | $0 |
| Liberty Mutual Group Inc. Liberty Mutual 401(k) Plan · all filings | BOSTON, MA | Other service providers | 37,052 | $8.8B | $1.2M | $0 |
| International Union of Operting ENG. PEN Fund of E.Pennsylvania and de International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware · all filings | FORT WASHINGTON, PA | Other service providers | 2,918 | $1.0B | $57K | $0 |
| International Union of Operting ENG. PEN Fund of E.Pennsylvania and de International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware · all filings | FORT WASHINGTON, PA | Other service providers | 2,911 | $956.3M | $287K | $0 |
| Board of Trustees Local 1298 Pension Fund Laborers Local 1298 of Nassau & Suffolk Counties Pension Fund · all filings | HEMPSTEAD, NY | Advisor / Consultant | 1,218 | $434.1M | $94K | $0 |
| XCEL Energy Inc. XCEL Energy Inc. Employee Welfare Benefit Plan · all filings | MINNEAPOLIS, MN | Other service providers | 11,534 | $420.7M | $74K | $0 |
| XCEL Energy Inc. XCEL Energy Inc. Employee Welfare Benefit Plan · all filings | MINNEAPOLIS, MN | Other service providers | 11,295 | $415.3M | $73K | $0 |
| XCEL Energy Inc. XCEL Energy Inc. Employee Welfare Benefit Plan · all filings | MINNEAPOLIS, MN | Other service providers | 12,258 | $409.6M | $76K | $0 |
| Board of Trustees Local 1298 Pension Fund Laborers Local 1298 of Nassau & Suffolk Counties Pension Fund · all filings | HEMPSTEAD, NY | Advisor / Consultant | 1,184 | $384.8M | $86K | $0 |
| Board of Trustees Local 138, 138A, 138B & 138C IUOE Annuity Fund Local 138, 138A, 138B & 138C Internati of Operating Engineers Annuity Fund · all filings | FARMINGDALE, NY | Other service providers | 1,338 | $358.6M | $422K | $0 |
| Board of Trustees Local 138, 138A, 138B & 138C IUOE Annuity Fund Local 138, 138A, 138B & 138C Internati of Operating Engineers Annuity Fund · all filings | FARMINGDALE, NY | Other service providers | 1,544 | $330.3M | $396K | $0 |
| Board of Trustees Local 1298 Annuity Fund Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund · all filings | HEMPSTEAD, NY | Advisor / Consultant | 1,479 | $269.2M | $60K | $0 |
| Board of Trustees Local 1298 Annuity Fund Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund · all filings | HEMPSTEAD, NY | Custodian | 1,482 | $250.4M | $56K | $0 |
| Trustees - U. A. Local Union No. 614 Pension Plan U. A. Local Union No. 614 Pension Plan · all filings | GOODLETTSVILLE, TN | Other service providers | 1,609 | $195.6M | $0 | $0 |
| Trustees - U.A. Local Union No. 614 Pension Plan U.A. Local Union No. 614 Pension Plan · all filings | GOODLETTSVILLE, TN | Other service providers | 1,248 | $166.1M | $0 | $0 |
| IBEW Local Union No. 99 International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan · all filings | CRANSTON, RI | Other service providers | 1,042 | $162.2M | $0 | $0 |
| BOT Sheet Metal Workers Local Union No.17 Supplemental Pension Fund Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan · all filings | DORCHESTER, MA | Other service providers | 1,671 | $143.7M | $0 | $0 |
| Southwest Multicraft Southwest Multicraft Health & Welfare Trust Fund · all filings | ALBUQUERQUE, NM | Other service providers | 3,433 | $143.5M | $22K | $0 |
| IBEW Local Union No. 99 International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan · all filings | CRANSTON, RI | Other service providers | 1,020 | $143.1M | $0 | $0 |
| Board of Trustees Iron Workers Local 401 Annuity Fund Iron Workers Local 401 Annuity Fund · all filings | PHILADELPHIA, PA | Other service providers | 820 | $139.7M | $83K | $0 |
| Board of Trustees Iron Workers Local 401 Annuity Fund Iron Workers Local 401 Annuity Fund · all filings | PHILADELPHIA, PA | Other service providers | 847 | $129.4M | $78K | $0 |
| Board of Trustees Iron Workers Local 401 Annuity Fund Iron Workers Local 401 Annuity Fund · all filings | PHILADELPHIA, PA | Other service providers | 995 | $121.0M | $83K | $0 |
| BOT Sheet Metal Workers Local Union No.17 Supplemental Pension Fund Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan · all filings | DORCHESTER, MA | Other service providers | 1,635 | $120.8M | $0 | $0 |
| The New York Racing Association Inc. Pension Plan for Union Employees of the New York Racing Association, Inc. · all filings | JAMAICA, NY | Other service providers | 107 | $120.3M | $41K | $0 |
| 2 |
| EATON VANCE FLOATING-RATE HI A | 1 |
| EATON VANCE FLOATING-RATE & HI | 1 |
| EATION VANCE LARGE-CAP VALUE I | 1 |
| EATON VANCE ATLANTA CAPITAL SMTD-CA | 1 |
| 1 |
| EATON VANCE ATLANTA CAPITAL SMID A | 1 |
| EATON VANCE LARTE-CAP VALUE A | 1 |
| EATON VANCE ATLANTA CAP SMID CAP A | 1 |
| EATON VANCE FLOATING-RATE AND HI IN | 1 |
| EATON VANCE ATLANTA CAP SMID-CAP A | 1 |
| EATON VANCE GLO SM-CAP EQU A | 1 |
| EATON VANCE ATLANTA CAP SMID-R | 1 |
| EATON VANCE LARGE CAP VALUE A | 1 |
