Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| LARGE CAP GROWTH / JP MORGAN INVST | 292 |
| DAY ONE INCOMEFLEX TARGET BALANCED | 289 |
| CORE PLUS BOND / PGIM FUND | 259 |
| FUTUREFUNDS SERIES ACCOUNT II OF GR | 169 |
| 163 | |
| SMALL CAP VALUE / VICTORY FUND | 122 |
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 |
|---|---|---|---|---|---|---|
| Wells Fargo & Company Wells Fargo & Company 401(k) Plan · all filings | MINNEAPOLIS, MN | Recordkeeper | 167,176 | $57.9B | $9.8M | $0 |
| Wells Fargo & Company Wells Fargo & Company 401(k) Plan · all filings | SAN FRANCISCO, CA | Recordkeeper | 178,049 | $51.8B | $5.4M | $0 |
| Wells Fargo & Company Wells Fargo & Company 401(k) Plan · all filings | SAN FRANCISCO, CA | Recordkeeper | 192,694 | $45.8B | $2.0M | $0 |
| Lockheed Martin Corporation Lockheed Martin Corporation Master Retirement Trust · all filings | BETHESDA, MD | Recordkeeper | — | $24.9B | $1.0M | $0 |
| Lockheed Martin Corporation Lockheed Martin Corporation Master Retirement Trust · all filings | BETHESDA, MD | Recordkeeper | — | $24.6B | $1.0M | $0 |
| Lockheed Martin Corporation Lockheed Martin Corporation Master Retirement Trust · all filings | BETHESDA, MD | Recordkeeper | — | $23.7B | $1.0M | $0 |
| Apple Inc. Apple 401(k) Plan · all filings | CUPERTINO, CA | Recordkeeper | 101,450 | $19.8B | $5.9M | $0 |
| Board of Trustees of the Teamsters - UPS 401(k) National Savings Plan The Teamster - UPS National 401(k) Tax Deferred Savings Plan · all filings | ATLANTA, GA | Recordkeeper | 451,512 | $19.3B | $588K | $0 |
| Southwest Airlines Co. Southwest Airlines Co. Retirement Savings Plan · all filings | DALLAS, TX | Recordkeeper | 74,221 | $17.0B | $3.5M | $0 |
| Apple Inc. Apple 401(k) Plan · all filings | CUPERTINO, CA | Recordkeeper | 106,111 | $15.0B | $4.2M | $0 |
| The Cigna Group The Cigna Group 401(k) Plan · all filings | PHILADELPHIA, PA | Recordkeeper | 66,532 | $14.2B | $2.3M | $0 |
| Abbvie Inc. Abbvie Savings Plan · all filings | NORTH CHICAGO, IL | Recordkeeper | 28,506 | $13.4B | $4.3M | $0 |
| Edward D. Jones & Co., L.P. Edward D. Jones & Co. Profit Sharing and 401(k) Plan · all filings | ST. LOUIS, MO | Recordkeeper | 50,491 | $12.4B | $1.6M | $0 |
| Abbvie Inc. Abbvie Savings Plan · all filings | NORTH CHICAGO, IL | Recordkeeper | 26,790 | $11.7B | $3.6M | $0 |
| 3M Company 3M Voluntary Investment Plan and Employee Stock Ownership Plan · all filings | ST. PAUL, MN | Recordkeeper | 21,780 | $10.6B | $510K | $0 |
| Advocate Aurora Health, Inc. Advocate Aurora Health 401(k) Plan · all filings | MILWAUKEE, WI | Recordkeeper | 83,445 | $10.5B | $6.4M | $0 |
| Abbvie Inc. Abbvie Savings Plan · all filings | NORTH CHICAGO, IL | Recordkeeper | 26,300 | $10.3B | $2.9M | $0 |
| Southwest Airlines Co. Southwest Airlines Co. 401(k) Plan · all filings | DALLAS, TX | Recordkeeper | 67,305 | $9.9B | $2.5M | $0 |
| The Mount Sinai Medical Center The Mount Sinai Medical Center 403(b) Retirement Plan · all filings | NEW YORK, NY | Recordkeeper | 46,304 | $9.5B | $1K | $0 |
| BAE Systems, Inc. BAE Systems Employees' Savings and Investment Plan · all filings | FALLS CHURCH, VA | Recordkeeper | 32,246 | $9.4B | $100K | $0 |
| Advocate Aurora Health, Inc. Advocate Aurora Health 401(k) Plan · all filings | MILWAUKEE, WI | Recordkeeper | 80,015 | $9.1B | $5.8M | $0 |
| Trinet HR III, Inc. Trinet 401(k) Plan · all filings | DUBLIN, CA | Recordkeeper Advisor / Consultant | 209,337 | $8.7B | $12.6M | $0 |
| The Mount Sinai Medical Center The Mount Sinai Medical Center 403(b) Retirement Plan · all filings | NEW YORK, NY | Recordkeeper | 46,850 | $8.5B | $0 | $0 |
| Board of Trustees of the Deferred Salary Plan of the Electrical IND Deferred Salary Plan of the Electrical Industry · all filings | FLUSHING, NY | Recordkeeper | 23,406 | $8.0B | $1.4M | $0 |
| Southwest Airlines Co. Southwest Airlines Co. 401(k) Plan · all filings | DALLAS, TX | Recordkeeper | 59,610 | $8.0B | $568K | $0 |
| FUTUREFUNDS SERIES ACCOUNT II |
| 121 |
| DRYDEN S&P 500 INDEX FUND IS PLATF | 108 |
| MID CAP VALUE / ROBECO BOSTON PARTN | 107 |
| LARGE CAP GROWTH / JENNISON FUND | 102 |
| CORE PLUS BOND/PGIM FUND | 101 |
| PGIM TOTAL RETURN BOND FUND IS | 96 |
| COLUMBIA DIVIDEND VALUE IS PLATFOR | 91 |
| LARGE CAP GROWTH / JPMORGAN | 88 |
| CORE BOND ENHANCED INDEX PGIM FUND | 84 |
| REAL ESTATE / COHEN & STEERS FUND | 80 |
| 80 |
| CAPITAL GROUP EUROPACIFIC GROWTH SA | 78 |
| LARGE CAP GROWTH/JENNISON FUND | 75 |
| DAY ONE 2040 FUND | 73 |
| DAY ONE 2060 FUND | 72 |
| DAY ONE 2030 FUND | 71 |
| DAY ONE 2050 FUND | 71 |
| DAY ONE 2045 FUND | 70 |
| DAY ONE 2035 FUND | 70 |
