Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| GROUP ANNUITY CONTRACT | 3 |
| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| SOUTH TEXAS ONCOLOGY & HEMATOLOGY, PLLC SOUTH TEXAS ONCOLOGY & HEMATOLOGY, PLLC 401(K) PROFIT SHARING PLAN | SAN ANTONIO, TX | Recordkeeper | 446 | $37.5M | $2K | $0 |
| HERITAGE INSURANCE HOLDINGS, INC HERITAGE INSURANCE HOLDINGS, INC. RETIREMENT SAVINGS PLAN | TAMPA, FL | Recordkeeper | 540 | $36.3M | $55K | $0 |
| HERITAGE INSURANCE HOLDINGS, INC HERITAGE INSURANCE HOLDINGS, INC. RETIREMENT SAVINGS PLAN | TAMPA, FL | Recordkeeper | 501 | $29.9M | $45K | $0 |
| HERITAGE INSURANCE HOLDINGS, INC HERITAGE INSURANCE HOLDINGS, INC. RETIREMENT SAVINGS PLAN | TAMPA, FL | Recordkeeper | 520 | $24.0M | $959 | $0 |
| DYMAX CORPORATION DYMAX CORPORATION 401(K) PLAN | TORRINGTON, CT | Recordkeeper | 290 | $22.3M | $28K | $0 |
| UMANSKY UMG, LLC DBA UMANSKY MOTOR CARS UMANSKY AUTOMOTIVE GROUP PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | MILWAKEE, WI | Recordkeeper | 862 | $18.1M | $4K | $0 |
| DYMAX CORPORATION DYMAX CORPORATION 401(K) PLAN | TORRINGTON, CT | Recordkeeper | 270 | $17.1M | $26K | $0 |
| IKAV ENERGY INC. IKAV ENERGY INC. 401(K) PLAN | DURANGO, CO | Recordkeeper | 205 | $15.2M | $45K | $0 |
| UMANSKY UMG, LLC DBA UMANSKY MOTOR CARS UMANSKY AUTOMOTIVE GROUP PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | MILWAKEE, WI | Recordkeeper | 1,000 | $14.8M | $20K | $0 |
| LEVY-ROSEN, LLC ROSEN GROUP 401K PLAN | WAUKEGAN, IL | Recordkeeper | 321 | $14.4M | $35K | $0 |
| OPTIMUS STEEL LLC OPTIMUS STEEL 401(K) PLAN | THE WOODLANDS, TX | Recordkeeper | 262 | $13.8M | $32K | $0 |
| IKAV ENERGY INC. IKAV ENERGY INC. 401(K) PLAN | DURANGO, CO | Recordkeeper | 217 | $12.4M | $39K | $0 |
| OPTIMUS STEEL LLC OPTIMUS STEEL 401(K) PLAN | THE WOODLANDS, TX | Recordkeeper | 248 | $11.9M | $31K | $0 |
| NUCERA SOLUTIONS, LLC NUCERA 401(K) PLAN | BARNSDALL, OK | Recordkeeper | 63 | $10.6M | $16K | $0 |
| CHAMPAGNE METALS, LLC CHAMPAGNE METALS, LLC 401(K) PLAN | GLENPOOL, OK | Recordkeeper | 124 | $10.3M | $15K | $0 |
| NUCERA SOLUTIONS, LLC NUCERA 401(K) PLAN | BARNSDALL, OK | Recordkeeper | 111 | $10.2M | $29K | $0 |
| OPTIMUS STEEL LLC OPTIMUS STEEL 401(K) PLAN | THE WOODLANDS, TX | Recordkeeper | 244 | $9.9M | $5K | $0 |
| CONTINUUM ADVANTAGE, LLC CONTINUUM ADVANTAGE, LLC 401K | WAUKEE, IA | Recordkeeper | 259 | $9.2M | $36K | $0 |
| WAMPOLE MILLER, INC. DBA MILLER BROS. MILLER BROS. 401(K) PLAN | CONSHOHOCKEN, PA | Recordkeeper | 170 | $8.8M | $0 | $0 |
| CHAMPAGNE METALS, LLC CHAMPAGNE METALS, LLC 401(K) PLAN | GLENPOOL, OK | Recordkeeper | 103 | $8.5M | $842 | $0 |
| NUCERA SOLUTIONS, LLC NUCERA 401(K) PLAN | BARNSDALL, OK | Recordkeeper | 117 | $8.2M | $25K | $0 |
| WALTHALL OIL COMPANY WALTHALL OIL COMPANY 401K PROFIT SHARING PLAN | MACON, GA | Recordkeeper | 142 | $8.2M | $13K | $0 |
| ROSEN HYUNDAI ENTERPRISES, LLC ROSEN HYUNDAI ENTERPRISES, LLC 401(K) PLAN | ALGONQUIN, IL | Recordkeeper | 109 | $7.5M | $15K | $0 |
| ROSEN HYUNDAI ENTERPRISES, LLC ROSEN HYUNDAI ENTERPRISES, LLC 401(K) PLAN | ALGONQUIN, IL | Recordkeeper | 86 | $6.4M | $18K | $0 |
| WALTHALL OIL COMPANY WALTHALL OIL COMPANY 401K PROFIT SHARING PLAN | MACON, GA | Recordkeeper | 129 | $5.9M | $10K | $0 |
| SOLARA SURGICAL PARTNERS, LLC SOLARA SURGICAL PARTNERS 401(K) PLAN | SOUTHLAKE, TX | Recordkeeper | 229 | $4.3M | $4K | $0 |
| THE SUFFIELD MANOR SUFFIELD MANOR 401K PLAN | SUFFIELD, CT | Recordkeeper | 145 | $4.2M | $5K | $0 |
| ARAN EYE ASSOCIATES, P.A. ARAN EYE ASSOCIATES PA 401(K) PROFIT SHARING PLAN & TRUST | CORAL GABLES, FL | Recordkeeper | 220 | $3.9M | $664 | $0 |
| TJFACT DBA TOTALLY JOINED FOR ACHIEVING COLLABORATIVE TECHNIQUES TOTALLY JOINED FOR ACHIEVING C 401(K) PROFIT SHARING PLAN TRUST | ATLANTA, GA | Recordkeeper | 291 | $3.6M | $24K | $0 |
| GRACE MANAGEMENT GROUP, LLC GRACE MANAGEMENT GROUP, LLC 401(K) PLAN | SPARTANBURG, SC | Recordkeeper | 181 | $3.2M | $13K | $0 |
| INTOUCHCX US, INC. INTOUCHCX US 401(K) PLAN | MESA, AZ | Recordkeeper | 1,053 | $3.2M | $6K | $0 |
| CENTER FOR MENTAL HEALTH CENTER FOR MENTAL HEALTH 401(K) PROFIT SHARING PLAN & TRUST | GREAT FALLS, MT | Recordkeeper | 138 | $2.9M | $15K | $0 |
| CENTER FOR MENTAL HEALTH CENTER FOR MENTAL HEALTH 401(K) PROFIT SHARING PLAN & TRUST | GREAT FALLS, MT | Recordkeeper | 145 | $2.6M | $845 | $0 |
| VALLEY CITY LINEN, INC. VALLEY CITY LINEN, INC. RETIREMENT SAVINGS PLAN | GRAND RAPIDS, MI | Recordkeeper | 128 | $2.5M | $4K | $0 |
| GRACE MANAGEMENT GROUP, LLC GRACE MANAGEMENT GROUP, LLC 401(K) PLAN | SPARTANBURG, SC | Recordkeeper | 162 | $2.0M | $11K | $0 |
| GRACE MANAGEMENT GROUP, LLC GRACE MANAGEMENT GROUP, LLC 401(K) PLAN | SPARTANBURG, SC | Recordkeeper | 154 | $1.1M | $8K | $0 |
| WMC SALES, LLC WIRE MESH CORP. 401(K) PLAN | THE WOODLANDS, TX | Recordkeeper | 300 | $487K | $50 | $0 |
| SUNSET MANAGEMENT, INC. SUNSET FINANCE 401(K) PLAN | SENECA, SC | Recordkeeper | 106 | $276K | $2K | $0 |
