Click a collective trust to see every plan that holds it.
| FIAM TARGET DATE 2015 COMMINGLED | 3 |
| FIAM TARGET DATE 2040 COMMINGLED | 3 |
| FIAM TARGET DATE 2035 COMMINGLED | 3 |
| FIAM TARGET DATE 2055 COMMINGLED | 3 |
| FIAM TARGET DATE 2025 COMMINGLED | 3 |
| FIAM TARGET DATE 2005 COMMINGLED | 2 |
| FIAM CORE PLUS COMMINGLED POOL CL 1 | 1 |
| FIAM CORE PLUS COMINGLED POOL I | 1 |
| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| LOCKHEED MARTIN CORPORATION LMC DEFINED CONTRIBUTION MASTER TRUST | BETHESDA, MD | Advisor / Consultant | — | $56.1B | $282K | $0 |
| TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN | CHICAGO, IL | Recordkeeper | 38,102 | $48.2B | $462K | $0 |
| MORGAN STANLEY DOMESTIC HOLDINGS, LLC MORGAN STANLEY 401(K) PLAN | NEW YORK, NY | Recordkeeper | 54,084 | $22.2B | $914K | $0 |
| MORGAN STANLEY DOMESTIC HOLDINGS, LLC MORGAN STANLEY 401(K) PLAN | NEW YORK, NY | Recordkeeper | 54,356 | $19.2B | $906K | $0 |
| MORGAN STANLEY DOMESTIC HOLDINGS, INC. MORGAN STANLEY 401(K) PLAN | NEW YORK, NY | Recordkeeper | 51,602 | $16.4B | $938K | $0 |
| L3HARRIS TECHNOLOGIES, INC. L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST | MELBOURNE, FL | Recordkeeper | — | $12.8B | $14K | $0 |
| MARS, INCORPORATED U. S. RETIREMENT PLAN | HACKETTSTOWN, NJ | Recordkeeper | 8,869 | $5.3B | $10K | $0 |
| NEW YORK LIFE INSURANCE COMPANY NEW YORK LIFE INSURANCE COMPANY PENSION PLAN | NEW YORK, NY | Recordkeeper | 9,376 | $4.1B | $492K | $0 |
| MEDTRONIC, INC. MEDTRONIC RETIREMENT PLAN MASTER TRUST | MINNEAPOLIS, MN | Recordkeeper | — | $4.0B | $2.4M | $0 |
| NEW YORK LIFE INSURANCE COMPANY NEW YORK LIFE INSURANCE COMPANY PENSION PLAN | NEW YORK, NY | Recordkeeper | 9,269 | $4.0B | $894K | $0 |
| KRAFT HEINZ FOODS COMPANY KRAFT HEINZ COMPANY MASTER RETIREMENT TRUST | PITTSBURGH, PA | Recordkeeper | — | $3.8B | $2.1M | $0 |
| MEDTRONIC, INC. MEDTRONIC RETIREMENT PLAN MASTER TRUST | MINNEAPOLIS, MN | Recordkeeper | — | $3.8B | $2.7M | $0 |
| KRAFT HEINZ FOODS COMPANY KRAFT HEINZ COMPANY MASTER RETIREMENT TRUST | PITTSBURGH, PA | Recordkeeper | — | $3.8B | $2.2M | $0 |
| MEDTRONIC, INC. MEDTRONIC RETIREMENT PLAN MASTER TRUST | MINNEAPOLIS, MN | Recordkeeper | — | $3.7B | $1.3M | $0 |
| KRAFT HEINZ FOODS COMPANY KRAFT HEINZ COMPANY MASTER RETIREMENT TRUST | PITTSBURGH, PA | Recordkeeper | — | $3.5B | $2.7M | $0 |
| KPMG LLP KPMG PENSION PLAN | MONTVALE, NJ | Recordkeeper | 20,564 | $3.2B | $457K | $0 |
| NEW YORK LIFE INSURANCE COMPANY NYLIC RETIREMENT PLAN | NEW YORK, NY | Recordkeeper | 12,292 | $3.2B | $355K | $0 |
| NEW YORK LIFE INSURANCE COMPANY NYLIC RETIREMENT PLAN | NEW YORK, NY | Recordkeeper | 12,447 | $3.1B | $645K | $0 |
| NEW YORK LIFE INSURANCE COMPANY NYLIC RETIREMENT PLAN | NEW YORK, NY | Recordkeeper | 11,867 | $3.1B | $528K | $0 |
| KPMG LLP KPMG PENSION PLAN | MONTVALE, NJ | Recordkeeper | 18,369 | $3.1B | $325K | $0 |
| KPMG LLP KPMG PENSION PLAN | MONTVALE, NJ | Recordkeeper | 23,545 | $3.0B | $527K | $0 |
| DXC TECHNOLOGY COMPANY DXC TECHNOLOGY MATCHED ASSET PLAN | ASHBURN, VA | Advisor / Consultant | 9,164 | $2.6B | $189K | $0 |
| DXC TECHNOLOGY COMPANY DXC TECHNOLOGY MATCHED ASSET PLAN | ASHBURN, VA | Advisor / Consultant | 10,284 | $2.5B | $96K | $0 |
| SOUTHERN CALIFORNIA GAS COMPANY SOUTHERN CALIFORNIA GAS COMPANY PENSION PLAN | SAN DIEGO, CA | Recordkeeper | 8,639 | $2.4B | $464K | $0 |
| DXC TECHNOLOGY COMPANY DXC TECHNOLOGY MATCHED ASSET PLAN | ASHBURN, VA | Advisor / Consultant | 10,947 | $2.3B | $154K | $0 |
| SOUTHERN CALIFORNIA GAS COMPANY SOUTHERN CALIFORNIA GAS COMPANY PENSION PLAN | SAN DIEGO, CA | Recordkeeper | 8,518 | $2.3B | $281K | $0 |
| JONES DAY JONES DAY DEFINED CONTRIBUTION MASTER TRUST | CLEVELAND, OH | Recordkeeper | — | $2.1B | $0 | $0 |
| SOUTHERN CALIFORNIA GAS COMPANY SOUTHERN CALIFORNIA GAS COMPANY PENSION PLAN | SAN DIEGO, CA | Recordkeeper | 8,002 | $2.0B | $168K | $0 |
| JONES DAY JONES DAY DEFINED CONTRIBUTION MASTER TRUST | CLEVELAND, OH | Recordkeeper | — | $1.9B | $0 | $0 |
| KPMG LLP KPMG PARTNER PENSION PLAN | MONTVALE, NJ | Recordkeeper | 2,262 | $1.9B | $39K | $0 |
| KPMG LLP KPMG PARTNER PENSION PLAN | MONTVALE, NJ | Recordkeeper | 2,299 | $1.8B | $169K | $0 |
| KPMG LLP KPMG PARTNER PENSION PLAN | MONTVALE, NJ | Recordkeeper | 2,272 | $1.7B | $234K | $0 |
| JONES DAY JONES DAY DEFINED CONTRIBUTION MASTER TRUST | CLEVELAND, OH | Recordkeeper | — | $1.6B | $0 | $0 |
| WELLSPAN HEALTH WELLSPAN HEALTH PENSION TRUST | YORK, PA | Recordkeeper | — | $1.3B | $157K | $0 |
| WELLSPAN HEALTH WELLSPAN HEALTH PENSION TRUST | YORK, PA | Recordkeeper | — | $1.2B | $294K | $0 |
| WELLSPAN HEALTH WELLSPAN HEALTH PENSION TRUST | YORK, PA | Recordkeeper | — | $1.2B | $281K | $0 |
| R.R. DONNELLEY & SONS COMPANY RR DONNELLEY SAVINGS PLAN | CHICAGO, IL | Recordkeeper | 13,018 | $1.1B | $288K | $0 |
| ATLANTIC HEALTH SYSTEM EMPLOYEES' CASH BALANCE PLAN OF ATLANTIC HEALTH SYSTEM, INC. | MORRISTOWN, NJ | Recordkeeper | 5,098 | $969.3M | $171K | $0 |
| ATLANTIC HEALTH SYSTEM EMPLOYEES' CASH BALANCE PLAN OF ATLANTIC HEALTH SYSTEM, INC. | MORRISTOWN, NJ | Recordkeeper | 4,770 | $964.8M | $263K | $0 |
| AMERIPRISE FINANCIAL, INC. AMERIPRISE FINANCIAL RETIREMENT PLAN | MINNEAPOLIS, MN | Recordkeeper | 4,747 | $881.5M | $410K | $0 |
| ATLANTIC HEALTH SYSTEM EMPLOYEES' CASH BALANCE PLAN OF ATLANTIC HEALTH | MORRISTOWN, NJ | Recordkeeper | 5,435 | $863.9M | $33K | $0 |
| SAN DIEGO GAS & ELECTRIC COMPANY SAN DIEGO GAS & ELECTRIC COMPANY CASH BALANCE PLAN | SAN DIEGO, CA | Recordkeeper | 4,612 | $842.4M | $140K | $0 |
| SAN DIEGO GAS & ELECTRIC COMPANY SAN DIEGO GAS & ELECTRIC COMPANY CASH BALANCE PLAN | SAN DIEGO, CA | Recordkeeper | 4,534 | $831.0M | $76K | $0 |
| SAN DIEGO GAS & ELECTRIC COMPANY SAN DIEGO GAS & ELECTRIC COMPANY CASH BALANCE PLAN | SAN DIEGO, CA | Recordkeeper | 4,365 | $774.9M | $42K | $0 |
| HANCOCK WHITNEY CORPORATION HANCOCK WHITNEY CORPORATION PENSION PLAN | GULFPORT, MS | Recordkeeper | 1,627 | $745.8M | $328K | $0 |
| AMERIPRISE FINANCIAL, INC. AMERIPRISE FINANCIAL RETIREMENT PLAN | MINNEAPOLIS, MN | Recordkeeper | 5,231 | $744.4M | $388K | $0 |
| HANCOCK WHITNEY CORPORATION HANCOCK WHITNEY CORPORATION PENSION PLAN | GULFPORT, MS | Recordkeeper | 1,476 | $734.5M | $350K | $0 |
| HANCOCK WHITNEY CORPORATION HANCOCK WHITNEY CORPORATION PENSION PLAN | GULFPORT, MS | Recordkeeper | 1,723 | $700.5M | $302K | $0 |
| BOARD OF TRUSTEES, 701 PENSION FUND IBEW LOCAL 701 PENSION FUND | WARRENVILLE, IL | Recordkeeper | 1,101 | $527.8M | $79K | $0 |
| BOARD OF TRUSTEES, 701 PENSION FUND IBEW LOCAL 701 PENSION FUND | WARRENVILLE, IL | Recordkeeper | 1,078 | $486.7M | $79K | $0 |
| BOARD OF TRUSTEES, 701 PENSION FUND IBEW LOCAL 701 PENSION FUND | WARRENVILLE, IL | Recordkeeper | 1,074 | $428.9M | $70K | $0 |
| DEFINED BENEFIT PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS DEFINED BENEFIT PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS LOCAL 701 PENSION AND ANNUITY FUND | NORTH BRUNSWICK, NJ | Recordkeeper | 63 | $337.5M | $86K | $0 |
| DEFINED BENEFIT PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS DEFINED BENEFIT PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS LOCAL 701 PENSION AND ANNUITY FUND | NORTH BRUNSWICK, NJ | Recordkeeper | 167 | $332.0M | $84K | $0 |
| DEFINED BENEFIT PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS DEFINED BENEFIT PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS LOCAL 701 PENSION AND ANNUITY FUND | NORTH BRUNSWICK, NJ | Recordkeeper | 62 | $331.4M | $100K | $0 |
| TRAVELPORT, LP GALILEO & WORLDSPAN U.S. LEGACY PENSION PLAN | ATLANTA, GA | Recordkeeper | 328 | $307.7M | $157K | $0 |
| TRAVELPORT, LP GALILEO & WORLDSPAN U.S. LEGACY PENSION PLAN | ATLANTA, GA | Recordkeeper | 167 | $296.2M | $106K | $0 |
| TRAVELPORT, LP GALILEO & WORLDSPAN U.S. LEGACY PENSION PLAN | ATLANTA, GA | Recordkeeper | 137 | $289.6M | $41K | $0 |
| DISTRICT 1199J-NEW JERSEY HEALTH CARE EMPLOYERS- NEW JERSEY HEALTH CARE EMPLOYERS- PENSION PLAN | NEWARK, NJ | Recordkeeper | 2,270 | $241.5M | $10K | $0 |
| SEMPRA SEMPRA CASH BALANCE PLAN | SAN DIEGO, CA | Recordkeeper | 896 | $238.3M | $37K | $0 |
| SEMPRA SEMPRA CASH BALANCE PLAN | SAN DIEGO, CA | Recordkeeper | 775 | $227.4M | $20K | $0 |
| SEMPRA SEMPRA ENERGY CASH BALANCE PLAN | SAN DIEGO, CA | Recordkeeper | 717 | $210.0M | $11K | $0 |
| BOARD OF TRUSTEES, TEAMSTERS UNION LOCAL NO. 52 PENSION FUND TEAMSTERS UNION LOCAL NO. 52 PENSION FUND | VALLEY VIEW, OH | Recordkeeper | 92 | $107.4M | $10K | $0 |
| BOARD OF TRUSTEES, TEAMSTERS UNION LOCAL NO. 52 PENSION FUND TEAMSTERS UNION LOCAL NO. 52 PENSION FUND | VALLEY VIEW, OH | Recordkeeper | 109 | $90.8M | $10K | $0 |
| S&T BANK EMPLOYEES' RETIREMENT PLAN OF S&T BANK | INDIANA, PA | Recordkeeper | 223 | $71.6M | $158K | $0 |
| S&T BANK EMPLOYEES' RETIREMENT PLAN OF S&T BANK | INDIANA, PA | Recordkeeper | 198 | $63.9M | $67K | $0 |
| SCHURZ COMMUNICATIONS, INC. SCHURZ COMMUNICATIONS, INC. RETIREMENT PLAN | MISHAWAKA, IN | Advisor / Consultant | 28 | $62.3M | $59K | $0 |
| SCHURZ COMMUNICATIONS, INC. SCHURZ COMMUNICATIONS, INC. RETIREMENT PLAN | MISHAWAKA, IN | Advisor / Consultant | 29 | $62.2M | $62K | $0 |
| CCBCC OPERATIONS LLC COCA-COLA CONSOLIDATED, INC. BARGAINING EMPLOYEES PENSION PLAN | CHARLOTTE, NC | Recordkeeper | 1,273 | $54.6M | $37K | $0 |
| CCBCC OPERATIONS LLC COCA-COLA CONSOLIDATED, INC. BARGAINING EMPLOYEES PENSION PLAN | CHARLOTTE, NC | Recordkeeper | 1,166 | $49.3M | $44K | $0 |
| CCBCC OPERATIONS LLC COCA-COLA CONSOLIDATED, INC. BARGAINING EMPLOYEES PENSION PLAN | CHARLOTTE, NC | Recordkeeper | 1,090 | $42.9M | $18K | $0 |
| NEW YORK SHAKESPEARE FESTIVAL NEW YORK SHAKESPEARE FESTIVAL RETIREMENT PLAN | NEW YORK, NY | Recordkeeper | 236 | $8.2M | $32K | $0 |
| NEW YORK SHAKESPEARE FESTIVAL NEW YORK SHAKESPEARE FESTIVAL RETIREMENT PLAN | NEW YORK, NY | Recordkeeper | 227 | $7.2M | $18K | $0 |
| NEW YORK SHAKESPEARE FESTIVAL NEW YORK SHAKESPEARE FESTIVAL RETIREMENT PLAN | NEW YORK, NY | Recordkeeper | 211 | $6.7M | $25K | $0 |
| SCHURZ COMMUNICATIONS, INC. SCHURZ COMMUNICATIONS, INC. RETIREMENT PLAN | MISHAWAKA, IN | Advisor / Consultant | 0 | $910K | $59K | $0 |
| HALLIBURTON COMPANY FIDELITY/PYRAMIS-UNIT 9 HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Recordkeeper | — | $0 | $664K | $0 |
