Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| FIDELITY ADVISOR LEVERAGED CO STK M | 2 |
| FIDELITY ADVISOR TOTAL BOND Z | 1 |
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 |
|---|---|---|---|---|---|---|
| The Queen's Health Systems The Queen's Health Systems Pension Plan · all filings | HONOLULU, HI | Other service providers | 4,992 | $505.4M | $609K | $0 |
| The Queen's Health Systems The Queen's Health Systems Pension Plan · all filings | HONOLULU, HI | Other service providers | 5,037 | $477.5M | $666K | $0 |
| The Queen's Health Systems The Queen's Health Systems Pension Plan · all filings | HONOLULU, HI | Other service providers | 4,844 | $467.9M | $886K | $0 |
| Brown Brothers Harriman & Co. Cash Balance Retirement Plan of Brown Brothers Harriman & Co. · all filings | NEW YORK, NY | Other service providers | 199 | $126.9M | $131K | $0 |
| Brown Brothers Harriman & Co. Cash Balance Retirement Plan of Brown Brothers Harriman & Co. · all filings | NEW YORK, NY | Other service providers | 132 | $107.6M | $150K | $0 |
| Brown Brothers Harriman & Co. Cash Balance Retirement Plan of Brown Brothers Harriman & Co. · all filings | NEW YORK, NY | Other service providers | 141 | $102.4M | $303K | $0 |
| Local 463 Pension Fund Board of Trustees Local 463 Pension Fund · all filings | MELVILLE, NY | Custodian | 177 | $90.6M | $35K | $0 |
| Local 463 Pension Fund Board of Trustees Local 463 Pension Fund · all filings | MELVILLE, NY | Custodian | 190 | $87.4M | $34K | $0 |
| Local 463 Pension Fund Board of Trustees Local 463 Pension Fund · all filings | FARMINGDALE, NY | Custodian | — | $80.1M | $49K | $0 |
| Tabor Academy Tabor Academy Defined Contribution Plan · all filings | MARION, MA | Recordkeeper | 218 | $70.1M | $240 | $0 |
| Tabor Academy Tabor Academy Defined Contribution Plan · all filings | MARION, MA | Recordkeeper | 210 | $61.3M | $240 | $0 |
| Matrix Design Group, Inc. Matrix Design Group, Inc. Employee Stock Ownership Plan · all filings | COLORADO SPRINGS, CO | Custodian | 173 | $21.7M | $29K | $0 |
| Matrix Design Group, Inc. Matrix Design Group, Inc. Employee Stock Ownership Plan · all filings | COLORADO SPRINGS, CO | Custodian | 155 | $19.3M | $14K | $0 |
| Middlesex School Middlesex School Pension Account · all filings | CONCORD, MA | Recordkeeper | 158 | $17.9M | $36K | $0 |
| Middlesex School Middlesex School Pension Account · all filings | CONCORD, MA | Recordkeeper | 150 | $15.9M | $20K | $0 |
| Toyota de Puerto Rico, Corp. Toyota de Puerto Rico, Inc. Savings and Investment Plan · all filings | SAN JUAN, PR | Recordkeeper | 129 | $14.9M | $672 | $0 |
