Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| RETIREMENT INCOME SECURITY PLAN | 93 |
| HEALTHEQUITY RETIREMENT SERVICES PL | 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 |
|---|---|---|---|---|---|---|
| Healthequity Retirement Services, LLC Retirement Income Security Plan · all filings | DRAPER, UT | Other service providers | — | $446.2M | $1.3M | $0 |
| Barney Trucking, Inc. Retirement Income Security Plan-Barney Trucking · all filings | SALINA, UT | Other service providers | 569 | $12.9M | $27K | $0 |
| Healthequity Retirement Services, LLC Healthequity Retirement Services Plan · all filings | DRAPER, UT | Other service providers | — | $9.7M | $22K | $0 |
| MOD Super Fast Pizza, LLC Retirement Income Security Plan-MOD Pizza · all filings | BELLEVUE, WA | Other service providers | 2,800 | $9.2M | $22K | $0 |
| Healthequity Retirement Services, LLC Healthequity Retirement Services Plan · all filings | DRAPER, UT | Other service providers | — | $8.2M | $18K | $0 |
| Providence Hall Retirement Income Security Plan-Providence Hall · all filings | HERRIMAN, UT | Other service providers | 210 | $7.7M | $19K | $0 |
| American Crafts, LLC Retirement Income Security Plan-American Crafts, LLC · all filings | LINDON, UT | Other service providers | 258 | $7.1M | $39K | $0 |
| Northwest Restaurants, Inc. Retirement Income Security Plan-Northwest Restaurants, Inc. · all filings | WOODINVILLE, WA | Other service providers | 1,858 | $7.1M | $19K | $0 |
| Healthequity Retirement Services, LLC Healthequity Retirement Services Plan · all filings | DRAPER, UT | Other service providers | — | $6.3M | $18K | $0 |
| PW Companies, LLC Retirement Income Security Plan-PW Companies, LLC · all filings | SANDY, UT | Other service providers | 111 | $6.1M | $15K | $0 |
| Casper's Ice Cream, LLC Retirement Income Security Plan-Fatboy Ice Cream · all filings | RICHMOND, UT | Other service providers | 206 | $5.9M | $16K | $0 |
| Capital Premium Financing, LLC Retirement Income Security Plan-Capital Premium Financing, LLC · all filings | DRAPER, UT | Other service providers | 141 | $5.7M | $14K | $0 |
| SURE Steel, Inc. Retirement Income Security Plan-SURE Steel, Inc. · all filings | SOUTH WEBER, UT | Other service providers | 267 | $5.5M | $13K | $0 |
| Calltower, Inc. Retirement Income Security Plan-Calltower, Inc. · all filings | SOUTH JORDAN, UT | Other service providers | 150 | $5.0M | $11K | $0 |
| Midwest Floor Coverings, Inc. Retirement Income Security Plan-Midwest Floor Coverings, Inc. · all filings | SALT LAKE CITY, UT | Other service providers | 120 | $4.6M | $21K | $0 |
| Antoon Hospitality Group, LLC Retirement Income Security Plan-Antoon Hospitality Group · all filings | ALEXANDRIA, LA | Other service providers | 123 | $4.6M | $12K | $0 |
| Trimlite, LLC Retirement Income Security Plan-Trimlite, LLC · all filings | RENTON, WA | Other service providers | 156 | $4.6M | $12K | $0 |
| Redstone Residential, Inc. Retirement Income Security Plan-Redstone Residential, Inc. · all filings | PROVO, UT | Other service providers | 489 | $4.0M | $8K | $0 |
| Teraflex, Inc. Retirement Income Security Plan-Teraflex, Inc. · all filings | WEST JORDAN, UT | Other service providers | 165 | $3.5M | $8K | $0 |
| Farwest Sports Inc. Retirement Income Security Plan-Farwest Sports Inc. · all filings | FIFE, WA | Other service providers | 123 | $3.3M | $8K | $0 |
| TIGE Boats, Inc. Retirement Income Security Plan-TIGE Boats, Inc. · all filings | ABILENE, TX | Other service providers | 363 | $3.3M | $18K | $0 |
| Sakuma Bros. Holding Co., Inc. Retirement Income Security Plan-Sakuma Bros. Holding Co, Inc. · all filings | BURLINGTON, WA | Other service providers | 304 | $3.0M | $11K | $0 |
| Leland Management, Inc. Retirement Income Security Plan-Leland Management, Inc. · all filings | ORLANDO, FL | Other service providers | 317 | $2.9M | $12K | $0 |
| Motivhealth Insurance Company Healthequity Retirement Services Plan-Motivhealth Insurance Company · all filings | SOUTH JORDAN, UT | Other service providers | 143 | $2.8M | $6K | $0 |
| Impact Healthcare, LLC Retirement Income Security Plan-Impact Healthcare, LLC · all filings | OREM, UT | Other service providers | 864 | $2.7M | $7K | $0 |