Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| K2 DEFENSIVE EQUITY FUND | 3 |
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 |
|---|---|---|---|---|---|---|
| Lockheed Martin Corporation Lockheed Martin Corporation Master Retirement Trust · all filings | BETHESDA, MD | Other service providers | — | $24.9B | $909K | $0 |
| Lockheed Martin Corporation Lockheed Martin Corporation Master Retirement Trust · all filings | BETHESDA, MD | Other service providers | — | $24.6B | $6K | $0 |
| Massachusetts Institute of Technology Massachusetts Institute of Technology Basic Retirement Plan · all filings | CAMBRIDGE, MA | Accountant / Auditor | 13,100 | $5.9B | $408K | $0 |
| Massachusetts Institute of Technology Massachusetts Institute of Technology Basic Retirement Plan · all filings | CAMBRIDGE, MA | Other service providers | 12,533 | $5.4B | $26K | $158K |
| Massachusetts Institute of Technology Massachusetts Institute of Technology Basic Retirement Plan · all filings | CAMBRIDGE, MA | Other service providers | 11,888 | $5.3B | $25K | $0 |
| DUKE University Employees' Retirement Plan of DUKE University · all filings | DURHAM, NC | Other service providers | 22,655 | $2.6B | $32K | $0 |
| DUKE University Employees' Retirement Plan of DUKE University · all filings | DURHAM, NC | Other service providers | 21,020 | $2.5B | $32K | $0 |
| Main Line Health, Inc. Main Line Health, Inc. Retirement Income Plan · all filings | RADNOR, PA | Other service providers | 8,488 | $1.5B | $0 | $32K |
| Massachusetts Institute of Technology Massachusetts Institute of Technology Retiree Welfare Benefit Plan · all filings | CAMBRIDGE, MA | Accountant / Auditor | — | $1.2B | $116K | $0 |
| Massachusetts Institute of Technology Massachusetts Institute of Technology Retiree Welfare Benefit Plan · all filings | CAMBRIDGE, MA | Accountant / Auditor | — | $1.0B | $90K | $0 |
| Massachusetts Institute of Technology Massachusetts Institute of Technology Retiree Welfare Benefit Plan · all filings | CAMBRIDGE, MA | Other service providers | — | $937.7M | $25K | $0 |
| Lockheed Martin Corporation LMC Benefit Trust for Collectively Bargained Employees · all filings | BETHESDA, MD | TPA / Administrator | — | $622.8M | $33K | $0 |
| Crosslink Capital Inc. Crosslink Crossover Fund VI, LP · all filings | MENLO PARK, CA | Other service providers | — | $503.6M | $63K | $0 |
| ITG Brands, LLC ITG Brands, LLC Retirement Allowance Plan for Hourly Rated and/or Piecework Employees · all filings | GREENSBORO, NC | Other service providers | 317 | $445.3M | $0 | $19K |
| Board of Trustees-HTL. & Rest. EMP. LO.25&HTL ASSN Unite HERE Local 25 and Hotel Association of Washington, DC Pension Plan · all filings | SPARKS, MD | Other service providers | 5,725 | $322.8M | $24K | $0 |
| Board of Trustees-HTL. & Rest. EMP. LO.25&HTL ASSN Unite HERE Local 25 and Hotel Association of Washington, DC Pension Plan · all filings | SPARKS, MD | Other service providers | 5,291 | $285.2M | $21K | $0 |
| K2/D&S Management Co., LLC K2 IBT Local 710 Pension Plan Defensive Equity Fund Ltd. · all filings | STAMFORD, CT | Other service providers | — | $78.4M | $76K | $0 |
| Interval Partners, LP Tabata Fund, L.P. · all filings | NEW YORK, NY | Other service providers | — | $61.4M | $186K | $0 |
| K2/D&S Management Co., LLC K2 IBT Local 710 Pension Plan Defensive Equity Fund Ltd. · all filings | STAMFORD, CT | Other service providers | — | $54.7M | $78K | $0 |
| K2/D&S Management Co., LLC K2 Institutional Investors II Ltd. · all filings | STAMFORD, CT | Other service providers | — | $54.6M | $40K | $0 |
| K2/D&S Management Co., LLC K2 Institutional Investors II Ltd. · all filings | STAMFORD, CT | Other service providers | — | $49.0M | $40K | $0 |
| Interval Partners, LP Tabata Fund, L.P. · all filings | NEW YORK, NY | Other service providers | — | $47.9M | $129K | $0 |
| Interval Partners, LP Interval Fund, L.P. · all filings | NEW YORK, NY | Other service providers | — | $40.4M | $163K | $0 |
| K2/D&S Management Co., LLC K2 IBT Local 710 Pension Plan Defensive Equity Fund Ltd. · all filings | STAMFORD, CT | Other service providers | — | $35.6M | $110K | $0 |
| K2/D&S Management Co., LLC K2 Institutional Investors II Ltd. · all filings | STAMFORD, CT | Other service providers | — | $30.0M | $43K | $0 |
