Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| 3 | |
| 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 |
|---|---|---|---|---|---|---|
| Caterpillar Inc. Caterpillar Inc. Investment Trust · all filings | IRVING, TX | Other service providers | — | $18.5B | $607K | $0 |
| Caterpillar Inc. Caterpillar Inc. Investment Trust · all filings | IRVING, TX | Other service providers | — | $16.4B | $360K | $0 |
| Board of Trustees of the I.A.M. National Pension Fund IAM National Pension Fund · all filings | WASHINGTON, DC | Other service providers | 102,863 | $15.0B | $55K | $0 |
| Board of Trustees of the I.A.M. National Pension Fund IAM National Pension Fund · all filings | WASHINGTON, DC | Other service providers | 102,493 | $14.3B | $602K | $0 |
| Board of Trustees of the I.A.M. National Pension Fund IAM National Pension Fund · all filings | WASHINGTON, DC | Other service providers | 92,151 | $13.8B | $1.1M | $0 |
| Caterpillar Inc. Caterpillar Inc. Investment Trust · all filings | IRVING, TX | Other service providers | — | $13.8B | $572K | $0 |
| EIDP, Inc. Dupont Pension Trust · all filings | WILMINGTON, DE | Other service providers | — | $12.9B | $684K | $0 |
| Caterpillar Inc. Caterpillar Inc. Master Retirement Trust · all filings | IRVING, TX | Other service providers | — | $12.8B | $238K | $0 |
| Caterpillar Inc. Caterpillar Inc. Master Retirement Trust · all filings | IRVING, TX | Other service providers | — | $12.5B | $450K | $0 |
| Caterpillar Inc. Caterpillar Inc. Master Retirement Trust · all filings | IRVING, TX | Other service providers | — | $12.0B | $369K | $0 |
| EIDP, Inc. Dupont Pension Trust · all filings | WILMINGTON, DE | Other service providers | — | $11.7B | $277K | $0 |
| EIDP, Inc. Dupont Pension Trust · all filings | WILMINGTON, DE | Other service providers | — | $10.7B | $469K | $0 |
| Wells Fargo & Company Wells Fargo & Company Cash Balance Plan · all filings | SAN FRANCISCO, CA | Other service providers | 53,528 | $8.8B | $58K | $0 |
| Textron Inc. Textron Inc. Master Trust · all filings | PROVIDENCE, RI | Other service providers | — | $7.6B | $27K | $0 |
| Phillips 66 Company Phillips 66 Savings Plan · all filings | HOUSTON, TX | Other service providers | 12,476 | $7.6B | $414K | $0 |
| Textron Inc. Textron Inc. Master Trust · all filings | PROVIDENCE, RI | Other service providers | — | $7.2B | $1.5M | $0 |
| Phillips 66 Company Phillips 66 Savings Plan · all filings | HOUSTON, TX | Other service providers | 10,970 | $6.1B | $508K | $0 |
| Nextera Energy, Inc. Nextera Energy, Inc. Employee Retirement Savings Plan · all filings | JUNO BEACH, FL | Other service providers | 16,733 | $5.5B | $11K | $0 |
| Nextera Energy, Inc. Nextera Energy, Inc. Employee Retirement Savings Plan · all filings | JUNO BEACH, FL | Other service providers | 15,212 | $5.4B | $798K | $0 |
| American Electric Power Service Corporation AEP Retirement Savings 401(k) Plan · all filings | COLUMBUS, OH | Other service providers | 16,345 | $5.2B | $445K | $0 |
| American Electric Power Service Corporation AEP Retirement Savings 401(k) Plan · all filings | COLUMBUS, OH | Other service providers | 17,531 | $5.2B | $471K | $0 |
| Nextera Energy, Inc. Nextera Energy, Inc. Employee Pension Plan · all filings | JUNO BEACH, FL | Other service providers | 14,419 | $5.1B | $415K | $0 |
| Nextera Energy, Inc. Nextera Energy, Inc. Employee Retirement Savings Plan · all filings | JUNO BEACH, FL | Other service providers | 16,678 | $5.0B | $615K | $0 |
| Southern California Edison Company Edison 401(k) Savings Plan · all filings | ROSEMEAD, CA | Other service providers | 13,202 | $4.9B | $384K | $0 |
| Nextera Energy, Inc. Nextera Energy, Inc. Employee Pension Plan · all filings | JUNO BEACH, FL | Other service providers | 12,767 | $4.8B | $477K | $0 |
