Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| 500 INDEX FUND | 108 |
| MID CAP INDEX FUND | 76 |
| JOHN HANCOCK STABLE VAL | 74 |
| JH MULTIMANAGER BALANCED LS | 73 |
| JH MULTIMANAGER GROWTH LS | 65 |
| BLUE CHIP GROWTH FUND | 59 |
| FIDELITY ADVISOR TOTAL BOND | 59 |
| VANGUARD VALUE INDEX FUND | 55 |
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 |
|---|---|---|---|---|---|---|
| American Vanguard Corporation American Vanguard Corporation Retirement Savings Plan · all filings | NEWPORT BEACH, CA | Recordkeeper | 415 | $81.6M | $3K | $0 |
| American Vanguard Corporation American Vanguard Corporation Retirement Savings Plan · all filings | NEWPORT BEACH, CA | Recordkeeper | 492 | $80.0M | $2K | $0 |
| Dream Finders Homes, LLC Dream Finders Homes 401(k) Plan · all filings | JACKSONVILLE, FL | Advisor / Consultant | 1,015 | $69.4M | $104K | $0 |
| American Vanguard Corporation American Vanguard Corporation Retirement Savings Plan · all filings | NEWPORT BEACH, CA | Recordkeeper | 474 | $66.5M | $2K | $0 |
| Peninsula Hotel Chicago, LLC Peninsula Hotels 401(k) Plan · all filings | CHICAGO, IL | Recordkeeper | 596 | $66.2M | $5K | $0 |
| Everett Financial, Inc. DBA Supreme Lending Everett Financial, Inc. DBA Supreme Lending 401(k) Plan · all filings | DALLAS, TX | Recordkeeper | 1,132 | $61.6M | $21K | $0 |
| Dream Finders Homes, LLC Dream Finders Homes 401(k) Plan · all filings | JACKSONVILLE, FL | Recordkeeper | 1,036 | $60.2M | $112K | $0 |
| Peninsula Hotel Chicago, LLC Peninsula Hotels 401(k) Plan · all filings | CHICAGO, IL | Recordkeeper | 562 | $58.4M | $5K | $0 |
| M-E Engineers, Inc. M-E Engineers, Inc. 401(k) Profit Sharing Plan and Trust · all filings | GOLDEN, CO | Recordkeeper | 261 | $56.9M | $332 | $0 |
| Everett Financial, Inc. DBA Supreme Lending Everett Financial, Inc. DBA Supreme Lending 401(k) Plan · all filings | DALLAS, TX | Recordkeeper | 1,232 | $56.9M | $25K | $0 |
| Radiology Associates of Macon, P.C. Radiology Associates of Macon, P.C. 401(k) Profit Sharing Plan · all filings | MACON, GA | Recordkeeper | 125 | $56.0M | $600 | $0 |
| Everett Financial, Inc. DBA Supreme Lending Everett Financial, Inc. DBA Supreme Lending 401(k) Plan · all filings | DALLAS, TX | Recordkeeper | 1,801 | $55.6M | $20K | $0 |
| Radiology Associates of Macon, P.C. Radiology Associates of Macon, P.C. 401(k) Profit Sharing Plan · all filings | MACON, GA | Recordkeeper | 103 | $53.7M | $700 | $0 |
| Peninsula Hotel Chicago, LLC Peninsula Hotels 401(k) Plan · all filings | CHICAGO, IL | Recordkeeper | 520 | $50.7M | $4K | $0 |
| Radiology Associates of Macon, P.C. Radiology Associates of Macon, P.C. 401(k) Profit Sharing Plan · all filings | MACON, GA | Recordkeeper | 104 | $49.7M | $550 | $0 |
| M-E Engineers, Inc. M-E Engineers, Inc. 401(k) Profit Sharing Plan and Trust · all filings | GOLDEN, CO | Recordkeeper | 231 | $49.1M | $2K | $0 |
| Costa Farms, LLC Costa Farms, LLC 401(k) Plan · all filings | MIAMI, FL | Recordkeeper | 3,900 | $41.2M | $0 | $26K |
| M-E Engineers, Inc. M-E Engineers, Inc. 401(k) Profit Sharing Plan and Trust · all filings | GOLDEN, CO | Recordkeeper | 218 | $40.1M | $2K | $0 |
| RTM & Associates, Inc. RTM & Associates, Inc. Profit Sharing/401(k) Plan · all filings | SCHAUMBURG, IL | Recordkeeper | 512 | $39.7M | $57K | $0 |
| Travis Industries Inc. Travis Industries, Inc. 401(k) Plan · all filings | MUKILTEO, WA | Recordkeeper | 362 | $38.1M | $2K | $0 |
| Travis Industries Inc. Travis Industries, Inc. 401(k) Plan · all filings | MUKILTEO, WA | Recordkeeper | 397 | $37.6M | $2K | $0 |
| Travis Industries Inc. Travis Industries, Inc. 401(k) Plan · all filings | MUKILTEO, WA | Recordkeeper | 405 | $33.9M | $2K | $0 |
| Beacon Oral Specialists Management LLC Beacon Oral Specialists 401(k) Plan · all filings | DALLAS, TX | Recordkeeper | 977 | $32.7M | $6K | $0 |
| RTM & Associates, Inc. RTM & Associates, Inc. Profit Sharing/401(k) Plan · all filings | SCHAUMBURG, IL | Recordkeeper | 347 | $25.3M | $39K | $0 |
| Preston Management, Inc. Preston Management, Inc. 401(k) Profit Sharing Plan · all filings | NEW CASTLE, PA | Recordkeeper | 370 | $22.2M | $5K | $0 |
| JH MULTIMANAGER MODERATE LS | 54 |
| VANGUARD SMALL CAP GROW INDEX | 53 |
| WASHINGTON MUTUAL INVESTORS | 50 |
| SMALL CAP INDEX FUND | 49 |
| JH MULTIMANAGER AGGRESSIVE LS | 48 |
| AF AMERICAN BALANCED FUND | 45 |
| T ROWE PRICE HEALTH SCI | 44 |
| REAL EST SECURITIES FUND | 42 |
| VANGUARD ENERGY FUND | 42 |
| SCIENCE & TECHNOLOGY FUND | 40 |
| DFA U S SMALL CAP FUND | 39 |
| VANGUARD GROWTH INDEX FUND | 38 |
| PIMCO REAL RETURN | 37 |
| VANGUARD MID-CAP VALUE ETF | 37 |
| CAPITAL WORLD GROWTH & INCOME | 34 |
| AMERICAN FUNDS 2050 TD | 33 |
| AMERICAN FUNDS 2035 TD | 33 |
