Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| MORLEY STABLE VALUE FUND | 3 |
| MORLEY STABLE VALUE FUND CLASS 25-I | 3 |
| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| DYNETICS, INC. DYNETICS, INC. 401(K) PLAN | HUNTSVILLE, AL | Recordkeeper | 2,883 | $557.3M | $376K | $0 |
| PETRO-HUNT, L.L.C. AFFILIATED THRIFT PLAN | DALLAS, TX | Recordkeeper | 484 | $224.8M | $67K | $0 |
| PETRO-HUNT, L.L.C. AFFILIATED THRIFT PLAN | DALLAS, TX | Recordkeeper | 472 | $204.6M | $58K | $0 |
| PETRO-HUNT, L.L.C. AFFILIATED THRIFT PLAN | DALLAS, TX | Recordkeeper | 447 | $177.7M | $81K | $0 |
| BD TTEES SMART NATIONAL SUPPLEMENTAL SAVINGS PLAN SMART NATIONAL SUPPLEMENTAL SAVINGS PLAN | FALLS CHURCH, VA | Recordkeeper | 13,464 | $162.2M | $438K | $0 |
| PATRIOT GROWTH INSURANCE SERVICES, LLC PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN | FORT WASHINGTON, PA | Recordkeeper | 1,917 | $147.4M | $240K | $0 |
| BD TTEES SMART NATIONAL SUPPLEMENTAL SAVINGS PLAN SMART NATIONAL SUPPLEMENTAL SAVINGS PLAN | FALLS CHURCH, VA | Recordkeeper | 12,046 | $139.7M | $393K | $0 |
| BD TTEES SMART NATIONAL SUPPLEMENTAL SAVINGS PLAN SMART NATIONAL SUPPLEMENTAL SAVINGS PLAN | FALLS CHURCH, VA | Recordkeeper | 9,773 | $118.4M | $349K | $0 |
| PATRIOT GROWTH INSURANCE SERVICES, LLC PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN | FORT WASHINGTON, PA | Recordkeeper | 1,734 | $109.5M | $167K | $0 |
| PATRIOT GROWTH INSURANCE SERVICES, LLC PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN | FORT WASHINGTON, PA | Recordkeeper | 1,622 | $75.0M | $107K | $0 |
| KERRY INC. KERRY INC. EMPLOYEES RETIREMENT PLAN | BELOIT, WI | Recordkeeper | 209 | $72.5M | $311K | $0 |
| KERRY INC. KERRY INC. EMPLOYEES RETIREMENT PLAN | BELOIT, WI | Recordkeeper | 276 | $69.4M | $333K | $0 |
| KERRY INC. KERRY INC. EMPLOYEES RETIREMENT PLAN | BELOIT, WI | Recordkeeper | 195 | $67.9M | $258K | $0 |
| THE GORMAN-RUPP COMPANY THE GORMAN-RUPP COMPANY RETIREMENT PLAN | MANSFIELD, OH | Recordkeeper | 213 | $56.1M | $150K | $0 |
| IBEW LOCAL NO. 229 ANNUITY FUND IBEW LOCAL NO. 229 ANNUITY FUND | SALEM, VA | Recordkeeper | 228 | $55.8M | $87K | $0 |
| HANWHA AEROSPACE USA LLC HANWHA AEROSPACE 401(K) RETIREMENT SAVINGS PLAN | CHESHIRE, CT | Recordkeeper | 507 | $55.1M | $14K | $0 |
| THE GORMAN-RUPP COMPANY THE GORMAN-RUPP COMPANY RETIREMENT PLAN | MANSFIELD, OH | Recordkeeper | 231 | $53.7M | $150K | $0 |
| HANWHA AEROSPACE USA LLC HANWHA AEROSPACE USA LLC 401(K) PLAN | CHESHIRE, CT | Recordkeeper | 538 | $52.5M | $86K | $0 |
| IBEW LOCAL NO. 229 ANNUITY FUND IBEW LOCAL NO. 229 ANNUITY FUND | SALEM, VA | Recordkeeper | 238 | $50.7M | $91K | $0 |
| THE GORMAN-RUPP COMPANY THE GORMAN-RUPP COMPANY RETIREMENT PLAN | MANSFIELD, OH | Recordkeeper | 236 | $48.4M | $150K | $0 |
| HANWHA AEROSPACE USA LLC HANWHA AEROSPACE USA LLC 401(K) PLAN | CHESHIRE, CT | Recordkeeper | 545 | $47.4M | $53K | $0 |
| FOURTH EDITION INC. FOURTH EDITION INC. PENSION PLAN | ENGLEWOOD CLIFFS, NJ | Recordkeeper | 2 | $44.2M | $181K | $0 |
| IBEW LOCAL NO. 229 ANNUITY FUND IBEW LOCAL NO. 229 ANNUITY FUND | SALEM, VA | Recordkeeper | 227 | $42.6M | $90K | $0 |
| FOURTH EDITION INC. FOURTH EDITION INC. PENSION PLAN | ENGLEWOOD CLIFFS, NJ | Recordkeeper | 2 | $42.1M | $212K | $0 |
| MARSH & MCLENNAN COMPANIES, INC. JLT (USA) EMPLOYEES' RETIREMENT PLAN | HOBOKEN, NJ | Recordkeeper | 2 | $39.5M | $86K | $0 |
| MARSH & MCLENNAN COMPANIES, INC. JLT (USA) EMPLOYEES' RETIREMENT PLAN | NEW YORK, NY | Recordkeeper | 4 | $37.8M | $144K | $0 |
| FOURTH EDITION INC. FOURTH EDITION INC. PENSION PLAN | ENGLEWOOD CLIFFS, NJ | Recordkeeper | 2 | $32.3M | $121K | $0 |
| FIDELITY DEPOSIT & DISCOUNT BANK FIDELITY DEPOSIT & DISCOUNT BANK PROFIT SHARING PLAN | SCRANTON, PA | Recordkeeper | 292 | $25.3M | $42K | $0 |
| INTEGRA CONNECT NEWCO, LLC INTEGRA CONNECT, LLC 401(K) PROFIT SHARING PLAN & TRUST | WEST PALM BEACH, FL | Recordkeeper | 655 | $24.3M | $0 | $0 |
| FIDELITY DEPOSIT & DISCOUNT BANK FIDELITY DEPOSIT & DISCOUNT BANK PROFIT SHARING PLAN | SCRANTON, PA | Recordkeeper | 280 | $21.9M | $44K | $0 |
| BEMIS ASSOCIATES INC. BEMIS ASSOCIATES INC. PENSION AND SEVERANCE AWARD AGREEMENT | SHIRLEY, MA | TPA / Administrator | 55 | $17.1M | $32K | $0 |
| J.M. EQUIPMENT COMPANY, INC. J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN | MANTECA, CA | Recordkeeper | 152 | $16.8M | $38K | $0 |
| J.M. EQUIPMENT COMPANY, INC. J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN | MANTECA, CA | Recordkeeper | 157 | $16.2M | $44K | $0 |
| J.M. EQUIPMENT COMPANY, INC. J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN | MANTECA, CA | Recordkeeper | 158 | $15.0M | $49K | $0 |
| EPISCOPAL COMMUNITY SERVICES EPISCOPAL COMMUNITY SERVICES 401K PLAN | NATIONAL CITY, CA | Recordkeeper | 410 | $14.7M | $53K | $0 |
| BOARD OF TRUSTEES PLM & STEAMFITTERS 248 ANNUITY PLN PLUMBERS & STEAMFITTERS LOCAL 248 ANNUITY PLAN | LEXINGTON, KY | Recordkeeper | 358 | $14.0M | $53K | $0 |
| EPISCOPAL COMMUNITY SERVICES EPISCOPAL COMMUNITY SERVICES 401K PLAN | NATIONAL CITY, CA | Recordkeeper | 418 | $13.7M | $48K | $0 |
| EPISCOPAL COMMUNITY SERVICES EPISCOPAL COMMUNITY SERVICES 401K PLAN | NATIONAL CITY, CA | Recordkeeper | 388 | $11.8M | $50K | $0 |
| BOARD OF TRUSTEES PLM & STEAMFITTERS 248 ANNUITY PLN PLUMBERS & STEAMFITTERS LOCAL 248 ANNUITY PLAN | LEXINGTON, KY | Recordkeeper | 366 | $11.1M | $50K | $0 |
| BOARD OF TRUSTEES PLM & STEAMFITTERS 248 ANNUITY PLN PLUMBERS & STEAMFITTERS LOCAL 248 ANNUITY PLAN | LEXINGTON, KY | Recordkeeper | 291 | $8.0M | $48K | $0 |
| MARSH & MCLENNAN COMPANIES, INC. JLT (USA) STABLE VALUE PLAN - TW LEGACY | HOBOKEN, NJ | Recordkeeper | 43 | $5.0M | $50K | $0 |
| MARSH & MCLENNAN COMPANIES, INC. JLT (USA) STABLE VALUE PLAN - TW LEGACY | NEW YORK, NY | Recordkeeper | 48 | $4.7M | $50K | $0 |
| MARSH & MCLENNAN COMPANIES, INC. JLT (USA) STABLE VALUE PLAN - TW LEGACY | NEW YORK, NY | Recordkeeper | 15 | $3.7M | $50K | $0 |
