Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| 500 INDEX FUND | 10 |
| SMALL CAP INDEX FUND | 7 |
| INTL EQUITY INDEX FUND | 6 |
| SCIENCE & TECHNOLOGY FUND | 6 |
| TOTAL BOND MARKET FUND | 6 |
| JOHN HANCOCK BOND FUND | 5 |
| AMERICAN FUNDS EUROPAC GROWTH | 5 |
| FRANKLIN MUTUAL BEACON FUND | 4 |
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 |
|---|---|---|---|---|---|---|
| Community Care Partners, LLC Community Care Partners Retirement Savings Plan · all filings | LAFAYETTE, LA | Recordkeeper | 1,480 | $44.8M | $96K | $0 |
| Community Care Partners, LLC Community Care Partners Retirement Savings Plan · all filings | LAFAYETTE, LA | Recordkeeper | 1,482 | $37.9M | $74K | $0 |
| AHP Holding, Inc. Armada Hoffler 401(k) Retirement Plan · all filings | VIRGINIA BEACH, VA | Recordkeeper | 146 | $34.5M | $5K | $0 |
| Paramount Residential Mortgage Group, Inc. Paramount Residential Mortgage Group, Inc. 401(k) Plan · all filings | CORONA, CA | Recordkeeper | 1,264 | $33.7M | $2K | $0 |
| Paramount Residential Mortgage Group, Inc. Paramount Residential Mortgage Group, Inc. 401(k) Plan · all filings | CORONA, CA | Recordkeeper | 1,508 | $32.2M | $2K | $0 |
| Paramount Residential Mortgage Group, Inc. Paramount Residential Mortgage Group, Inc. 401(k) Plan · all filings | CORONA, CA | Recordkeeper | 1,893 | $29.0M | $3K | $0 |
| Sunrise Engineering, Inc. Sunrise Engineering 401(k) Plan · all filings | FILLMORE, UT | Recordkeeper | 468 | $28.3M | $730 | $0 |
| Sunrise Engineering, Inc. Sunrise Engineering 401(k) Plan · all filings | FILLMORE, UT | Recordkeeper | 385 | $25.3M | $404 | $0 |
| Plasma Technology, Inc. Plasma Technology, Inc. 401(k) Profit Sharing Plan · all filings | TORRANCE, CA | Recordkeeper | 138 | $21.2M | $0 | $0 |
| Sunrise Engineering, Inc. Sunrise Engineering 401(k) Plan · all filings | FILLMORE, UT | Recordkeeper | 390 | $19.8M | $442 | $0 |
| Lincoln Bancorp Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust · all filings | WATERLOO, IA | Recordkeeper | 233 | $19.0M | $368 | $0 |
| Lincoln Bancorp Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust · all filings | WATERLOO, IA | Recordkeeper | 315 | $18.8M | $320 | $0 |
| Plasma Technology, Inc. Plasma Technology, Inc. 401(k) Profit Sharing Plan · all filings | TORRANCE, CA | Recordkeeper | 142 | $18.7M | $0 | $0 |
| Glasser and Glasser, P.L.C. Glasser and Glasser, P.L.C. 401(k) Retirement Plan · all filings | NORFOLK, VA | Recordkeeper | 157 | $17.0M | $3K | $0 |
| Lincoln Bancorp Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust · all filings | WATERLOO, IA | Recordkeeper | 398 | $15.3M | $206 | $0 |
| Community Care Partners, LLC Community Care Partners Retirement Savings Plan · all filings | SPRINGFIELD, OR | Recordkeeper | 965 | $13.8M | $35K | $0 |
| Luke & Associates, Inc. Luke & Associates, Inc. 401(k) Plan · all filings | ROCKLEDGE, FL | Recordkeeper | 651 | $4.9M | $2K | $0 |
| AMERICAN FUNDS 2040 TD |
| 4 |
| PIMCO ALL ASSET | 4 |
| FUNDAMENTAL LARGE CAP VALUE | 4 |
| AMERICAN FUNDS 2045 TD | 4 |
| BLACKROCK GLOBAL ALLOCATION | 4 |
| AMERICAN FUNDS 2050 TD | 4 |
| AMERICAN FUNDS 2025 TD | 4 |
| CAPITAL APPRECIATION FUND | 4 |
| JPMORGAN U S EQUITY FUND | 4 |
| FUNDAMENTAL ALL CAP CORE FUND | 4 |
| AMERICAN FUNDS 2060 TD | 4 |
| TOTAL STOCK MARKET INDEX FUND | 4 |
| BLACKROCK HIGH YIELD BOND FUND | 4 |
| HIGH YIELD FUND | 4 |
| AMERICAN FUNDS 2035 TD | 4 |
| BLUE CHIP GROWTH FUND | 4 |
| AMERICAN FUNDS 2055 TD | 4 |
