Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
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| 14 | |
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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 |
|---|---|---|---|---|---|---|
| Pasadena Hospital Association, Ltd. Huntington Memorial Hospital Retirement Plan · all filings | PASADENA, CA | Other service providers | 1,185 | $115.6M | $38K | $0 |
| Lummus Technology LLC Lummus Technology Savings Plan · all filings | BLOOMFIELD, NJ | Other service providers | 533 | $112.7M | $0 | $0 |
| Lummus Technology LLC Lummus Technology Savings Plan · all filings | BLOOMFIELD, NJ | Other service providers | 540 | $91.0M | $0 | $0 |
| Garfunkel WILD PC Garfunkel WILD PC 401(k) Retirement Plan · all filings | GARDEN CITY, NY | Other service providers | 134 | $90.5M | $0 | $0 |
| Fluence Energy, LLC Fluence Savings Plan · all filings | ARLINGTON, VA | Other service providers | 736 | $80.9M | $0 | $0 |
| Garfunkel WILD PC Garfunkel WILD PC 401(k) Retirement Plan · all filings | GREAT NECK, NY | Other service providers | 140 | $78.3M | $0 | $0 |
| Omitron Inc. Omitron Inc. 401(k) Profit Sharing Plan · all filings | BELTSVILLE, MD | Other service providers | 280 | $67.1M | $0 | $0 |
| Garfunkel WILD PC Garfunkel WILD PC 401(k) Retirement Plan · all filings | GREAT NECK, NY | Other service providers | 140 | $66.0M | $0 | $0 |
| G3 Technologies Inc. G3 Technologies Inc. 401(k) Plan · all filings | COLUMBIA, MD | Other service providers | 223 | $59.5M | $0 | $0 |
| Fluence Energy, LLC Fluence Savings Plan · all filings | ARLINGTON, VA | Other service providers | 613 | $57.7M | $0 | $0 |
| Omitron Inc. Omitron Inc. 401(k) Profit Sharing Plan · all filings | BELTSVILLE, MD | Other service providers | 247 | $54.8M | $0 | $0 |
| Upgrade Inc. Upgrade Inc. 401(k) Plan · all filings | SAN FRANCISCO, CA | Other service providers | 1,537 | $54.5M | $0 | $0 |
| G3 Technologies Inc. G3 Technologies Inc. 401(k) Plan · all filings | COLUMBIA, MD | Other service providers | 299 | $52.4M | $0 | $0 |
| G3 Technologies Inc. G3 Technologies Inc. 401(k) Plan · all filings | COLUMBIA, MD | Other service providers | 280 | $42.4M | $0 | $0 |
| Omitron Inc. Omitron Inc. 401(k) Profit Sharing Plan · all filings | BELTSVILLE, MD | Other service providers | 235 | $42.2M | $0 | $0 |
| Computer Systems Center Inc. Computer Systems Center Inc. 401(k) Retirement Plan · all filings | SPRINGFIELD, VA | Other service providers | 120 | $41.4M | $0 | $0 |
| Computer Systems Center Inc. Computer Systems Center Inc. 401(k) Retirement Plan · all filings | SPRINGFIELD, VA | Other service providers | 129 | $40.7M | $0 | $0 |
| Advanced Solutions International, Inc. Advanced Solutions International, Inc. 401(k) Retirement Plan · all filings | AUSTIN, TX | Other service providers | 184 | $39.7M | $0 | $0 |
| Bryant Bank Bryant Bank 401(k) Plan · all filings | TUSCALOOSA, AL | Other service providers | 287 | $38.1M | $0 | $0 |
| Applied Control Engineering Inc. Applied Control Engineering Inc. 401(k) Retirement Plan · all filings | NEWARK, DE | Other service providers | 199 | $35.4M | $0 | $0 |
| Advanced Solutions International Inc. Advanced Solutions International Inc. 401(k) Retirement Plan · all filings | AUSTIN, TX | Other service providers | 181 | $34.8M | $0 | $0 |
| Ahresty Wilmington Corporation Ahresty Wilmington Corporation Retirement Savings Plan · all filings | WILMINGTON, OH | Other service providers | 546 | $34.5M | $0 | $0 |
| PUGH Lubricants LLC Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan · all filings | ASHEBORO, NC | Other service providers | 481 | $34.1M | $0 | $0 |
| Bryant Bank Bryant Bank 401(k) Plan · all filings | TUSCALOOSA, AL | Other service providers | 292 | $33.8M | $0 | $0 |
| Generational Equity LLC Generational Equity, LLC 401(k) Plan · all filings | RICHARDSON, TX | Other service providers | 321 | $32.6M | $0 | $0 |
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| JPMORGAN EQUITY INCOME FUND R6 | 3 |
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