Click a collective trust to see every plan that holds it.
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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 |
|---|---|---|---|---|---|---|
| The Boeing Co. and Consolidated Subsidiaries The Boeing Company Employee Savings Plans Master Trust Investment Account · all filings | SEATTLE, WA | Investment manager | — | $73.5B | $4.0M | $0 |
| International Business Machines Corporation IBM 401(k) Plan · all filings | ARMONK, NY | Other service providers | 49,030 | $60.4B | $979K | $0 |
| Western Conference of Teamsters Pension Trust Fund Board of Trustees Western Conference of Teamsters Pension Plan · all filings | SEATTLE, WA | Other service providers Investment manager | 231,353 | $56.4B | $1.2M | $1.1M |
| Lockheed Martin Corporation LMC Defined Contribution Master Trust · all filings | BETHESDA, MD | Advisor / Consultant | — | $56.1B | $219K | $0 |
| Walmart Inc. Walmart 401(k) Plan · all filings | BENTONVILLE, AR | Investment manager | 1,670,732 | $50.8B | $302K | $0 |
| Trustees of Central States, SE and SW Areas Pension Fund Central States, Southeast & Southwest Areas Pension Plan · all filings | CHICAGO, IL | Investment manager | 38,102 | $48.2B | $3.1M | $0 |
| Verizon Communications Inc. Verizon Master Savings Trust · all filings | BASKING RIDGE, NJ | Other service providers | — | $41.1B | $5.0M | $0 |
| State Farm Mutual Automobile Insurance Company State Farm Insurance Companies Retirement Plan for United States Employees · all filings | BLOOMINGTON, IL | Other service providers | 39,712 | $37.7B | $584K | $270K |
| The Committee of the UAW Retiree Medical Benefits Trust UAW GM Retirees Medical Benefits Plan · all filings | DETROIT, MI | Investment manager | 0 | $30.6B | $156K | $0 |
| Verizon Communications Inc. Verizon Savings Plan for Management Employees · all filings | BASKING RIDGE, NJ | Other service providers | 63,563 | $29.4B | $700K | $0 |
| General Electric Company, Operating AS GE Aerospace General Electric Pension Trust · all filings | EVENDALE, OH | Broker | — | $24.9B | $0 | $10K |
| Johnson and Johnson Johnson and Johnson Savings Plan Trust · all filings | NEW BRUNSWICK, NJ | Other service providers | — | $24.2B | $3.8M | $0 |
| Lockheed Martin Corporation Lockheed Martin Corporation Master Retirement Trust · all filings | BETHESDA, MD | Advisor / Consultant | — | $23.7B | $217K | $0 |
| Johnson and Johnson Johnson and Johnson Pension and Savings Plan Master Trust · all filings | NEW BRUNSWICK, NJ | Other service providers | — | $22.7B | $3.4M | $0 |
| Delta Air Lines, Inc. Delta Master Trust · all filings | ATLANTA, GA | Trustee | — | $20.1B | $2.0M | $0 |
| The Committee of the UAW Retiree Medical Benefits Trust UAW Ford Retirees Medical Benefits Plan · all filings | DETROIT, MI | Investment manager | 0 | $19.6B | $76K | $0 |
| Caterpillar Inc. Caterpillar Inc. Investment Trust · all filings | IRVING, TX | Investment manager | — | $18.5B | $2.7M | $0 |
| International Business Machines Corporation IBM Personal Pension Plan · all filings | ARMONK, NY | Investment manager | 43,052 | $17.9B | $2.6M | $0 |
| TWDC Enterprises 18 Corp. The Walt Disney Company Retirement Plan Master Trust · all filings | BURBANK, CA | Other service providers | — | $17.4B | $1.2M | $0 |
| National Rural Electric Cooperative Association 401(k) Pension Plan · all filings | ARLINGTON, VA | Broker | 61,593 | $16.8B | $0 | $61K |
| Honeywell International Inc. Honeywell Savings and Ownership Plan Master Trust · all filings | CHARLOTTE, NC | Investment manager | — | $16.2B | $267K | $0 |
| Southern Company Services, Inc. The Southern Company Pension Plan · all filings | ATLANTA, GA | Investment manager Trustee | 26,369 | $15.3B | $4.1M | $0 |
| GE Healthcare Technologies Inc. GE Healthcare Pension Master Trust · all filings | CHICAGO, IL | Advisor / Consultant | — | $15.0B | $49K | $0 |
| Merck & Co., Inc. Merck US Savings Plan and MSD EE Stock Purchase and Savings Plan Trust - Participant Directed · all filings | RAHWAY, NJ | Other service providers | — | $14.6B | $2.7M | $0 |
| The Committee of the UAW Retiree Medical Benefits Trust UAW Chrysler Retirees Medical Benefits Plan · all filings | DETROIT, MI | Investment manager | 0 | $12.7B | $53K | $0 |
