Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| LINCOLN PATHBUILDER INCOME | 32 |
| 10 | |
| 9 | |
| SECURED RETIREMENT INCOME | 8 |
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 |
|---|---|---|---|---|---|---|
| William Beaumont Hospital Beaumont Health 403(b) Retirement Savings Plan · all filings | SOUTHFIELD, MI | Recordkeeper | 34,406 | $3.0B | $13K | $0 |
| William Beaumont Hospital Beaumont Health 403(b) Retirement Savings Plan · all filings | SOUTHFIELD, MI | Recordkeeper | 34,160 | $2.6B | $14K | $0 |
| William Beaumont Hospital Beaumont Health 403(b) Retirement Savings Plan · all filings | SOUTHFIELD, MI | Recordkeeper | 33,717 | $2.2B | $0 | $0 |
| Arconic Corporation Arconic Corp. 401(k) Plans Master Trust · all filings | PITTSBURGH, PA | Recordkeeper | — | $1.5B | $2K | $0 |
| Arconic Corporation Arconic Corp. 401(k) Plans Master Trust · all filings | PITTSBURGH, PA | Recordkeeper | — | $1.4B | $15K | $0 |
| Arconic Corporation Arconic Corp. 401(k) Plans Master Trust · all filings | PITTSBURGH, PA | Recordkeeper | — | $1.2B | $13K | $0 |
| Akima, LLC Akima, LLC 401(k) Plan · all filings | HERNDON, VA | Recordkeeper | 10,186 | $554.7M | $0 | $137K |
| Akima, LLC Akima, LLC 401(k) Plan · all filings | HERNDON, VA | Recordkeeper | 7,338 | $434.9M | $0 | $137K |
| Akima, LLC Akima, LLC 401(k) Plan · all filings | HERNDON, VA | Recordkeeper | 6,550 | $355.3M | $0 | $173K |
| Modern Technology Solutions Inc. Modern Technology Solutions, Inc. 401(k) Plan · all filings | ALEXANDRIA, VA | Recordkeeper | 1,975 | $324.3M | $0 | $167K |
| ATH Holding Company LLC Elevance Health Retiree Health Benefits Plan · all filings | INDIANAPOLIS, IN | Recordkeeper | 0 | $300.7M | $596K | $0 |
| ATH Holding Company LLC Elevance Health Retiree Health Benefits Plan · all filings | INDIANAPOLIS, IN | Recordkeeper | 0 | $289.5M | $752K | $0 |
| ATH Holding Company LLC Elevance Health Retiree Health Benefits Plan · all filings | INDIANAPOLIS, IN | Recordkeeper | 0 | $271.3M | $578K | $0 |
| Modern Technology Solutions Inc. Modern Technology Solutions, Inc. 401(k) Plan · all filings | ALEXANDRIA, VA | Recordkeeper | 1,659 | $251.4M | $0 | $171K |
| Ryan Companies US, Inc. Ryan Companies US, Inc. Retirement Plan · all filings | MINNEAPOLIS, MN | Advisor / Consultant | 1,692 | $232.6M | $78K | $7K |
| ASM Research LLC ASM Research LLC 401(k) Plan · all filings | FAIRFAX, VA | Advisor / Consultant | 1,627 | $211.3M | $202K | $1K |
| ASM Research LLC ASM Research LLC 401(k) Plan · all filings | FAIRFAX, VA | Advisor / Consultant | 1,677 | $177.1M | $208K | $48 |
| Grouper Acquisition Company, LLC d/b/a Shiloh Industries NON-Union Employees 401(k) Plan · all filings | AUBURN HILLS, MI | Recordkeeper | 1,313 | $148.4M | $0 | $42K |
| Megalodon Midco, LLC NON-Union Employees 401(k) Plan · all filings | AUBURN HILLS, MI | Recordkeeper | 823 | $145.3M | $0 | $53K |
| Suntec Concrete, Inc. Suntec Concrete, Inc. 401(k) Profit Sharing Plan · all filings | PHOENIX, AZ | Advisor / Consultant | 1,127 | $140.1M | $56K | $0 |
| Froedtert Thedacare Health, Inc. Community Memorial Hospital Retirement Plan · all filings | MILWAUKEE, WI | Recordkeeper | 286 | $117.1M | $18K | $0 |
| Suntec Concrete, Inc. Suntec Concrete, Inc. 401(k) Profit Sharing Plan · all filings | PHOENIX, AZ | Advisor / Consultant | 947 | $116.0M | $48K | $92 |
| Pacific Premier Bank Pacific Premier Bank 401(k) Plan · all filings | IRVINE, CA | Broker | 1,265 | $114.7M | $0 | $143K |
| Pacific Premier Bank Pacific Premier Bank 401(k) Plan · all filings | IRVINE, CA | Advisor / Consultant | 1,349 | $99.0M | $0 | $135K |
| DIGI International, Inc. DIGI International Inc. 401(k) Savings and Profit Sharing Plan · all filings | HOPKINS, MN | Advisor / Consultant | 621 | $98.4M | $35K | $0 |
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| 6 |
| LINCOLN FINANCIAL GROUP | 5 |
| LINCOLN STABLE VALUE SEPARATE ACCOU | 4 |
| 4 |
| 3 |
| AMERICAN FUNDS 2035 TRGT DATE RTRMT | 3 |
| AM FDS INTL GR | 3 |
| AMERICAN FUNDS 2025 TRGT DATE RTRMT | 3 |
| 3 |
| VANGUARD 500 INDEX | 3 |
| FIDELITY ASSET MANAGER PORTFOLIO | 3 |
| AMERICAN FUNDS 2030 TRGT DATE RTRMT | 3 |
| AMERICAN FUNDS 2045 TRGT DATE RTRMT | 3 |
| BAIRD AGGREGATE BOND CLASS | 3 |
| AMERICAN FUNDS 2055 TRGT DATE RTRMT | 3 |
| AMERICAN FUNDS 2065 TRGT DATE RTRMT | 3 |
| 3 |
| 3 |
| BLACKROCK INFLATION PROTECTED BOND | 3 |