Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| 5 | |
| 3 | |
| 3 | |
| LORD ABBETT SHORT DURATION INCOME I | 3 |
| LORD ABBETT GROWTH OPP | 3 |
| LRDABT HI YLD R4 | 2 |
| LRDABT TTL RTN I | 1 |
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 |
|---|---|---|---|---|---|---|
| Carilion Clinic Retirement Plan of Carilion Clinic · all filings | ROANOKE, VA | Other service providers | 10,559 | $1.5B | $81K | $0 |
| Carilion Clinic Retirement Plan of Carilion Clinic · all filings | ROANOKE, VA | Other service providers | 11,006 | $1.3B | $65K | $0 |
| Board of Trustees, Desert States Employers & UFCW Desert States Employers & UFCW Unions Pension Plan · all filings | PHOENIX, AZ | Other service providers | 19,139 | $960.3M | $34K | $0 |
| Mary KAY Inc. Mary KAY Inc. Profit Sharing and 401(k) Plan · all filings | ADDISON, TX | Advisor / Consultant | 1,770 | $712.9M | $97K | $0 |
| UFCW & Employers Benefit Trust UFCW & Employers Benefit Trust · all filings | CONCORD, CA | Other service providers | 25,895 | $484.1M | $58K | $0 |
| UFCW & Employers Benefit Trust UFCW & Employers Benefit Trust · all filings | CONCORD, CA | Other service providers | 25,845 | $475.6M | $62K | $0 |
| Ironworkers Local 11 Annuity Fund Board of Trustees Ironworkers Local 11 Annuity Fund · all filings | SPRINGFIELD, NJ | Other service providers | 1,159 | $383.9M | $88K | $0 |
| Ironworkers Local 11 Annuity Fund Board of Trustees Ironworkers Local 11 Annuity Fund · all filings | SPRINGFIELD, NJ | Other service providers | 1,148 | $375.5M | $105K | $0 |
| Pavers & Road Builders DC Annuity Fund Pavers & Road Builders DC Annuity Fund · all filings | WHITESTONE, NY | Other service providers | 3,024 | $343.4M | $86K | $0 |
| Pavers & Road Builders DC Annuity Fund Pavers & Road Builders DC Annuity Fund · all filings | WHITESTONE, NY | Other service providers | 2,816 | $312.8M | $80K | $0 |
| Pavers & Road Builders DC Annuity Fund Pavers & Road Builders DC Annuity Fund · all filings | WHITESTONE, NY | Other service providers | 3,043 | $287.3M | $75K | $0 |
| Pavers & Road Builders DC Welfare Fund Pavers & Road Builders DC Welfare Fund · all filings | WHITESTONE, NY | Other service providers | 2,663 | $190.3M | $63K | $0 |
| Pavers & Road Builders DC Welfare Fund Pavers & Road Builders DC Welfare Fund · all filings | WHITESTONE, NY | Other service providers | 2,194 | $173.5M | $6K | $0 |
| Board of Trustees, Sheet Metal Workers Local No. 292 Pension Fund Sheet Metal Workers Local No. 292 Pension Fund · all filings | TROY, MI | Other service providers | 608 | $160.0M | $0 | $0 |
| Pavers & Road Builders DC Welfare Fund Pavers & Road Builders DC Welfare Fund · all filings | WHITESTONE, NY | Other service providers | 1,880 | $156.2M | $36K | $0 |
| Board of Trustees, Sheet Metal Workers Local No. 292 Pension Fund Sheet Metal Workers Local No. 292 Pension Fund · all filings | TROY, MI | Other service providers | 590 | $145.9M | $0 | $0 |
| Board of Trustees, San Francisco Culinary Bartenders & San Francisco Culinary Bartenders & Service Employees Welfare Fund · all filings | PLEASANTON, CA | Other service providers | 6,219 | $83.9M | $40K | $0 |
| Fluence Energy, LLC Fluence Savings Plan · all filings | ARLINGTON, VA | Other service providers | 736 | $80.9M | $0 | $0 |
| New Mexico Pipetrades New Mexico Pipetrades Pension Trust Fund Plan B · all filings | ALBUQUERQUE, NM | Other service providers | 1,272 | $74.3M | $0 | $0 |
| Terra Millennium Corporation Terra Millennium Corporation 401(k) Plan · all filings | SALT LAKE CITY, UT | Other service providers | 887 | $74.3M | $0 | $0 |
| Terra Millennium Corporation Terra Millennium Corporation 401(k) Plan · all filings | SALT LAKE CITY, UT | Other service providers | 881 | $71.4M | $0 | $0 |
| Omitron Inc. Omitron Inc. 401(k) Profit Sharing Plan · all filings | BELTSVILLE, MD | Other service providers | 280 | $67.1M | $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 |
| Omitron Inc. Omitron Inc. 401(k) Profit Sharing Plan · all filings | BELTSVILLE, MD | Other service providers | 235 | $42.2M | $0 | $0 |
| 1 |
| LRDABT SHRT DUR R5 | 1 |
