Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| VFIAX | 3 |
| VIMAX | 3 |
| VANGUARD 500 INDEX ADMIRAL | 3 |
| VSMAX | 3 |
| VEMAX | 2 |
| FIDELITY OVERSEAS | 2 |
| AMERICAN CENTURY MID CAP VALUE FUND | 2 |
| VANGUARD BALANCED INDEX ADM | 2 |
| SLOY DAHL & HOLST AGGRESIVE CLASS 1 | 2 |
| VANGUARD TOTAL BOND MARKET INDEX AD | 2 |
| SLOY DAHL & HOLST BALANCED CLASS 1 | 2 |
| RFITX | 2 |
| NUVEEN REAL ESTATE SECURITIES FUND | 2 |
| RLBGX | 2 |
| VBILX | 2 |
| SLOY DAHL & HOLST GROWTH CLASS 1 - | 2 |
| RNPGX | 2 |
| RFGTX | 2 |
| RFKTK | 2 |
| TEMPLETON GLOBAL BOND FUND - ADV | 2 |
| VANGUARD 500 INDEX FUND- ADM | 2 |
| KEELEY SMALL CAP DIVIDEND VALUE FUN | 2 |
| T ROWE PRICE HEALTH SCIENCES FUND | 2 |
| RFHTX | 2 |
| NEUBERGER BERMAN LONG SHORT FUND IN | 2 |
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 |
|---|---|---|---|---|---|---|
| Brookfield Asset Management LLC Brookfield 401(k) Savings Plan · all filings | CLEVELAND, OH | Other service providers | 4,793 | $1.2B | $206K | $0 |
| San Mateo County Electrical Construction Industry Retiremt Plan San Mateo County Electrical Construction Industry Retiremt Plan · all filings | SAN JOSE, CA | Other service providers | 1,058 | $677.7M | $97K | $0 |
| Vermeer Corporation Vermeer Corporation 401(k) Retirement Plan · all filings | PELLA, IA | Trustee | 4,103 | $498.8M | $0 | $606K |
| MNS, Ltd. MNS, Ltd. Profit-Sharing Plan · all filings | HONOLULU, HI | Other service providers | 1,949 | $265.8M | $8K | $0 |
| Harris Beach PLLC Harris Beach 401(k) Profit Sharing Plan · all filings | PITTSFORD, NY | Custodian | 390 | $211.2M | $0 | $105K |
| L & H Company, Inc. L & H Company, Inc. 401(k) Profit Sharing Plan and Trust · all filings | OAK BROOK, IL | Other service providers | 299 | $84.9M | $0 | $0 |
| Austin 3(16) Fiduciary Limited The International 401(k) Pooled Employer Plan · all filings | OCEANSIDE, NY | Other service providers | 1,509 | $74.5M | $37K | $0 |
| First Urology P.S.C. First Urology P.S.C. 401(k) Profit Sharing Plan · all filings | JEFFERSONVILLE, IN | Other service providers | 332 | $63.5M | $0 | $0 |
| Ferrotec USA Corporation Ferrotec Tax Savings Deposit and Investment Plan · all filings | BEDFORD, NH | Other service providers | 275 | $55.8M | $12K | $0 |
| Sharp REES-Stealy Medical Group, Inc. Sharp REES-Stealy Medical Group, Inc. Cash Balance Pension Plan · all filings | SAN DIEGO, CA | Trustee | 254 | $55.4M | $61K | $0 |
| Community Funds Inc. The New York Community Trust Retirement Plan · all filings | NEW YORK, NY | Other service providers | 77 | $51.1M | $66K | $0 |
| Ford, Walker, Haggerty & Behar, LLP Ford, Walker, Haggerty & Behar, LLP 401(k) Plan · all filings | LONG BEACH, CA | Trustee | 150 | $34.9M | $0 | $3K |
| United Way of Greater Toledo The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies · all filings | TOLEDO, OH | Trustee | 49 | $34.4M | $34K | $0 |
| Dukane IAS, LLC Dukane IAS, LLC Savings & Investment Plan · all filings | ST. CHARLES, IL | Custodian | 181 | $32.7M | $7K | $0 |
| R.D.M. Electric Co., Inc. R.D.M. Electric Co., Inc. Profit Sharing Plan · all filings | ONTARIO, CA | Custodian | 183 | $29.5M | $12K | $0 |
| Trade Supply Group, LLC Trade Supply Group, Inc. 401(k) Profit Sharing Plan · all filings | NEW YORK, NY | Custodian | 416 | $24.6M | $12K | $0 |
| Newcomer Funeral Service Group, Inc. Newcomer Funeral Service Group Retirement Plan · all filings | TOPEKA, KS | Custodian | 862 | $24.3M | $0 | $55 |
| Mid-Minnesota Legal Assistance Mid-Minnesota Legal Assistance 403(b) Retirement Plan · all filings | MINNEAPOLIS, MN | Custodian | 175 | $21.7M | $8K | $0 |
| Ashley, Inc. Ashley, Inc. Retirement Plan · all filings | HAVRE DE GRACE, MD | Custodian | 250 | $19.9M | $0 | $0 |
| Homes by West Bay, LLC Homes by West Bay 401(k) Plan · all filings | RIVERVIEW, FL | Custodian | 250 | $19.2M | $0 | $0 |
| VIAM Manufacturing, Inc. VIAM 401(k) Retirement Plan · all filings | MANCHESTER, TN | Custodian | 258 | $17.0M | $45K | $3K |
| Tri-AD Actuaries, Inc. Tri-AD 401(k) Profit Sharing Plan · all filings | ESCONDIDO, CA | Other service providers | 112 | $16.5M | $0 | $10K |
| United Infrastructure Group, Inc. United Infrastructure Group 401(k) and Profit Sharing Plan · all filings | GREAT FALLS, SC | Custodian | 639 | $14.9M | $5K | $0 |
| Veritable Vegetable, Inc. Veritable Vegetable 401(k) Plan · all filings | SAN FRANCISCO, CA | Other service providers | 84 | $13.6M | $13K | $0 |
| West Michigan Dermatology West Michigan Dermatology Retirement Savings Plan · all filings | GRANDVILLE, MI | Custodian | 121 | $13.5M | $6K | $0 |
