Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| VANGUARD 500 INDEX ADMIRAL | 3 |
| VFIAX | 3 |
| VIMAX | 3 |
| VSMAX | 3 |
| RFITX | 2 |
| RFETX | 2 |
| VBILX | 2 |
| AMERICAN CENTURY MID CAP VALUE FUND | 2 |
| VMFXX | 2 |
| RFUTX | 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 |
| Brookfield Asset Management LLC Brookfield 401(k) Savings Plan · all filings | CLEVELAND, OH | Other service providers | 5,143 | $1.1B | $398K | $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 |
| San Mateo County Electrical Construction Industry Retiremt Plan San Mateo County Electrical Construction Industry Retiremt Plan · all filings | SAN JOSE, CA | Other service providers | 1,088 | $600.2M | $88K | $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 | 1,325 | $514.4M | $158K | $0 |
| Vermeer Corporation Vermeer Corporation 401(k) Retirement Plan · all filings | PELLA, IA | Trustee | 4,103 | $498.8M | $0 | $606K |
| Vermeer Corporation Vermeer Corporation 401(k) Retirement Plan · all filings | PELLA, IA | Trustee | 4,118 | $448.4M | $0 | $520K |
| Vermeer Corporation Vermeer Corporation 401(k) Retirement Plan · all filings | PELLA, IA | Trustee | 3,762 | $376.1M | $0 | $618K |
| MNS, Ltd. MNS, Ltd. Profit-Sharing Plan · all filings | HONOLULU, HI | Other service providers | 1,949 | $265.8M | $8K | $0 |
| MNS, Ltd. MNS, Ltd. Profit-Sharing Plan · all filings | HONOLULU, HI | Other service providers | 1,617 | $236.4M | $8K | $0 |
| Harris Beach PLLC Harris Beach 401(k) Profit Sharing Plan · all filings | PITTSFORD, NY | Custodian | 390 | $211.2M | $0 | $105K |
| MNS, Ltd. MNS, Ltd. Profit-Sharing Plan · all filings | HONOLULU, HI | Other service providers | 1,517 | $200.7M | $0 | $0 |
| Harris Beach PLLC Harris Beach 401(k) Profit Sharing Plan · all filings | PITTSFORD, NY | Custodian | 451 | $197.3M | $15K | $109K |
| Harris Beach PLLC Harris Beach 401(k) Profit Sharing Plan · all filings | PITTSFORD, NY | Custodian | 458 | $169.8M | $12K | $122K |
| 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 |
| L & H Company, Inc. L & H Company, Inc. 401(k) Profit Sharing Plan and Trust · all filings | OAK BROOK, IL | Other service providers | 287 | $80.5M | $0 | $0 |
| Ullico Inc. Ullico Inc. 401(k) Plan · all filings | SILVER SPRING, MD | Other service providers | 231 | $77.5M | $425 | $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 |
| L & H Company, Inc. L & H Company, Inc. 401(k) Profit Sharing Plan and Trust · all filings | OAKBROOK, IL | Other service providers | 294 | $69.0M | $0 | $0 |
| Austin 3(16) Fiduciary Limited The International 401(k) Pooled Employer Plan · all filings | OCEANSIDE, NY | Other service providers | 1,200 | $64.9M | $29K | $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 |
| First Urology P.S.C. First Urology P.S.C. 401(k) Profit Sharing Plan · all filings | JEFFERSONVILLE, IN | Other service providers | 317 | $62.2M | $0 | $0 |
| First Urology P.S.C. First Urology P.S.C. 401(k) Profit Sharing Plan · all filings | JEFFERSONVILLE, IN | Other service providers | 355 | $57.5M | $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 |
| SLOY DAHL & HOLST GROWTH CLASS 1 - | 2 |
| TEMPLETON GLOBAL BOND FUND - ADV | 2 |
| RFGTX | 2 |
| NUVEEN REAL ESTATE SECURITIES FUND | 2 |
| EDGWOOD GROWTH INSTL | 2 |
| RFJTX | 2 |
| VANGUARD FINANCIALS INDEX ADM | 2 |
| RRCTX | 2 |
| VANGARD SMALL CAP INDEX FUND- ADM | 2 |
| SLOY DAHL & HOLST CONSERVATIVE CLAS | 2 |
| RFKTK | 2 |
| INVESCO OPPENHEIMER DEVELOPING MRKT | 2 |
| RGAGX | 2 |
| VANGUARD BALANCED INDEX ADM | 2 |
| DRIEHAUS MICRO CAP GROWTH FUND | 2 |
