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 |
|---|---|---|---|---|---|---|
| Valero Energy Corporation Valero Energy Corporation Pension Plan · all filings | SAN ANTONIO, TX | Other service providers | 6,896 | $2.7B | $210K | $0 |
| Valero Energy Corporation Valero Energy Corporation Pension Plan · all filings | SAN ANTONIO, TX | Other service providers | 6,554 | $2.6B | $210K | $0 |
| Valero Energy Corporation Valero Energy Corporation Pension Plan · all filings | SAN ANTONIO, TX | Other service providers | 6,460 | $2.5B | $210K | $0 |
| Valero Energy Corporation Valero Energy Corporation Pension Plan · all filings | SAN ANTONIO, TX | Other service providers | 6,956 | $2.4B | $210K | $0 |
| Valero Energy Corporation Valero Energy Corporation Pension Plan · all filings | SAN ANTONIO, TX | Other service providers | 6,500 | $2.2B | $210K | $0 |
| Trustees of Ohio Carpenters' Pension Plan Ohio Carpenters' Pension Plan · all filings | TROY, MI | Other service providers | 11,132 | $2.2B | $1.7M | $0 |
| Trustees of Ohio Carpenters' Pension Plan Ohio Carpenters' Pension Plan · all filings | TROY, MI | Other service providers | 10,351 | $2.1B | $1.7M | $0 |
| Trustees of Ohio Carpenters' Pension Plan Ohio Carpenters' Pension Plan · all filings | TROY, MI | Other service providers | 12,519 | $2.1B | $1.7M | $0 |
| Board of Trustees Seafarers Pension Plan Seafarers Pension Plan · all filings | CAMP SPRINGS, MD | Other service providers | 7,295 | $2.1B | $2.1M | $0 |
| Board of Trustees Seafarers Pension Plan Seafarers Pension Plan · all filings | CAMP SPRINGS, MD | Other service providers | 7,182 | $1.9B | $1.7M | $0 |
| BD of Trustees Annuity Fund of the IUOE LCL Union 94, 94A, 94B AFL-CIO Annuity FD of the IUOE Local Union 94, 94A, 94B AFL-CIO · all filings | NEW YORK, NY | Other service providers | 5,885 | $1.8B | $83K | $0 |
| Board of Trustees Seafarers Pension Plan Seafarers Pension Plan · all filings | CAMP SPRINGS, MD | Other service providers | 7,093 | $1.8B | $1.8M | $0 |
| Board of Trustees H&GL Local Unions 472 & 172 of NJ Pension Fund Heavy and General Laborers' Local Unions 472 and 172 of New Jersey Pension Fund · all filings | NEWARK, NJ | Advisor / Consultant | 7,670 | $1.8B | $702K | $0 |
| Covington & Burling LLP Covington & Burling Retirement Savings Plan · all filings | WASHINGTON, DC | Other service providers | 2,086 | $1.7B | $61K | $0 |
| BD of Trustees Annuity Fund of the IUOE LCL Union 94, 94A, 94B AFL-CIO Annuity FD of the IUOE Local Union 94, 94A, 94B AFL-CIO · all filings | NEW YORK, NY | Other service providers | 5,817 | $1.7B | $45K | $0 |
| Board of Trustees H&GL Local Unions 472 & 172 of NJ Pension Fund Heavy and General Laborers' Local Unions 472 and 172 of New Jersey Pension Fund · all filings | NEWARK, NJ | Advisor / Consultant | 7,491 | $1.6B | $489K | $0 |
| Cloud Software Group, Inc. Citrix Systems, Inc. 401(k) Plan · all filings | FORT LAUDERDALE, FL | Advisor / Consultant | 2,051 | $1.6B | $73K | $0 |
| BD of Trustees Heavy & General Laborers' of NJ Annuity Fund Heavy & General Laborers' Local Unions 472 & 172 of NJ Annuity Plan · all filings | NEWARK, NJ | Advisor / Consultant | 9,133 | $1.6B | $148K | $0 |
| Hawai'i Pacific Health Hawai'i Pacific Health 403(b) Savings Plan · all filings | HONOLULU, HI | Other service providers | 7,654 | $1.5B | $235K | $0 |
| Covington & Burling LLP Covington & Burling Retirement Savings Plan · all filings | WASHINGTON, DC | Other service providers | 2,000 | $1.5B | $64K | $0 |
| BD of Trustees Annuity Fund of the IUOE LCL Union 94, 94A, 94B AFL-CIO Annuity FD of the IUOE Local Union 94, 94A, 94B AFL-CIO · all filings | NEW YORK, NY | Other service providers | 5,807 | $1.5B | $53K | $0 |
| Board of Trustees, Sheet Metal Workers' Pension Plan Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada · all filings | MANHATTAN BEACH, CA | Other service providers | 5,519 | $1.4B | $2.5M | $0 |
| BD of Trustees Heavy & General Laborers' of NJ Annuity Fund Heavy & General Laborers' Local Unions 472 & 172 of NJ Annuity Plan · all filings | NEWARK, NJ | Advisor / Consultant | 8,865 | $1.4B | $143K | $0 |
| Board of Trustees H&GL Local Unions 472 & 172 of NJ Pension Fund Heavy and General Laborers' Local Unions 472 and 172 of New Jersey Pension Fund · all filings | NEWARK, NJ | Advisor / Consultant | 7,170 | $1.4B | $403K | $0 |
| Hawai'i Pacific Health Hawai'i Pacific Health 403(b) Savings Plan · all filings | HONOLULU, HI | Other service providers | 7,386 | $1.3B | $197K | $0 |
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