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 |
|---|---|---|---|---|---|---|
| Microsoft Corporation Microsoft Corporation Savings Plus 401(k) Plan · all filings | REDMOND, WA | Investment manager | 123,878 | $65.6B | $13.3M | $0 |
| Microsoft Corporation Microsoft Corporation Savings Plus 401(k) Plan · all filings | REDMOND, WA | Investment manager | 118,818 | $53.2B | $11.2M | $0 |
| Microsoft Corporation Microsoft Corporation Savings Plus 401(k) Plan · all filings | REDMOND, WA | Investment manager | 123,296 | $39.6B | $10.4M | $0 |
| Caterpillar Inc. Caterpillar 401(k) Savings Plan · all filings | IRVING, TX | Investment manager | 44,489 | $18.8B | $160K | $0 |
| Caterpillar Inc. Caterpillar 401(k) Savings Plan · all filings | IRVING, TX | Investment manager | 43,798 | $16.5B | $172K | $0 |
| Consolidated Edison Company of New York, Inc. Consolidated Edison Retirement Plan · all filings | NEW YORK, NY | Investment manager | 10,608 | $16.2B | $366K | $0 |
| Consolidated Edison Company of New York, Inc. Consolidated Edison Retirement Plan · all filings | NEW YORK, NY | Investment manager | 10,314 | $15.6B | $334K | $0 |
| Shell USA, Inc. Shell Pension Plan · all filings | HOUSTON, TX | Investment manager | 12,215 | $14.6B | $396K | $0 |
| Genentech, Inc. U.S. Roche 401(k) Savings Plan · all filings | SOUTH SAN FRANCISCO, CA | Advisor / Consultant | 21,619 | $14.3B | $191K | $0 |
| Caterpillar Inc. Caterpillar 401(k) Savings Plan · all filings | IRVING, TX | Investment manager | 41,360 | $13.8B | $89K | $0 |
| Genentech, Inc. U.S. Roche 401(k) Savings Plan · all filings | SOUTH SAN FRANCISCO, CA | Advisor / Consultant | 22,986 | $12.9B | $181K | $0 |
| Caterpillar Inc. Caterpillar Inc. Master Retirement Trust · all filings | IRVING, TX | Investment manager | — | $12.8B | $136K | $0 |
| Caterpillar Inc. Caterpillar Inc. Master Retirement Trust · all filings | IRVING, TX | Investment manager | — | $12.5B | $123K | $0 |
| Caterpillar Inc. Caterpillar Inc. Master Retirement Trust · all filings | IRVING, TX | Investment manager | — | $12.0B | $141K | $0 |
| Genentech, Inc. U.S. Roche 401(k) Savings Plan · all filings | SOUTH SAN FRANCISCO, CA | Advisor / Consultant | 23,512 | $10.9B | $165K | $0 |
| Nestle USA, Inc. Savings Plan Administration Nestle in the USA Savings Trust · all filings | SOLON, OH | Investment manager | — | $7.6B | $118K | $0 |
| DUKE Energy Corporation DUKE Energy Corporation Master Trust · all filings | CHARLOTTE, NC | Investment manager | 0 | $7.3B | $10.5M | $0 |
| DUKE Energy Corporation DUKE Energy Corporation Master Trust · all filings | CHARLOTTE, NC | Investment manager | 0 | $7.1B | $12.7M | $0 |
| DUKE Energy Corporation DUKE Energy Corporation Master Trust · all filings | CHARLOTTE, NC | Investment manager | 0 | $7.0B | $10.4M | $0 |
| Nestle USA, Inc. Savings Plan Administration Nestle in the USA Savings Trust · all filings | SOLON, OH | Investment manager | — | $6.9B | $56K | $0 |
| Nestle USA, Inc. Savings Plan Administration Nestle in the USA Savings Trust · all filings | SOLON, OH | Investment manager | — | $5.9B | $26K | $0 |
| Union Pacific Corporation Union Pacific Corporation Master Retirement Trust · all filings | OMAHA, NE | Investment manager | — | $4.7B | $261K | $0 |
| Union Pacific Corporation Union Pacific Corporation Master Retirement Trust · all filings | OMAHA, NE | Investment manager | — | $4.4B | $337K | $0 |
| Hoffmann-la Roche Inc. Consolidated Roche Retirement Plan · all filings | LITTLE FALLS, NJ | Advisor / Consultant | 1,965 | $3.2B | $225K | $0 |
| Hoffmann-la Roche Inc. Consolidated Roche Retirement Plan · all filings | LITTLE FALLS, NJ | Advisor / Consultant | 2,130 | $3.0B | $300K | $0 |
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