Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| FIDELITY SMALL CAP INDEX | 4 |
| FIDELITY MID CAP INDEX | 4 |
| MFS MID CAP GROWTH | 3 |
| SECURIAN AM S&P 500 INDEX | 2 |
| DFA US SMALL CAP PORTFOLIO | 2 |
| COLUMBIA OVERSEAS VALUE ADV | 2 |
| VANGUARD LIFESTRATEGY CONS GRO | 2 |
| TIAA-CREF LC INDEX 2045 ADV |
| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| SANDBERG, PHOENIX & VON GONTARD P.C SANDBERG, PHOENIX & VON GONTARD P.C. SAVINGS PLAN | ST. LOUIS, MO | Recordkeeper | 339 | $73.1M | $50K | $0 |
| ABX INNOVATIVE PACKAGING ABX 401(K) RETIREMENT PLAN | CHARLOTTE, NC |
| 2 |
| MFS GROWTH R3 | 2 |
| TIAA-CREF LC INDEX 2060 ADV | 2 |
| TIAA-CREF LC INDEX 2025 ADV | 2 |
| AMER FUNDS NEW WORLD FUND R6 | 2 |
| TIAA-CREF LC INDEX 2050 ADV | 2 |
| CALV EMG MKTS EQ A | 2 |
| LARGE CAP GROWTH FND III CL R1 | 2 |
| TIAA-CREF CORE IMPACT BOND ADV | 2 |
| SGLL BRYNT & HMLL SMALL CP GR | 2 |
| FIDELITY INTERNATIONAL INDEX | 2 |
| DFA INFL-PROTECTED SEC PORT I | 2 |
| FIDELITY 500 INDEX | 2 |
| TIAA-CREF INTL EQ IDX INSTL | 2 |
| TIAA-CREF LC INDEX 2020 ADV | 2 |
| VANGUARD LIFESTRATEGY GROWTH | 2 |
| MFS INTERNATIONAL GROWTH R3 | 2 |
| TIAA-CREF LC INDEX 2015 ADV | 2 |
Advisor / Consultant |
| 684 |
| $40.5M |
| $14K |
| $0 |
| COMMUNITY PARTNERSHIP FOR CHILD DEVELOPMENT COMMUNITY PARTNERSHIP FOR CHILD DEVELOPMENT 401(K) PROFIT SHARING | COLORADO SPRINGS, CO | Advisor / Consultant | 330 | $8.6M | $15K | $0 |
| SAFENET CONSULTING INC SAFENET CONSULTING INC 401(K) PROFIT SHARING PLAN & TRUST | MINNETONKA, MN | Advisor / Consultant | 47 | $7.0M | $30K | $0 |
