Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| 1 | |
| BLUE CHIP GROWTH FUND | 1 |
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 |
|---|---|---|---|---|---|---|
| Lockheed Martin Corporation LMC Defined Contribution Master Trust · all filings | BETHESDA, MD | Advisor / Consultant | — | $56.1B | $662K | $114 |
| JPMorgan Chase Bank, National Association JPMorgan Chase 401(k) Savings Plan · all filings | JERSEY CITY, NJ | Other service providers | 185,310 | $52.9B | $2.2M | $0 |
| Lockheed Martin Corporation LMC Defined Contribution Master Trust · all filings | BETHESDA, MD | Advisor / Consultant | — | $51.8B | $591K | $0 |
| United Parcel Service of America, Inc. UPS Group Trust · all filings | ATLANTA, GA | Other service providers | — | $51.4B | $2.2M | $0 |
| United Parcel Service of America, Inc. UPS Group Trust · all filings | ATLANTA, GA | Other service providers | — | $50.4B | $2.1M | $0 |
| Lockheed Martin Corporation LMC Defined Contribution Master Trust · all filings | BETHESDA, MD | Advisor / Consultant | — | $47.8B | $512K | $0 |
| JPMorgan Chase Bank, National Association JPMorgan Chase 401(k) Savings Plan · all filings | JERSEY CITY, NJ | Other service providers | 185,180 | $44.6B | $2.1M | $0 |
| RTX Corporation RTX Master Retirement Trust · all filings | FARMINGTON, CT | Other service providers | — | $44.4B | $506K | $0 |
| United Parcel Service of America, Inc. UPS Group Trust · all filings | ATLANTA, GA | Other service providers | — | $42.9B | $2.4M | $0 |
| RTX Corporation RTX Master Retirement Trust · all filings | FARMINGTON, CT | Other service providers | — | $42.1B | $548K | $0 |
| JPMorgan Chase Bank, National Association JPMorgan Chase 401(k) Savings Plan · all filings | JERSEY CITY, NJ | Other service providers | 176,168 | $36.8B | $2.1M | $0 |
| General Dynamics Corporation General Dynamics Corporation 401(k) Plan Master Trust Agreement · all filings | RESTON, VA | Advisor / Consultant | — | $23.5B | $2.4M | $0 |
| General Dynamics Corporation General Dynamics Corporation 401(k) Plan Master Trust Agreement · all filings | RESTON, VA | Advisor / Consultant | — | $23.5B | $2.4M | $0 |
| Citigroup Inc. CITI Retirement Savings Plan · all filings | STAMFORD, CT | Other service providers | 74,487 | $23.2B | $780K | $0 |
| Morgan Stanley Domestic Holdings, LLC Morgan Stanley 401(k) Plan · all filings | NEW YORK, NY | Other service providers | 54,084 | $22.2B | $3.8M | $0 |
| Pfizer Inc. Pfizer Savings Plan · all filings | NEW YORK, NY | Other service providers | 29,469 | $22.0B | $819K | $0 |
| Citigroup Inc. CITI Retirement Savings Plan · all filings | STAMFORD, CT | Other service providers | 79,128 | $20.7B | $758K | $0 |
| Pfizer Inc. Pfizer Savings Plan · all filings | NEW YORK, NY | Other service providers | 33,309 | $19.6B | $965K | $0 |
| FCA US LLC FCA US LLC Master Retirement Trust Balanced Pool · all filings | AUBURN HILLS, MI | Other service providers | — | $19.3B | $785K | $0 |
| Morgan Stanley Domestic Holdings, LLC Morgan Stanley 401(k) Plan · all filings | NEW YORK, NY | Other service providers | 54,356 | $19.2B | $3.4M | $0 |
| Bank of America Corporation The Bank of America Pension Plan · all filings | RIVERSIDE, RI | Other service providers | 53,831 | $19.2B | $1.8M | $0 |
| Bank of America Corporation The Bank of America Pension Plan · all filings | RIVERSIDE, RI | Other service providers | 51,062 | $19.0B | $2.1M | $0 |
| Bank of America Corporation The Bank of America Pension Plan · all filings | RIVERSIDE, RI | Other service providers | 56,219 | $18.8B | $1.7M | $0 |
| Pfizer Inc. Pfizer Savings Plan · all filings | PEAPACK, NJ | Other service providers | 30,033 | $17.8B | $1.1M | $0 |
| Citigroup Inc. CITI Retirement Savings Plan · all filings | STAMFORD, CT | Other service providers | 78,295 | $17.4B | $748K | $0 |
