Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| STATE STREET S&P MD CP IDX RET ACCT | 390 |
| STATE STREET S&P MID CAP INDEX RET | 385 |
| TA VANGUARD REIT INDEX RET ACCT | 377 |
| STATE STREET RUSSELL SMALL CAP INDE | 354 |
| STATE STREET INTL INDEX RET ACCT | 338 |
| STATE STREET U S BOND INDEX RET AC | 328 |
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 |
|---|---|---|---|---|---|---|
| Fringe Benefit Group, Inc. Contractors Retirement Plan Master Trust · all filings | AUSTIN, TX | Recordkeeper | — | $1.5B | $5.5M | $0 |
| Board of Trustees of 1199seiu NBF Health and Human Service Employees 1199seiu National Benefit Fund for Health & Human Service Employees · all filings | NEW YORK, NY | Recordkeeper | 113,428 | $1.4B | $105K | $0 |
| Barry-Wehmiller Companies, Inc. Barry-Wehmiller Companies' 401(k) Retirement Savings Plan · all filings | ST. LOUIS, MO | Recordkeeper | 5,933 | $907.6M | $312K | $0 |
| LES Schwab Warehouse Center, LLC LES Schwab Profit Sharing Retirement Plan · all filings | BEND, OR | Advisor / Consultant | 5,290 | $770.3M | $25K | $0 |
| Plan Professionals, LLC AGC Select 401(k) PEP · all filings | SHREWSBURY, NJ | Recordkeeper | 15,566 | $610.5M | $245K | $0 |
| Houston Chapter AGC/Louisiana AGC AGC Southwest Chapters 401(k) Plan · all filings | HOUSTON, TX | Recordkeeper | 14,004 | $526.8M | $205K | $0 |
| Extensis Group, LLC Extensis Group Retirement Savings Plan · all filings | WOODBRIDGE, NJ | Recordkeeper | 9,251 | $475.6M | $616K | $0 |
| Houston Chapter AGC/Louisiana AGC AGC Southwest Chapters 401(k) Plan · all filings | HOUSTON, TX | Recordkeeper | 13,642 | $470.9M | $184K | $0 |
| Plan Professionals, LLC Isolved 401-K Plan · all filings | SHREWSBURY, NJ | Recordkeeper | 47,479 | $465.7M | $1.9M | $0 |
| Group Management Services, Inc. Group Management Services, Inc. 401(k) Profit Sharing Plan & Trust · all filings | RICHFIELD, OH | Recordkeeper | 15,988 | $419.6M | $1.0M | $0 |
| Group Management Services, Inc. Group Management Services, Inc. 401(k) Profit Sharing Plan & Trust · all filings | RICHFIELD, OH | Recordkeeper | 12,883 | $335.6M | $663K | $0 |
| Plan Professionals, LLC Isolved 401-K Plan · all filings | SHREWSBURY, NJ | Recordkeeper | 49,804 | $307.7M | $1.1M | $0 |
| Extensis Group, LLC Extensis Group Retirement Savings Plan · all filings | WOODBRIDGE, NJ | Recordkeeper | 6,895 | $301.1M | $411K | $0 |
| Group Management Services, Inc. Group Management Services, Inc. 401(k) Profit Sharing Plan & Trust · all filings | RICHFIELD, OH | Recordkeeper | 10,303 | $262.3M | $680K | $0 |
| Helpside Inc. Helpside Inc. 401(k) Plan · all filings | LINDON, UT | Recordkeeper | 9,010 | $233.9M | $614K | $0 |
| Employer Flexible Employer Flexible 401(k) Plan · all filings | HOUSTON, TX | Recordkeeper | 11,224 | $215.4M | $1.2M | $0 |
| Employer Flexible Employer Flexible 401(k) Plan · all filings | HOUSTON, TX | Recordkeeper | 11,014 | $211.0M | $916K | $0 |
| Helpside Inc. Helpside Inc. 401(k) Plan · all filings | LINDON, UT | Recordkeeper | 9,761 | $197.9M | $505K | $0 |
| Ace Hardware Corporation Ace Retail Savings Plan 401(k) · all filings | OAK BROOK, IL | Recordkeeper | 10,227 | $188.2M | $151K | $0 |
| AGC of America, SD Chapter, Inc. 401(k) Profit Sharing Plan AGC of America, SD Chapter, Inc. 401(k) Profit Sharing Plan · all filings | SAN DIEGO, CA | Recordkeeper | 2,604 | $170.7M | $70K | $0 |
| Smartronix, LLC SMX 401(k) Plan · all filings | HOLLYWOOD, MD | Recordkeeper | 1,333 | $169.8M | $171K | $0 |
| Ace Hardware Corporation Ace Retail Savings Plan 401(k) · all filings | OAK BROOK, IL | Recordkeeper | 9,135 | $163.4M | $515K | $0 |
| Plan Professionals, LLC Isolved 401-K Plan · all filings | SHREWSBURY, NJ | Recordkeeper | 20,084 | $162.1M | $461K | $0 |
| Helpside Inc. Helpside Inc. 401(k) Plan · all filings | LINDON, UT | Recordkeeper | 9,716 | $157.9M | $656K | $0 |
| Empower HR, LLC Empower HR Retirement Savings Plan · all filings | MILWAUKEE, WI | Recordkeeper | 10,705 | $157.4M | $675K | $0 |
| JANUS HENDERSON TRITON RET ACCT |
| 320 |
| STATE STREET S&P 500 INDEX CLASS II | 285 |
| T ROWE PRICE US SMALL CAP VALUE EQ | 260 |
| AMERICAN FUNDS NEW WORLD RET ACCT | 254 |
| AMERICAN FUNDS BALANCED RET ACCT | 249 |
| MFS INTL DIVERSIFICATION RET ACCT | 237 |
| STATE STREET GLOBAL ALL CAP EX US I | 235 |
| WESTERN ASSET CORE PLUS BOND RET AC | 234 |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA | 234 |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA | 228 |
| TA VANGUARD LIFESTRATEGY MOD GR RT | 218 |
| MFS INTERNATIONAL DIVERSIFICATION R | 218 |
| PIMCO RET ACCT | 202 |
| TRANSAMERICA LIFEGOAL RET WITH BLAC | 196 |
| STATE STREET TARGET RETIREMENT 2035 | 193 |
| AMERICAN FDS FDAMENTAL INVS RT ACCT | 191 |
| AMERICAN FDS GR FD OF AMERICA RT AC | 190 |
| STATE STREET TARGET RETIREMENT 2050 | 189 |
| STATE STREET TARGET RETIREMENT 2030 | 188 |
