Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| STATE STREET S&P MD CP IDX RET ACCT | 305 |
| TA VANGUARD REIT INDEX RET ACCT | 283 |
| STATE STREET INTL INDEX RET ACCT | 248 |
| STATE STREET RUSSELL SMALL CAP INDE | 221 |
| JANUS HENDERSON TRITON RET ACCT | 221 |
| STATE STREET U S BOND INDEX RET AC | 217 |
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 |
| LES Schwab Warehouse Center, LLC LES Schwab Profit Sharing Retirement Plan · all filings | BEND, OR | Advisor / Consultant | 5,290 | $770.3M | $25K | $0 |
| Houston Chapter AGC/Louisiana AGC AGC Southwest Chapters 401(k) Plan · all filings | HOUSTON, TX | Recordkeeper | 14,004 | $526.8M | $205K | $0 |
| Houston Chapter AGC/Louisiana AGC AGC Southwest Chapters 401(k) Plan · all filings | HOUSTON, TX | Recordkeeper | 13,642 | $470.9M | $184K | $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 |
| Smartronix, LLC SMX 401(k) Plan · all filings | HOLLYWOOD, MD | Recordkeeper | 1,333 | $169.8M | $171K | $0 |
| Empower HR, LLC Empower HR Retirement Savings Plan · all filings | MILWAUKEE, WI | Recordkeeper | 10,705 | $157.4M | $675K | $0 |
| Empower HR, LLC Empower HR Retirement Savings Plan · all filings | BRIGHTON, MI | Recordkeeper | 12,254 | $136.8M | $525K | $0 |
| Smartronix, LLC SMX 401(k) Plan · all filings | HOLLYWOOD, MD | Recordkeeper | 1,311 | $130.6M | $133K | $0 |
| Fox Management Rehabilitation Services LLC Fox Management Rehabilitation Services LLC 401(k) Plan · all filings | CHERRY HILL, NJ | Recordkeeper | 3,489 | $122.1M | $179K | $0 |
| TEXO ABC-AGC, Inc. TEXO Members 401(k) Plan · all filings | DALLAS, TX | Recordkeeper | 6,383 | $117.1M | $453K | $0 |
| Empower HR, LLC Empower HR Retirement Savings Plan · all filings | CHANDLER, AZ | Recordkeeper | 7,792 | $114.8M | $580K | $0 |
| Carolina Dealerships Inc. Carolina Dealerships Inc. 401(k) Plan · all filings | WINSTON SALEM, NC | Recordkeeper | 2,816 | $112.2M | $286K | $0 |
| Smartronix, LLC SMX 401(k) Plan · all filings | HOLLYWOOD, MD | Recordkeeper | 1,347 | $106.7M | $102K | $0 |
| Fox Management Rehabilitation Services LLC Fox Management Rehabilitation Services LLC 401(k) Plan · all filings | CHERRY HILL, NJ | Recordkeeper | 2,809 | $100.5M | $142K | $0 |
| Fox Management Rehabilitation Services LLC Fox Management Rehabilitation Services LLC 401(k) Plan · all filings | CHERRY HILL, NJ | Recordkeeper | 2,809 | $100.5M | $142K | $0 |
| Carolina Dealerships Inc. Carolina Dealerships, Inc. 401(k) Plan · all filings | WINSTON SALEM, NC | Recordkeeper | 2,493 | $98.2M | $266K | $0 |
| Richline Group, Inc. Richline Group, Inc. 401(k) Profit Sharing Plan · all filings | MANHATTAN, NY | Recordkeeper | 903 | $88.5M | $34K | $0 |
| Richline Group, Inc. Richline Group, Inc. 401(k) Profit Sharing Plan · all filings | MANHATTAN, NY | Recordkeeper | 999 | $83.5M | $24K | $0 |
| Plansource Financial Services, Inc. Plansource Financial Services, Inc. Retirement Savings Plan · all filings | ORLANDO, FL | Recordkeeper | 1,933 | $80.7M | $323K | $0 |
| America's BACK Office, Inc. ABO 401(k) Plan · all filings | CLINTON TWP, MI | Recordkeeper | 4,275 | $80.3M | $376K | $0 |
| Retail Association of Maine The Alliance of State Retail Associations 401(k) Plan & Trust · all filings | AUGUSTA, ME | Recordkeeper | 5,822 | $76.9M | $10K | $0 |
| Pipeline Health System Holdings, LLC Pipeline Health System 401(k) Plan · all filings | EL SEGUNDO, CA | Recordkeeper | 1,779 | $76.0M | $218K | $0 |
| Pipeline Health System, LLC Pipeline Health System 401(k) Plan · all filings | EL SEGUNDO, CA | Recordkeeper | 1,683 | $75.7M | $238K | $0 |
| STATE STREET S&P MID CAP INDEX RET |
| 213 |
| STATE STREET S&P 500 INDEX CLASS II | 212 |
| T ROWE PRICE US SMALL CAP VALUE EQ | 193 |
| STATE STREET GLOBAL ALL CAP EX US I | 182 |
| MFS INTERNATIONAL DIVERSIFICATION R | 180 |
| MFS INTL DIVERSIFICATION RET ACCT | 170 |
| AMERICAN FUNDS NEW WORLD RET ACCT | 164 |
| PIMCO RET ACCT | 160 |
| AMERICAN FUNDS BALANCED RET ACCT | 156 |
| STATE STEET PRTN SERIES WITH TA MOD | 155 |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA | 149 |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA | 149 |
| TRANSAMERICA LIFEGOAL RET WITH BLAC | 143 |
| TA VANGUARD LIFESTRATEGY MOD GR RT | 142 |
| AMERICAN FUNDS GR FD OF AMERICA RET | 135 |
| WESTERN ASSET CORE PLUS BOND RET AC | 134 |
| STATE STREET EMERG MKT IDX RET ACCT | 133 |
| TA BLACKROCK INDEX 2040 RET ACCT | 133 |
| TA BLACKROCK INDEX 2030 RET ACCT | 132 |
