Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| STATE STREET RUSSELL SM CAP INDEX | 3 |
| 3 | |
| TA BLACKROCK LIFEPATH INDEX 2055 | 2 |
| 2 | |
| TA BLACKROCK LIFEPATH INDEX 2060 | 2 |
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 |
|---|---|---|---|---|---|---|
| Smart Retirement Solutions, Inc. Choice Pooled Employer Plan I · all filings | NASHVILLE, TN | Recordkeeper | 6,378 | $91.2M | $107K | $0 |
| AVMA Life Trust, LLC AVMA Life Trust, LLC 401(k) Plan · all filings | SCHAUMBURG, IL | Recordkeeper | 3,439 | $74.7M | $336K | $0 |
| CURO Management Corporation CURO Management 401(k) Retirement Plan · all filings | GREENVILLE, SC | Recordkeeper | 1,539 | $62.5M | $281K | $0 |
| CURO Management Corporation CURO Management 401(k) Retirement Plan · all filings | GREENVILLE, SC | Recordkeeper | 1,861 | $60.4M | $194K | $0 |
| AVMA Life Trust, LLC AVMA Life Trust, LLC 401(k) Plan · all filings | SCHAUMBURG, IL | Recordkeeper | 3,366 | $52.6M | $271K | $0 |
| Administrative Group, LLC DBA Transamerica Fiduciary Services Choice Pooled Employer Plan I · all filings | NASHVILLE, TN | Recordkeeper | 4,941 | $47.2M | $716K | $0 |
| AVMA Life Trust, LLC AVMA Life Trust, LLC 401(k) Plan · all filings | SCHAUMBURG, IL | Recordkeeper | 2,934 | $32.1M | $185K | $0 |
| Square ENIX, Inc. Square ENIX, Inc. 401(k) Plan · all filings | EL SEGUNDO, CA | Recordkeeper | 271 | $30.1M | $10K | $0 |
| Square ENIX, Inc. Square ENIX, Inc. 401(k) Plan · all filings | EL SEGUNDO, CA | Recordkeeper | 268 | $25.8M | $10K | $0 |
| Purchasing Power LLC Purchasing Power 401(k) Plan · all filings | ATLANTA, GA | Recordkeeper | 264 | $25.7M | $28K | $0 |
| Southern Management Corporation Southern Management Corporation 401(k) Retirement Plan · all filings | GREENVILLE, SC | Recordkeeper | 1,316 | $25.6M | $120K | $0 |
| CPS, Inc. Consolidated Personnel Services 401(k) Profit Sharing Plan · all filings | PHOENIX, AZ | Recordkeeper | 1,412 | $23.7M | $103K | $0 |
| Michael Van Valkenburgh Associates, Inc. MVVA, Inc. Profit Sharing & 401(k) Plan · all filings | CAMBRIDGE, MA | Recordkeeper | 98 | $23.4M | $36K | $0 |
| Van de POL Enterprises, Inc. Van de POL Enterprises, Inc. 401(k) Plan · all filings | STOCKTON, CA | Recordkeeper | 407 | $21.6M | $153K | $0 |
| CPS, Inc. Consolidated Personnel Services 401(k) Profit Sharing Plan · all filings | PHOENIX, AZ | Recordkeeper | 2,257 | $20.9M | $88K | $0 |
| Purchasing Power LLC Purchasing Power 401(k) Plan · all filings | ATLANTA, GA | Recordkeeper | 244 | $20.8M | $58K | $0 |
| General Logistics Systems US, Inc. General Logistics Systems US, Inc. 401(k) Plan · all filings | STOCKTON, CA | Recordkeeper | 1,125 | $20.6M | $140K | $0 |
| Square ENIX, Inc. Square ENIX, Inc. 401(k) Plan · all filings | EL SEGUNDO, CA | Recordkeeper | 237 | $19.4M | $4K | $0 |
| Michael Van Valkenburgh Associates, Inc. MVVA, Inc. Profit Sharing & 401(k) Plan · all filings | CAMBRIDGE, MA | Recordkeeper | 100 | $19.2M | $10K | $0 |
| General Logistics Systems North America, Inc. General Logistics Systems North America, Inc. 401(k) Plan · all filings | STOCKTON, CA | Recordkeeper | 647 | $18.6M | $28K | $0 |
| Simpeo, LLC Simpeo 401(k) Plan · all filings | BIRMINGHAM, AL | Recordkeeper | 1,150 | $18.5M | $46K | $0 |
| Family Endeavors, Inc. DBA Endeavors Family Endeavors 401(k) Plan · all filings | SAN ANTONIO, TX | Recordkeeper | 2,769 | $18.1M | $129K | $0 |
| CPS, Inc. Consolidated Personnel Services 401(k) Profit Sharing Plan · all filings | PHOENIX, AZ | Recordkeeper | 1,905 | $17.1M | $83K | $0 |
| Van de POL Enterprises, Inc. Van de POL Enterprises, Inc. 401(k) Plan · all filings | STOCKTON, CA | Recordkeeper | 375 | $17.0M | $133K | $0 |
| Associated Ready Mixed Concrete, Inc. Associated Ready Mixed Concrete, Inc. 401(k) Plan · all filings | NEWPORT BEACH, CA | Recordkeeper | 500 | $16.4M | $46K | $0 |
| PIMCO RET ACCT |
| 2 |
| 2 |
| TA BLACKROCK LIFEPATH INDEX 2040 | 2 |
| TA BLACKROCK LIFEPATH INDEX 2030 | 2 |
| TA BLACKROCK LIFEPATH INDEX 2050 | 2 |
| TA BLACKROCK LIFEPATH INDEX 2025 | 2 |
| TA BLACKROCK LIFEPATH INDEX 2035 | 2 |
| TA BLACKROCK LIFEPATH INDEX 2045 | 2 |
| STATE STREET PRTN SERIES W TA MOD | 1 |
| STATE STREET U S BOND IDX RET ACCT | 1 |
| STATE STREET RUSSELL SM CP IDX RT A | 1 |
| STATE STREET EMERGING MRKTS INDEX | 1 |
| 1 |
| LORD ABBETT HIGH YIELD RET ACCT | 1 |
| MFS MASS INVSTR RET ACCT | 1 |
| AMERICAN FUNDS FUNDMNTL | 1 |
| TA BLACKROCK INDEX 2040 RET ACCT | 1 |
| 1 |
| TRANSAMERICA PRTNRS STCK INDEX | 1 |
| TA VANGUARD REIT INDEX RET | 1 |
