Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| VARIABLE ANNUITY LIFE INSURANCE CO | 7 |
| STOCK INDEX FUND | 4 |
| VANGUARD LIFESTRATEGY GROWTH | 4 |
| INFLATION PROTECTED FUND | 4 |
| SEPARATE ACCOUNT | 4 |
| CORE BOND FUND | 4 |
| VANGUARD WELLINGTON FUND | 4 |
| HIGH YIELD BOND FUND | 4 |
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 |
|---|---|---|---|---|---|---|
| DUKE University The DUKE University Faculty and Staff Retirement Plan · all filings | DURHAM, NC | Other service providers | 44,917 | $7.6B | $0 | $0 |
| WAKE Forest University Baptist Medical Center WAKE Forest Baptist Medical Center 403(b) Retirement Savings Plan · all filings | WINSTON-SALEM, NC | Broker | 19,719 | $3.2B | $1K | $0 |
| WAKE Forest University Baptist Medical Center WAKE Forest Baptist Medical Center 403(b) Retirement Savings Plan · all filings | WINSTON-SALEM, NC | Broker | 18,960 | $2.7B | $1K | $0 |
| The Nemours Foundation The Nemours Foundation Section 403(b) Plan · all filings | JACKSONVILLE, FL | Recordkeeper | 9,806 | $1.3B | $26K | $0 |
| University of Miami Defined Contribution Retirement Plan for Faculty of the University of Miami · all filings | CORAL GABLES, FL | Recordkeeper | 876 | $1.2B | $37K | $0 |
| Howard University Howard University Savings Plan · all filings | WASHINGTON, DC | Advisor / Consultant | 6,688 | $1.2B | $55K | $0 |
| University of Miami Defined Contribution Retirement Plan for Faculty of the University of Miami · all filings | CORAL GABLES, FL | Recordkeeper | 928 | $1.1B | $33K | $0 |
| The Nemours Foundation The Nemours Foundation Section 403(b) Plan · all filings | JACKSONVILLE, FL | Recordkeeper | 9,053 | $1.1B | $25K | $0 |
| Howard University Howard University Savings Plan · all filings | WASHINGTON, DC | Advisor / Consultant | 6,543 | $1.1B | $58K | $0 |
| Howard University Howard University Savings Plan · all filings | WASHINGTON, DC | Advisor / Consultant | 5,792 | $1.0B | $55K | $0 |
| The Nemours Foundation The Nemours Foundation Section 403(b) Plan · all filings | JACKSONVILLE, FL | Recordkeeper | 8,485 | $924.4M | $26K | $0 |
| New York Society for the Relief of the Ruptured and Crippled The Hospital for Special Surgery 403(b) Plan · all filings | NEW YORK, NY | Recordkeeper | 5,338 | $866.3M | $31K | $0 |
| New York Society for the Relief of the Ruptured and Crippled The Hospital for Special Surgery 403(b) Plan · all filings | NEW YORK, NY | Recordkeeper | 4,968 | $748.5M | $30K | $0 |
| New York Society for the Relief of the Ruptured and Crippled The Hospital for Special Surgery 403(b) Plan · all filings | NEW YORK, NY | Recordkeeper | 4,807 | $609.7M | $33K | $0 |
| WVU Health System West Virginia University Medical Corporation Retirement Plan · all filings | MORGANTOWN, WV | Advisor / Consultant | 2,079 | $392.4M | $10K | $0 |
| WVU Medical Corporation West Virginia University Medical Corporation Retirement Plan · all filings | MORGANTOWN, WV | Advisor / Consultant | 1,946 | $343.7M | $0 | $0 |
| University of San Francisco University of San Francisco Voluntary Retirement Plan · all filings | SAN FRANCISCO, CA | Recordkeeper | 2,893 | $338.7M | $489 | $0 |
| WVU Health System West Virginia University Medical Corporation 403(b) Plan · all filings | MORGANTOWN, WV | Advisor / Consultant | 2,091 | $327.7M | $9K | $0 |
| University of San Francisco University of San Francisco Voluntary Retirement Plan · all filings | SAN FRANCISCO, CA | Recordkeeper | 1,726 | $299.2M | $491 | $0 |
| WVU Health System West Virginia University Medical Corporation Retirement Plan · all filings | MORGANTOWN, WV | Advisor / Consultant | 1,771 | $288.0M | $10K | $0 |
| WVU Medical Corporation West Virginia University Medical Corporation 403(b) Plan · all filings | MORGANTOWN, WV | Advisor / Consultant | 1,947 | $281.6M | $0 | $0 |
| Emerson College Emerson College Tax Deferred Annuity Plan · all filings | BOSTON, MA | Recordkeeper | 638 | $242.4M | $270 | $0 |
| WVU Health System West Virginia University Medical Corporation 403(b) Plan · all filings | MORGANTOWN, WV | Advisor / Consultant | 1,761 | $229.0M | $9K | $0 |
| Genesis Health, Inc. d/b/a Brooks Rehabilitation Brooks Rehabilitation 403(b) Retirement Plan · all filings | JACKSONVILLE, FL | Recordkeeper | 1,032 | $123.2M | $707 | $0 |
| Genesis Health, Inc. d/b/a Brooks Rehabilitation Brooks Rehabilitation 403(b) Retirement Plan · all filings | JACKSONVILLE, FL | Other service providers | 957 | $111.2M | $685 | $0 |
| VANGUARD WINDSOR II |
| 4 |
| MID CAP VALUE FUND | 4 |
| SMALL CAP INDEX FUND | 4 |
| AGGRESSIVE GROWTH LIFESTYLE | 4 |
| GS VIT GOV MONEY MKT FD INST | 4 |
| SMALL CAP VALUE FUND | 4 |
| EMERGING ECONOMIES | 4 |
| GLOBAL REAL ESTATE FUND | 4 |
| MID CAP INDEX FUND | 4 |
| INTL OPPORTUNITIES | 4 |
| MID CAP STRATEGIC GROWTH FUND | 3 |
| VANGUARD INV-GRADE FUND | 3 |
| INVESCO BAL RISK COMMOD STR R5 | 3 |
| SCIENCE AND TECHNOLOGY FUND | 3 |
| VALIC SEPARATE ACCOUNTS | 3 |
| INTERNATIONAL VALUE | 3 |
| ARIEL APPRECIATION FUND | 3 |