Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| LARGE CAPITAL GROWTH | 3 |
| AGGRESSIVE GROWTH LIFESTYLE | 3 |
| LOAN ESCROW FUND | 3 |
| HIGH YIELD BOND FUND | 3 |
| INTERNATL EQUITIES INDEX FUND | 3 |
| INFLATION PROTECTED FUND | 3 |
| SYSTEMATIC VALUE | 3 |
| INTL SOCIALLY RESPONSIBLE FUND | 3 |
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 |
|---|---|---|---|---|---|---|
| Asante Asante 403(b) Plan · all filings | MEDFORD, OR | TPA / Administrator | 5,815 | $758.5M | $129 | $0 |
| Asante Asante 403(b) Plan · all filings | MEDFORD, OR | TPA / Administrator | 5,850 | $683.7M | $125 | $0 |
| Depauw University Depauw University Retirement Plan · all filings | GREENCASTLE, IN | TPA / Administrator | 649 | $251.6M | $12K | $0 |
| Adena Health System Adena Health System Tax Deferred Annuity/Matched Savings Plan · all filings | CHILLICOTHE, OH | Other service providers | 4,838 | $240.5M | $14K | $0 |
| Depauw University Depauw University Retirement Plan · all filings | GREENCASTLE, IN | TPA / Administrator | 700 | $234.2M | $14K | $0 |
| Depauw University Depauw University Retirement Plan · all filings | GREENCASTLE, IN | TPA / Administrator | 669 | $214.4M | $17K | $0 |
| Adena Health System Adena Health System Tax Deferred Annuity/Matched Savings Plan · all filings | CHILLICOTHE, OH | Other service providers | 5,518 | $211.1M | $14K | $0 |
| Adena Health System Adena Health System Tax Deferred Annuity/Matched Savings Plan · all filings | CHILLICOTHE, OH | Other service providers | 5,394 | $173.2M | $15K | $0 |
| Jacksonville University Jacksonville University Defined Contribution Retirement Plan · all filings | JACKSONVILLE, FL | Other service providers | 400 | $77.4M | $20K | $0 |
| Jacksonville University Jacksonville University Defined Contribution Retirement Plan · all filings | JACKSONVILLE, FL | Other service providers | 599 | $69.1M | $19K | $0 |
| JUNE Shelton School and Evaluation Center JUNE Shelton School and Evaluation Center 403(b) DC and TDA Plan · all filings | DALLAS, TX | Recordkeeper | 259 | $40.5M | $128 | $0 |
| ECLC of NJ ECLC of New Jersey Retirement Plan · all filings | CHATHAM, NJ | Recordkeeper | 411 | $36.3M | $0 | $0 |
| ECLC of NJ ECLC of New Jersey Retirement Plan · all filings | CHATHAM, NJ | Recordkeeper | 401 | $36.0M | $0 | $0 |
| JUNE Shelton School and Evaluation Center JUNE Shelton School and Evaluation Center 403(b) DC and TDA Plan · all filings | DALLAS, TX | Recordkeeper | 295 | $32.5M | $158 | $0 |
| ECLC of NJ ECLC of New Jersey Retirement Plan · all filings | CHATHAM, NJ | Recordkeeper | 377 | $31.7M | $0 | $0 |
| Aspire Health Partners Aspire Health Partners Retirement Plan · all filings | ORLANDO, FL | Other service providers | 1,100 | $25.1M | $0 | $0 |
| Baycare Health System Inc. Winter Haven Hospital Retirement Savings Plan · all filings | CLEARWATER, FL | Other service providers | 0 | $17.9M | $3K | $0 |
| Baycare Health System Inc. Winter Haven Hospital Retirement Savings Plan · all filings | CLEARWATER, FL | Other service providers | 489 | $17.9M | $3K | $0 |
| Mesa Developmental Services 403(b) Thrift Plan for Employees of Mesa Developmental Services · all filings | GRAND JUNCTION, CO | Recordkeeper | 136 | $5.6M | $0 | $0 |
| Mesa Developmental Services 403(b) Thrift Plan for Employees of Mesa Developmental Services · all filings | GRAND JUNCTION, CO | Recordkeeper | 248 | $5.4M | $0 | $0 |
| Lifecare, Inc. DBA Friendship Village Lifecare, Inc. DBA Friendship Village 403(b) Employer Retirement Plan · all filings | KALAMAZOO, MI | Other service providers | 193 | $4.8M | $6K | $0 |
| Lifecare, Inc. DBA Friendship Village Lifecare, Inc. DBA Friendship Village 403(b) Employer Retirement Plan · all filings | KALAMAZOO, MI | Other service providers | 218 | $3.9M | $5K | $0 |
| Russell Landscape Group, Inc. Russell Landscape 401(k) Plan · all filings | SUGAR HILL, GA | Recordkeeper | 370 | $2.8M | $11K | $0 |
| Linfield Christian School Retirement Savings Plan Linfield Christian School Retirement Savings Plan · all filings | TEMECULA, CA | Other service providers | 108 | $2.2M | $0 | $259 |
| Baycare Health System Inc. Winter Haven Hospital Retirement Savings Plan · all filings | CLEARWATER, FL | Other service providers | 0 | $0 | $2K | $0 |
| STOCK INDEX FUND | 3 |
| INVESCO BAL RISK COMMOD STR R5 | 3 |
| T ROWE PRICE RETIRMNT 2040 ADV | 3 |
| NASDAQ-100 R INDEX FUND | 3 |
| SCIENCE & TECHNOLOGY FUND | 3 |
| GOVERNMENT MONEY MARKET I | 3 |
| VANGUARD LIFESTRATEGY GROWTH | 3 |
| SMALL CAP GROWTH FUND | 3 |
| SYSTEMATIC CORE FUND | 3 |
| T ROWE PRICE RETIRMNT 2050 ADV | 3 |
| US SOCIALLY RESPONSIBLE FUND | 3 |
| VANGUARD WINDSOR II | 3 |
| T ROWE PRICE RETIRMNT 2035 ADV | 3 |
| VANGUARD WELLINGTON FUND | 3 |
| VANGUARD LIFESTRATEGY CONSER | 3 |
| MID CAP INDEX FUND | 3 |
| INTERNATIONAL VALUE FUND | 3 |
