Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| VANGUARD WINDSOR II | 25 |
| VANGUARD WELLINGTON FUND | 23 |
| STOCK INDEX FUND | 23 |
| SMALL CAP INDEX FUND | 22 |
| MID CAP INDEX FUND | 22 |
| MID CAP VALUE FUND | 22 |
| CORE BOND FUND | 20 |
| INFLATION PROTECTED FUND | 20 |
| GROWTH FUND |
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 |
|---|---|---|---|---|---|---|
| New York University New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration · all filings | NEW YORK, NY | Other service providers | 10,895 | $5.4B | $5K | $0 |
| New York University New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration · all filings | NEW YORK, NY | Other service providers | 10,700 | $4.9B | $5K | $0 |
| St. Luke's Health System, Ltd. St. Lukes Health System Matched 403(b) Plan · all filings | BOISE, ID | Other service providers | 18,671 | $1.1B | $14K | $0 |
| St. Luke's Health System, Ltd. St. Lukes Health System Matched 403(b) Plan · all filings | BOISE, ID | Other service providers | 17,370 | $964.9M | $14K | $0 |
| University of San Diego University of San Diego Defined Contribution Retirement Plan · all filings | SAN DIEGO, CA | Other service providers | 2,695 | $797.1M | $23K | $0 |
| St. Luke's Health System, Ltd. St. Lukes Health System Matched 403(b) Plan · all filings | BOISE, ID | Other service providers | 16,715 | $771.6M | $15K | $0 |
| University of Miami University of Miami Supplemental Retirement Annuity Program · all filings | CORAL GABLES, FL | Other service providers | 2,117 | $758.0M | $10K | $0 |
| University of San Diego University of San Diego Defined Contribution Retirement Plan · all filings | SAN DIEGO, CA | Other service providers | 2,690 | $718.8M | $23K | $0 |
| University of Miami University of Miami Supplemental Retirement Annuity Program · all filings | CORAL GABLES, FL | Other service providers | 1,918 | $689.2M | $22K | $0 |
| University of San Diego University of San Diego Defined Contribution Retirement Plan · all filings | SAN DIEGO, CA | Other service providers | 1,995 | $632.1M | $25K | $0 |
| Ballad Health Ballad Health 403(b) Plan · all filings | JOHNSON CITY, TN | Other service providers | 12,134 | $616.3M | $10K | $0 |
| Valley Health System Valley Health System Employee Contributory 403(b) Plan · all filings | WINCHESTER, VA | Other service providers | 6,268 | $542.0M | $8K | $0 |
| Ballad Health Ballad Health 403(b) Plan · all filings | JOHNSON CITY, TN | Other service providers | 11,769 | $517.3M | $12K | $0 |
| Valley Health System Valley Health System Employee Contributory 403(b) Plan · all filings | WINCHESTER, VA | Other service providers | 6,188 | $489.2M | $205 | $0 |
| Nova Southeastern University, Inc. Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) · all filings | FORT LAUDERDALE, FL | Other service providers | 1,405 | $467.3M | $26K | $0 |
| Nova Southeastern University, Inc. Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) · all filings | FORT LAUDERDALE, FL | Other service providers | 1,542 | $457.4M | $41K | $0 |
| Dialysis Clinic, Inc. Dialysis Clinic, Inc. Thrift Plan · all filings | NASHVILLE, TN | Other service providers | 5,543 | $445.9M | $85 | $0 |
| Penn State Health Penn State Health Tax Sheltered Annuity Program · all filings | HERSHEY, PA | Recordkeeper | 18,192 | $444.3M | $4K | $0 |
| Eisenhower Medical Center Eisenhower Medical Center 403(b) Retirement Plan · all filings | RANCHO MIRAGE, CA | Other service providers | 4,917 | $435.5M | $8K | $0 |
| Nova Southeastern University, Inc. Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) · all filings | FORT LAUDERDALE, FL | Other service providers | 1,563 | $429.5M | $50K | $0 |
| Valley Health System Valley Health System Employee Contributory 403(b) Plan · all filings | WINCHESTER, VA | Other service providers | 6,099 | $419.2M | $223 | $0 |
| Dialysis Clinic, Inc. Dialysis Clinic, Inc. Thrift Plan · all filings | NASHVILLE, TN | Other service providers | 5,578 | $413.8M | $137 | $0 |
| Eisenhower Medical Center Eisenhower Medical Center 403(b) Retirement Plan · all filings | RANCHO MIRAGE, CA | Other service providers | 4,428 | $384.2M | $10K | $0 |
| Penn State Health Penn State Health Tax Sheltered Annuity Program · all filings | HERSHEY, PA | Recordkeeper | 18,215 | $372.8M | $4K | $0 |
| Roger Williams University Roger Williams University Retirement Plan · all filings | BRISTOL, RI | Other service providers | 2,119 | $359.8M | $12K | $0 |
| 19 |
| SCIENCE & TECHNOLOGY FUND | 19 |
| INTERNATIONAL VALUE FUND | 19 |
| SMALL CAP VALUE FUND | 19 |
| EMERGING ECONOMIES | 19 |
| GLOBAL REAL ESTATE FUND | 18 |
| AGGRESSIVE GROWTH LIFESTYLE | 18 |
| DIVIDEND VALUE | 17 |
| VANGUARD LIFESTRATEGY GROWTH | 17 |
| SMALL CAP GROWTH FUND | 16 |
| HIGH YIELD BOND FUND | 16 |
| LARGE CAPITAL GROWTH | 15 |
| SYSTEMATIC VALUE | 15 |
| ARIEL FUND | 15 |
| US SOCIALLY RESPONSIBLE FUND | 15 |
| VANGUARD LONG-TERM TREASURY | 15 |
| GOVERNMENT SECURITIES FUND | 14 |
