Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| VICTORY TRV INTL SMCP FD | 2 |
| FRANKLIN SM CAP VALUE FND | 2 |
| DFA GLOBAL REAL EST SEC PT INS | 2 |
| VANGRD TRGT RETIRE 2035 FD | 2 |
| VANGRD TRGT RETIRE 2060 FD | 2 |
| MFS INTL INTRINSIC VAL FND | 2 |
| VANGRD TRGT RETIRE 2040 FD | 2 |
| CLRBRG SMCP GRW FD IS |
| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| H.W. LOCHNER, INC. H.W. LOCHNER, INC. 401(K) RETIREMENT PLAN | CHICAGO, IL | Recordkeeper | 797 | $151.1M | $40K | $29 |
| 2 |
| VANGRD TRGT RETIRE 2045 FD | 2 |
| VANGRD TRGT RETIRE 2030 FD | 2 |
| VOYA GOV MONEY MKT FND | 2 |
| VANGRD TRGT RETIRE 2025 FD | 2 |
| VANGRD TRGT RETIRE 2020 FD | 2 |
| VANGRD TRGT RETIRE FD | 2 |
| VANGRD TRGT RETIRE 2065 FD | 2 |
| VANGRD TRGT RETIRE 2055 FD | 2 |
| DFA INFLAT-PROT SECUR PORT INST | 2 |
| VANGRD TRGT RETIRE 2050 FD | 2 |
| VOYA INDEX SOLUTION 2025 PORTFOLIO | 1 |
| AMER FDS AM BAL | 1 |
| VANGRD LIFESTRAT GROWTH FD | 1 |
| PGIM HIGH YIELD FD | 1 |
| VOYA FIXED ACCOUNT 4062 | 1 |
| AMER FDS NEW PERSPECTIVE | 1 |
| PGIM HIGH YIELD FUND | 1 |
| H.W. LOCHNER, INC. H.W. LOCHNER, INC. 401(K) RETIREMENT PLAN | CHICAGO, IL | Recordkeeper | 644 | $137.4M | $39K | $0 |
| CHIESA SHAHINIAN & GIANTOMASI PC CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) | ROSELAND, NJ | Recordkeeper | 236 | $137.1M | $10K | $0 |
| H.W. LOCHNER, INC. H.W. LOCHNER, INC. 401(K) RETIREMENT PLAN | CHICAGO, IL | Recordkeeper | 621 | $118.0M | $22K | $0 |
| CHIESA SHAHINIAN & GIANTOMASI PC CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (I) | ROSELAND, NJ | Recordkeeper | 99 | $16.6M | $214 | $41 |
| HILLERICH & BRADSBY CO. HILLERICH & BRADSBY CO. THRIFT PLAN | LOUISVILLE, KY | Recordkeeper | 99 | $8.3M | $30K | $0 |
| HILLERICH & BRADSBY CO. HILLERICH & BRADSBY CO. THRIFT PLAN | LOUISVILLE, KY | Recordkeeper | 92 | $7.5M | $35K | $0 |
| STEVE SHANNON TIRE COMPANY INC STEVE SHANNON TIRE COMPANY INC 401(K) PLAN AND TRUST | BLOOMSBURG, PA | Advisor / Consultant | 230 | $4.4M | $1K | $0 |
| STEVE SHANNON TIRE COMPANY INC STEVE SHANNON TIRE COMPANY INC 401(K) PLAN AND TRUST | BLOOMSBURG, PA | Advisor / Consultant | 203 | $3.7M | $1K | $0 |