Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| VANGRD TRGT RETIRE 2060 FD | 2 |
| FRANKLIN SM CAP VALUE FND | 2 |
| DFA GLOBAL REAL EST SEC PT INS | 2 |
| VANGRD TRGT RETIRE FD | 2 |
| VANGRD TRGT RETIRE 2025 FD | 2 |
| DFA INFLAT-PROT SECUR PORT INST | 2 |
| MFS INTL INTRINSIC VAL FND | 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 |
|---|---|---|---|---|---|---|
| H.W. Lochner, Inc. H.W. Lochner, Inc. 401(k) Retirement Plan · all filings | CHICAGO, IL | Recordkeeper | 797 | $151.1M | $40K | $29 |
| H.W. Lochner, Inc. H.W. Lochner, Inc. 401(k) Retirement Plan · all filings | CHICAGO, IL | Recordkeeper | 644 | $137.4M | $39K | $0 |
| Chiesa Shahinian & Giantomasi PC Chiesa Shahinian & Giantomasi PC Salary Savings Plan (II) · all filings | ROSELAND, NJ | Recordkeeper | 236 | $137.1M | $10K | $0 |
| H.W. Lochner, Inc. H.W. Lochner, Inc. 401(k) Retirement Plan · all filings | CHICAGO, IL | Recordkeeper | 621 | $118.0M | $22K | $0 |
| Chiesa Shahinian & Giantomasi PC Chiesa Shahinian & Giantomasi PC Salary Savings Plan (I) · all filings | ROSELAND, NJ | Recordkeeper | 99 | $16.6M | $214 | $41 |
| Hillerich & Bradsby Co. Hillerich & Bradsby Co. Thrift Plan · all filings | LOUISVILLE, KY | Recordkeeper | 99 | $8.3M | $30K | $0 |
| Hillerich & Bradsby Co. Hillerich & Bradsby Co. Thrift Plan · all filings | LOUISVILLE, KY | Recordkeeper | 92 | $7.5M | $35K | $0 |
| Steve Shannon Tire Company Inc. Steve Shannon Tire Company Inc. 401(k) Plan and Trust · all filings | BLOOMSBURG, PA | Advisor / Consultant | 230 | $4.4M | $1K | $0 |
| Steve Shannon Tire Company Inc. Steve Shannon Tire Company Inc. 401(k) Plan and Trust · all filings | BLOOMSBURG, PA | Advisor / Consultant | 203 | $3.7M | $1K | $0 |
| CLRBRG SMCP GRW FD IS |
| 2 |
| VICTORY TRV INTL SMCP FD | 2 |
| VANGRD TRGT RETIRE 2030 FD | 2 |
| VOYA GOV MONEY MKT FND | 2 |
| VANGRD TRGT RETIRE 2035 FD | 2 |
| VANGRD TRGT RETIRE 2045 FD | 2 |
| VANGRD TRGT RETIRE 2020 FD | 2 |
| VANGRD TRGT RETIRE 2065 FD | 2 |
| VANGRD TRGT RETIRE 2040 FD | 2 |
| VANGRD TRGT RETIRE 2055 FD | 2 |
| VANGRD TRGT RETIRE 2050 FD | 2 |
| VOYA INDEX SOLUTION 2025 PORTFOLIO | 1 |
| VANGRD MID-CAP INDEX FD | 1 |
| EATON VANCE ATLANTA CP SMID-CP | 1 |
| CLRBRG APPRECIATION FUND IS | 1 |
| TRWPR GRW EQTY PT ADV | 1 |
| AB GLOBAL BOND FUND Z | 1 |
| AMCEN MID CAP VALUE FD | 1 |
