Tennessee retirement plan holdings
45 Tennessee plans with $101B in assets report their investments on Schedule H line 4i. We read each filing, match every line to a fund, and tie it to a manager and a vehicle. Download the full lineup, or only what changed.
Every fund in every plan: name, ticker, CUSIP, manager, vehicle, share class, value and share of plan. Newest filing per plan.
What each plan added, dropped or replaced between its last two filings. Includes mutual-fund-to-CIT conversions, share-class moves and target-date switches, with dollar values on both sides.
The sample of the 20 largest 401(k)-type plans, fund lines only, needs no account. Full files are part of Team: 10 state downloads a month for up to 5 seats, the same count as the plan CSVs. Both files for one state count once. Solo includes the samples only.
Largest plans in Tennessee
| Plan | Assets | Funds | Largest manager | Changes |
|---|---|---|---|---|
FEDEX CORPORATION FEDEX CORPORATION RETIREMENT SAVINGS PLAN | $25.4B | 26 | Vanguard | 0 |
FEDERAL EXPRESS CORPORATION FEDERAL EXPRESS CORPORATION PILOTS RETIREMENT SAVINGS PLAN | $5.3B | 33 | Vanguard | 0 |
CHS/COMMUNITY HEALTH SYSTEMS, INC CHS/COMMUNITY HEALTH SYSTEMS, INC. RETIREMENT SAVINGS PLAN | $4.8B | 17 | Principal | 0 |
VANDERBILT UNIVERSITY MEDICAL CENTER VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN | $4.7B | 85 | Vanguard | 0 |
NISSAN NORTH AMERICA, INC. NISSAN EMPLOYEE 401(K) PLAN | $4.4B | 30 | Vanguard | 0 |
These five, plus the next 15, make up the free sample. The full file covers every plan in the state that passes our checks.
What is in each file
- Plan
- sponsor_ein, plan_number, plan_year, sponsor_name, plan_name, sponsor_city, sponsor_state, plan_assets, participants, recordkeeper
- Fund
- fund_name, ticker, cusip, manager, vehicle, share_class, class_tier, asset_class
- Flags
- is_index, is_target_date, td_series, td_vintage, is_stable_value, is_employer_stock
- Value
- value_usd, pct_of_plan
- Links
- fund_id, plan_url, filing_url
- Plan
- sponsor_ein, plan_number, sponsor_name, plan_name, sponsor_city, sponsor_state, plan_assets, recordkeeper
- Event
- year_from, year_to, event (add, drop, replaced, mf_to_cit, cit_to_mf, class_change, td_switch, vehicle_change)
- From
- fund_from, manager_from, vehicle_from, value_from_usd, td_series_from
- To
- fund_to, manager_to, vehicle_to, value_to_usd, td_series_to
- Context
- sleeve, confidence, plan_url
From the filing to the file
Every plan that holds your funds
A national list of plans that hold a manager, a fund or a target-date series, with the dollar value in each plan and every add and drop since the prior year. One CSV, fixed price: $750 per manager, $1,500 with two competitors.
Questions
Plans that file the full Form 5500 with Schedule H and attach a schedule of assets (line 4i). That is most plans with 100 or more participants. We add plans each night as filings arrive.
Each plan's newest filing, from plan years 2024 and 2025. Holdings date from the end of the plan year. Filings arrive up to 9½ months after that.
Some plans invest through a master trust and list only one line on 4i. Some attach a scanned image we cannot read yet. We leave a plan out rather than ship holdings that do not add up.
When a plan drops one fund and adds another in the same asset class in the same year, we pair them and show a confidence level. Treat medium-confidence pairs as a lead, not a fact.
Schedule C of the same filing: the provider paid for recordkeeping, then for loan processing. It is blank when the filing names neither.
Team. The sample of the 20 largest 401(k)-type plans in each state, fund lines only, needs no account, and Solo includes the samples only. On Team, full files count toward 10 state downloads a month, the same count as the plan CSVs; both files for one state count once.
Yes, as a custom pull. National lists by manager, fund or target-date series ship as one CSV at a fixed price. See custom analytics.