PlanOptica

Every change, plan by plan

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Changes from plan year 2024 to 2025. 51,808 plans have both years on file so far. A change is a fund that moved by at least $250K and 0.1% of the plan. Values are year-end holdings, not money moved.

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Filings through .

112,034 changes

The latest 20 changes, newest filings first. Pro shows the full feed.

Lineup changes
PlanYear-end value
Qliktech Inc. 401(k) Plan$50M-$250M$66.6M to $79.1M
Qliktech Inc. 401(k) Plan$18.0M
Qliktech Inc. 401(k) Plan$9.8M to $10.3M
Qliktech Inc. 401(k) Plan$7.9M
Qliktech Inc. 401(k) Plan$6.2M to $5.4M
Plan name available on Pro$50M-$250M$6.1M
Plan name available on Pro$50M-$250M$5.9M
Plan name available on Pro$50M-$250M$4.7M
Plan name available on Pro$50M-$250M
Mutual fund to collective trust
$4.7M to $4.5M
Plan name available on Pro$50M-$250M$3.3M to $3.4M
Plan name available on Pro$50M-$250M$1.9M
Plan name available on Pro$50M-$250M$1.8M
Plan name available on Pro$5M-$50M$13.0M
Plan name available on Pro$5M-$50M$9.1M
Plan name available on Pro$5M-$50M$1.5M
Plan name available on Pro$5M-$50M$1.3M
Plan name available on Pro$5M-$50M$1.1M
Plan name available on Pro$5M-$50M$1.0M
Plan name available on Pro$5M-$50M$873K
Plan name available on Pro$5M-$50M$597K to $850K

See all 112,034 changes, with plan names with Pro. Pro names every plan, with dollars and dates.