Fiera Capital
Search the plans that hold Fiera Capital funds
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.
Filings through .
Plans holding
10
8 with $250K or more
Dollars held
$2.00B
69,852 of 69,862 plans with fund lines hold none
Share of fund dollars
<0.1%
#89 of 154 managers
Top recordkeeper
Bank of America (Merrill)
2 of the holding plans
Plans that added or dropped its funds from 2024 to 2025
1 plan added a Fiera Capital fund; 2 dropped one.
Added value
$23.8M
year-end 2025
Dropped value
$4.1M
year-end 2024
Mutual fund to collective trust
None
Net plans
-1
of 51,808 plans with both years
Funds most added
No fund added by 2 or more plans.
Funds most dropped
No fund dropped by 2 or more plans.
Lost most to: Vanguard (1 plan).
See all the managers it lost plans to and won plans from with Pro. Pro names every plan, with dollars and dates.
Plans that added its funds (1 plan)
| Plan | Year-end value |
|---|---|
| Haworth 401(k) Plan$250M-$1B | $23.8M |
Plans that dropped its funds (2 plans)
| Plan | Year-end value |
|---|---|
| Midwest Center for Women's Healthcare, Ltd 401(k) Plan$50M-$250M | $2.9M to $3.6M |
| Roberts Oxygen Company, Inc. Profit Sharing Plan$50M-$250M | $1.3M |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Fiera Capital funds
The largest 10 plans in each list.
| Walmart 401(k) Plan$59.1B plan · Walmart Inc., AR · Bank of America (Merrill) | $1.77B |
| Operating Engineers' Local 324 Pension Fund$1.94B plan · Joint Board of Trustees Operating Engineers Local 324, MI · Solxsys Administrative Solutions | $115M |
| Pension Fund of Operating Engineers Local 513$811M plan · Board of Trustees of Pension Fund of Operating Engineers Local 513, MO · Benesys | $35.6M |
| Haworth 401(k) Plan$465M plan · Haworth International, Ltd., MI · Bank of America (Merrill) | $23.8M |
| United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan$1.40B plan · U a Local Union Officers & Employees Pension Fund, MD · Not identified | $23.2M |
| Deseret Mutual Master Retirement Plan$7.07B plan · Deseret Mutual Benefit Administrators, UT · Not identified | $20.9M |
| Chartis Group, LLC 401(k) Plan$208M plan · The Chartis Group, LLC, IL · Fidelity (FMR) | $2.8M |
| Annuity Fund of Operating Engineers Local 513$323M plan · Board of Trustees of Annuity Fund of Operating Engineers Local 513, MO · Benesys | $1.1M |
| Gachina Landscape Management, Inc. 401(k) Plan$10.9M plan · Gachina Landscape Management, Inc., CA · Fidelity (FMR) | $3K |
| Fidelity Retirement Savings Plan$40.9B plan · FMR LLC, MA · Fidelity (FMR) | $578 |
Plans whose filed schedule lists Fiera Capital funds.
Where the holding plans keep their records
| Recordkeeper | Plans | Held |
|---|---|---|
| Bank of America (Merrill) | 2 | $1.80B |
| Benesys | 2 | $36.7M |
| Solxsys Administrative Solutions | 1 | $115M |
| Fidelity (FMR) | 1 | $2.8M |
This table counts plans with a material holding. We read the recordkeeper from the service-provider schedule.
How plans hold it
Collective trust: 92% of the dollars
Vehicle as filed. Shares under 0.5% left out.
| Name | Share | Detail |
|---|---|---|
| Collective trust | 92% | $1.84B |
| Mutual fund | 7.7% | $154M |
1 fund, plus 10 names not yet matched
| Fund | Plans | Dollars |
|---|---|---|
| Nyli Fiera Smid Growth Fund2 classes | 2 | $2.8M |