Asset managers in large plans
Filings through .
Each firm whose funds appear in a plan's lineup, ranked by the plans that hold them. Open a manager for its funds, the plans that hold them and the plans that changed.
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.
1-25 of 151
| Manager | Plans | Fund dollars |
|---|---|---|
| Vanguard29.2% share · 45% in trusts · net +111 | 43,584 | $2.26T |
| Fidelity (FMR)16.1% share · 29% in trusts · net +2207 | 39,834 | $1.25T |
| Capital Group4.7% share · 15% in trusts · net +36 | 37,625 | $364.4B |
| JPMorgan2.8% share · 39% in trusts · net +377 | 27,837 | $214.9B |
| MFS (Sun Life)0.9% share · 24% in trusts · net -70 | 25,569 | $72.2B |
| BlackRock8.2% share · 77% in trusts · net -553 | 22,199 | $631.9B |
| T. Rowe Price6.5% share · 54% in trusts · net -733 | 21,084 | $505.8B |
| PIMCO (Allianz)0.7% share · 26% in trusts · net +136 | 20,854 | $52.5B |
| Dimensional0.4% share · 1% in trusts · net +817 | 19,519 | $33.7B |
| Franklin Templeton0.6% share · 20% in trusts · net +240 | 17,447 | $45.8B |
| Invesco0.4% share · 18% in trusts · net -515 | 14,063 | $30.5B |
| Prudential (PGIM)0.6% share · 29% in trusts · net +95 | 12,589 | $45.6B |
| Principal1.6% share · 42% in trusts · net +3 | 12,235 | $127.0B |
| Janus Henderson0.2% share · 9% in trusts · net -43 | 10,745 | $14.3B |
| Dodge & Cox1.1% share · <1% in trusts · net +441 | 10,307 | $82.3B |
| Victory Capital0.2% share · 22% in trusts · net -55 | 10,197 | $17.2B |
| American Century0.3% share · 36% in trusts · net -345 | 10,025 | $22.1B |
| TIAA (Nuveen)3.8% share · 4% in trusts · net +85 | 9,846 | $295.8B |
| Allspring0.4% share · 45% in trusts · net -161 | 9,240 | $32.3B |
| Ameriprise (Columbia Threadneedle)0.3% share · 24% in trusts · net -6 | 8,427 | $20.8B |
| Cohen & Steers<0.1% share · 16% in trusts · net +156 | 7,716 | $4.41B |
| John Hancock (Manulife)0.3% share · 14% in trusts · net +119 | 6,170 | $26.0B |
| Goldman Sachs0.1% share · 9% in trusts · net +47 | 6,162 | $10.1B |
| AllianceBernstein0.2% share · 45% in trusts · net -150 | 5,996 | $14.7B |
| State Street (SSgA)5.1% share · 82% in trusts · net +162 | 5,475 | $395.6B |
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401(k) and similar plans only. Plans: plans that list at least one of its funds. Net plans: plans that added its funds minus plans that dropped them, between the last two filings.