Asset managers in large plans

Filings through Oct 29, 2026.

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.

26-50 of 151

Manager	Plans	Fund dollars	Share	In collective trusts	Net plans
Morgan Stanley<0.1% share · 7% in trusts · net -130	5,298	$6.13B	<0.1%	7%	-130
Federated Hermes0.1% share · 8% in trusts · net +158	5,110	$7.40B	0.1%	8%	+158
Hartford Funds<0.1% share · <1% in trusts · net -29	4,552	$7.03B	<0.1%	<1%	-29
Voya0.3% share · 34% in trusts · net -35	4,121	$22.1B	0.3%	34%	-35
Natixis IM0.3% share · 44% in trusts · net -101	3,985	$19.0B	0.3%	44%	-101
Empower0.4% share · 4% in trusts · net +175	3,925	$34.1B	0.4%	4%	+175
Charles Schwab0.6% share · 39% in trusts · net +16	3,831	$46.4B	0.6%	39%	+16
Lord Abbett<0.1% share · 16% in trusts · net -98	3,695	$2.48B	<0.1%	16%	-98
Raymond James<0.1% share · 15% in trusts · net -60	3,134	$4.00B	<0.1%	15%	-60
Baird0.1% share · 2% in trusts · net +63	2,903	$9.62B	0.1%	2%	+63
Neuberger Berman<0.1% share · 14% in trusts · net -1	2,846	$5.85B	<0.1%	14%	-1
Macquarie / Nomura<0.1% share · 3% in trusts · net -329	2,798	$3.01B	<0.1%	3%	-329
MetLife0.1% share · 11% in trusts · net -21	2,646	$8.10B	0.1%	11%	-21
MassMutual0.2% share · 5% in trusts · net -241	2,637	$13.5B	0.2%	5%	-241
BNY0.2% share · 53% in trusts · net +44	2,605	$17.0B	0.2%	53%	+44
Harbor Capital0.3% share · 53% in trusts · net +14	2,520	$22.9B	0.3%	53%	+14
American Beacon (Resolute)<0.1% share · 6% in trusts · net -48	2,514	$4.39B	<0.1%	6%	-48
Transamerica (Aegon)0.1% share · 18% in trusts · net -52	2,016	$11.3B	0.1%	18%	-52
Virtus<0.1% share · <1% in trusts · net -129	1,985	$1.53B	<0.1%	<1%	-129
DWS<0.1% share · 25% in trusts · net -3	1,924	$998M	<0.1%	25%	-3
TCW<0.1% share · 24% in trusts · net -296	1,713	$4.96B	<0.1%	24%	-296
Affiliated Managers Group<0.1% share · 31% in trusts · net -98	1,633	$5.69B	<0.1%	31%	-98
Lincoln Financial0.1% share · <1% in trusts · net -5	1,379	$9.54B	0.1%	<1%	-5
New York Life0.1% share · 3% in trusts · net -2	1,191	$10.5B	0.1%	3%	-2
Artisan Partners<0.1% share · 14% in trusts · net -40	1,159	$4.89B	<0.1%	14%	-40

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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.