Asset managers in large plans

Filings through Oct 29, 2026.

This list ranks each firm whose funds appear in a plan's lineup by the plans that hold them. Open a manager to see 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.

51-75 of 151

Manager	Plans	Fund dollars	Share	In collective trusts	Net plans
Nationwide<0.1% share · 2% in trusts · net -31	1,154	$2.21B	<0.1%	2%	-31
First Eagle<0.1% share · 4% in trusts · net +20	1,135	$2.15B	<0.1%	4%	+20
Thornburg<0.1% share · <1% in trusts · net +20	1,129	$935M	<0.1%	<1%	+20
GQG Partners<0.1% share · 80% in trusts · net +108	1,051	$6.21B	<0.1%	80%	+108
Mutual of America<0.1% share · <1% in trusts · net -43	963	$6.58B	<0.1%	<1%	-43
Northern Trust1.9% share · 98% in trusts · net +69	932	$142.7B	1.9%	98%	+69
William Blair<0.1% share · 71% in trusts · net -41	667	$7.05B	<0.1%	71%	-41
StanCorp (Meiji Yasuda)<0.1% share · 0% in trusts · net -3	634	$3.48B	<0.1%	0%	-3
Wellington0.2% share · 58% in trusts · net +4	585	$16.9B	0.2%	58%	+4
Westwood<0.1% share · 21% in trusts · net +26	560	$1.71B	<0.1%	21%	+26
Diamond Hill<0.1% share · 19% in trusts · net -45	555	$1.50B	<0.1%	19%	-45
Lazard<0.1% share · 47% in trusts · net +18	555	$1.37B	<0.1%	47%	+18
Guggenheim<0.1% share · 1% in trusts · net +16	498	$567M	<0.1%	1%	+16
Western & Southern<0.1% share · 0% in trusts · net +10	444	$1.07B	<0.1%	0%	+10
Corebridge (AIG)<0.1% share · 0% in trusts · net -7	427	$2.50B	<0.1%	0%	-7
Causeway Capital<0.1% share · 50% in trusts · net +17	413	$1.18B	<0.1%	50%	+17
Ariel Investments0.0% share · 0% in trusts · net -4	411	$175M	0.0%	0%	-4
Hood River<0.1% share · 2% in trusts · net +21	403	$1.08B	<0.1%	2%	+21
DoubleLine<0.1% share · 8% in trusts · net -9	352	$850M	<0.1%	8%	-9
Great Gray<0.1% share · 0% in trusts · net -2	315	$1.95B	<0.1%	0%	-2
Conestoga Capital<0.1% share · 45% in trusts · net -20	310	$846M	<0.1%	45%	-20
Hotchkis & Wiley<0.1% share · 44% in trusts · net +3	283	$970M	<0.1%	44%	+3
AQR Capital Management<0.1% share · 44% in trusts · net +7	283	$852M	<0.1%	44%	+7
RBC Global Asset Management<0.1% share · 21% in trusts · net +21	276	$1.13B	<0.1%	21%	+21
Boston Partners<0.1% share · 79% in trusts · net +55	261	$4.34B	<0.1%	79%	+55

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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.