PlanOptica

Asset managers in large plans

Filings through .

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.

76-100 of 151
ManagerPlansFund dollars
WCM Investment Management<0.1% share · 33% in trusts · net -2261$1.41B
Impax0.0% share · 0% in trusts · net -7240$65.3M
SEI0.1% share · 81% in trusts · net +7231$10.6B
Brown Advisory<0.1% share · 61% in trusts · net -11221$1.40B
Securian<0.1% share · <1% in trusts · net -66211$1.51B
Emerald Advisers<0.1% share · 8% in trusts · net +6183$612M
Equitable0.0% share · <1% in trusts · net +4176$377M
Thrivent0.0% share · <1% in trusts · net -5155$161M
Mondrian<0.1% share · 96% in trusts · net +2150$423M
CBRE Investment Management0.0% share · 7% in trusts · net -4141$27.8M
Geode Capital Management0.3% share · 81% in trusts · net +56116$20.7B
Marsh McLennan (Mercer)0.1% share · 74% in trusts · net +9116$7.96B
LSV Asset Management<0.1% share · 64% in trusts · net +5108$4.95B
Payden & Rygel0.0% share · 11% in trusts · net 0101$108M
Ameritas<0.1% share · <1% in trusts · net -495$625M
BrightSphere (Acadian)<0.1% share · 94% in trusts · net +1594$2.63B
Boston Trust Walden<0.1% share · 95% in trusts · net +1094$822M
M&T (Wilmington Trust)0.0% share · 0% in trusts · net +886$153M
Baillie Gifford0.0% share · 0% in trusts · net -485$322M
Fiduciary Management (FMI)0.0% share · 0% in trusts · net -980$175M
Champlain0.0% share · 41% in trusts · net -2679$294M
Aristotle<0.1% share · 91% in trusts · net +174$1.61B
Brighthouse Financial0.0% share · 0% in trusts · net +274$97.2M
AFL-CIO Investment Trust<0.1% share · 84% in trusts · net +169$2.41B
Jensen0.0% share · 1% in trusts · net -1469$71.3M
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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.