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.

1-25 of 154

Manager	Plans	Fund dollars	Share	Funds	In collective trusts	Net plans
Vanguard26.0% share · 3,128 funds · 44% in trusts · net +111	45,391	$2.32T	26.0%	3,128	44%	+111
Fidelity (FMR)14.2% share · 2,723 funds · 29% in trusts · net +2255	40,966	$1.27T	14.2%	2,723	29%	+2255
Capital Group4.1% share · 1,912 funds · 16% in trusts · net +8	38,111	$368.4B	4.1%	1,912	16%	+8
JPMorgan2.7% share · 908 funds · 39% in trusts · net +395	28,918	$242.4B	2.7%	908	39%	+395
MFS (Sun Life)0.8% share · 569 funds · 24% in trusts · net -71	25,958	$75.4B	0.8%	569	24%	-71
BlackRock8.0% share · 1,898 funds · 76% in trusts · net -566	23,695	$709.3B	8.0%	1,898	76%	-566
PIMCO (Allianz)0.9% share · 728 funds · 23% in trusts · net +143	21,687	$77.3B	0.9%	728	23%	+143
T. Rowe Price5.7% share · 1,171 funds · 54% in trusts · net -747	21,407	$509.0B	5.7%	1,171	54%	-747
Dimensional0.4% share · 810 funds · 2% in trusts · net +826	19,877	$38.9B	0.4%	810	2%	+826
Franklin Templeton0.6% share · 832 funds · 20% in trusts · net +247	17,838	$49.9B	0.6%	832	20%	+247
Invesco0.5% share · 750 funds · 28% in trusts · net -537	14,517	$41.5B	0.5%	750	28%	-537
Prudential (PGIM)0.7% share · 357 funds · 27% in trusts · net +96	12,966	$64.1B	0.7%	357	27%	+96
Principal1.6% share · 1,267 funds · 40% in trusts · net -2	12,954	$139.4B	1.6%	1,267	40%	-2
Janus Henderson0.2% share · 261 funds · 8% in trusts · net -29	10,900	$15.0B	0.2%	261	8%	-29
Dodge & Cox1.0% share · 94 funds · <1% in trusts · net +435	10,705	$87.8B	1.0%	94	<1%	+435
Victory Capital0.2% share · 352 funds · 25% in trusts · net -63	10,390	$19.0B	0.2%	352	25%	-63
American Century0.3% share · 443 funds · 36% in trusts · net -347	10,095	$22.5B	0.3%	443	36%	-347
TIAA (Nuveen)3.4% share · 1,396 funds · 4% in trusts · net +89	10,015	$299.3B	3.4%	1,396	4%	+89
Allspring0.4% share · 355 funds · 44% in trusts · net -150	9,580	$34.3B	0.4%	355	44%	-150
Ameriprise (Columbia Threadneedle)0.2% share · 372 funds · 24% in trusts · net -6	8,674	$21.8B	0.2%	372	24%	-6
Cohen & Steers<0.1% share · 127 funds · 19% in trusts · net +153	7,924	$5.17B	<0.1%	127	19%	+153
Goldman Sachs0.2% share · 485 funds · 18% in trusts · net +82	6,883	$18.0B	0.2%	485	18%	+82
John Hancock (Manulife)0.3% share · 959 funds · 15% in trusts · net +123	6,279	$27.7B	0.3%	959	15%	+123
State Street (SSgA)4.9% share · 1,073 funds · 81% in trusts · net +149	6,223	$438.9B	4.9%	1,073	81%	+149
AllianceBernstein0.2% share · 207 funds · 43% in trusts · net -160	6,111	$15.8B	0.2%	207	43%	-160

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All plans, pensions included. 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.