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 |
|---|---|---|
| Vanguard5.1% share · 6% in trusts · net 0 | 1,807 | $60.8B |
| BlackRock6.5% share · 65% in trusts · net -13 | 1,496 | $77.4B |
| Fidelity (FMR)1.9% share · 32% in trusts · net +48 | 1,132 | $23.0B |
| JPMorgan2.3% share · 43% in trusts · net +18 | 1,081 | $27.5B |
| PIMCO (Allianz)2.1% share · 16% in trusts · net +7 | 833 | $24.8B |
| State Street (SSgA)3.6% share · 66% in trusts · net -13 | 748 | $43.3B |
| Goldman Sachs0.7% share · 30% in trusts · net +35 | 721 | $7.92B |
| Principal1.0% share · 26% in trusts · net -5 | 719 | $12.4B |
| Morgan Stanley0.6% share · 17% in trusts · net +8 | 490 | $7.01B |
| Northern Trust3.8% share · 98% in trusts · net +10 | 487 | $44.6B |
| Capital Group0.3% share · 22% in trusts · net -28 | 486 | $3.95B |
| Invesco0.9% share · 56% in trusts · net -22 | 454 | $11.0B |
| Charles Schwab0.2% share · 32% in trusts · net +1 | 450 | $2.74B |
| BNY2.2% share · 63% in trusts · net +5 | 419 | $26.0B |
| Federated Hermes0.1% share · 8% in trusts · net -10 | 419 | $1.66B |
| Dodge & Cox0.5% share · <1% in trusts · net -6 | 398 | $5.42B |
| Franklin Templeton0.3% share · 24% in trusts · net +7 | 391 | $4.13B |
| MFS (Sun Life)0.3% share · 37% in trusts · net -1 | 389 | $3.24B |
| Prudential (PGIM)1.6% share · 22% in trusts · net +1 | 377 | $18.4B |
| Dimensional0.4% share · 8% in trusts · net +9 | 358 | $5.15B |
| Allspring0.2% share · 22% in trusts · net +11 | 340 | $2.05B |
| T. Rowe Price0.3% share · 47% in trusts · net -14 | 323 | $3.22B |
| Hartford Funds<0.1% share · 4% in trusts · net +2 | 275 | $565M |
| Baird0.5% share · <1% in trusts · net 0 | 268 | $5.33B |
| Blackstone0.6% share · 1% in trusts · net +5 | 264 | $7.29B |
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Pension 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.