SEI Target Date
All SEI fundsSearch the plans that use it
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.
Filings through .
Plans holding
3
3 with $250K or more; main series of 3 plans
Dollars
$623M
all plans, all vintages
In the collective trust
33%
1 plans; 2 in mutual funds
Style
Unknown
not classified yet
Plans whose main series is SEI Target Date
The largest 10 plans by assets, most dollars in the series first.
| Sei Capital Accumulation Plan$1.03B plan · Sei Investments Company, PA · Principal | $389M |
| Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company$305M plan · Alfa Mutual Insurance Company, AL · Principal | $160M |
| Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan$136M plan · Universal Leaf Tobacco Company, Inc., VA · Principal | $73.7M |
Plans whose main target-date series is SEI Target Date.
Where these plans keep their records
| Recordkeeper | Plans | In the series |
|---|---|---|
| Principal | 3 | $623M |
Dollars by vintage
All plans, all classes and vehicles.
| Vintage | Dollars | Plans |
|---|---|---|
| 2015 | $5.1M | 3 |
| 2020 | $9.2M | 3 |
| 2025 | $40.5M | 3 |
| 2030 | $85.3M | 3 |
| 2035 | $111M | 3 |
| 2040 | $101M | 3 |
| 2045 | $82.9M | 3 |
| 2050 | $83.6M | 3 |
| 2055 | $44.2M | 3 |
| 2060 | $58.5M | 3 |
| 2065 | $2.0M | 3 |
Funds in the series
| Fund | Plans | Dollars |
|---|---|---|
| SEI Target Date 2035 Trust | 1 | $63.3M |
| SEI Target Date 2050 Trust | 1 | $62.0M |
| SEI Target Date 2040 Trust | 1 | $58.4M |
| SEI Target Date 2045 Trust | 1 | $52.9M |
| SEI Target Date 2060 Trust | 1 | $45.2M |
| SEI Target Date 2030 Trust | 1 | $45.2M |
| SEI Target Date 2055 Trust | 1 | $31.2M |
| SEI Target Date 2035 Fund | 1 | $30.5M |
| SEI Target Date 2030 Fund | 1 | $29.3M |
| SEI Target Date 2040 Fund | 1 | $29.3M |
| SEI Target Date 2025 Trust | 1 | $25.1M |
| SEI Target Date 2045 Fund | 1 | $22.5M |
| SEI Target Date 2035 Fund | 1 | $17.1M |
| SEI Target Date 2050 Fund | 1 | $15.2M |
| SEI Target Date 2040 Fund | 1 | $13.6M |
Switches, 2024 to 2025
No plan moved to or away from SEI Target Date.