Funds & Managers search

Find plans by the funds they hold. Filter by recordkeeper, manager, fund or ticker, and target-date series.

Include pensions

3 plans use SEI Target Date as their main series - $623.5M in the series - $1.47B total plan investments - 401(k) and similar plans, pensions not included

Covers 71,410 large plans, most recent filing each (plan years 2024-2026 for all but 17). Updated Nov 6, 2026.

Main target-date series: SEI Target Date

Filings through Oct 29, 2026.

3shown on this page

Sei Investments Company$1.03BPrincipal · PA · SEI Target Date (collective trust)24 funds
Alfa Mutual Insurance Company$304.9MPrincipal · AL · SEI Target Date (mutual fund)24 funds
Universal Leaf Tobacco Company, Inc.$135.9MPrincipal · VA · SEI Target Date (mutual fund)17 funds

Plan	State		Recordkeeper	TDF series	Top manager (% of fund $)		Funds
Sei Investments Company2025 filing - Sei Capital Accumulation Plan	PA	$1.03B	Principal	TrustSEI Target Date	SEI 72%	97%	24
Alfa Mutual Insurance Company2025 filing - Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company	AL	$304.9M	Principal	SEI Target Date	SEI 71%	20%	24
Universal Leaf Tobacco Company, Inc.2025 filing - Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan	VA	$135.9M	Principal	SEI Target Date	SEI 75%	24%	17

1 - 3 of 3

Funds & Managers search

Find plans by the funds they hold. Filter by recordkeeper, manager, fund or ticker, and target-date series.

Include pensions

3 plans use SEI Target Date as their main series - $623.5M in the series - $1.47B total plan investments - 401(k) and similar plans, pensions not included

Covers 71,410 large plans, most recent filing each (plan years 2024-2026 for all but 17). Updated Nov 6, 2026.

Main target-date series: SEI Target Date

Filings through Oct 29, 2026.

3shown on this page

Plan	State		Recordkeeper	TDF series	Top manager (% of fund $)		Funds
Sei Investments Company2025 filing - Sei Capital Accumulation Plan	PA	$1.03B	Principal	TrustSEI Target Date	SEI 72%	97%	24
Alfa Mutual Insurance Company2025 filing - Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company	AL	$304.9M	Principal	SEI Target Date	SEI 71%	20%	24
Universal Leaf Tobacco Company, Inc.2025 filing - Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan	VA	$135.9M	Principal	SEI Target Date	SEI 75%	24%	17

1 - 3 of 3