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AB FUNDS

114 known aliases resolved via the canonical alias map

Ab Funds at a glance

Ab Funds appears on 158 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $150.2B in assets for 1,196,131 participants. The median client plan holds $35.4M. Most client plans are sponsored in NY, CA and MA. The largest clients by plan assets are Pfizer Inc, United Airlines, Inc. and The Dow Chemical Company. Plans reported $21.7M in direct and indirect compensation paid to Ab Funds, a median of $32K per plan.

Participants
1,196,131
Median plan assets
$35.4M
Median plan participants
413
Median fees per plan
$32K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Pfizer IncNY$22.0B57,113
United Airlines, Inc.IL$16.8B20,168
The Dow Chemical CompanyMI$10.9B31,955
Nokia of America CorporationNJ$9.9B24,701
BD of Trustees Sheet Metal Workers' National Pension FundVA$8.9B152,375
Trustees of UFCW Int'L Union - Industry Pension FundIL$8.2B204,155
Joint Board of Trustees, Bakery & Confectionery Union & IndustryMD$6.6B99,660
Board of Trustees of Mid-America Carpenters Regional Council Pension FIL$6.4B37,623
Southern California Edison CompanyCA$6.4B16,852
BD of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens FundIL$5.2B30,331
Omnicom Group Inc.NY$4.5B42,833
Board of Trustees, Locals 302 & 612 of the IUOE -WA$3.3B19,582
Board of Trustees, Aftra Retirement PlanNY$3.1B45,462
Excavators Union Pension Fund LocaNY$3.0B11,892
Board of Trustees of Teamsters Pension Trust Fund of Philadelphia & VINJ$2.7B24,600
Automobile Club of So CaliforniaCA$2.6B23,954
Board of Trustees of Massachusetts Laborers' Pension FundMA$2.5B22,433
BD. of Trustees of Mass. Laborers Annuity FundMA$2.3B31,668
Board of Trustees of Liuna Staff and Affiliates Pension FundDC$2.2B11,547
Joint Board of Trustees of North Central States Regional Council ofWI$1.8B18,092
Equitable Financial Life Insurance CompanyNY$1.7B14,409
Board of Trustees of the Liuna National (Industrial) Pension FundDC$1.7B63,303
Board of Trustees, Eighth District Electrical PensionNV$1.3B21,064
Carrier Global CorporationFL$1.2B13,456
Board of Trustees Milwaukee Drivers Pension FundWI$1.1B5,239

Top client states

  1. NY21 plans
  2. CA12 plans
  3. MA12 plans
  4. PA11 plans
  5. TX10 plans

Frequently asked questions

Who uses Ab Funds?
158 retirement plans list Ab Funds as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Pfizer Inc, United Airlines, Inc., The Dow Chemical Company, Nokia of America Corporation and BD of Trustees Sheet Metal Workers' National Pension Fund. Most client plans are sponsored in NY, CA and MA.
How many plans does Ab Funds serve?
Ab Funds serves 158 retirement plans with $150.2B in plan assets and 1,196,131 participants, based on the latest Form 5500 filings through 2024.
What does Ab Funds charge?
Plans reported $21.7M in total Schedule C compensation paid to Ab Funds. The median plan paid $32K. Fees vary with plan size and the services each plan buys.

Market position · 2024

Plans served158+14 YoYRank #139 of mapped providers
Assets under administration$150.2B0.2%Market share · rank #92
Fees received$22MMedian $31,819/planSum across Schedule C direct + indirect
Net wins YoY+1741 won · 24 lostPlan-level switch detection

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