Filings through .
American Trust Retirement
Matched across 7 name variants in the filings
Analytics
Market position · 2024
Plans served7+2 YoYRank #3073 of mapped providers
Assets under administration$178M0.0%Rank #11717 by share of filed assets
Fees received$256,469Median $12,483/planSum across Schedule C direct + indirect
Net wins YoY-20 won - 2 lostPlan-level switch detection
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Fund lineups on plans this firm keeps
Large plans that name American Trust Retirement as recordkeeper and list their funds in their filing.
Plans
4
$36.7M in funds
In collective trusts
<1%
average plan
In American Trust Retirement funds
0%
average plan
In index funds
13%
average plan
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 2 |
| Prudential (PGIM) | 1 |
| Wellington | 1 |
| JPMorgan | 1 |
| Fidelity (FMR) | 1 |
Target-date series
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.