Filings through .
Cri
Matched across 8 name variants in the filings
Analytics
Market position · 2024
Plans served6+3 YoYRank #1628 of mapped providers
Assets under administration$2.4B0.0%Rank #4147 by share of filed assets
Fees received$163,081Median $24,911/planSum across Schedule C direct + indirect
Net wins YoY+56 won - 1 lostPlan-level switch detection
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Fund lineups on plans this firm keeps
Large plans that name CRI as recordkeeper and list their funds in their filing.
Plans
1
$10.1M in funds
In collective trusts
0%
average plan
In CRI funds
0%
average plan
In index funds
12%
average plan
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 1 |
| JPMorgan | 1 |
| MFS (Sun Life) | 1 |
| PIMCO (Allianz) | 1 |
| Hartford Funds | 1 |
Target-date series
| Series | Plans |
|---|---|
| Vanguard Target Retirement | 1 |
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.