Filings through .
Greenleaf Trust
Matched across 5 name variants in the filings
Analytics
Market position · 2024
Plans served41-1 YoYRank #440 of mapped providers
Assets under administration$1.3B0.0%Rank #4446 by share of filed assets
Fees received$3MMedian $52,054/planSum across Schedule C direct + indirect
Net wins YoY-23 won - 5 lostPlan-level switch detection
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Fund lineups on plans this firm keeps
Large plans that name Greenleaf Trust as recordkeeper and list their funds in their filing.
Plans
37
$1.06B in funds
In collective trusts
<1%
average plan
In Greenleaf Trust funds
0%
average plan
In index funds
26%
average plan
Top managers in these lineups
| Manager | Plans |
|---|---|
| T. Rowe Price | 37 |
| Vanguard | 36 |
| BlackRock | 17 |
| William Blair | 16 |
| Hartford Funds | 16 |
Target-date series
| Series | Plans |
|---|---|
| T. Rowe Price Retirement | 37 |
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.