How many plans does Proxy Vote Plus serve?

Proxy Vote Plus serves 18 retirement plans with $30.4B in plan assets and 278,642 participants, based on the latest Form 5500 filings through 2024.

What does Proxy Vote Plus charge?

Plans reported $130K in total Schedule C compensation paid to Proxy Vote Plus. The median plan paid $6K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Proxy Vote Plus

Matched across 28 name variants in the filings

Proxy Vote Plus summary

Proxy Vote Plus appears on 18 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $30.4B in assets for 278,642 participants. The median client plan holds $1.6B. Most client plans are sponsored in MA, MO and NJ. The largest clients by plan assets are Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund, Board of Trustees of Minnesota Laborers Pension Fund and Trustees of Carpenters Benefit Plans of St. Louis. Plans reported $130K in direct and indirect compensation paid to Proxy Vote Plus. The median is $6K per plan.

Participants: 278,642
Median plan assets: $1.6B
Median plan participants: 13,751
Median fees per plan: $6K; Schedule C direct + indirect

Top 18 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund	MA	$4.0B	23,769
Board of Trustees of Minnesota Laborers Pension Fund	MN	$3.6B	22,103
Trustees of Carpenters Benefit Plans of St. Louis	MO	$3.4B	27,598
Board of Trustees of Massachusetts Laborers' Pension Fund	MA	$2.8B	22,549
BD. of Trustees of Mass. Laborers Annuity Fund	MA	$2.6B	31,451
Trustees of Ohio Carpenters' Pension Plan	MI	$2.1B	31,115
Sheet Metal Workers Pension Trust	CA	$1.7B	13,026
BD of Trustees Heavy & General Laborers' of NJ Annuity Fund	NJ	$1.7B	15,091
Board of Trustees of the Laborers National Pension Fund	TX	$1.7B	40,908
Board of Trustees I.U.O.E. Local 4 Pension Fund	MA	$1.5B	7,206
BD of Tees Heating, Piping & Refrigeration Pension Fund	MD	$1.4B	8,132
Construction Laborers Pension Trust of Greater St. Louis Trustees	MO	$1.2B	8,261
Construction Industry Laborers Pension Fund	MO	$1.2B	14,476
BD of Trustees New Jersey Building Laborers Statewide Pension Fund	NJ	$582M	7,112
Plumbers & Pipefitters L25	IL	$470M	2,079
Board of Trustees of the Smart Local Unions and Councils Pension Fund	VA	$434M	3,110
BD Trustees Ret and Pension Plan for Officers and	NY	$105M	656
Board of Trustees - Tri-State Carpenters and Joiners Pension	TN	$0	0

Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund$4.0B
MAParticipants 23,769
Board of Trustees of Minnesota Laborers Pension Fund$3.6B
MNParticipants 22,103
Trustees of Carpenters Benefit Plans of St. Louis$3.4B
MOParticipants 27,598
Board of Trustees of Massachusetts Laborers' Pension Fund$2.8B
MAParticipants 22,549
BD. of Trustees of Mass. Laborers Annuity Fund$2.6B
MAParticipants 31,451
Trustees of Ohio Carpenters' Pension Plan$2.1B
MIParticipants 31,115
Sheet Metal Workers Pension Trust$1.7B
CAParticipants 13,026
BD of Trustees Heavy & General Laborers' of NJ Annuity Fund$1.7B
NJParticipants 15,091
Board of Trustees of the Laborers National Pension Fund$1.7B
TXParticipants 40,908
Board of Trustees I.U.O.E. Local 4 Pension Fund$1.5B
MAParticipants 7,206
BD of Tees Heating, Piping & Refrigeration Pension Fund$1.4B
MDParticipants 8,132
Construction Laborers Pension Trust of Greater St. Louis Trustees$1.2B
MOParticipants 8,261
Construction Industry Laborers Pension Fund$1.2B
MOParticipants 14,476
BD of Trustees New Jersey Building Laborers Statewide Pension Fund$582M
NJParticipants 7,112
Plumbers & Pipefitters L25$470M
ILParticipants 2,079
Board of Trustees of the Smart Local Unions and Councils Pension Fund$434M
VAParticipants 3,110
BD Trustees Ret and Pension Plan for Officers and$105M
NYParticipants 656
Board of Trustees - Tri-State Carpenters and Joiners Pension$0
TNParticipants 0

Top client states

MA4 plans
MO3 plans
NJ2 plans
CA1 plan
IL1 plan

Frequently asked questions

Who uses Proxy Vote Plus?: 18 retirement plans list Proxy Vote Plus as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund, Board of Trustees of Minnesota Laborers Pension Fund, Trustees of Carpenters Benefit Plans of St. Louis, Board of Trustees of Massachusetts Laborers' Pension Fund and BD. of Trustees of Mass. Laborers Annuity Fund. Most client plans are sponsored in MA, MO and NJ.
How many plans does Proxy Vote Plus serve?: Proxy Vote Plus serves 18 retirement plans with $30.4B in plan assets and 278,642 participants, based on the latest Form 5500 filings through 2024.
What does Proxy Vote Plus charge?: Plans reported $130K in total Schedule C compensation paid to Proxy Vote Plus. The median plan paid $6K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served18Rank #821 of mapped providers

Assets under administration$30.4B0.0%Rank #428 by share of filed assets

Fees received$129,625Median $6,000/planSum across Schedule C direct + indirect

Net wins YoY+16 won - 5 lostPlan-level switch detection

Plans served · 5-year trajectory

Plan count by year, with the share of all plans.

Name available on ProCount available on Pro
Name available on ProCount available on Pro
Name available on ProCount available on Pro
Name available on ProCount available on Pro

Customer-base shape

Participant bands, asset bands, top states and top industries.

Name available on ProCount available on Pro
Name available on ProCount available on Pro
Name available on ProCount available on Pro
Name available on ProCount available on Pro

See full Proxy Vote Plus analytics with Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:

5-year plans-served trajectory
Customer-base shape
Median fees per service
Competitor overlap
Plans won and lost
Top plans by assets

Try Pro free See pricing