Filings through .
Security Financial Resources
Matched across 4 name variants in the filings
Analytics
Market position · 2024
Plans served5-3 YoYRank #2407 of mapped providers
Assets under administration$213M0.0%Rank #7592 by share of filed assets
Fees received$762,253Median $50,325/planSum across Schedule C direct + indirect
Net wins YoY-31 won - 4 lostPlan-level switch detection
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Fund lineups on plans this firm keeps
Large plans that name Security Financial Resources as recordkeeper and list their funds in their filing.
Plans
3
$106M in funds
In collective trusts
0%
average plan
In Security Financial Resources funds
0%
average plan
In index funds
62%
average plan
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 3 |
| T. Rowe Price | 2 |
| MFS (Sun Life) | 2 |
| JPMorgan | 2 |
| Capital Group | 1 |
Target-date series
| Series | Plans |
|---|---|
| Vanguard Target Retirement | 3 |
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.