Member Investment Managers
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With decades of experience propelling us forward, Allspring is a company staying true to its core investment roots while reinventing itself. A company where diverse perspectives power our investment strategies through a unified platform and a commitment to clients. We want to bring a renewed approach by looking around the corner to unlock what’s possible and are committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains.
American Century Investments® is a leading, privately-controlled investment management firm with over $240 billion in assets under management and has been committed to delivering superior investment performance and building long-term client relationships since 1958. Headquartered in Kansas City, Missouri, American Century Investments also has 8 global offices spanning the US, Europe, Asia and Australia. Serving financial intermediaries, investment professionals, institutions, corporations, and individual investors, American Century Investments offers a variety of investment disciplines. Through American Century Investments’ ownership structure, more than 40 percent of the firm’s profits support research to help find cures for genetically-based diseases including cancer, diabetes, and dementia.
Since 1931, Capital Group, home of American Funds, has been singularly focused on delivering superior, consistent results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. We base our decisions on a long-term perspective, which we believe aligns our goals with the interests of our clients. Achieving superior, long-term returns is our only goal, so managers are rewarded for their results, not the level of assets they manage. As a private firm with an independent charter, we invest in our capabilities through all markets, both good and bad. As such, our investment professionals are among the most experienced in the industry. We serve individual investors, financial intermediaries and institutions around the world through a broad range of products and services that include American Funds, one of the largest mutual fund families in the U.S. by assets under management
Fidelity Investments, with assets under administration of $4.0 trillion, is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, and benefits outsourcing to more than 20 million individuals, institutions, and through 5,000 financial intermediary firms. The Fidelity 401(k) program is a fully bundled, flexible offering designed to help advisors provide a 401(k) plan that best meets the needs of their plan sponsors. Backed by the strength of Fidelity, the program offers four key elements for a successful 401(k) plan: flexible plan drafts; an innovative employee engagement program, called Plan for Life; analytics tools; and outstanding service.
First Eagle Investment Management is an independent firm that manages approximately $113 billion* in assets for institutional and individual clients. With a heritage that dates to 1864, First Eagle is committed to providing prudent stewardship of our clients’ assets and to earning their abiding trust. A focus on absolute returns and a dedication to mitigating downside risk remain our primary goals.
*Assets under management as of June 30, 2021.
First Eagle Investment Management is the brand name for First Eagle Investment Management, LLC and its Subsidiary investment advisers
Everything we do at Franklin Templeton is focused on delivering better client outcomes. It's why we've built a world-class investment firm that aims to offer the best of both worlds: global strength and boutique specialization. We bring together an unmatched collection of independent specialist investment managers to provide our clients deep expertise and specialization-within and across asset classes, investment styles, and geographies. We boast extensive multi-asset capabilities. And we offer hundreds of strategies across active, smart beta and passive approaches-in a full range of vehicles. All this gives us the ability to provide options best suited to the unique needs of every client, institutional or individual. Specialization and customization backed by the strength and resources of one of the world's largest independent asset managers. Reliable, technology-driven, and tailored service. A commitment to doing what's right for clients at all times. These are among the reasons we're one of the world's largest asset managers with clients in more than 165 countries and $1.5 trillion in assets under management.
At Invesco, all of our people and resources are dedicated to helping investors achieve their financial objectives. It’s a philosophy of investment excellence we call Intentional Investing®, and it guides the way we manage investments, provide choices and connect with our clients. In the qualified retirement plans marketplace, Invesco’s focus is on The Business of Retirement. We understand the complexities, regulatory, legislative and practice management challenges of managing retirement plan business. It is our goal to help Advisors, Consultants, RIA’s, Platform Partners and TPA’s, acquire, manage and grow their Qualified Plan Business. Learn more at Invesco.com/us or by calling 800-370-1519.
John Hancock has helped individuals and institutions to build and protect wealth since 1862. Today we are one of America’s strongest and most-recognized brands. We search the world to find proven portfolio management teams with specialized expertise for every investment strategy we offer and apply a vigorous level of oversight to ensure they continue to meet our uncompromising standards. Our approach to investing has led to a diverse set of investments deeply rooted in investor needs along with strong risk adjusted returns. We understand the challenges of the retirement market and provide tools and resources to help service providers and professional investors meet their clients’ goals. We were one of the first to offer multi-manager portfolios to retirement savers. Our access to institutional money managers makes us exceptionally qualified to serve as a strategic partner to our clients.
Since inventing the mutual fund in 1924, the organizational culture at MFS continues to be investment driven, client centered, and collaborative. In offering a broad range of mutual funds, separate accounts and retirement planning products, our investment philosophy centers on an integrated research process, global collaboration, and active risk management. Our dedicated Defined Contribution Investments (DCI) team is fully equipped to serve the unique needs of the DC market.
Founded in 1939, Neuberger Berman is a private, 100% independent, employee-owned investment manager. From offices in 31 cities worldwide, the firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally. With more than 500 investment professionals and more than 1,900 employees in total, Neuberger Berman has built a diverse team of individuals united in their commitment to delivering compelling investment results for our clients over the long term.
Principal Global Investors is the institutional asset management arm of the Principal Financial Group®. Comprised of a network of specialized investment boutiques and teams, it manages assets on behalf of public and private pension funds, foundations and endowments, central banks, insurance companies, sub-advisory arrangements, and sovereign wealth funds. The multi-boutique firm offers a single point of access to world-class investment boutiques and expertise in fixed income, equity, and real estate investments as well as currency management, asset allocation, stable value management, and other structured investment strategies. For more information please contact: 1-800-533-1390 or principalglobal.com.
At T. Rowe Price we know every company has specific priorities and objectives for its retirement plan. Therefore, every plan needs to be properly structured and clearly focused on specific outcomes. It’s the reason we take a “one team” approach — partnering with advisors to pursue desired results. With our investment management, T. Rowe Price is focused on delivering investment management excellence that investors can rely on—now and over the long term. As a thought leader in the retirement space, we’re committed to ensuring that you stay informed and equipped to make the right choices. We offer retirement solutions that add value and accommodate multiple arrangements, working with plan sponsors, advisors, and third-party administrators to deliver retirement plan services for all plan types, sizes, and levels of complexity.
Transamerica Asset Management, Inc. (TAM) is an SEC registered investment adviser that provides asset management, fund administration and shareholder services for retirement, institutional and retail clients. We are committed to offering a diverse array of retirement solutions that can help you achieve your clients’ investment goals, with more than $61 billion in net assets under management (AUM), over 100 funds and a network of nearly 30 sub-advisers.* Our sub-advised Investor FirstSM process takes a diversified approach that applies the experience of numerous and varied asset managers throughout the industry to offer a full range of investment strategies. Simply put, we know how to select and monitor a diverse array of money managers in order to seek better investment results.
*As of September 30, 2023