Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Columbia Threadneedle in their Schedule of Assets, totaling $39.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PLUMBERS LOCAL UNION NO 200 PENSION FUND BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 200 PENSION FUND | RONKOMKOMA NY | 692 | $136.2M | $28.7M |
| 2 | PLUMBERS LOCAL UNION NO. 200 SUPPLEMENTAL VESTED ANNUITY FUND PLUMBERS LOCAL UNION NO. 200 SUPPLEMENTAL VESTED ANNUITY FUND | RONKONKOMA NY | 712 | $81.3M | $10.3M |
| 3 |
BOSTON MA |
| 95 |
| $42.0M |
| $510K |
| 4 | KENDALL IMPORTS, LLC BEAN AUTOMOTIVE GROUP 401(K) PLAN | MIAMI FL | 497 | $22.9M | $29K |
