CALLAN HOLDINGS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
18
Active participants
267,376
Total plan assets
$104.9B
Filings (rows)
18
Direct comp
$2.1M
Indirect comp
$0
Aggregating 2 name variants under "CALLAN HOLDINGS"
SERVICES PROVIDED
Other15
Advisor / Consultant3
Top plans served
All 18 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| CITIGROUP INC. CITI RETIREMENT SAVINGS PLAN | STAMFORD, CT | Other NONE | 74,487 | $23.2B | $140K |
| CITIGROUP INC. CITI RETIREMENT SAVINGS PLAN | STAMFORD, CT | Other NONE | 79,128 | $20.7B | $140K |
| CITIGROUP INC. CITI RETIREMENT SAVINGS PLAN | STAMFORD, CT | Other NONE | 78,295 | $17.4B | $140K |
| BRISTOL-MYERS SQUIBB COMPANY BRISTOL-MYERS SQUIBB SAVINGS PLANS MASTER TRUST | PRINCETON, NJ | Other NONE | 0 | $11.7B | $165K |
| BRISTOL-MYERS SQUIBB COMPANY BRISTOL-MYERS SQUIBB SAVINGS PLANS MASTER TRUST | PRINCETON, NJ | Other NONE | 0 | $10.4B | $182K |
| BRISTOL-MYERS SQUIBB COMPANY BRISTOL-MYERS SQUIBB SAVINGS PLANS MASTER TRUST | NEW YORK, NY | Other NONE | 0 | $9.2B | $160K |
| HARTFORD FIRE INSURANCE COMPANY THE HARTFORD INVESTMENT AND SAVINGS PLAN | HARTFORD, CT | Other NONE | 18,377 | $5.6B | $270K |
| SOUTHERN CALIFORNIA EDISON COMPANY THE SOUTHERN CALIFORNIA EDISON COMPANY RETIREMENT PLAN | ROSEMEAD, CA | Advisor / Consultant CONSULTANT | 9,551 | $4.5B | $12K |
| PRINTPACK, INC. PRINTPACK INC SAVINGS & PROFIT SHARING PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 2,377 | $460.6M | $209K |
| QUAD/GRAPHICS PRINTING LLC QUAD/GRAPHICS MASTER RETIREMENT TRUST | NORTH HAVEN, CT | Other NONE | — | $313.0M | $68K |
| QUAD/GRAPHICS PRINTING LLC QUAD/GRAPHICS MASTER RETIREMENT TRUST | NORTH HAVEN, CT | Other NONE | — | $303.3M | $90K |
| QUAD/GRAPHICS PRINTING LLC QUAD/GRAPHICS MASTER RETIREMENT TRUST | NORTH HAVEN, CT | Other NONE | — | $278.6M | $113K |
| MUFG BANK, LTD. THE BANK OF TOKYO-MITSUBISHI UFJ, LTD. | NEW YORK, NY | Other NONE | 874 | $205.0M | $11K |
| SCHOTTENSTEIN STORES CORP. THE PROFIT SHARING AND 401(K) PLAN | COLUMBUS, OH | Advisor / Consultant INVESTMENT ADVISOR | 3,103 | $163.5M | $13K |
| BUNZL USA, LLC BUNZL USA, LLC RETIREMENT PLAN | ST. LOUIS, MO | Other NONE | 192 | $111.8M | $132K |
| BUNZL USA, LLC BUNZL USA, LLC RETIREMENT PLAN | ST. LOUIS, MO | Other NONE | 166 | $110.6M | $135K |
| BUNZL USA, LLC BUNZL USA, LLC RETIREMENT PLAN | ST. LOUIS, MO | Other NONE | 143 | $102.2M | $139K |
| MUFG BANK, LTD. THE BANK OF TOKYO-MITSUBISHI UFJ, LTD. CASH BALANCE PENSION PLAN | NEW YORK, NY | Other NONE | 683 | $80.3M | $16K |