Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| COLUMBIA SMALL CAP INDEX A | 45 |
| 30 | |
| COLUMBIA MID CAP INDEX A | 26 |
| 19 | |
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 | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| Lockheed Martin Corporation LMC Defined Contribution Master Trust · all filings | BETHESDA, MD | Advisor / Consultant | — | $56.1B | $588K | $27 |
| JPMorgan Chase Bank, National Association JPMorgan Chase 401(k) Savings Plan · all filings | JERSEY CITY, NJ | Investment manager | 185,310 | $52.9B | $2.7M | $0 |
| Lockheed Martin Corporation LMC Defined Contribution Master Trust · all filings | BETHESDA, MD | Advisor / Consultant | — | $51.8B | $495K | $0 |
| Lockheed Martin Corporation LMC Defined Contribution Master Trust · all filings | BETHESDA, MD | Advisor / Consultant | — | $47.8B | $498K | $0 |
| JPMorgan Chase Bank, National Association JPMorgan Chase 401(k) Savings Plan · all filings | JERSEY CITY, NJ | Investment manager | 185,180 | $44.6B | $2.6M | $0 |
| JPMorgan Chase Bank, National Association JPMorgan Chase 401(k) Savings Plan · all filings | JERSEY CITY, NJ | Investment manager | 176,168 | $36.8B | $2.4M | $0 |
| CVS Health Corporation CVS Health Future Fund 401(k) Plan · all filings | WOONSOCKET, RI | Other service providers | 313,966 | $30.1B | $2.8M | $0 |
| CVS Health Corporation CVS Health Future Fund 401(k) Plan · all filings | WOONSOCKET, RI | Other service providers | 240,493 | $27.6B | $2.3M | $0 |
| Lockheed Martin Corporation Lockheed Martin Corporation Master Retirement Trust · all filings | BETHESDA, MD | Advisor / Consultant | — | $24.9B | $2.1M | $0 |
| Lockheed Martin Corporation Lockheed Martin Corporation Master Retirement Trust · all filings | BETHESDA, MD | Advisor / Consultant | — | $24.6B | $1.1M | $0 |
| CVS Health Corporation CVS Health Future Fund 401(k) Plan · all filings | WOONSOCKET, RI | Other service providers | 265,760 | $24.2B | $1.9M | $0 |
| Lockheed Martin Corporation Lockheed Martin Corporation Master Retirement Trust · all filings | BETHESDA, MD | Advisor / Consultant | — | $23.7B | $806K | $135 |
| HCA Inc. HCA Inc. Master Retirement Trust · all filings | NASHVILLE, TN | Other service providers | — | $23.4B | $1.5M | $0 |
| HCA Inc. HCA Inc. Master Retirement Trust · all filings | NASHVILLE, TN | Other service providers | — | $21.1B | $1.4M | $0 |
| Bank of America Corporation The Bank of America Pension Plan · all filings | RIVERSIDE, RI | Other service providers | 53,831 | $19.2B | $957K | $0 |
| Bank of America Corporation The Bank of America Pension Plan · all filings | RIVERSIDE, RI | Other service providers | 51,062 | $19.0B | $711K | $0 |
| Bank of America Corporation The Bank of America Pension Plan · all filings | RIVERSIDE, RI | Investment manager | 56,219 | $18.8B | $1.3M | $0 |
| HCA Inc. HCA Inc. Master Retirement Trust · all filings | NASHVILLE, TN | Other service providers | — | $18.3B | $1.5M | $0 |
| JPMorgan Chase Bank, National Association JPMorgan Chase Retirement Plan · all filings | JERSEY CITY, NJ | Other service providers | 83,812 | $16.3B | $229K | $0 |
| JPMorgan Chase Bank, National Association JPMorgan Chase Retirement Plan · all filings | JERSEY CITY, NJ | Other service providers | 78,270 | $16.1B | $232K | $0 |
| JPMorgan Chase Bank, National Association JPMorgan Chase Retirement Plan · all filings | JERSEY CITY, NJ | Other service providers | 90,644 | $14.8B | $254K | $0 |
| Deere & Company John Deere Pension Trust (Master Trust) · all filings | MOLINE, IL | Other service providers | — | $13.3B | $108K | $0 |
| Deere & Company John Deere Pension Trust (Master Trust) · all filings | MOLINE, IL | Other service providers | — | $12.1B | $71K | $0 |
| National Elevator Industry Pension Plan Plan Board of Trustees National Elevator Industry Pension Plan · all filings | NEWTOWN SQUARE, PA | Investment manager | 28,308 | $11.2B | $986K | $0 |
| National Elevator Industry Pension Plan Plan Board of Trustees National Elevator Industry Pension Plan · all filings | NEWTOWN SQUARE, PA | Investment manager | 27,434 | $10.4B | $782K | $0 |
| 17 |
| 12 |
| COLUMBIA SMALL CAP VALUE II INST | 11 |
| COLUMBIA HIGH YIELD BOND ADV | 11 |
| COLUMBIA SELECT MID CAP VALUE INSTL | 9 |
| COLUMBIA SELECT MID CAP VALUE A | 8 |
| 8 |
| 8 |
| COLUMBIA OVERSEAS VALUE A | 7 |
| COLUMBIA SMALL CAP VALUE II A | 6 |
| COLUMBIA SMALL CAP INDEX | 5 |
| 5 |
| COLUMBIA LARGE CAP VALUE ADV | 5 |
| COLUMBIA MID CAP INDEX | 5 |
| 5 |
| COLUMBIA SELECT MID CAP VALUE ADV | 5 |
| 5 |
| 4 |
| 4 |
| COLUMBIA OVERSEAS VALUE | 4 |
| 4 |
