COLUMBIA MGMT
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
59
Active participants
393,249
Total plan assets
$123.2B
Filings (rows)
59
Direct comp
$18.7M
Indirect comp
$1.4M
Aggregating 11 name variants under "COLUMBIA MGMT"
COLUMBIA MGMT INVESTMENT ADVISORS15COLUMBIA MGMT INVESTMENT ADVISERS13COLUMBIA MGMT INVEST ADVISERS9COLUMBIA MGMT INVESTMENT ADVISOR5COLUMBIA MGMT INV ADV5COLUMBIA MGMT INV ADVISORS3COLUMBIA MGMT INVSTMT ADVISORS3COLUMBIA MGMT INVESTMENT2COLUMBIA MGMT INVESTMENT ADVSISORS2COLUMBIA MGMT INVESTMENT ADVISERS L1COLUMBIA MGMT INVEST ADVISORS1
SERVICES PROVIDED
Other50
Advisor / Consultant9
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| COLUMBIA HIGH YIELD BOND ADV | 5 |
| COLUMBIA MID CAP INDEX A | 4 |
| COLUMBIA SMALL CAP INDEX A | 2 |
| COLUMBIA SELECT MID CAP VALUE INSTL | 1 |
| COLUMBIA SMALL CAP VALUE II INST | 1 |
Top plans served
All 59 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN | RIVERSIDE, RI | Other NONE | 53,831 | $19.2B | $957K |
| BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN | RIVERSIDE, RI | Other NONE | 51,062 | $19.0B | $711K |
| BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN | RIVERSIDE, RI | Other NONE | 56,219 | $18.8B | $1.3M |
| NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEES NATIONAL ELEVATOR INDUSTRY PENSION PLAN | NEWTOWN SQUARE, PA | Other NONE | 28,308 | $11.2B | $986K |
| NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEES NATIONAL ELEVATOR INDUSTRY PENSION PLAN | NEWTOWN SQUARE, PA | Other NONE | 27,434 | $10.4B | $782K |
| BOARD OF TRUSTEES OF NYCDCC PENSION FUND NEW YORK DISTRICT COUNCIL OF CARPENTERS PENSION PL | NEW YORK, NY | Other NONE | 10,590 | $5.1B | $649K |
| BOARD OF TRUSTEES OF NYCDCC PENSION FUND NEW YORK DISTRICT COUNCIL OF CARPENTERS PENSION PL | NEW YORK, NY | Other NONE | 11,091 | $4.8B | $631K |
| BD OF TR OF THE PENSION, HOSP & BENEFIT PL OF THE ELEC IND-PENSION PENSION, HOSPITALIZATION & BENEFIT PLAN OF THE ELECTRICAL INDUSTRY - PENSION TRUST ACCT | FLUSHING, NY | Other NONE | 16,390 | $4.4B | $1.1M |
| BOARD OF TRUSTEES, SOUTHERN NEVADA CULINARY AND SOUTHERN NEVADA CULINARY AND BARTENDERS PENSION PLAN | LAS VEGAS, NV | Other NONE | 50,789 | $2.5B | $210K |
| BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLAN SHEET METAL WORKERS' PENSION PLAN OF SOUTHERN CALIFORNIA ARIZONA AND NEVADA | MANHATTAN BEACH, CA | Other NONE | 5,519 | $1.4B | $300K |
| BOARD OF TRUSTEES OF LOCAL 282 LOCAL 282 PENSION TRUST FUND | LAKE SUCCESS, NY | Other NONE | 3,000 | $1.4B | $1.1M |
| BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLAN SHEET METAL WORKERS' PENSION PLAN OF SOUTHERN CALIFORNIA ARIZONA AND NEVADA | MANHATTAN BEACH, CA | Other NONE | 5,402 | $1.3B | $312K |
| MEDSTAR HEALTH, INC. MEDSTAR HEALTH, INC. AND AFFILIATES MASTER RETIREMENT TRUST | COLUMBIA, MD | Other NONE | — | $1.3B | $95K |
| BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLAN SHEET METAL WORKERS' PENSION PLAN OF SOUTHERN CALIFORNIA ARIZONA AND NEVADA | MANHATTAN BEACH, CA | Other NONE | 5,299 | $1.2B | $344K |
| BOARD OF TRUSTEES OF LOCAL 282 LOCAL 282 PENSION TRUST FUND | LAKE SUCCESS, NY | Other NONE | 3,073 | $1.2B | $1.2M |
| MEDSTAR HEALTH, INC. MEDSTAR HEALTH INC. AND AFFILIATES RETIREMENT MASTER TRUST | COLUMBIA, MD | Other NONE | — | $1.2B | $122K |
| INTERNATIONAL MOTORS, LLC NAVISTAR, INC. RETIREE HEALTH BENEFIT AND LIFE INSURANCE PLAN | LISLE, IL | Other NONE | 0 | $1.2B | $309K |
| NAVISTAR, INC. NAVISTAR, INC. RETIREE HEALTH BENEFIT AND LIFE INSURANCE PLAN | LISLE, IL | Other NONE | 0 | $1.2B | $133K |
| NAVISTAR, INC. NAVISTAR, INC. RETIREE HEALTH BENEFIT AND LIFE INSURANCE PLAN | LISLE, IL | Other NONE | 0 | $1.2B | $291K |
| MEDSTAR HEALTH, INC. MEDSTAR HEALTH INC. AND AFFILIATES RETIREMENT MASTER TRUST | COLUMBIA, MD | Other NONE | — | $1.1B | $100K |
| BOARD OF TRUSTEES OF LOCAL 282 LOCAL 282 PENSION TRUST FUND | LAKE SUCCESS, NY | Other NONE | 3,020 | $1.1B | $909K |
| BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLAN SHEET METAL WORKERS' PENSION PLAN OF SOUTHERN CALIFORNIA ARIZONA AND NEVADA | MANHATTAN BEACH, CA | Other NONE | 4,969 | $1.0B | $311K |
| THE DOW CHEMICAL COMPANY DOW RETIREMENT GROUP TRUST - INTERNATIONAL DEVELOPED EQUITY | MIDLAND, MI | Other NONE KNOWN | — | $960.9M | $762K |
| BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLAN SHEET METAL WORKERS' PENSION PLAN OF SOUTHERN CALIFORNIA ARIZONA AND NEVADA | MANHATTAN BEACH, CA | Other NONE | 4,824 | $956.7M | $330K |
| THE DOW CHEMICAL COMPANY DOW RETIREMENT GROUP TRUST - INTERNATIONAL DEVELOPED EQUITY | MIDLAND, MI | Other NONE KNOWN | — | $915.3M | $647K |
| THE DOW CHEMICAL COMPANY DOW RETIREMENT GROUP TRUST - INTERNATIONAL DEVELOPED EQUITY | MIDLAND, MI | Other NONE KNOWN | — | $885.3M | $678K |
| BOARD OF TRUSTEES OF THE U.A. LOCAL NO. 393 DEFINED CONTRIBUTION PLAN U. A. LOCAL NO. 393 DEFINED CONTRIBUTION PLAN | SAN JOSE, CA | Other NONE | 2,095 | $772.0M | $440K |
| BOARD OF TRUSTEES I.U.O.E. LOCAL 478 PENSION PLAN INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL UNION NO. 478, A-C-D-E PENSION PLAN | HAMDEN, CT | Other NONE | 2,487 | $758.6M | $137K |
| BOARD OF TRUSTEES I.U.O.E. LOCAL 478 PENSION PLAN INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL UNION NO. 478, A-C-D-E PENSION PLAN | HAMDEN, CT | Other NONE | 2,388 | $693.9M | $165K |
| LOCKHEED MARTIN CORPORATION LMC BENEFIT TRUST FOR COLLECTIVELY BARGAINED EMPLOYEES | BETHESDA, MD | Advisor / Consultant INVESTMENT MANAGEMENT | — | $688.9M | $41K |
| BOARD OF TRUSTEES I.U.O.E. LOCAL 478 PENSION PLAN INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL UNION NO. 478, A-C-D-E PENSION PLAN | HAMDEN, CT | Other NONE | 2,316 | $630.2M | $149K |
| LOCKHEED MARTIN CORPORATION LMC BENEFIT TRUST FOR COLLECTIVELY BARGAINED EMPLOYEES | BETHESDA, MD | Advisor / Consultant INVESTMENT MANAGEMENT | — | $622.8M | $45K |
| BOARD OF TRUSTEES LOCAL 1298 PENSION FUND LABORERS LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES PENSION FUND | HEMPSTEAD, NY | Advisor / Consultant INVESTMENT MANAGER | 1,218 | $434.1M | $239K |
| BOARD OF TRUSTEES LOCAL 1298 PENSION FUND LABORERS LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES PENSION FUND | HEMPSTEAD, NY | Advisor / Consultant INVESTMENT MANAGER | 1,184 | $384.8M | $191K |
| ELECTRICIANS ANNUITY FUND IBEW LOCAL 456 ELECTRICIANS ANNUITY PLAN - IBEW LOCAL 456 | WEST TRENTON, NJ | Other NONE | 1,433 | $355.8M | $0 |
| BOARD OF TRUSTEES OF THE ELECTRICAL EMPLOYERS SELF-INS SAFETY PLAN ELECTRICAL EMPLOYERS SELF-INSURANCE SAFETY PLAN | FLUSHING, NY | Other NONE | 11,592 | $346.4M | $147K |
| BOARD OF TRUSTEES OF THE ELECTRICAL EMPLOYERS SELF-INS SAFETY PLAN ELECTRICAL EMPLOYERS SELF-INSURANCE SAFETY PLAN | FLUSHING, NY | Other NONE | 11,585 | $318.7M | $142K |
| BOARD OF TRUSTEES OF THE ELECTRICAL EMPLOYERS SELF-INS SAFETY PLAN ELECTRICAL EMPLOYERS SELF-INSURANCE SAFETY PLAN | FLUSHING, NY | Other NONE | 12,200 | $300.8M | $138K |
| BOARD OF TRUSTEES LOCAL 1298 ANNUITY FUND LABORERS LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES ANNUITY FUND | HEMPSTEAD, NY | Advisor / Consultant INVESTMENT MANAGER | 1,479 | $269.2M | $60K |
| BOARD OF TRUSTEES LOCAL 1298 ANNUITY FUND LABORERS LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES ANNUITY FUND | HEMPSTEAD, NY | Advisor / Consultant INVESTMENT MANAGER | 1,482 | $250.4M | $68K |
| SISECAM CHEMICALS RESOURCES LLC SISECAM US PENSION PLAN | ATLANTA, GA | Other RETAINED BY EMPLOYER | 39 | $151.2M | $91K |
| CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA | WASHINGTON, DC | Other NONE | 47 | $134.5M | $47K |
| CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA | WASHINGTON, DC | Other NONE | 41 | $133.3M | $150K |
| OTSUKA AMERICA PHARMACEUTICAL, INC. OAPI RETIREMENT PLAN | PRINCETON, NJ | Advisor / Consultant INVESTMENT ADVISOR | 77 | $132.7M | $111K |
| OTSUKA AMERICA PHARMACEUTICAL, INC. OAPI RETIREMENT PLAN | PRINCETON, NJ | Advisor / Consultant INVESTMENT ADVISOR | 83 | $126.3M | $101K |
| OTSUKA AMERICA PHARMACEUTICAL, INC. OAPI RETIREMENT PLAN | PRINCETON, NJ | Advisor / Consultant INVESTMENT ADVISOR | 88 | $113.8M | $84K |
| TEMPEL STEEL COMPANY, LLC TEMPEL EMPLOYEES PENSION PLAN | CHICAGO, IL | Other NONE | 126 | $56.1M | $68K |
| MAPLES AND CALDER COLUMBIA INSTITUTIONAL HIGH YIELD FIXED INCOME PRIVATE FUND | — | Other NONE | — | $45.5M | $255K |
| TEMPEL STEEL COMPANY, LLC TEMPEL EMPLOYEES PENSION PLAN | CHICAGO, IL | Other NONE | 112 | $39.6M | $111K |
| JERSEY SHORE STATE BANK JERSEY SHORE STATE BANK RETIREMENT PLAN | WILLIAMSPORT, PA | Other NONE | 23 | $25.5M | $0 |
| JERSEY SHORE STATE BANK JERSEY SHORE STATE BANK RETIREMENT PLAN | WILLIAMSPORT, PA | Other NONE | 24 | $23.3M | $0 |
| JERSEY SHORE STATE BANK JERSEY SHORE STATE BANK RETIREMENT PLAN | WILLIAMSPORT, PA | Other NONE | 25 | $20.9M | $0 |
| COLUMBIA INSTITUTIONAL HIGH YIELD FIXED INCOME PRIVATE FUND LLC COLUMBIA INSTITUTIONAL HIGH YIELD FIXED INCOME PRIVATE FUND, LLC | BOSTON, MA | Other NONE | — | $17.5M | $90K |
| COLUMBIA INSTITUTIONAL HIGH YIELD FIXED INCOME PRIVATE FUND LLC COLUMBIA INSTITUTIONAL HIGH YIELD FIXED INCOME PRIVATE FUND, LLC | BOSTON, MA | Other NONE | — | $16.4M | $81K |
| LEEWARD CONSTRUCTION, INC. LEEWARD CONSTRUCTION, INC. EMPLOYEES RETIREMENT PLAN | HONESDALE, PA | Other NONE | 168 | $16.4M | $0 |
| COLUMBIA INSTITUTIONAL HIGH YIELD FIXED INCOME PRIVATE FUND LLC COLUMBIA INSTITUTIONAL HIGH YIELD FIXED INCOME PRIVATE FUND, LLC | BOSTON, MA | Other NONE | — | $14.5M | $136K |
| MAPLES AND CALDER COLUMBIA INSTITUTIONAL HIGH YIELD FIXED INCOME PRIVATE FUND | — | Other NONE | — | $13.3M | $70K |
| MAPLES AND CALDER COLUMBIA INSTITUTIONAL HIGH YIELD FIXED INCOME PRIVATE FUND | — | Other NONE | — | $13.2M | $54K |
| MCGILL, POWER, BELL & ASSOCIATES, LLP MCGILL, POWER, BELL & ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN | MEADVILLE, PA | Other NONE | 117 | $11.9M | $0 |