COLUMBIA THREADNEEDLE
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
39
Active participants
86,474
Total plan assets
$56.3B
Filings (rows)
39
Direct comp
$7.2M
Indirect comp
$1.2M
Aggregating 3 name variants under "COLUMBIA THREADNEEDLE"
SERVICES PROVIDED
Other35
Advisor / Consultant4
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| COLUMBIA SMALL CAP INDEX A | 43 |
| COLUMBIA MID CAP INDEX A | 22 |
| COLUMBIA SMALL CAP VALUE II INST | 9 |
| COLUMBIA SELECT MID CAP VALUE A | 8 |
| COLUMBIA SELECT MID CAP VALUE INSTL | 8 |
| COLUMBIA OVERSEAS VALUE A | 7 |
| COLUMBIA SMALL CAP VALUE II A | 6 |
| COLUMBIA HIGH YIELD BOND ADV | 6 |
| COLUMBIA LARGE CAP VALUE ADV | 5 |
| COLUMBIA SELECT MID CAP VALUE ADV | 5 |
| COLUMBIA SMALL CAP INDEX | 5 |
| COLUMBIA MID CAP INDEX | 5 |
| COLUMBIA SELIGMAN GLOBAL TECH R | 3 |
| COLUMBIA SELECT MID CAP VALUE R | 3 |
| COLUMBIA OVERSEAS VALUE | 3 |
| COLUMBIA GLOBAL VALUE A | 3 |
| COLUMBIA SMALL CAP INDEX Z | 2 |
| COLUMBIA MID CAP INDX A | 2 |
| COLUMBIA SMALLL CAP INDEX | 2 |
| S7153F | 2 |
| COLUMBIA PYRFORD INT L STOCK PRIVAT | 2 |
| SOUTH LASALLE INTERNATIONAL EQUITIE | 1 |
| COLUMBIA LARGE CAP VALUE INSTL | 1 |
| COLUMBIA SELECT MID CAP VAL ADV | 1 |
| COLUMBIA SELECT MID CAP VAL A | 1 |
Top plans served
All 39 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| DEERE & COMPANY JOHN DEERE PENSION TRUST (MASTER TRUST) | MOLINE, IL | Other NONE | — | $13.3B | $108K |
| DEERE & COMPANY JOHN DEERE PENSION TRUST (MASTER TRUST) | MOLINE, IL | Other NONE | — | $12.1B | $71K |
| BOARD OF TRUSTEES OF MID-AMERICA CARPENTERS REGIONAL COUNCIL PENSION F MID-AMERICA CARPENTERS REGIONAL COUNCIL PENSION FUND | CHICAGO, IL | Other NONE | 10,902 | $5.3B | $462K |
| BOARD OF TRUSTEES OF MID-AMERICA CARPENTERS REGIONAL COUNCIL PENSION F MID-AMERICA CARPENTERS REGIONAL COUNCIL PENSION FUND | CHICAGO, IL | Other NONE | 10,863 | $4.8B | $479K |
| PINNACLE WEST CAPITAL CORPORATION PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN | PHOENIX, AZ | Other NONE | 6,044 | $3.3B | $849K |
| PINNACLE WEST CAPITAL CORPORATION PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN | PHOENIX, AZ | Other NONE | 5,824 | $3.2B | $342K |
| PINNACLE WEST CAPITAL CORPORATION PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN | PHOENIX, AZ | Other NONE | 6,307 | $3.1B | $551K |
| BMO FINANCIAL CORP. BMO U.S. PENSION PLAN | CHICAGO, IL | Other NONE | 6,469 | $1.4B | $1.0M |
| BMO FINANCIAL CORP. BMO U.S. PENSION PLAN | CHICAGO, IL | Other NONE | 5,932 | $1.3B | $760K |
| BOARD OF TRUSTEES MILWAUKEE DRIVERS PENSION FUND MILWAUKEE DRIVERS PENSION PLAN | MILWAUKEE, WI | Other NONE | 2,309 | $1.1B | $114K |
| BOARD OF TRUSTEES MILWAUKEE DRIVERS PENSION FUND MILWAUKEE DRIVERS PENSION PLAN | MILWAUKEE, WI | Other NONE | 2,366 | $981.1M | $319K |
| BOARD OF TRUSTEES MILWAUKEE DRIVERS PENSION FUND MILWAUKEE DRIVERS PENSION PLAN | MILWAUKEE, WI | Other NONE | 2,422 | $875.7M | $303K |
| TALLAHASSEE MEMORIAL HEALTHCARE, INC. PENSION PLAN OF TALLAHASSEE MEMORIAL HEALTHCARE, INC. | TALLAHASSEE, FL | Other NONE | 482 | $477.3M | $194K |
| BOARD OF TRUSTEES OF THE UMWA 1985 CONSTRUCTION WORKERS UNITED MINE WORKERS OF AMERICA 1985 CONSTRUCTION WORKERS PENSION PLAN | WHEELING, WV | Other NONE | 195 | $469.6M | $139K |
| BOARD OF TRUSTEES OF THE UMWA 1985 CONSTRUCTION WORKERS UNITED MINE WORKERS OF AMERICA 1985 CONSTRUCTION WORKERS PENSION PLAN | WHEELING, WV | Other NONE | 197 | $447.1M | $161K |
| BOARD OF TRUSTEES OF THE UMWA 1985 CONSTRUCTION WORKERS UNITED MINE WORKERS OF AMERICA 1985 CONSTRUCTION WORKERS PENSION PLAN | WHEELING, WV | Other NONE | 234 | $431.8M | $120K |
| TALLAHASSEE MEMORIAL HEALTHCARE, INC. PENSION PLAN OF TALLAHASSEE MEMORIAL HEALTHCARE, INC. | TALLAHASSEE, FL | Other NONE | 451 | $255.3M | $169K |
| TALLAHASSEE MEMORIAL HEALTHCARE, INC. PENSION PLAN OF TALLAHASSEE MEMORIAL HEALTHCARE, INC. | TALLAHASSEE, FL | Other NONE | 370 | $250.2M | $25K |
| BOARD OF TRUSTEES ELEVATOR DIVISION RETIREMENT PLAN ELEVATOR DIVISION RETIREMENT BENEFIT PLAN | LONG ISLAND CITY, NY | Advisor / Consultant INVESTMENT ADVISOR | 1,638 | $229.9M | $76K |
| MICHIGAN BAC PENSION FUND MICHIGAN BAC PENSION FUND | TROY, MI | Other NONE | 1,097 | $195.0M | $101K |
| PLUMBING & PIPEFITTING IND AFL PENSION FUND OF LOCAL UNION NO. 274 | PARSIPPANY, NJ | Other NONE | 314 | $190.9M | $63K |
| BOARD OF TRUSTEES ELEVATOR DIVISION RETIREMENT PLAN ELEVATOR DIVISION RETIREMENT BENEFIT PLAN | LONG ISLAND CITY, NY | Advisor / Consultant INVESTMENT ADVISOR | 1,643 | $190.5M | $68K |
| MICHIGAN BAC PENSION FUND MICHIGAN BAC PENSION FUND | TROY, MI | Other NONE | 1,207 | $185.8M | $121K |
| COMMONWEALTH HEALTH CORPORATION RESTATED RETIREMENT PLAN COMMONWEALTH HEALTH CORPORATION RESTATED RETIREMENT PLAN | BOWLING GREEN, KY | Advisor / Consultant INVESTMENT MANAGEMENT | 915 | $185.2M | $9K |
| LOCAL 91 PENSION FUND BOARD OF TRUSTEES LOCAL 91 PENSION FUND | WILLISTON PARK, NY | Other NONE | 2,470 | $180.4M | $0 |
| COMMONWEALTH HEALTH CORPORATION COMMONWEALTH HEALTH CORPORATION RESTATED RETIREMENT PLAN | BOWLING GREEN, KY | Advisor / Consultant INVESTMENT MANAGEMENT | 723 | $179.5M | $7K |
| PLUMBING & PIPEFITTING IND AFL PENSION FUND OF LOCAL UNION NO. 274 | PARSIPPANY, NJ | Other NONE | 288 | $177.0M | $120K |
| PLUMBING & PIPEFITTING IND AFL ANNUITY FUND OF LOCAL 274 | PARSIPPANY, NJ | Other NONE | 322 | $166.7M | $43K |
| COMMONWEALTH HEALTH CORPORATION RESTATED RETIREMENT PLAN COMMONWEALTH HEALTH CORPORATION RESTATED RETIREMENT PLAN | BOWLING GREEN, KY | Other NONE | 915 | $165.4M | $2K |
| LOCAL 91 PENSION FUND BOARD OF TRUSTEES LOCAL 91 PENSION FUND | WILLISTON PARK, NY | Other NONE | 2,588 | $156.9M | $0 |
| PLUMBING & PIPEFITTING IND AFL ANNUITY FUND OF LOCAL 274 | PARSIPPANY, NJ | Other NONE | 402 | $151.9M | $64K |
| SISECAM CHEMICALS RESOURCES LLC SISECAM US PENSION PLAN | ATLANTA, GA | Other RETAINED BY EMPLOYER | 52 | $143.4M | $86K |
| LOCAL 91 PENSION FUND BOARD OF TRUSTEES LOCAL 91 PENSION FUND | WILLISTON PARK, NY | Other NONE | 2,324 | $134.3M | $0 |
| SISECAM CHEMICALS RESOURCES LLC SISECAM US PENSION PLAN | ATLANTA, GA | Other RETAINED BY EMPLOYER | 58 | $132.0M | $98K |
| UNITED CRAFTS BENEFITS FUND BOARD OF TRUSTEES UNITED CRAFTS BENEFITS FUND | WILLISTON PARK, NY | Other NONE | 2,496 | $119.3M | $0 |
| UNITED CRAFTS BENEFITS FUND BOARD OF TRUSTEES UNITED CRAFTS BENEFITS FUND | WILLISTON PARK, NY | Other NONE | 2,673 | $117.9M | $0 |
| UNITED CRAFTS BENEFITS FUND BOARD OF TRUSTEES UNITED CRAFTS BENEFITS FUND | WILLISTON PARK, NY | Other NONE | 2,514 | $117.1M | $100K |
| OMITRON INC OMITRON INC 401(K) PROFIT SHARING PLAN | BELTSVILLE, MD | Other NONE | 280 | $67.1M | $0 |
| BOARD OF TRUSTEES- ROOFERS LOCAL NO. 9 PENSION FUND ROOFERS LOCAL NO. 9 PENSION PLAN | EAST HARTFORD, CT | Other NONE | 188 | $62.9M | $86K |