CONGRESS ASSET
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
96
Active participants
675,301
Total plan assets
$122.3B
Filings (rows)
96
Direct comp
$12.6M
Indirect comp
$23K
Aggregating 9 name variants under "CONGRESS ASSET"
SERVICES PROVIDED
Other91
Advisor / Consultant5
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| CONGRESS MID CAP GROWTH FUND FOUNDE | 2 |
Top plans served
All 96 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| MASS GENERAL BRIGHAM INCORPORATED MGB ERISA MASTER TRUST | SOMERVILLE, MA | Other INV MGR | — | $10.3B | $69K |
| MASS GENERAL BRIGHAM INCORPORATED MGB ERISA MASTER TRUST | SOMERVILLE, MA | Other NONE | — | $9.2B | $157K |
| MASS GENERAL BRIGHAM INCORPORATED MGB ERISA MASTER TRUST | SOMERVILLE, MA | Other NONE | — | $8.7B | $181K |
| B/O/T UNITED ASSOCIATION NATIONAL PENSION FUND UNITED ASSOCIATION NATIONAL PENSION FUND | ALEXANDRIA, VA | Other NONE | 88,454 | $7.1B | $65K |
| B/O/T UNITED ASSOCIATION NATIONAL PENSION FUND UNITED ASSOCIATION NATIONAL PENSION FUND | ALEXANDRIA, VA | Other NONE | 84,317 | $6.7B | $65K |
| JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRY BAKERY & CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND | KENSINGTON, MD | Other NONE | 14,943 | $6.6B | $90K |
| NATIONAL AUTOMATIC SPRINKLER INDUSTRY PENSION FUND JT BOARD OF TRUSTEE NATIONAL AUTOMATIC SPRINKLER INDUSTRY PENSION FUND | LANDOVER, MD | Other NONE | 16,773 | $4.8B | $107K |
| NATIONAL AUTOMATIC SPRINKLER INDUSTRY PENSION FUND JT BOARD OF TRUSTEE NATIONAL AUTOMATIC SPRINKLER INDUSTRY PENSION FUND | LANDOVER, MD | Other NONE | 15,964 | $4.5B | $126K |
| NATIONAL AUTOMATIC SPRINKLER INDUSTRY PENSION FUND JT BOARD OF TRUSTEE NATIONAL AUTOMATIC SPRINKLER INDUSTRY PENSION FUND | LANDOVER, MD | Other NONE | 15,047 | $4.3B | $953K |
| JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRY BAKERY & CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND | KENSINGTON, MD | Other NONE | 14,666 | $3.7B | $168K |
| AMERIPRISE FINANCIAL, INC. AMERIPRISE FINANCIAL 401(K) PLAN | MINNEAPOLIS, MN | Advisor / Consultant INVESTMENT MANAGER | 8,958 | $3.6B | $525K |
| TRUSTEES OF CARPENTERS BENEFIT PLANS OF ST. LOUIS CARPENTERS PENSION TRUST FUND OF ST. LOUIS | ST. LOUIS, MO | Other NONE | 11,875 | $3.4B | $351K |
| JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRY BAKERY & CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND | KENSINGTON, MD | Other NONE | 14,954 | $3.4B | $113K |
| TRUSTEES OF CARPENTERS BENEFIT PLANS OF ST. LOUIS CARPENTERS PENSION TRUST FUND OF ST. LOUIS | ST. LOUIS, MO | Other NONE | 11,832 | $3.3B | $254K |
| TRUSTEES OF CARPENTERS BENEFIT PLANS OF ST. LOUIS CARPENTERS PENSION TRUST FUND OF ST. LOUIS | ST. LOUIS, MO | Other NONE | 11,420 | $3.3B | $564K |
| AMERIPRISE FINANCIAL, INC. AMERIPRISE FINANCIAL 401(K) PLAN | MINNEAPOLIS, MN | Advisor / Consultant INVESTMENT MANAGER | 9,298 | $3.2B | $473K |
| AMERIPRISE FINANCIAL, INC. AMERIPRISE FINANCIAL 401(K) PLAN | MINNEAPOLIS, MN | Advisor / Consultant INVESTMENT MANAGER | 9,313 | $2.7B | $496K |
| JOINT BOARD OF TRUSTEES ELECTRICAL WORKERS LOCAL 103 IBEW ELECTRICAL WORKERS PENSION PLAN LOCAL 103 I.B.E.W. | BOSTON, MA | Other NONE | 6,140 | $1.9B | $271K |
| BD OF TRUSTEES ANNUITY FUND OF THE IUOE LCL UNION 94, 94A, 94B AFL-CIO ANNUITY FD OF THE IUOE LOCAL UNION 94, 94A, 94B AFL-CIO | NEW YORK, NY | Other NONE | 5,885 | $1.8B | $77K |
| BD OF TRUSTEES ANNUITY FUND OF THE IUOE LCL UNION 94, 94A, 94B AFL-CIO ANNUITY FD OF THE IUOE LOCAL UNION 94, 94A, 94B AFL-CIO | NEW YORK, NY | Other NONE | 5,817 | $1.7B | $64K |
| JOINT BOARD OF TRUSTEES ELECTRICAL WORKERS LOCAL 103 IBEW ELECTRICAL WORKERS PENSION PLAN LOCAL 103 I.B.E.W. | BOSTON, MA | Other NONE | 6,014 | $1.6B | $273K |
| BOARD OF TRUSTEES OF THE S.E.I.U. NATIONAL INDUSTRY PENSION FUND S.E.I.U. NATIONAL INDUSTRY PENSION FUND | WASHINGTON, DC | Other NONE | 95,567 | $1.6B | $6K |
| BD OF TRUSTEES SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN | WASHINGTON, DC | Other NONE | 8,921 | $1.5B | $6K |
| BD OF TRUSTEES ANNUITY FUND OF THE IUOE LCL UNION 94, 94A, 94B AFL-CIO ANNUITY FD OF THE IUOE LOCAL UNION 94, 94A, 94B AFL-CIO | NEW YORK, NY | Other NONE | 5,807 | $1.5B | $64K |
| BOARD OF TRUSTEES OF THE S.E.I.U. NATIONAL INDUSTRY PENSION FUND S.E.I.U. NATIONAL INDUSTRY PENSION FUND | WASHINGTON, DC | Other NONE | 89,257 | $1.4B | $8K |
| BD OF TRUSTEES SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN | WASHINGTON, DC | Other NONE | 8,555 | $1.3B | $7K |
| U A LOCAL UNION OFFICERS & EMPLOYEES PENSION FUND UNITED ASSN FULL-TIME SAL OFF & EMP OF LOCL UNIONS COUNCILS, ST & PROV PEN PLAN | ANNAPOLIS, MD | Other NONE | 1,925 | $1.3B | $5K |
| U A LOCAL UNION OFFICERS & EMPLOYEES PENSION FUND UNITED ASSN FULL-TIME SAL OFF & EMP OF LOCL UNIONS COUNCILS, ST & PROV PEN PLAN | ANNAPOLIS, MD | Other NONE | 2,018 | $1.2B | $5K |
| EXCAVATORS UNION LOCAL 731 ANNUITY BOARD OF TRUSTEES EXCAVATORS UNION LOCAL 731 ANNUITY FUND | ASTORIA, NY | Other NONE | 6,526 | $953.5M | $98K |
| EXCAVATORS UNION LOCAL 731 ANNUITY BOARD OF TRUSTEES EXCAVATORS UNION LOCAL 731 ANNUITY FUND | ASTORIA, NY | Other NONE | 6,236 | $848.1M | $108K |
| EXCAVATORS UNION LOCAL 731 ANNUITY BOARD OF TRUSTEES EXCAVATORS UNION LOCAL 731 ANNUITY FUND | ASTORIA, NY | Other NONE | 5,582 | $770.4M | $116K |
| BD OF TRUST HEALTH & BENEFIT TRUST FD OF IUOE LCL 94,94A,94B, AFL-CIO HEALTH & BENEFIT TRUST FUND OF THE I.U.O.E. LOCAL 94, 94A, 94B, AFL-CIO | NEW YORK, NY | Other NONE | 5,332 | $637.3M | $896K |
| JOINT PENSION FUND LOCAL UNION 164 IBEW JOINT PENSION FUND LOCAL UNION IBEW | ROSELAND, NJ | Other NONE | 1,746 | $599.4M | $318K |
| PAMCAH-UA LOCAL 675 PENSION FUND PAMCAH-UA LOCAL 675 PENSION PLAN | HONOLULU, HI | Other NONE | 1,532 | $575.0M | $190K |
| BD OF TRUST HEALTH & BENEFIT TRUST FD OF IUOE LCL 94,94A,94B, AFL-CIO HEALTH & BENEFIT TRUST FUND OF THE I.U.O.E. LOCAL 94, 94A, 94B, AFL-CIO | NEW YORK, NY | Other NONE | 5,335 | $569.8M | $716K |
| JOINT PENSION FUND LOCAL UNION 164 IBEW JOINT PENSION FUND LOCAL UNION IBEW | ROSELAND, NJ | Other NONE | 2,072 | $551.9M | $280K |
| PAMCAH-UA LOCAL 675 PENSION FUND PAMCAH-UA LOCAL 675 PENSION PLAN | HONOLULU, HI | Other NONE | 1,505 | $516.5M | $228K |
| BOARD OF TRUSTEES, TEAMSTERS RETIREMENT PENSION PLAN TEAMSTERS RETIREMENT PENSION PLAN | BLOOMINGTON, MN | Other NONE | 1,399 | $506.4M | $101K |
| JOINT PENSION FUND LOCAL UNION 164 IBEW JOINT PENSION FUND LOCAL UNION IBEW | ROSELAND, NJ | Other NONE | 2,149 | $486.9M | $252K |
| BD OF TRUST HEALTH & BENEFIT TRUST FD OF IUOE LCL 94,94A,94B, AFL-CIO HEALTH & BENEFIT TRUST FUND OF THE I.U.O.E. LOCAL 94, 94A, 94B, AFL-CIO | NEW YORK, NY | Other NONE | 5,252 | $483.8M | $630K |
| ATLANTA PLUMBERS & STEAMFITTERS PENSION FUND ATLANTA PLUMBERS & STEAMFITTERS PENSION FUND | PEMBROKE PINES, FL | Other NONE | 2,639 | $452.2M | $52K |
| PAMCAH-UA LOCAL 675 PENSION FUND PAMCAH-UA LOCAL 675 PENSION PLAN | HONOLULU, HI | Other NONE | 1,545 | $446.2M | $108K |
| BOARD OF TRUSTEES, MINNEAPOLIS FOOD DISTRIBUTING MINNEAPOLIS FOOD DISTRIBUTING INDUSTRY PENSION PLAN | BLOOMINGTON, MN | Other NONE | 1,305 | $446.2M | $91K |
| PAMCAH-UA LOCAL 675 PENSION FUND PAMCAH-UA LOCAL 675 PENSION PLAN | HONOLULU, HI | Other NONE | 1,483 | $438.3M | $114K |
| ATLANTA PLUMBERS & STEAMFITTERS PENSION FUND ATLANTA PLUMBERS & STEAMFITTERS PENSION FUND | PEMBROKE PINES, FL | Other NONE | 2,339 | $415.6M | $62K |
| ATLANTA PLUMBERS & STEAMFITTERS PENSION FUND ATLANTA PLUMBERS & STEAMFITTERS PENSION FUND | PEMBROKE PINES, FL | Other NONE | 2,279 | $384.7M | $93K |
| BOARD OF TRUSTEES OF PAMCAH-UA LOCAL 675 ANNUITY FUND PAMCAH-UA LOCAL 675 ANNUITY PLAN | HONOLULU, HI | Other NONE | 1,504 | $349.0M | $242K |
| BOARD OF TRUSTEES OF PAMCAH-UA LOCAL 675 ANNUITY FUND PAMCAH-UA LOCAL 675 ANNUITY PLAN | HONOLULU, HI | Other NONE | 1,444 | $301.8M | $268K |
| STEVENS & LEE STEVENS & LEE SAVINGS PLAN | READING, PA | Other NONE | 385 | $281.2M | $0 |
| BD OF TRUSTEES PENSION PLAN OF THE IUOE 137 137A 137B 137C 137R AFLCIO PENSION PLAN OF THE IUOE LOCAL 137 137A 137B 137C 137R, AFL-CIO | BRIARCLIFF MANOR, NY | Other NONE | 608 | $271.9M | $93K |
| STEVENS & LEE STEVENS & LEE SAVINGS PLAN | READING, PA | Other NONE | 374 | $254.3M | $0 |
| BOARD OF TRUSTEES I.U.O.E. ANNUITY LOCAL 137 137A 137B 137C 137R I.U.O.E. ANNUITY FUND LOCAL 137,137A,137B,137C, AND 137R | BRIARCLIFF MANOR, NY | Other NONE | 717 | $253.3M | $79K |
| BD OF TRUSTEES PENSION PLAN OF THE IUOE 137 137A 137B 137C 137R AFLCIO PENSION PLAN OF THE IUOE LOCAL 137 137A 137B 137C 137R, AFL-CIO | BRIARCLIFF MANOR, NY | Other NONE | 599 | $242.7M | $91K |
| BOARD OF TRUSTEES I.U.O.E. ANNUITY LOCAL 137 137A 137B 137C 137R I.U.O.E. ANNUITY FUND LOCAL 137,137A,137B,137C, AND 137R | BRIARCLIFF MANOR, NY | Other NONE | 745 | $235.3M | $76K |
| BOARD OF TRUSTEES OF PAMCAH-UA LOCAL 675 ANNUITY FUND PAMCAH-UA LOCAL 675 ANNUITY PLAN | HONOLULU, HI | Other NONE | 1,580 | $226.8M | $128K |
| STEVENS & LEE STEVENS & LEE SAVINGS PLAN | READING, PA | Other NONE | 343 | $224.5M | $0 |
| BD OF TRUSTEES PENSION PLAN OF THE IUOE 137 137A 137B 137C 137R AFLCIO PENSION PLAN OF THE IUOE LOCAL 137 137A 137B 137C 137R, AFL-CIO | BRIARCLIFF MANOR, NY | Other NONE | 635 | $217.1M | $84K |
| BOARD OF TRUSTEES OF PAMCAH-UA LOCAL 675 ANNUITY FUND PAMCAH-UA LOCAL 675 ANNUITY PLAN | HONOLULU, HI | Other NONE | 1,616 | $214.4M | $116K |
| BOARD OF TRUSTEES I.U.O.E. ANNUITY LOCAL 137 137A 137B 137C 137R I.U.O.E. ANNUITY FUND LOCAL 137,137A,137B,137C, AND 137R | BRIARCLIFF MANOR, NY | Other NONE | 778 | $214.1M | $71K |
| NORTHEAST DISTRICT COUNCIL OF THE OPCMIA ANNUITY FUND NORTHEAST DISTRICT COUNCIL OF THE OPCMIA ANNUITY FUND | BRONX, NY | Other NONE | 1,128 | $199.2M | $104K |
| JOINT WELFARE FUND LOCAL UNION 164 IBEW JOINT WELFARE FUND OF LOCAL UNION 164 IBEW | ROSELAND, NJ | Other NONE | 2,418 | $187.9M | $60K |
| JOINT WELFARE FUND LOCAL UNION 164 IBEW JOINT WELFARE FUND OF LOCAL UNION 164 IBEW | ROSELAND, NJ | Other NONE | 2,291 | $186.7M | $55K |
| JOINT WELFARE FUND LOCAL UNION 164 IBEW JOINT WELFARE FUND OF LOCAL UNION 164 IBEW | ROSELAND, NJ | Other NONE | 2,465 | $184.3M | $68K |
| LOCAL 147 CONSTRUCTION WORKERS RETIREMENT PLAN LOCAL 147 CONSTRUCTION WORKERS RETIREMENT PLAN | HOPATCONG, NJ | Other NONE | 116 | $180.1M | $47K |
| CEMENT MASONS LOCAL 780 PENSION FUND CEMENT MASONS LOCAL 780 PENSION FUND | BRONX, NY | Other NONE | 397 | $175.6M | $39K |
| LOCAL 147 CONSTRUCTION WORKERS RETIREMENT PLAN LOCAL 147 CONSTRUCTION WORKERS RETIREMENT PLAN | HOPATCONG, NJ | Advisor / Consultant INVESTMENT MANAGER | 89 | $172.3M | $42K |
| TIDALHEALTH, INC. TIDALHEALTH PENSION PLAN | SALISBURY, MD | Other INVESTMENT MGMT | 4,926 | $163.4M | $21K |
| LOCAL 147 CONSTRUCTION WORKERS RETIREMENT PLAN LOCAL 147 CONSTRUCTION WORKERS RETIREMENT PLAN | HOPATCONG, NJ | Other NONE | 65 | $162.4M | $45K |
| TIDALHEALTH, INC. TIDALHEALTH PENSION PLAN | SALISBURY, MD | Other INVESTMENT MGMT | 4,540 | $158.3M | $49K |
| TIDALHEALTH, INC. TIDALHEALTH PENSION PLAN | SALISBURY, MD | Other NONE | 4,398 | $148.8M | $54K |
| CEMENT MASONS LOCAL 780 PENSION FUND CEMENT MASONS LOCAL 780 PENSION FUND | BRONX, NY | Other NONE | 410 | $146.9M | $45K |
| JOINT BOARD OF TRUSTEES CEMENT MASONS PENSION TRUST FUND-DETROIT CEMENT MASONS PENSION TRUST FUND - DETROIT AND VICINITY | BINGHAM FARMS, MI | Other NONE | 571 | $108.3M | $26K |
| JOINT BOARD OF TRUSTEES CEMENT MASONS PENSION TRUST FUND-DETROIT CEMENT MASONS PENSION TRUST FUND - DETROIT AND VICINITY | BINGHAM FARMS, MI | Other NONE | 573 | $101.2M | $24K |
| PAMCAH-UA LOCAL 675 HEALTH & WELFARE FUND PAMCAH-UA LOCAL 675 HEALTH AND WELFARE PLAN | HONOLULU, HI | Other NONE | 1,571 | $101.0M | $55K |
| JOINT BOARD OF TRUSTEES CEMENT MASONS PENSION TRUST FUND-DETROIT CEMENT MASONS PENSION TRUST FUND - DETROIT AND VICINITY | BINGHAM FARMS, MI | Other NONE | 554 | $88.8M | $18K |
| PAMCAH-UA LOCAL 675 HEALTH & WELFARE FUND PAMCAH-UA LOCAL 675 HEALTH AND WELFARE PLAN | HONOLULU, HI | Other NONE | 1,618 | $82.8M | $51K |
| TRUSTEES OF GLAZIERS & GLASSWORKERS LOCAL UNION 513 PENSION FUND GLAZIERS AND GLASSWORKERS LOCAL 513 PENSION PLAN | ST. LOUIS, MO | Other NONE | 167 | $79.1M | $28K |
| BOARD OF TRUSTEES LOCAL 475 PENSION PLAN LOCAL 475 PENSION PLAN | PELHAM, NY | Advisor / Consultant INVESTMENT MANAGER | 305 | $78.3M | $10K |
| EMPLOYERS AND CEMENT MASONS LOCAL 90 PENSION PLAN EMPLOYERS AND CEMENT MASONS LOCAL 90 PENSION PLAN | TROY, IL | Other NONE | 360 | $77.5M | $30K |
| TRUSTEES - SHEET METAL WORKERS LOCAL NO. 177 PENSION FUND SHEET METAL WORKERS LOCAL NO. 177 PENSION FUND | GOODLETTSVILLE, TN | Other NONE | 712 | $75.6M | $9K |
| EMPLOYERS AND CEMENT MASONS LOCAL 90 PENSION PLAN EMPLOYERS AND CEMENT MASONS LOCAL 90 PENSION PLAN | TROY, IL | Other NONE | 302 | $73.9M | $30K |
| TRUSTEES OF GLAZIERS & GLASSWORKERS LOCAL UNION 513 PENSION FUND GLAZIERS AND GLASSWORKERS LOCAL 513 PENSION PLAN | ST. LOUIS, MO | Other NONE | 175 | $70.6M | $30K |
| TRUSTEES - SHEET METAL WORKERS LOCAL NO. 177 PENSION FUND SHEET METAL WORKERS LOCAL NO. 177 PENSION FUND | GOODLETTSVILLE, TN | Other NONE | 646 | $69.6M | $8K |
| TRUSTEES - SHEET METAL WORKERS LOCAL NO. 177 PENSION FUND SHEET METAL WORKERS LOCAL NO. 177 PENSION FUND | GOODLETTSVILLE, TN | Other NONE | 653 | $62.1M | $9K |
| NORTHEAST DISTRICT COUNCIL OF THE OPCMIA WELFARE FUND NORTHEAST DISTRICT COUNCIL OF THE OPCMIA WELFARE FUND | BRONX, NY | Other NONE | 762 | $60.2M | $23K |
| NORTHEAST DISTRICT COUNCIL OF THE OPCMIA WELFARE FUND NORTHEAST DISTRICT COUNCIL OF THE OPCMIA WELFARE FUND | BRONX, NY | Other NONE | 873 | $57.1M | $20K |
| BD OF TR DERRICKMENS PENSION FUND, LOCAL 197 DERRICKMENS PENSION FUND, LOCAL 197 | NEW YORK CITY, NY | Other NONE | 136 | $53.7M | $63K |
| BD OF TR DERRICKMENS PENSION FUND, LOCAL 197 DERRICKMENS PENSION FUND, LOCAL 197 | NEW YORK CITY, NY | Other NONE | 107 | $47.9M | $50K |
| BOARD OF TRUSTEES DERRICKMENS ANNUITY FUND, LOCAL 197 DERRICKMENS ANNUITY FUND, LOCAL 197 | NEW YORK, NY | Other NONE | 136 | $44.4M | $59K |
| PAMCAH-UA LOCAL 675 HEALTH & WELFARE FUND PAMCAH-UA LOCAL 675 HEALTH AND WELFARE PLAN | HONOLULU, HI | Other NONE | 1,608 | $43.5M | $21K |
| BOARD OF TRUSTEES DERRICKMENS ANNUITY FUND, LOCAL 197 DERRICKMENS ANNUITY FUND, LOCAL 197 | NEW YORK, NY | Other NONE | 184 | $41.8M | $42K |
| BD OF TR DERRICKMENS PENSION FUND, LOCAL 197 DERRICKMENS PENSION FUND, LOCAL 197 | NEW YORK CITY, NY | Other NONE | 132 | $41.0M | $42K |
| PAMCAH-UA LOCAL 675 HEALTH & WELFARE FUND PAMCAH-UA LOCAL 675 HEALTH AND WELFARE PLAN | HONOLULU, HI | Other NONE | 1,650 | $37.4M | $15K |
| BOARD OF TRUSTEES DERRICKMENS ANNUITY FUND, LOCAL 197 DERRICKMENS ANNUITY FUND, LOCAL 197 | NEW YORK, NY | Other NONE | 170 | $35.7M | $48K |
| HSTA VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION TRUST VOLUNTARY EMPLOYEES BENEFICIARY TRUST | HONOLULU, HI | Other NONE | 3,335 | $25.3M | $6K |
| HSTA VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION TRUST VOLUNTARY EMPLOYEES BENEFICIARY TRUST | HONOLULU, HI | Other NONE | 3,454 | $23.6M | $5K |