Congress Asset 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

Active participants

172,771

Total plan assets

$42.1B

Filings (rows)

Direct comp

$537K

Indirect comp

Showing only "CONGRESS ASSET MGMT"

View all 9 variants aggregated →

CONGRESS ASSET MANAGEMENT71 CONGRESS ASSET MANAGEMENT CO6 CONGRESS ASSET MGMT CO6 CONGRESS ASSET MGMT5 CONGRESS ASSET CO3 CONGRESS ASSET MANAGEMENT CO LLP2 CONGRESS ASSET MANAGEMENT COMAPNY1

SERVICES PROVIDED

Investment manager5

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
MASS General Brigham Incorporated MGB Erisa Master Trust · all filings	SOMERVILLE, MA	Investment manager	—	$10.3B	$69K	$0
MASS General Brigham Incorporated MGB Erisa Master Trust · all filings	SOMERVILLE, MA	Investment manager	—	$9.2B	$157K	$0
MASS General Brigham Incorporated MGB Erisa Master Trust · all filings	SOMERVILLE, MA	Investment manager	—	$8.7B	$181K	$0
B/O/T United Association National Pension Fund United Association National Pension Fund · all filings	ALEXANDRIA, VA	Investment manager	88,454	$7.1B	$65K	$0
B/O/T United Association National Pension Fund United Association National Pension Fund · all filings	ALEXANDRIA, VA	Investment manager	84,317	$6.7B	$65K	$0