DANA INVESTMENT
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
54
Active participants
97,594
Total plan assets
$11.8B
Filings (rows)
54
Direct comp
$5.1M
Indirect comp
$199K
Aggregating 4 name variants under "DANA INVESTMENT"
SERVICES PROVIDED
Other37
Advisor / Consultant17
Top plans served
All 54 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BOARD OF TRUSTEES OF THE SOUTHERN DISTRICT UBC DEFINED CONTRIBUTION F SOUTHERN DISTRICT UBC DEFINED CONTRIBUTION FUND | GOODLETTSVILLE, TN | Other NONE | 51,643 | $1.2B | $9K |
| EXECUTIVE COMMITTEE OF THE U.F.C.W INTL UNION UFCW INTL UNION PENSION PLAN FOR EMPLOYEES | WASHINGTON, DC | Other NONE | 2,086 | $1.2B | $126K |
| INTERNATIONAL UNION OF OPERTING ENG. PEN FUND OF E.PENNSYLVANIA AND DE INTERNATIONAL UNION OF OPERATING ENGINEERS PENSION FUND OF EASTERN PENNSYLVANIA AND DELAWARE | FORT WASHINGTON, PA | Other NONE | 2,822 | $1.1B | $222K |
| BOARD OF TRUSTEES-NEW ENGLAND HEALTH CARE EMPLOYEES PENSION FUND NEW ENGLAND HEALTH CARE EMPLOYEES PENSION PLAN | HARTFORD, CT | Other NONE | 9,160 | $1.0B | $329K |
| AFL-CIO STAFF RETIREMENT PLAN CONGRESS OF INDUSTRIAL ORGANIZATIONS AFL-CIO STAFF RETIREMENT PLAN | WASHINGTON, DC | Other NONE | 1,161 | $713.3M | $312K |
| SKF USA INC. SKF USA INC. MASTER TRUST | LANSDALE, PA | Other NONE | — | $662.0M | $416K |
| SKF USA INC. SKF USA INC. MASTER TRUST | BLUE BELL, PA | Other NONE | — | $645.5M | $81K |
| SKF USA INC. SKF USA INC. MASTER TRUST | BLUE BELL, PA | Other NONE | — | $594.3M | $26K |
| BOARD OF TRUSTEES OF LOCAL 272 LABOR MANAGEMENT PENSION FUND LOCAL 272 LABOR MANAGEMENT PENSION FUND | NEW YORK, NY | Other NONE | 4,468 | $499.5M | $439K |
| PLUMBERS & PIPEFITTERS L25 PLUMBERS & PIPEFITTERS LOCAL NO. 25 PENSION FUND | MOLINE, IL | Other NONE | 928 | $470.4M | $246K |
| PENSION FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PENSION FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES, PHILADELPHIA AND VICINITY | PHILADELPHIA, PA | Other NONE | 1,923 | $352.7M | $62K |
| BOARD OF TRUSTEES, UTAH PIPE TRADES PENSION UTAH PIPE TRADES PENSION TRUST FUND | PLEASANTON, CA | Other NONE | 1,181 | $263.3M | $248K |
| NECA LOCAL 145 IBEW PENSION FUND NECA LOCAL 145 IBEW PENSION FUND | MOLINE, IL | Other NONE | 801 | $254.0M | $54K |
| BOARD OF TRUSTEES STEAMFITTERS LOCAL UNION NO. 464 STEAMFITTERS LOCAL UNION NO. 464 PENSION PLAN | OMAHA, NE | Other NONE | 1,196 | $250.9M | $272K |
| BOARD OF TRUSTEES, UTAH PIPE TRADES PENSION UTAH PIPE TRADES PENSION TRUST FUND | PLEASANTON, CA | Other NONE | 1,186 | $244.7M | $235K |
| BOARD OF TRUSTEES STEAMFITTERS LOCAL UNION NO. 464 STEAMFITTERS LOCAL UNION NO. 464 PENSION PLAN | OMAHA, NE | Other NONE | 1,161 | $240.4M | $210K |
| BOARD OF TRUSTEES, UTAH PIPE TRADES PENSION UTAH PIPE TRADES PENSION TRUST FUND | PLEASANTON, CA | Other NONE | 1,097 | $214.3M | $242K |
| BOARD OF TRUSTEES STEAMFITTERS LOCAL UNION NO. 464 STEAMFITTERS LOCAL UNION NO. 464 PENSION PLAN | OMAHA, NE | Other NONE | 1,136 | $205.1M | $204K |
| IBEW LOCAL UNION NO. 99 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 99 ANNUITY PLAN | CRANSTON, RI | Other OTHER | 1,244 | $178.7M | $32K |
| JOINT PENSION COMM OF THE EES SEC FUND OF THE ELEC PROD IND EMPLOYEES SECURITY FUND OF THE ELEC IND PENSION PLAN | FLUSHING, NY | Other NONE | 1,525 | $154.5M | $137K |
| BOARD OF TRUSTEES OF CAROLINA ELECTRICAL WORKERS RETIREMENT FUND CAROLINA ELECTRICAL WORKERS RETIREMENT FUND | PEMBROKE PINES, FL | Other NONE | 5,190 | $154.0M | $52K |
| HYDRITE CHEMICAL CO. CHEMICAL EMPLOYEES 401(K) PLAN | BROOKFIELD, WI | Advisor / Consultant INVESTMENT ADVISORY | 1,014 | $132.7M | $0 |
| BOARD OF TRUSTEES, IRONWORKERS LOCAL #16 PENSION PLAN IRONWORKERS LOCAL #16 PENSION PLAN | MERCER ISLAND, WA | Other NONE | 112 | $126.7M | $38K |
| HYDRITE CHEMICAL COMPANY CHEMICAL EMPLOYEES' PROFIT SHARING PLAN | BROOKFIELD, WI | Other NONE | 841 | $91.6M | $138K |
| PENSION FUND FOR NURSING AND HEALTH CARE EMPLOYEES PENSION FUND FOR NURSING AND HEALTH CARE EMPLOYEES | PHILADELPHIA, PA | Other NONE | 1,920 | $72.5M | $12K |
| BOARD OF TRUSTEES OF THE INDIANA TEAMSTERS HEALTH BENEFITS FUND INDIANA TEAMSTERS HEALTH BENEFITS FUND | INDIANAPOLIS, IN | Advisor / Consultant INVESTMENT ADVISOR | — | $69.0M | $24K |
| STARNES DAVIS FLORIE LLP STARNES DAVIS FLORIE LLP 401(K) PROFIT SHARING PLAN | BIRMINGHAM, AL | Other NONE | 114 | $65.1M | $8K |
| GI ASSOCIATES, LLC GI ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST 006 GIS | MILWAUKEE, WI | Advisor / Consultant INVESTMENT ADVISOR | 300 | $63.2M | $60K |
| BOARD OF TRUSTEES-PENSION FUND LOCAL 96-IBEW PENSION FUND LOCAL 96-IBEW | WALLINGFORD, CT | Other NONE | 292 | $62.2M | $16K |
| GI ASSOCIATES, LLC GI ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST 006 GIS | MILWAUKEE, WI | Advisor / Consultant INVESTMENT ADVISOR | 298 | $58.3M | $56K |
| STARNES DAVIS FLORIE LLP STARNES DAVIS FLORIE LLP 401(K) PROFIT SHARING PLAN | BIRMINGHAM, AL | Other NONE | 99 | $56.7M | $5K |
| GI ASSOCIATES, LLC GI ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST 006 GIS | MILWAUKEE, WI | Advisor / Consultant INVESTMENT ADVISOR | 285 | $54.8M | $59K |
| PLUMBERS PIPEFITTERS LOCAL 25 WELFARE FUND PLUMBERS PIPEFITTERS LOCAL 25 WELFARE FUND | MOLINE, IL | Other NONE | 1,109 | $45.0M | $23K |
| CASCADE HEALTH RETIREMENT PLAN FOR EMPLOYEES OF MCKENZIE-WILLAMETTE HOSPITAL | EUGENE, OR | Other NONE | 98 | $32.6M | $126K |
| CASCADE HEALTH RETIREMENT PLAN FOR EMPLOYEES OF MCKENZIE-WILLAMETTE HOSPITAL | EUGENE, OR | Other NONE | 111 | $31.3M | $161K |
| CASCADE HEALTH RETIREMENT PLAN FOR EMPLOYEES OF MCKENZIE-WILLAMETTE HOSPITAL | EUGENE, OR | Other NONE | 82 | $27.8M | $127K |
| SUPERIOR DIE SET CORPORATION SUPERIOR DIE SET CORP. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | OAK CREEK, WI | Advisor / Consultant ADVISORS | 145 | $26.2M | $24K |
| HB PERFORMANCE SYSTEMS, INC. HB PERFORMANCE SYSTEMS, INC. 401(K) PLAN | MEQUON, WI | Advisor / Consultant INVESTMENT ADVISORY | 125 | $23.0M | $0 |
| EMPLOYER LOCAL 375 PENSION PLAN C/O BEACON ADMINISTRATORS & CONSULTANT EMPLOYER LOCAL NO. 375 PENSION PLAN | MOUNT LAUREL, NJ | Other NONE | 0 | $21.5M | $8K |
| HB PERFORMANCE SYSTEMS, INC. HB PERFORMANCE SYSTEMS, INC. 401(K) PLAN | MEQUON, WI | Advisor / Consultant INVESTMENT ADVISORY | 130 | $20.8M | $0 |
| HB PERFORMANCE SYSTEMS, INC. HB PERFORMANCE SYSTEMS, INC. 401(K) PLAN | MEQUON, WI | Advisor / Consultant INVESTMENT ADVISORY | 144 | $18.7M | $0 |
| JFM ENTERPRISES, INC. JFM ENTERPRISES, INC. 401(K) PLAN | OAK BROOK, IL | Other NONE | 9 | $16.7M | $21K |
| SUPERIOR DIE SET CORPORATION SUPERIOR DIE SET CORP. EMPLOYEES' 401(K) RETIREMENT PLAN | OAK CREEK, WI | Advisor / Consultant ADVISORS | 16 | $11.9M | $12K |
| FRANK LUMBER CO., INC. FRANK LUMBER CO., INC. RETIREMENT AND SAVINGS PLAN | MILL CITY, OR | Other NONE | 147 | $10.7M | $36K |
| HB PERFORMANCE SYSTEMS, INC. HB PERFORMANCE SYSTEMS, INC. DEFINED BENEFIT PLAN | MEQUON, WI | Advisor / Consultant INVESTMENT ADVISORY | 24 | $10.0M | $22K |
| HB PERFORMANCE SYSTEMS, INC. HB PERFORMANCE SYSTEMS, INC. DEFINED BENEFIT PLAN | MEQUON, WI | Advisor / Consultant INVESTMENT ADVISORY | 25 | $9.8M | $19K |
| SUPERIOR DIE SET CORPORATION SUPERIOR DIE SET CORP. EMPLOYEES' 401(K) RETIREMENT PLAN | BROOKFIELD, WI | Advisor / Consultant ADVISOR | 5 | $7.6M | $8K |
| GUARDIAN CREDIT UNION GUARDIAN CREDIT UNION 401(K) PLAN AND TRUST | OAK CREEK, WI | Advisor / Consultant INVESTMENT ADVISOR | 80 | $6.8M | $11K |
| GUARDIAN CREDIT UNION GUARDIAN CREDIT UNION 401(K) PLAN AND TRUST | OAK CREEK, WI | Advisor / Consultant INVESTMENT ADVISOR | 82 | $5.8M | $13K |
| GUARDIAN CREDIT UNION GUARDIAN CREDIT UNION 401(K) PLAN AND TRUST | OAK CREEK, WI | Advisor / Consultant INVESTMENT ADVISOR | 79 | $4.7M | $12K |
| HYDRITE CHEMICAL COMPANY CHEMICAL EMPLOYEES' PROFIT SHARING PLAN | BROOKFIELD, WI | Other NONE | 0 | $512 | $57K |
| HYDRITE CHEMICAL COMPANY CHEMICAL EMPLOYEES' MONEY PURCHASE PENSION PLAN | BROOKFIELD, WI | Other NONE | 0 | $0 | $61K |
| TRUSTEES OF THE FLORIDA UBC SUPPLEMENTAL PENSION PLAN FLORIDA UBC SUPPLEMENTAL PENSION PLAN | GOODLETTSVILLE, TN | Other NONE | 0 | $0 | $12K |
| HB PERFORMANCE SYSTEMS, INC. HB PERFORMANCE SYSTEMS, INC. DEFINED BENEFIT PLAN | MEQUON, WI | Advisor / Consultant INVESTMENT ADVISORY | 0 | $0 | $5K |