STERLING CAPITAL
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
61
Active participants
115,937
Total plan assets
$29.0B
Filings (rows)
61
Direct comp
$3.9M
Indirect comp
$0
Aggregating 6 name variants under "STERLING CAPITAL"
SERVICES PROVIDED
Other52
Advisor / Consultant9
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| STERLING CAPITAL TOT RETURN BOND A | 3 |
Top plans served
All 61 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| EIDP, INC. DUPONT PENSION TRUST | WILMINGTON, DE | Other NONE | — | $12.9B | $272K |
| BOARD OF TRUSTEES, LOCALS 302 & 612 OF THE IUOE - LOCALS 302 & 612 OF THE IUOE - EMPLOYERS CONSTRUCTION INDUSTRY RETIREMENT PLAN | SEATTLE, WA | Other NONE | 7,978 | $3.3B | $134K |
| BOARD OF TRUSTEES, LOCALS 302 & 612 OF THE IUOE - LOCALS 302 & 612 OF THE IUOE - EMPLOYERS CONSTRUCTION INDUSTRY RETIREMENT PLAN | SEATTLE, WA | Other NONE | 8,339 | $2.8B | $474K |
| SSM HEALTH CARE CORPORATION SSM HEALTH CARE SYSTEM MASTER PENSION TRUST | SAINT LOUIS, MO | Other NONE | — | $1.6B | $207K |
| SSM HEALTH CARE CORPORATION SSM HEALTH CARE SYSTEM MASTER PENSION TRUST | SAINT LOUIS, MO | Other NONE | — | $1.5B | $168K |
| BOARD OF TRUSTEES OF NURSES AND LOCAL 813 IBT RETIREMENT PLAN NURSES AND LOCAL 813 IBT RETIREMENT PLAN | LONG ISLAND CITY, NY | Other NONE | 2,716 | $619.2M | $123K |
| BOARD OF TRUSTEES OF NURSES AND LOCAL 813 IBT RETIREMENT PLAN NURSES AND LOCAL 813 IBT RETIREMENT PLAN | LONG ISLAND CITY, NY | Other NONE | 2,162 | $613.1M | $137K |
| BOARD OF TRUSTEES OF NURSES AND LOCAL 813 IBT RETIREMENT PLAN NURSES AND LOCAL 813 IBT RETIREMENT PLAN | LONG ISLAND CITY, NY | Other NONE | 2,649 | $589.4M | $131K |
| REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) PENSION FUND REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) PENSION PLAN | WEST TRENTON, NJ | Other NONE | 1,868 | $409.9M | $34K |
| PARKVIEW HEALTH SYSTEM, INC. PARKVIEW HEALTH SYSTEM, INC. EMPLOYEES PENSION PLAN | FORT WAYNE, IN | Other NONE | 1,492 | $407.7M | $239K |
| REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) PENSION FUND REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) PENSION PLAN | WEST TRENTON, NJ | Other NONE | 1,818 | $369.6M | $23K |
| JOINT BOT CLEVELAND BAKERS AND TEAMSTERS PENSION FUND CLEVELAND BAKERS AND TEAMSTERS PENSION FUND | VALLEY VIEW, OH | Other NONE | 2,011 | $350.4M | $39K |
| JOINT BOT CLEVELAND BAKERS AND TEAMSTERS PENSION FUND CLEVELAND BAKERS AND TEAMSTERS PENSION FUND | VALLEY VIEW, OH | Other NONE | 1,990 | $348.3M | $88K |
| JOINT BOT CLEVELAND BAKERS AND TEAMSTERS PENSION FUND CLEVELAND BAKERS AND TEAMSTERS PENSION FUND | VALLEY VIEW, OH | Other NONE | 1,930 | $341.7M | $92K |
| REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) PENSION FUND REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) PENSION PLAN | WEST TRENTON, NJ | Other NONE | 1,740 | $324.1M | $23K |
| MCWANE, INC. MCWANE PENSION PLAN FOR SALARIED EMPLOYEES | BIRMINGHAM, AL | Other NONE | 113 | $222.9M | $23K |
| CAROMONT HEALTH, INC. PENSION PLAN FOR THE EMPLOYEES OF CAROMONT HEALTH | GASTONIA, NC | Other NONE | 658 | $212.5M | $20K |
| AMERIHEALTH CARITAS SERVICES, LLC AMERIHEALTH CARITAS PENSION PLAN | NEWTOWN SQUARE, PA | Other NONE | 1,335 | $186.3M | $59K |
| MCWANE, INC. MCWANE MASTER TRUST | BIRMINGHAM, AL | Other NONE | — | $165.4M | $25K |
| AMERIHEALTH CARITAS SERVICES, LLC AMERIHEALTH CARITAS PENSION PLAN | NEWTOWN SQUARE, PA | Other NONE | 1,411 | $161.4M | $72K |
| BDO USA, LLP BDO USA, LLP CASH BALANCE PLAN | CHICAGO, IL | Other NONE | 749 | $134.6M | $52K |
| BDO USA, P.C. BDO USA, LLP CASH BALANCE PLAN | CHICAGO, IL | Other NONE | 611 | $115.5M | $63K |
| ALLIANCE COAL, LLC ALLIANCE COAL, LLC & AFF. PENSION PLAN FOR COAL EMPLOYEES | TULSA, OK | Other NONE | 237 | $101.4M | $177K |
| RETA TRUST RETA PLAN | WALNUT CREEK, CA | Other N/A | 23,680 | $101.4M | $26K |
| ALLIANCE COAL, LLC ALLIANCE COAL, LLC & AFF. PENSION PLAN FOR COAL EMPLOYEES | TULSA, OK | Other NONE | 258 | $97.5M | $0 |
| RETA TRUST RETA PLAN | WALNUT CREEK, CA | Other N/A | 22,433 | $95.0M | $17K |
| RETA TRUST RETA PLAN | WALNUT CREEK, CA | Other N/A | 21,890 | $90.5M | $22K |
| BOARD OF TRUSTEES LEAGUE - ATPAM PENSION FUND LEAGUE - ATPAM PENSION FUND | ENGLEWOOD CLIFFS, NJ | Other NONE | 269 | $79.7M | $54K |
| BOARD OF TRUSTEES LEAGUE - ATPAM PENSION FUND LEAGUE - ATPAM PENSION FUND | ENGLEWOOD CLIFFS, NJ | Other NONE | 264 | $78.0M | $47K |
| AAA COOPER TRANSPORTATION AAA COOPER TRANSPORTATION PENSION PLAN FOR ELIGIBLE EMPLOYEES | DOTHAN, AL | Other NONE | 358 | $52.5M | $36K |
| CHART INDUSTRIES, INC. THE CHART PENSION PLAN | BALL GROUND, GA | Other INVESTMENT PROVIDER | 151 | $49.1M | $0 |
| GARRETT COUNTY MEMORIAL HOSPITAL (DBA GARRETT REGIONAL MEDICAL CENTER) RETIREMENT PLAN FOR EMPLOYEES OF GARRETT COUNTY MEMORIAL HOSPITAL | OAKLAND, MD | Advisor / Consultant INVESTMENT ADVISORY | 135 | $41.0M | $12K |
| GRMC, INC. RETIREMENT PLAN FOR EMPLOYEES OF GARRETT COUNTY MEMORIAL HOSPITAL | OAKLAND, MD | Advisor / Consultant INVESTMENT MANAGER | 176 | $38.6M | $52K |
| AAA COOPER TRANSPORTATION AAA COOPER TRANSPORTATION PENSION PLAN FOR ELIGIBLE EMPLOYEES | DOTHAN, AL | Other NONE | 328 | $35.4M | $90K |
| BEN HILL GRIFFIN INC BEN HILL GRIFFIN, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST AGREEMENT | FROSTPROOF, FL | Advisor / Consultant INVESTMENT MANAGER | 128 | $34.3M | $63K |
| AAA COOPER TRANSPORTATION AAA COOPER TRANSPORTATION PENSION PLAN FOR ELIGIBLE EMPLOYEES | DOTHAN, AL | Other NONE | 297 | $33.8M | $85K |
| BEN HILL GRIFFIN, INC. BEN HILL GRIFFIN, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST AGREEMENT | FROSTPROOF, FL | Advisor / Consultant INVESTMENT MANAGER | 138 | $32.6M | $83K |
| BEN HILL GRIFFIN, INC. BEN HILL GRIFFIN, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST AGREEMENT | FROSTPROOF, FL | Advisor / Consultant INVESTMENT MANAGER | 153 | $29.7M | $43K |
| TUCSON ELECTRIC POWER COMPANY TUCSON ELECTRIC POWER COMPANY RETIREE WELFARE PLAN | TUCSON, AZ | Advisor / Consultant INVESTMENT MANAGEMENT | 875 | $28.7M | $51K |
| ORTHOCAROLINA, P.A. ORTHOCAROLINA CASH BALANCE PENSION PLAN | CHARLOTTE, NC | Advisor / Consultant INVESTMENT MANAGER | 119 | $27.7M | $0 |
| RUDD EQUIPMENT COMPANY, INC. RUDD EQUIPMENT CO. , INC. RESTATED EMPLOYEES' DEFINED BENEFIT PLAN | LOUISVILLE, KY | Other NONE | 68 | $27.6M | $91K |
| TUCSON ELECTRIC POWER COMPANY TUCSON ELECTRIC POWER COMPANY RETIREE WELFARE PLAN | TUCSON, AZ | Advisor / Consultant INVESTMENT MANAGEMENT | 863 | $27.1M | $49K |
| RUDD EQUIPMENT COMPANY, INC. RUDD EQUIPMENT CO. , INC. RESTATED EMPLOYEES' DEFINED BENEFIT PLAN | LOUISVILLE, KY | Other NONE | 71 | $25.5M | $99K |
| SNYDER PAPER CORPORATION SNYDER PAPER CORPORATION RETIREMENT PLAN | HICKORY, NC | Other NONE | 49 | $20.7M | $29K |
| SNYDER PAPER CORPORATION SNYDER PAPER CORPORATION RETIREMENT PLAN | HICKORY, NC | Other NONE | 47 | $20.5M | $31K |
| AUTONEUM NORTH AMERICA, INC. AUTONEUM NORTH AMERICA, INC. CARPET HOURLY-PAID EMPLOYEES' PENSION PLAN | NOVI, MI | Other NONE | 172 | $15.0M | $0 |
| AUTONEUM NORTH AMERICA, INC. AUTONEUM NORTH AMERICA, INC. CARPET HOURLY-PAID EMPLOYEES' PENSION PLAN | NOVI, MI | Other NONE | 196 | $14.3M | $0 |
| AUTONEUM NORTH AMERICA, INC. AUTONEUM NORTH AMERICA, INC. CARPET HOURLY-PAID EMPLOYEES' PENSION PLAN | NOVI, MI | Other NONE | 220 | $12.8M | $0 |
| IGM RESINS USA INC. IGM RESINS CHARLOTTE, INC. RETIREMENT PLAN | — | Other NONE | 0 | $11.5M | $26K |
| IGM RESINS USA INC. IGM RESINS CHARLOTTE, INC. RETIREMENT PLAN | CHARLOTTE, NC | Other NONE | 3 | $11.4M | $20K |
| IGM RESINS USA INC. IGM RESINS CHARLOTTE, INC. RETIREMENT PLAN | CHARLOTTE, NC | Other NONE | 7 | $10.2M | $31K |
| AUTONEUM NORTH AMERICA, INC. AUTONEUM NORTH AMERICA, INC. CARPET RETIREMENT PLAN FOR SALARIED EMPLOYEES | NOVI, MI | Other NONE | 34 | $8.5M | $0 |
| AUTONEUM NORTH AMERICA, INC. AUTONEUM NORTH AMERICA, INC. CARPET RETIREMENT PLAN FOR SALARIED EMPLOYEES | NOVI, MI | Other NONE | 29 | $8.2M | $0 |
| AUTONEUM NORTH AMERICA, INC. AUTONEUM NORTH AMERICA, INC. CARPET RETIREMENT PLAN FOR SALARIED EMPLOYEES | NOVI, MI | Other NONE | 35 | $8.1M | $0 |
| RADIO FREE ASIA RADIO FREE ASIA POST-RETIREMENT MEDICAL/LIFE VEBA | WASHINGTON, DC | Other NONE | 350 | $8.0M | $12K |
| AUTONEUM NORTH AMERICA, INC. AUTONEUM NORTH AMERICA, INC. EMPLOYEE RETIREMENT PLAN | NOVI, MI | Other NONE | 2 | $7.7M | $0 |
| AUTONEUM NORTH AMERICA, INC. AUTONEUM NORTH AMERICA, INC. EMPLOYEE RETIREMENT PLAN | NOVI, MI | Other NONE | 2 | $7.6M | $0 |
| AUTONEUM NORTH AMERICA, INC. AUTONEUM NORTH AMERICA, INC. EMPLOYEE RETIREMENT PLAN | NOVI, MI | Other NONE | 1 | $7.4M | $0 |
| RADIO FREE ASIA RADIO FREE ASIA POST-RETIREMENT MEDICAL/LIFE VEBA | WASHINGTON, DC | Advisor / Consultant INVESTMENT CONSULTANT | 329 | $6.9M | $34K |
| RUDD EQUIPMENT COMPANY, INC. RUDD EQUIPMENT CO. , INC. RESTATED EMPLOYEES' DEFINED BENEFIT PLAN | LOUISVILLE, KY | Other NONE | 0 | $3.4M | $90K |
| BDO USA, P.C. BDO USA, LLP CASH BALANCE PLAN | CHICAGO, IL | Other NONE | 0 | $0 | $39K |