DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

unclassified

Columbia Management

unclassifiedMA
Advisory clients on the tape
3
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
3 allocators
Schedule C rows
33 rows, $2.7M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Jeld-Wen, Inc. Restated Pension Plan202428 50INVESTMENT MANAGEMENT$251,505
Bethesda Retirement Plan202428 50 51NONE$179,827
Colorcon, Inc. Employees' Pension Plan202428 50NONE$84,747
The Gorman-Rupp Company Retirement Plan202427RETAINED BY EMPLOYER$78,715
Metro Health Pension Plan202428 50INVESTMENT MANAGEMENT$70,182
Calgon Carbon Corporation Pension Plan for Hourly-Rated Employees Big Sandy Plant202427INVESTMENT MANAGER$67,414
Pension Plan for Employees of Hns Management Co Inc Represented by Atu202428 51NONE$42,886
Calgon Carbon Corporation Retirement Plan for Salaried Employees202428INVESTMENT MANAGEMENT$32,742
HNS Management Co Inc Retirement Plan-Salaried202428 51NONE$10,836
Jeld-Wen, Inc. Restated Pension Plan202328 50INVESTMENT MANAGEMENT$155,481
Bethesda Retirement Plan202328 50 51NONE$153,090
Colorcon, Inc. Employees' Pension Plan202328 50NONE$74,036
Calgon Carbon Corporation Pension Plan for Hourly-Rated Employees Big Sandy Plant202327INVESTMENT MANAGER$67,521
Ch2m Hill Omi Retirement Plan202328 51INVESTMENT MANAGEMENT$59,467
The Gorman-Rupp Company Retirement Plan202327RETAINED BY EMPLOYER$56,638
Metro Health Pension Plan202328 50INVESTMENT MANAGEMENT$54,442
Pension Plan for Employees of Hns Management Co Inc Represented by Atu202328 51NONE$41,018
Calgon Carbon Corporation Retirement Plan for Salaried Employees202328INVESTMENT MANAGEMENT$32,629
Tennessee/north Carolina Carpenters and Millwrights Pension Fund202328NONE$25,006
HNS Management Co Inc Retirement Plan-Salaried202328 51NONE$10,381
Jeld-Wen, Inc. Restated Pension Plan202228 51INVESTMENT MANAGEMENT$322,175
Bethesda Retirement Plan202228 50 51NONE$167,365
Ch2m Hill Omi Retirement Plan202228 51NONE$112,746
Georgia's Own Credit Union Cash Balance Defined Benefit Plan and Trust202227 28NONE$103,690
The Gorman-Rupp Company Retirement Plan202227RETAINED BY EMPLOYER$92,767
Jacobs Consolidated Pension Plan202228 51INVESTMENT MANAGEMENT$91,357
Colorcon, Inc. Employees' Pension Plan202228 50NONE$78,834
Calgon Carbon Corporation Pension Plan for Hourly-Rated Employees Big Sandy Plant202227INVESTMENT MANAGER$71,375
Pension Plan for Employees of Hns Management Co Inc Represented by Atu202228 51NONE$41,736
Metro Health Pension Plan202228 50INVESTMENT MANAGEMENT$40,285
Calgon Carbon Corporation Retirement Plan for Salaried Employees202228INVESTMENT MANAGEMENT$38,000
Tennessee/north Carolina Carpenters and Millwrights Pension Fund202228NONE$28,745
HNS Management Co Inc Retirement Plan-Salaried202228 51NONE$10,581
What changed
  • Dec 31, 2024Manager relationship endedinferenceCh2m Hill Omi Retirement Plan
    Columbia Management no longer appears on Ch2m Hill Omi Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Columbia Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceJacobs Consolidated Pension Plan
    Columbia Management no longer appears on Jacobs Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Columbia Managementaskebsa.dol.gov