DFX Intelligence
Columbia Trust Core Bond Fund
collective trust (Form 5500 Schedule D)
A direct filing entity on Form 5500. Each row is a plan's interest in the vehicle at its plan year end as filed on Schedule D Part I: a holding value, never a commitment amount.
- Public LPs
- 2
1 more commitment row
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Public LPs
2
distinct allocators on the tape
Rows
2
across successive reports
Held, latest filings
$60.3M
one row per plan
Latest
Jun 30, 2025
effective date
Plans holding an interest
How limited partners are countedOne line per allocator, folded across every filing, report and board record that names this vehicle, so an allocator that reported the same commitment in eight annual filings counts once. A line is closed only when a closing date exists; held means the allocator reports the position with no closing date on this graph. The dollars are what the allocators that print a number disclosed (0 of 2), never a fund size.2 allocators
| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| Ameriprise Financial Retirement Plan | Not disclosed | held | - | - | Sep 30, 2023 |
| Plumbers Local Union No. 200 Pension Fund | Not disclosed | held | - | - | Jun 30, 2025 |
Every row
4 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Plumbers Local Union No. 200 Pension Fund | Columbia Trust Core Bond Fundcollective trust | Fixed income | $28.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Plumbers Local Union No. 200 Pension Fund | Columbia Trust Core Bond Fundcollective trust | Fixed income | $20.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | Ameriprise Financial Retirement Plan | Columbia Trust Core Bond Fundcollective trust | Fixed income | $31.7M held | Disclosed holding | askebsa.dol.gov |
+1 more commitment row
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Ameriprise Financial Retirement Plan no longer reports Columbia Trust Core Bond Fund (last held $32M at 2023-09-30; absent from the 2024-09-30 filing)with Columbia Trust Core Bond Fundaskebsa.dol.gov