Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 30 retirement plans report an interest in this investment, totaling $3.9M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Columbia Contrarian Core Fund, Columbia Contrarian Core, Columbia Contrarian Core Portfolio. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | VOXTUR ANALYTICS US CORP. VOXTUR ANALYTICS US CORP. 401(K) PLAN | TAMPA FL | 90 | $8.2M | $502K |
| 2 | T & R PROPERTIES INC. T & R PROPERTIES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST | DUBLIN OH | 158 | $4.2M | $462K |
| 3 | ALBERTELLI LAW ALBERTELLI LAW 401(K) PLAN | TAMPA FL | 188 | $7.3M | $460K |
| 4 | JAYS OUTDOORS LLC JAYS OUTDOORS LLC 401(K) PLAN | CLARE MI | 184 | $6.8M | $406K |
| 5 | KRIEGEL HOLDING COMPANY, INC. KRIEGEL HOLDING COMPANY, INC. 401(K) PLAN | VAN WERT OH | 195 | $8.0M | $395K |
| 6 | LOMONT MOLDING, LLC LOMONT MOLDING, LLC 401(K) SAVINGS PLAN | MT. PLEASANT IA | 120 | $5.9M | $357K |
| 7 | A&W MANAGEMENT HOLDINGS, LLC A&W ENERGY 401(K) PLAN | FORT WORTH TX | 116 | $7.0M | $305K |
| 8 | LTC PHARMACY MANAGEMENT, LLC LTC PHARMACY MANAGEMENT, LLC 401(K) PLAN | ALEXANDRIA LA | 196 | $10.8M | $265K |
| 9 | RAO MANUFACTURING COMPANY RETIREMENT SAVINGS PLAN AND TRUST OF RAO MANUFACTURING COMPANY | MINNEAPOLIS MN | 226 | $11.3M | $211K |
| 10 | BARRINGTON ORTHOPEDIC SPECIALISTS, LTD. BARRINGTON ORTHOPEDIC SPECIALISTS, LTD. 401(K) PROFIT SHARING PLAN | SCHAUMBURG IL | 184 | $46.2M | $175K |
