Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 584 U.S. retirement plans report holding a Columbia Threadneedle fund in their Schedule of Assets, totaling $4.0B in parsed positions. The plans below are ranked by position size, parsed directly from each plan’s Form 5500 filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Columbia Threadneedle position |
|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL, INC. AMERIPRISE FINANCIAL 401(K) PLAN | MINNEAPOLIS MN | 8,958 | $3.6B | $521.1M |
| 2 | PHILIPS NORTH AMERICA LLC PHILIPS NORTH AMERICA 401(K) PLAN | CAMBRIDGE MA | 17,066 | $6.4B | $212.6M |
| 3 | LENNAR CORPORATION LENNAR CORPORATION 401(K) PLAN |
MIAMI FL |
| 13,135 |
| $1.6B |
| $151.8M |
| 4 | TENET HEALTHCARE CORPORATION TENET HEALTHCARE CORPORATION 401(K) RETIREMENT SAVINGS PLAN | DALLAS TX | 103,052 | $8.7B | $139.6M |
| 5 | RAYMOND JAMES FINANCIAL, INC. RAYMOND JAMES FINANCIAL, INC. & AFFILIATES PROFIT SHARING PLAN | ST PETERSBURG FL | 16,039 | $1.2B | $99.6M |
| 6 | COGNIZANT TECHNOLOGY SOLUTIONS COGNIZANT TECHNOLOGY SOLUTIONS 401(K) SAVINGS PLAN | TEANECK NJ | 38,923 | $3.0B | $88.1M |
| 7 | PAYCHEX , INC. PAYCHEX, INC. 401(K) INCENTIVE RETIREMENT PLAN | ROCHESTER NY | 15,000 | $2.3B | $76.9M |
| 8 | DENTONS US LLP DENTONS US LLP PROFIT SHARING PLAN | CHICAGO IL | 1,434 | $998.8M | $70.7M |
| 9 | SOUTHERN FARM BUREAU CASUALTY INSURANCE COMPANY SOUTHERN FARM BUREAU AND ADOPTING COMPANIES 401(K) PLAN | RIDGELAND MS | 2,710 | $528.3M | $62.4M |
| 10 | AMENTUM SERVICES, INC. AMENTUM 401(K) RETIREMENT PLAN | CHANTILLY VA | 30,412 | $2.5B | $61.7M |
