Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding COL BALANCED I3 Mutual fund in their Schedule of Assets, totaling $63K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MYSTIC, INC. HERMAN KAY COMPANY, INCORPORATED EMPLOYEE 401K SAVINGS PLAN | NEW YORK NY | 118 | $22.1M | $37K |
| 2 | STOCK DEVELOPMENT ASSOCIATES, INC. STOCK DEVELOPMENT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | NAPLES FL | 599 | $27.3M | $26K |
