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 Funds in their Schedule of Assets, totaling $2.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COLLEGIUM PHARMACEUTICAL, INC. COLLEGIUM PHARMACEUTICAL, INC. 401(K) AND PROFIT SHARING PLAN | STOUGHTON MA | 362 | $34.8M | $2.7M |
| 2 | FIELD AVIATION, INC. FIELD AEROSPACE RETIREMENT SAVINGS PLAN | CINCINNATI OH | 163 | $23.9M | $64K |
