Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding COL BALANCED I3 Registered investment company - in their Schedule of Assets, totaling $4K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TEAM ONE CONTRACT SERVICES TEAM ONE CONTRACT SERVICES 401(K) PLAN | ALPHARETTA GA | 1,017 | $7.9M | $4K |
