Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding COL CONTRARIAN CORE I in their Schedule of Assets, totaling $4.9M 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 | HUTCHINS MOTORS, INC. O'CONNOR GMC RETIREMENT SAVINGS PLAN | AUGUSTA ME | 194 | $16.5M | $1.9M |
| 2 | DS HOPKINS HOLDINGS LLC DS HOPKINS HOLDINGS LLC DBA COUNCIL ADVISORS 401(K) PLAN | NEW YORK NY | 146 | $37.4M | $1.9M |
| 3 | WINCHESTER INTERCONNECT WINCHESTER INTERCONNECT 401K PLAN |
MILFORD CT |
| 759 |
| $68.2M |
| $531K |
| 4 | MULLINAX FORD MULLINAX FORD EMPLOYEES 401(K) RETIREMENT PLAN | APOPKA FL | 862 | $36.0M | $493K |
| 5 | CLINE DESIGN ASSOCIATES PA CLINE DESIGN ASSOCIATES PA 401K PROFIT SHARING PLAN AND TRUST | RALEIGH NC | 104 | $10.8M | $22K |