Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Acorn Fund Mutual Fund in their Schedule of Assets, totaling $230K 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 | EIS GROUP INC. EIS GROUP 401(K) PLAN | SAN FRANCISCO CA | 141 | $22.6M | $136K |
| 2 | DUCOMMUN INCORPORATED RETIREMENT SAVINGS PLAN DUCOMMUN INCORPORATED RETIREMENT SAVINGS PLAN | COSTA MESA CA | 2,104 | $186.3M | $74K |
| 3 | HARRISON INN SIXTY-SIX, INC. HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN |
OCEAN CITY MD |
| 398 |
| $14.0M |
| $21K |
