Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Columbia Balanced A in their Schedule of Assets, totaling $10.9M 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 | SUNSHINE MILLS, INC. SUNSHINE MILLS GROUP 401(K) PROFIT SHARING PLAN | RED BAY AL | 747 | $31.6M | $5.1M |
| 2 | SALON SERVICES PRO INC SALON SERVICES PRO INC 401K PLAN | AUBURN WA | 187 | $4.4M | $1.4M |
| 3 | PARAMOUNT HEALTH RESOURCES INC PARAMOUNT HEALTH RESOURCES INC 401(K) PROFIT SHARING PLAN & TRUST |
MCMURRAY PA |
| 1,427 |
| $4.6M |
| $1.1M |
| 4 | MELITTA NORTH AMERICA, INC. MELITTA 401(K) PLAN | CLEARWATER FL | 252 | $26.4M | $1.0M |
| 5 | FREEDOM ELECTRONICS LLC FREEDOM ELECTRONICS LLC 401(K) PLAN | KENNESAW GA | 94 | $10.4M | $630K |
| 6 | BINSONS HOSPITAL SUPPLIES, INC. BINSON'S HOSPITAL SUPPLIES, INC. 401(K) PLAN | CENTER LINE MI | 705 | $10.3M | $579K |
| 7 | E MORTGAGE FUNDING, LLC E MORTGAGE FUNDING, LLC 401(K) PROFIT SHARING PLAN | TROY MI | 226 | $1.9M | $528K |
| 8 | DATUM SOFTWARE DATUM SOFTWARE 401(K) PLAN | JOHNS CREEK GA | 107 | $11.1M | $112K |
| 9 | SUCCESS TODAY STAFFING, LLC SUCCESS TODAY STAFFING, LLC 401K PLAN | CLINTON TOWNSHIP MI | 251 | $4.5M | $107K |
| 10 | MAINSAIL PROPERTY MANAGEMENT, LL MAINSAIL PROPERTY MANAGEMENT 401(K) PLAN | TAMPA FL | 747 | $14.5M | $80K |
