Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Balanced Class A Mutual Fund in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TALBERT HOUSE TALBERT HOUSE 403(B) PLAN | CINCINNATI OH | 815 | $31.4M | $1.3M |
| 2 | KDM SIGNS, INC. KDM SIGNS, INC. 401(K) SAVINGS PLAN | CINCINNATI OH | 200 | $19.0M | $56K |
