Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding COLUMBIA BALANCED FD CL INSTL3 MUTUAL FUNDS in their Schedule of Assets, totaling $325K 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 | WINDY CITY WIRE, CABLE AND TECHNOLOGY PRODUCTS, LLC WINDY CITY WIRE 401(K) PLAN | BOLINGBROOK IL | 319 | $29.0M | $325K |
