Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Columbia Balanced Fixed Institutional Class 3 Interest in Registered Investment Companies in their Schedule of Assets, totaling $12.1M 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 | WESTERN ASSET MANAGEMENT COMPANY, LLC THE WESTERN ASSET MANAGEMENT 401(K) PLAN | PASADENA CA | 466 | $385.2M | $12.1M |
