Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Columbia Balanced Fund # in their Schedule of Assets, totaling $16.7M 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 | RATIONAL COOKING SYSTEMS, INC. RATIONAL COOKING SYSTEMS, INC. 401(K) PLAN | ROLLING MEADOWS IL | 160 | $15.6M | $5.6M |
| 2 | BROOKWOOD COMPANIES INCORPORATED BROOKWOOD COMPANIES INC. TAX FAVORED SAVINGS PLAN | NEW YORK NY | 208 | $40.0M | $3.9M |
| 3 | FOREST RIVER, INC. FOREST RIVER, INC. 401(K) PLAN |
ELKHART IN |
| 22,247 |
| $127.2M |
| $3.3M |
| 4 | SAMSON TUG AND BARGE, INC. SAMSON TUG AND BARGE, INC. 401(K) PLAN | SITKA AK | 104 | $8.4M | $2.0M |
| 5 | AUTHORACARE COLLECTIVE AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN | GREENSBORO NC | 592 | $31.6M | $1.1M |
| 6 | VT SAN ANTONIO AEROSPACE, INC. VT SAN ANTONIO AEROSPACE INC. 401(K) PLAN | SAN ANTONIO TX | 553 | $26.9M | $682K |
| 7 | ADVEX CORPORATION ADVEX CORPORATION EMPLOYEE PROFIT SHARING RETIREMENT PLAN | HAMPTON VA | 109 | $5.0M | $157K |
| 8 | HANGLEY ARONCHICK SEGAL PUDLIN SCHILLER HANGLEY ARONCHICK SEGAL PUDLIN & SCHILLER 401(K) PROFIT SHARING PLAN | PHILADELPHIA PA | 86 | $62.8M | $29K |
| 9 | A&T SYSTEMS, INC. A&T SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | SILVER SPRING MD | 52 | $6.0M | $27K |
| 10 | GAILEY EYE CLINIC, LTD. GAILEY EYE CLINIC, LTD. 401K RETIREMENT SAVINGS PLAN | BLOOMINGTON IL | 238 | $29.0M | $13K |
