Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Columbia Balanced Fund Class A Mutual fund in their Schedule of Assets, totaling $8.1M 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 | VISIONET SYSTEMS INC VISIONET SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST | CRANBURY NJ | 264 | $21.7M | $6.0M |
| 2 | RODAN & FIELDS, LLC RODAN & FIELDS, LLC 401(K) PLAN | SAN RAMON CA | 364 | $48.6M | $1.2M |
| 3 | RODAN & FIELDS BEAUTY, LLC RODAN & FIELDS, LLC 401(K) PLAN |
SAN RAMON CA |
| 156 |
| $52.5M |
| $446K |
| 4 | FIRST CITIZENS FEDERAL CREDIT UNION FIRST CITIZENS' FEDERAL CREDIT UNION 401(K) PLAN | FAIRHAVEN MA | 138 | $12.4M | $281K |
| 5 | RECREATION CENTERS OF SUN CITY, INC. RECREATION CENTERS OF SUN CITY EMPLOYEES 401(K) PLAN | SUN CITY AZ | 498 | $3.0M | $117K |
| 6 | TAYCO ENGINEERING, INC. EMPLOYEES' 401(K) PLAN OF TAYCO ENGINEERING, INC. | CYPRESS CA | 116 | $21.1M | $49K |
