Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Columbia Balanced Fund Class A " in their Schedule of Assets, totaling $10.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | APS TECHNOLOGY, LLC APS TECHNOLOGY 401(K) PLAN | WALLINGFORD CT | 98 | $19.2M | $4.7M |
| 2 | SHERIDAN PRODUCTION OPERATING COMPANY, LLC SHERIDAN PRODUCTION OPERATING COMPANY, LLC 401(K) SAVINGS PLAN | HOUSTON TX | 101 | $38.0M | $3.0M |
| 3 | CREATIVE OFFICE PAVILION LLC CREATIVE OFFICE RESOURCES 401(K) PLAN & TRUST |
BOSTON MA |
| 401 |
| $71.8M |
| $1.8M |
| 4 | JEG'S AUTOMOTIVE, LLC JEG'S GROUP EMPLOYEES 401(K) PROFIT SHARING PLAN | DELAWARE OH | 354 | $20.3M | $455K |
| 5 | HAMRA MANAGEMENT COMPANY, L.L.C. HAMRA ENTERPRISES EMPLOYEES 401(K) PLAN | SPRINGFIELD MO | 5,603 | $22.6M | $334K |
| 6 | UNIVERSITY OF MARYLAND MEDICAL SYSTEM UNIVERSITY OF MARYLAND MEDICAL CENTER MIDTOWN CAMPUS 401(K) PROFIT SHARING PLAN FOR UNION EMPLOYEES | BALTIMORE MD | 1,022 | $7.7M | $260K |
| 7 | MARYLAND GENERAL HOSPITAL, INC. DBA UMMC MIDTOWN CAMPUS UNIVERSITY OF MARYLAND MEDICAL CENTER MIDTOWN CAMPUS 401(K) PROFIT SHARING PLAN FOR UNION EMPLOYEES | LINTHICUM MD | 369 | $6.9M | $234K |
