Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Columbia Balanced Fund I3 " in their Schedule of Assets, totaling $34.1M 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 | DIRECT TRAVEL, INC. DIRECT TRAVEL 401(K) PLAN | CENTENNIAL CO | 998 | $121.4M | $17.2M |
| 2 | THE GOODMAN GROUP, INC. THE GOODMAN GROUP, ITS MEMBERS & AFFIL. RETIREMENT SAVINGS PLAN | CHASKA MN | 3,652 | $79.5M | $3.8M |
| 3 | COLT SERVICES, LLC COLT SERVICES, LP 401(K) PROFIT SHARING PLAN |
PASADENA TX |
| 316 |
| $18.4M |
| $1.8M |
| 4 | BEONE MEDICINES USA, INC. BEONE MEDICINES 401(K) PLAN | SAN CARLOS CA | 1,650 | $228.5M | $1.6M |
| 5 | MOUNT LAUREL VETERINARY SERVICES MOUNT LAUREL VETERINARY SERVICES 401(K) PLAN | MT LAUREL NJ | 356 | $15.8M | $1.4M |
| 6 | MULLINAX FORD MULLINAX FORD EMPLOYEES 401(K) RETIREMENT PLAN | APOPKA FL | 862 | $36.0M | $1.4M |
| 7 | INOVAR PACKAGING GROUP, LLC INOVAR PACKAGING GROUP, LLC 401K PROFIT SHARING PLAN | IRVING TX | 743 | $40.3M | $1.0M |
| 8 | PECAN DELUXE CANDY COMPANY PECAN DELUXE CANDY COMPANY 401K PLAN | DALLAS TX | 301 | $17.7M | $947K |
| 9 | PAUL REED SMITH GUITARS, LP PAUL REED SMITH GUITARS, LP 401(K) PROFIT SHARING PLAN | STEVENSVILLE MD | 494 | $26.8M | $941K |
| 10 | IGNITION CREATIVE, LLC IGNITION CREATIVE, LLC 401(K) PLAN | LOS ANGELES CA | 73 | $8.3M | $893K |
