Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Columbia Balanced Fund Inst Mutual Fund in their Schedule of Assets, totaling $1.6M 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 | M. SIMON ZOOK CO. M. SIMON ZOOK 401(K) PROFIT SHARING PLAN | HONEYBROOK PA | 179 | $8.3M | $1.6M |
