Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Columbia Balanced Fund Institutional 3 Class " in their Schedule of Assets, totaling $1.8M 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 | CONSIGLI CONSTRUCTION CO., INC. CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST | MILFORD MA | 1,808 | $225.1M | $794K |
| 2 | MERCALIS INC MERCALIS INC. 401(K) PROFIT PLAN AND TRUST | MORRISVILLE NC | 1,309 | $69.2M | $697K |
| 3 | TAHOMA ENTERPRISES, INC. |
WOOSTER OH |
| 115 |
| $4.6M |
| $163K |
| 4 | THE IDEAL GROUP, INC. 401(K) SAVINGS PLAN OF THE IDEAL GROUP OF COMPANIES | DETROIT MI | 363 | $33.1M | $74K |
| 5 | INFOTREE GLOBAL SOLUTIONS CORP INFOTREE GLOBAL SOLUTIONS CORP 401(K) PROFIT SHARING PLAN & TRUST | PLYMOUTH MI | 619 | $2.0M | $66K |
