Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Balanced Fund; Institutional 3 Class Mutual Fund in their Schedule of Assets, totaling $9.9M 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 | QUIDELORTHO CORPORATION QUIDELORTHO SAVINGS AND RETIREMENT PLAN | SAN DIEGO CA | 3,709 | $584.1M | $9.0M |
| 2 | DAVIS GRAHAM & STUBBS LLP DAVIS GRAHAM & STUBBS LLP RETIREMENT PLAN | DENVER CO | 227 | $179.8M | $785K |
| 3 | DENALI THERAPEUTICS INC. DENALI THERAPEUTICS 401(K) PLAN |
SOUTH SAN FRANCISCO CA |
| 410 |
| $65.7M |
| $90K |
