Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Columbia Balanced Fund Mutual fund in their Schedule of Assets, totaling $6.4M 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 | HELLER CAPITAL GROUP, LLC HELLER CAPITAL GROUP, LLC 401K PLAN | LANCASTER PA | 120 | $7.8M | $2.6M |
| 2 | JAVELIN ACQUISITION VEHICLE LLC LINDSAY PRECAST 401(K) PLAN | CANAL FULTON OH | 428 | $27.0M | $1.5M |
| 3 | TANGER PROPERTIES LIMITED PARTNERSHIP TANGER INC. 401(K) SAVINGS PLAN |
GREENSBORO NC |
| 438 |
| $39.6M |
| $1.1M |
| 4 | B&R STORES, INC. B&R STORES, INC. 401(K) PLAN | LINCOLN NE | 1,386 | $74.6M | $386K |
| 5 | BLAUCH BROTHERS, INC. BLAUCH BROTHERS, INC. 401(K) PROFIT SHARING PLAN | HARRISONBURG VA | 137 | $11.5M | $249K |
| 6 | GUNITE CORPORATION GUNITE CORPORATION ROCKFORD FOUNDRY SAVINGS PLAN FOR HOURLY EMPLOYEES | EVANSVILLE IN | 229 | $10.7M | $200K |
| 7 | THE EXPLORATORIUM THE EXPLORATORIUM RETIREMENT PLAN | SAN FRANCISCO CA | 436 | $48.6M | $150K |
| 8 | OXBRIDGE ACADEMY FOUNDATION, INC., DBA OXBRIDGE ACADEMY THE OXBRIDGE ACADEMY 403(B) PLAN | WEST PALM BEACH FL | 139 | $11.3M | $58K |
| 9 | MCKINNEY COMMUNICATIONS CORPORATION MCKINNEY COMMUNICATIONS CORPORATION 401(K) PLAN | BIRMINGHAM AL | 237 | $4.4M | $47K |
