Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Balanced Fund Registered investment company in their Schedule of Assets, totaling $1.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NOSLER, INC. NOSLER, INC. 401(K) SALARY REDUCTION PLAN | BEND OR | 177 | $16.4M | $1.0M |
| 2 | NORTHWESTERN INDIANA TELEPHONE COMPANY NW INDIANA TELCO 401(K) PLAN | HEBRON IN | 124 | $6.9M | $457K |
| 3 | AZURA LIVING LLC AZURA LIVING LLC 401(K) PROFIT SHARING PLAN & TRUST |
MILWAUKEE WI |
| 230 |
| $2.6M |
| $1K |
