Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Balanced I2 Columbia 0 in their Schedule of Assets, totaling $261K 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 | MOSAIC COMMUNITY HEALTH MOSAIC COMMUNITY HEALTH 401(K) PS PLAN AND TRUST | PRINEVILLE OR | 445 | $30.5M | $249K |
| 2 | SEQUOIA CONSULTING GROUP SEQUOIA CONSULTING GROUP 401(K) | ENCINITAS CA | 227 | $9.2M | $13K |