Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Balanced I3 Fund Mutual fund in their Schedule of Assets, totaling $10.8M 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 | HALLORAN CONSULTING GROUP, INC. HALLORAN RETIREMENT PLAN | CAMBRIDGE MA | 72 | $12.7M | $7.5M |
| 2 | VT SERVICES INC. VT GROUP U.S. RETIREMENT PLAN | CHANTILLY VA | 1,336 | $176.0M | $3.2M |
| 3 | SABINAL ADMINISTRATIVE SERVICES, LLC SABINAL ADMINISTRATIVE SERVICES, LLC 401(K) PLAN |
THE WOODLANDS TX |
| 143 |
| $15.0M |
| $141K |
