Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Columbia Balanced Inst2 Fund Stock Price in their Schedule of Assets, totaling $180K 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 | 2014 HEALTH, LLC US HEALTHVEST GROUP 401(K) PLAN | DES PLAINES IL | 2,262 | $21.6M | $180K |
