Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Balanced Institutional Fund Mutual fund in their Schedule of Assets, totaling $1.4M 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 | BAY 101 THE BAY 101 401(K) PLAN | SAN JOSE CA | 463 | $22.9M | $1.1M |
| 2 | HEFFERNAN INSURANCE BROKERS HEFFERNAN INSURANCE BROKERS 401(K) PLAN | WALNUT CREEK CA | 782 | $129.7M | $376K |
