Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Balanced Instl Mutual Fund in their Schedule of Assets, totaling $2.8M 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 | CHATTAHOOCHEE ENTERPRISES LLC CHATTAHOOCHEE ENTERPRISES RETIREMENT PLAN | ATLANTA GA | 41 | $15.6M | $2.3M |
| 2 | CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER, INC. CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER, INC. 401(K) PLAN | STATEN ISLAND NY | 274 | $8.1M | $521K |
