Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Balanced Instl - in their Schedule of Assets, totaling $9.5M 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 | SULLIVAN INVESTMENT CO., INC. SULLIVAN COMPANIES RETIREMENT TRUST | NORWELL MA | 1,331 | $102.9M | $4.8M |
| 2 | WINGS FINANCIAL CREDIT UNION WINGS FINANCIAL CREDIT UNION RETIREMENT SAVINGS PLAN | APPLE VALLEY MN | 722 | $107.6M | $4.4M |
| 3 | MARTIGNETTI COMPANIES, LLC LOCAL 8 SALARY SAVINGS PLAN |
TAUNTON MA |
| 164 |
| $36.6M |
| $255K |
