Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Balanced Mutual Fund in their Schedule of Assets, totaling $418K 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 | MOLECULAR EPIDEMIOLOGY, INC. MOLECULAR EPIDEMIOLOGY, INC. 401(K) PROFIT SHARING PLAN | LAKE FOREST PARK WA | 1,373 | $34.1M | $380K |
| 2 | MEDICAL GUARDIAN, LLC MEDICAL GUARDIAN, LLC 401(K) PLAN | PHILADELPHIA PA | 370 | $6.6M | $39K |
