Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Balanced Mutual Funds in their Schedule of Assets, totaling $152K 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 | HEART + PAW INTERMEDIATE HOLDINGS, LLC HEART + PAW 401(K) PLAN | BERWYN PA | 373 | $9.1M | $129K |
| 2 | AMERICAN SERVICE CENTER ASSOCIATES OF ARLINGTON, LLC AMERICAN SERVICE CENTER ASSOCIATES OF ARLINGTON 401(K) PLAN | ARLINGTON VA | 288 | $28.3M | $23K |
