Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Columbia Balanced R in their Schedule of Assets, totaling $4.1M 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 | TENDER LOVING CARE MANAGEMENT TLC MANAGEMENT, INC. 401(K) PLAN | MARION IN | 2,102 | $31.0M | $1.2M |
| 2 | COBOCO INC. COBOCO INC. 401(K) PROFIT SHARING PLAN AND TRUST | FOREST PARK GA | 284 | $5.9M | $712K |
| 3 | CORNER HOME MEDICAL, INC. CORNER HOME MEDICAL INC. 401K PLAN AND TRUST |
NEW HOPE MN |
| 403 |
| $8.1M |
| $666K |
| 4 | POWER DIGITAL MARKETING INC. POWER DIGITAL MARKETING INC. 401(K) PROFIT SHARING PLAN TRUST | SAN DIEGO CA | 536 | $18.8M | $277K |
| 5 | GORDON TECHNOLOGIES LLC GORDON TECHNOLOGIES 401(K) PLAN AND TRUST | SCOTT LA | 444 | $10.1M | $166K |
| 6 | JOHNAN AMERICA , INC JOHNAN AMERICA SAVINGS PLAN 401K | BARDSTOWN KY | 129 | $2.5M | $163K |
| 7 | INFOVISION, INC INFOVISION, INC 401K PLAN | RICHARDSON TX | 291 | $12.3M | $162K |
| 8 | GOLF STIX DBA 2ND SWING GOLF 2ND SWING GOLF 401K PLAN | EDEN PRAIRIE MN | 264 | $10.7M | $100K |
| 9 | HOUSE WORKS LLC HOUSE WORKS LLC 401(K) PLAN | WOBURN MA | 11,844 | $7.2M | $99K |
| 10 | ANDRUS TRANSPORTATION SERVICES I ANDRUS TRANSPORTATION SERVICES, INC. 401(K) PLAN | ST GEORGE UT | 258 | $4.6M | $91K |
