Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Capital Allocation Mod Inst Columbia Capital Allocation Mod Inst in their Schedule of Assets, totaling $2.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | C.R. MEYER AND SONS COMPANY C.R. MEYER AND SONS COMPANY EMPLOYEES PROFIT SHARING AND RETIREMENT SAVINGS PLAN | OSHKOSH WI | 265 | $58.1M | $2.6M |
| 2 | NOG, INC. NOG, INC. 401(K) PLAN | SUSSEX WI | 70 | $8.1M | $24K |
