Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Columbia Balanced Fund Class A 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VENTURE CONSTRUCTION COMPANY VENTURE CONSTRUCTION COMPANY PROFIT SHARING PLAN AND TRUST | NORCROSS GA | 246 | $50.7M | $2.6M |
| 2 | FLETCHER TILTON PC FLETCHER TILTON PC PROFIT SHARING PLAN AND TRUST | WORCESTER MA | 92 | $38.6M | $32K |
