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 I3 - in their Schedule of Assets, totaling $6.4M 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 | NORTHSTAR FAMILY ENTERPRISES DIMMITT AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN | CLEARWATER FL | 398 | $25.0M | $5.2M |
| 2 | AMERICAN CLEAN POWER ASSOCIATION ACPA 401(K) RETIREMENT PLAN | WASHINGTON DC | 153 | $22.1M | $1.2M |
