Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Columbia Balanced Fund in their Schedule of Assets, totaling $2.4M 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 | BRAY INTERNATIONAL, INC. BRAY INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 902 | $109.7M | $1.7M |
| 2 | J.W. FLOOR COVERING, INC. J.W. FLOOR COVERING/RESOURCE FLOORS EMPLOYEE SAVINGS AND RETI | SAN DIEGO CA | 138 | $7.0M | $459K |
| 3 | MONA ELECTRIC GROUP, INC. |
CLINTON MD |
| 78 |
| $19.0M |
| $201K |
