Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Columbia Columbia Balanced I3 - in their Schedule of Assets, totaling $15.7M 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 | ASCENSUS, LLC. ASCENSUS, LLC 401(K) SAVINGS PLAN | DRESHER PA | 4,858 | $621.8M | $15.6M |
| 2 | ALEXANDRIA INSIGHTS, INC. ALEXANDRIA INSIGHTS, INC 401(K) PLAN | STAFFORD VA | 178 | $23.0M | $64K |
| 3 | SERVEFED, INC. SERVEFED, INC. 401(K) PLAN |
| 338 |
| $5.7M |
| $40K |
| 4 | OPTIMA DERMATOLOGY PARTNERS, LLC OPTIMA DERMATOLOGY PARTNERS RETIREMENT PLAN | PORTSMOUTH NH | 446 | $16.2M | $15K |
| 5 | NATURAL LANDS TRUST, INC. NATURAL LANDS RETIREMENT PLAN | MEDIA PA | 100 | $21.8M | $12K |
