Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Columbia Strategic Income in their Schedule of Assets, totaling $54K 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 | R BANK TEXAS R BANK TEXAS 401(K) PLAN | ROUND ROCK TX | 160 | $7.1M | $47K |
| 2 | STELLAR HEALTH MANAGEMENT, LLC STELLAR HEALTH MANAGEMENT, LLC 401(K) PLAN | WINCHESTER MA | 972 | $12.2M | $7K |
