Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Columbia Contra Core I3 Fund in their Schedule of Assets, totaling $515K 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 | LONGVIEW WELLNESS CENTER, INC. DBA WELLNESS POINTE LONGVIEW WELLNESS CENTER, INC. DBA WELLNESS POINTE 403(B) PLAN | LONGVIEW TX | 289 | $7.0M | $212K |
| 2 | CAIPA MSO LLC CAIPA MSO LLC 401(K) PLAN | NEW YORK NY | 141 | $11.2M | $159K |
| 3 | HYSPECO, INC. HYSPECO, INC. 401(K) PLAN |
WICHITA KS |
| 167 |
| $9.2M |
| $89K |
| 4 | OUT WEST RESTAURANT GROUP, INC. OUT WEST RESTAURANT GROUP, INC. 401(K) PLAN | SAN DIEGO CA | 296 | $3.5M | $55K |