Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Columbia Contrarian Core in their Schedule of Assets, totaling $8.0M 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 | SYN-TECH SYSTEMS, INC. SYN-TECH SYSTEMS RETIREMENT PLAN | TALLAHASSEE FL | 171 | $42.8M | $2.8M |
| 2 | PRECISION, INC. PRECISION, INC. 401(K) PLAN | PELLA IA | 789 | $48.1M | $1.7M |
| 3 | ROBINSON SCHOOL, INC. ROBINSON SCHOOL , INC. RETIREMENT PLAN |
SAN JUAN PR |
| 160 |
| $7.0M |
| $1.7M |
| 4 | MCMILLAN ELECTRIC COMPANY MCMILLAN ELECTRIC COMPANY SALARY SAVINGS PLAN | WOODVILLE WI | 146 | $21.1M | $1.5M |
| 5 | JEWISH COMM. CENTER OF ST LOUIS JEWISH COMMUNITY CENTER OF ST. LOUIS RETIREMENT PLAN | ST. LOUIS MO | 225 | $4.8M | $208K |
| 6 | PHOTON INFOTECH INC PHOTON INFOTECH 401(K) PROFIT SHARING PLAN | DALLAS TX | 502 | $5.5M | $120K |
| 7 | SUNESIS ENVIRONMENTAL, LLC SUNESIS ENVIRONMENTAL RETIREMENT SAVINGS PLAN | WEST CHESTER OH | 183 | $3.0M | $25K |
| 8 | PUREFLEX, INC. PUREFLEX, INC. 401(K) SAVINGS PLAN | KENTWOOD MI | 272 | $9.2M | $23K |
