Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Columbia Contrarian Core Fd I3 in their Schedule of Assets, totaling $801K 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 | NOVUM HOLDINGS LLC NOVUM STRUCTURES, LLC 401(K) RETIREMENT PLAN | MENOMONEE FALLS WI | 95 | $24.4M | $469K |
| 2 | ROIG, ROSENBERG, MARTIN & BELLIDO, P.A. ROIG LAWYERS 401(K) PLAN | DEERFIELD BEACH FL | 127 | $16.9M | $168K |
| 3 | NORTH SHORE HEALTHCARE, LLC NORTH SHORE HEALTHCARE, LLC RETIREMENT SAVINGS PLAN |
MILWAUKEE WI |
| 3,364 |
| $18.9M |
| $146K |
| 4 | ADVANTIS MEDICAL STAFFING, LLC ADVANTIS 401(K) PLAN | DALLAS TX | 513 | $3.6M | $18K |