Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Contrarian Core Fd Z in their Schedule of Assets, totaling $10.9M 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 | DAVIS+GILBERT LLP DAVIS+GILBERT LLP PROFIT SHARING RETIREMENT PLAN | NEW YORK NY | 135 | $149.2M | $8.4M |
| 2 | WEBBANK CORPORATION WEBBANK 401(K) SAFE HARBOR PLAN | SALT LAKE CITY UT | 237 | $28.5M | $1.9M |
| 3 | BOSTON PARTNERS GLOBAL INVESTORS, INC. BOSTON PARTNERS RETIREMENT SAVINGS PLAN |
BOSTON MA |
| 187 |
| $144.3M |
| $677K |