Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Columbia Contrarian Core Fund; Institutional 3 Class Mutual Fund in their Schedule of Assets, totaling $5.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CITRIN COOPERMAN & COMPANY, LLP CITRIN COOPERMAN & COMPANY, LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,949 | $292.0M | $2.9M |
| 2 | ADVISOR360 ADVISOR360 401(K) P/S PLAN | WESTON MA | 422 | $96.6M | $1.6M |
| 3 | LUCILE SALTER PACKARD CHILDREN'S HOSPITAL AT STANFORD LUCILE SALTER PACKARD CHILDREN'S HOSPITAL AT STANFORD RETIREMENT SAVINGS PLAN |
PALO ALTO CA |
| 160 |
| $20.3M |
| $775K |
| 4 | VHV COMPANY VHV COMPANY 401(K) PROFIT SHARING PLAN | WINOOSKI VT | 219 | $10.8M | $237K |
| 5 | CITRIN COOPERMAN & COMPANY LLP CITRIN COOPERMAN & COMPANY LLP PROFIT SHARING PLAN - PLAN NO. 1 | NEW YORK NY | 889 | $7.6M | $79K |
| 6 | CITRIN COOPERMAN & COMPANY LLP CITRIN COOPERMAN & COMPANY LLP PROFIT SHARING PLAN - PLAN NO. 3 | NEW YORK NY | 703 | $7.6M | $52K |
