Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Contrarian Core Fund Mutual funds in their Schedule of Assets, totaling $1.2M 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 | EQUINITI TRUST COMPANY EQUINITI 401(K) PLAN | NEW YORK NY | 977 | $126.9M | $663K |
| 2 | EQUINITI TRUST COMPANY EQUINITI 401(K) PLAN | NEW YORK NY | 1,183 | $85.5M | $380K |
| 3 | KOVACH ENCLOSURE SYSTEMS, LLC KOVACH ENCLOSURE SYSTEMS, LLC 401(K) |
| 191 |
| $14.4M |
| $184K |
