Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Columbia Contrarian Core I3 Columbia 0 in their Schedule of Assets, totaling $12.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BAYVIEW ASSET MANAGEMENT LLC BAYVIEW ASSET MANAGEMENT LLC 401(K) PLAN | CORAL GABLES FL | 1,638 | $230.0M | $3.4M |
| 2 | OMNETICS CONNECTOR CORPORATION OMNETICS CONNECTOR CORP. 401(K) PS PLAN | MINNEAPOLIS MN | 399 | $51.7M | $2.3M |
| 3 | LATITUDE AI LLC LATITUDE AI LLC 401(K) PLAN |
PITTSBURGH PA |
| 555 |
| $113.7M |
| $932K |
| 4 | NORTH AMERICAN HERITAGE SERVICES, INC. NORTH AMERICAN HERITAGE SERVICES 401(K) PLAN | LEXINGTON KY | 123 | $15.2M | $891K |
| 5 | GALLEHER LLC GALLEHER LLC 401(K) PROFIT SHARING PLAN | LIVONIA MI | 327 | $22.3M | $745K |
| 6 | CARE DESIGN NY, LLC CARE DESIGN NY 401(K) PLAN | ALBANY NY | 1,134 | $50.6M | $703K |
| 7 | BARRY ISETT & ASSOCIATES, INC. BARRY ISETT & ASSOCIATES INC 401(K) PS PLAN | ALLENTOWN PA | 238 | $23.4M | $697K |
| 8 | RENAL MEDICINE ASSOCIATES, LTD. RENAL MEDICINE ASSOCIATES LTD 401K PS PLAN | ALBUQUERQUE NM | 66 | $19.6M | $492K |
| 9 | BOCA WEST COUNTRY CLUB, INC. BOCA WEST COUNTRY CLUB 401(K) RETIREMENT PLAN | BOCA RATON FL | 392 | $23.3M | $380K |
| 10 | INVENTEC DISTRIBUTION (NORTH AMERICA) CORP. INVENTEC 401(K) RETIREMENT SAVINGS PLAN | HOUSTON TX | 80 | $26.0M | $372K |
