Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Columbia Contrarian Core I3 - in their Schedule of Assets, totaling $23.9M 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 | AEROVIRONMENT, INC. AEROVIRONMENT, INC. P/S AND SALARY DEFERRAL 401 K PLAN | SIMI VALLEY CA | 1,297 | $259.8M | $9.4M |
| 2 | LAZ KARP ASSOCIATES, LLC LAZ KARP ASSOCIATES, LLC 401(K) PLAN | HARTFORD CT | 6,802 | $90.7M | $3.6M |
| 3 | LEK CONSULTING LLC LEK CONSULTING 401(K) PLAN | BOSTON MA | 683 | $190.2M | $3.0M |
| 4 | RED RIVER BANCSHARES, INC. RED RIVER BANK 401(K) PROFIT SHARING PLAN | ALEXANDRIA LA | 349 | $36.9M | $1.5M |
| 5 | PCH HOTELS AND RESORTS, INC. PCH HOTELS AND RESORTS, INC. 401(K) PLAN | MOBILE AL | 1,342 | $28.3M | $1.3M |
| 6 | LEK CONSULTING LLC LEK CONSULTING BOSTON 401(K) PLAN | BOSTON MA | 302 | $69.5M | $937K |
| 7 | ALCAMI CAROLINAS CORPORATION ALCAMI CORPORATION 401(K) PLAN | WILMINGTON NC | 937 | $102.3M | $841K |
| 8 | TOTAL RENTAL INC. TOTAL RENTAL INC. 401(K) PROFIT SHARING PLAN AND TRUST | PHOENIXVILLE PA | 116 | $6.7M | $515K |
| 9 | DIVERSIFIED TRAFFIC PRODUCTS MERCURY ELECTRONICS 401K PLAN | SEVEN VALLEYS PA | 200 | $5.5M | $418K |
| 10 | BLM GROUP USA CORP BLM GROUP USA CORP PROFIT SHARING PLAN | NOVI MI | 185 | $21.3M | $380K |
