Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Columbia Contrarian Core Institutional 3 in their Schedule of Assets, totaling $4.4M 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 | ROCKINGHAM COOPERATIVE FARM BUREAU, INC. ROCKINGHAM COOPERATIVE 401(K) PLAN | DAYTON VA | 306 | $20.3M | $1.7M |
| 2 | REINDERS, INC. REINDERS, INC. 401(K) PROFIT SHARING PLAN | SUSSEX WI | 270 | $30.9M | $1.5M |
| 3 | ARMSTRONG BANK ARMSTRONG BANK 401(K) PROFIT SHARING PLAN |
MUSKOGEE OK |
| 418 |
| $48.5M |
| $828K |
| 4 | CHAPPAQUA TRANSPORTATION, INC. CHAPPAQUA TRANSPORTATION, INC. PROFIT SHARING PLAN | CHAPPAQUA NY | 122 | $4.2M | $319K |
| 5 | SOLI ORGANIC, INC. SOLI ORGANIC 401(K) PLAN | HARRISONBURG VA | 537 | $5.9M | $32K |
| 6 | NEWPORT HOTEL GROUP, LLC NEWPORT HOTEL GROUP, LLC 401(K) PLAN | MIDDLETOWN RI | 82 | $5.7M | $11K |