Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Contrarian Core Institutional Fund in their Schedule of Assets, totaling $2.8M 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 | WALLACE, ROBERTS & TODD, L.L.C. WALLACE ROBERTS & TODD, L.L.C. 401(K) PLAN | PHILADELPHIA PA | 110 | $19.6M | $2.7M |
| 2 | TOPSAIL PROFESSIONAL SERVICES CAMRIS-TOPSAIL 401(K) PLAN | BETHESDA MD | 95 | $8.4M | $65K |
| 3 | VINTECH INDUSTRIES INC VINTECH INDUSTRIES INC 401(K) PROFIT SHARING PLAN & TRUST |
IMLAY CITY MI |
| 165 |
| $3.1M |
| $36K |