Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Contrarian Core R5 Mutual fund in their Schedule of Assets, totaling $280K 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 | SOLDIER ON, INC. SOLDIER ON 403(B) PLAN | PITTSFIELD MA | 181 | $9.2M | $249K |
| 2 | CENTER FOR COMMUNITY RESOURCES, INC CCR PENSION PLAN | BUTLER PA | 413 | $8.6M | $16K |
| 3 | ALLIANCE FOR NONPROFIT RESOURCES ALLIANCE FOR NONPROFIT RESOURCES 403(B) PLAN |
BUTLER PA |
| 481 |
| $4.6M |
| $14K |