Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Convertible Securities in their Schedule of Assets, totaling $898K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | STRATA-G, LLC STRATA G PROFIT SHARING PLAN | KNOXVILLE TN | 308 | $32.5M | $878K |
| 2 | KEY BENEFIT ADMINISTRATORS KEY FAMILY 401K PLAN | FISHERS IN | 393 | $21.6M | $20K |
