Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Floating Rate Fund " in their Schedule of Assets, totaling $1.9M 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 | KINTETSU WORLD EXPRESS (U.S.A.), INC. KINTETSU WORLD EXPRESS (U.S.A.), INC. EMPLOYEES 401(K) PLAN | JERICHO NY | 941 | $166.0M | $1.1M |
| 2 | UDC, INC UNIVERSAL DISPLAY CORPORATION 401(K) PLAN | EWING NJ | 408 | $75.4M | $521K |
| 3 | JENCAP GROUP JENCAP GROUP 401(K) PLAN |
NEW YORK NY |
| 1,128 |
| $110.9M |
| $363K |