Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Columbia Funds in their Schedule of Assets, totaling $19.7M 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 | DIAMOND DRUGS, INC. DIAMOND DRUGS, INC. 401(K) PLAN | INDIANA PA | 827 | $47.5M | $7.3M |
| 2 | HOLT OF CALIFORNIA THE HOLT RETIREMENT PLAN | PLEASANT GROVE CA | 916 | $135.0M | $5.5M |
| 3 | WILSON, ELSER, MOSKOWITZ, EDELMAN, & DICKER LLP WILSON, ELSER, MOSKOWITZ, EDELMAN & DICKER, LLP DEFINED BENEFIT PLAN FOR NON-LEGAL STAFF |
NEW YORK NY |
| 71 |
| $11.3M |
| $1.6M |
| 4 | PCI ENERGY SOLUTIONS A.K.A. POWER COSTS, INC. PCI ENERGY SOLUTIONS A.K.A. POWER COSTS, INC. 401(K) PLAN | NORMAN OK | 223 | $45.2M | $1.0M |
| 5 | CDI PRODUCTS, LLC FENNER AEP 401(K) PLAN | HUMBLE TX | 817 | $100.4M | $947K |
| 6 | MIDWEST FAMILY MUTUAL INSURANCE COMPANY MIDWEST FAMILY MUTUAL INSURANCE COMPANY 401(K) PLAN | URBANDALE IA | 145 | $19.1M | $757K |
| 7 | HOAGLAND, LONGO, MORAN, DUNST & DOUKAS, LLP HOAGLAND, LONGO, MORAN, DUNST & DOUKAS 401(K) RETIREMENT PLAN | NEW BRUNSWICK NJ | 117 | $45.6M | $586K |
| 8 | O'RIELLY MOTOR COMPANY & AFFILIATES O'RIELLY MOTOR COMPANY & AFFILIATES EMPLOYEE INVESTMENT/SAVINGS PLAN | TUCSON AZ | 190 | $11.9M | $502K |
| 9 | MLSC HOLDING CO. INC. MLSC HOLDING CO., INC. EMPLOYEES' RETIREMENT PLAN | OREM UT | 944 | $34.3M | $401K |
| 10 | SEABROOK BROTHERS AND SONS, INC. SEABROOK BROTHERS AND SONS, INC. PROFIT SHARING PLAN | SEABROOK NJ | 217 | $27.3M | $341K |
