Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Columbia Funds Columbia Strat Income Adv Fund in their Schedule of Assets, totaling $457K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE PARTNERS GROUP, LTD THE PARTNERS GROUP, LLC 401(K) PROFIT SHARING PLAN | PORTLAND OR | 272 | $37.0M | $457K |
