Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Funds Columbia Strat Income I3 Fund - in their Schedule of Assets, totaling $800K 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 | STRATEGIC PHARMACEUTICAL SOLUTIONS DBA VETSOURCE STRATEGIC PHARMACEUTICAL SOLUTIONS 401(K) PROFIT SHARING PLAN AND TRUST | PORTLAND OR | 608 | $33.4M | $726K |
| 2 | SIMPLEHUMAN LLC SIMPLEHUMAN 401(K) PLAN | TORRANCE CA | 106 | $25.0M | $74K |
