Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Global Technology Growth Fund Pooled separate account in their Schedule of Assets, totaling $2.7M 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 | ROEDERER ESTATE INC. ROEDERER USA RETIREMENT PLAN | OAKLAND CA | 136 | $39.8M | $1.9M |
| 2 | IMCO GENERAL CONSTRUCTION, INC. IMCO GENERAL CONSTRUCTION DAVIS-BACON 401(K) PLAN | FERNDALE WA | 213 | $21.7M | $611K |
| 3 | JENTZSCH KEARL FARMS JK FARMS 401(K) PLAN |
RUPERT ID |
| 242 |
| $6.3M |
| $180K |