Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Columbia Global Technology Growth I3 Columbia 0 in their Schedule of Assets, totaling $4.3M 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 | HELFMAN ENTERPRISES, INC. HELFMAN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 483 | $27.5M | $3.1M |
| 2 | UBICQUIA LLC UBICQUIA 401(K) PLAN | FORT LAUDERDALE FL | 145 | $9.6M | $409K |
| 3 | CAYUSE LLC CAYUSE LLC 401(K) PLAN |
| 117 |
| $10.4M |
| $367K |
| 4 | THE ONE CAMPAIGN THE ONE CAMPAIGN 401(K) RETIREMENT PLAN | WASHINGTON DC | 58 | $13.8M | $246K |
| 5 | WSM INDUSTRIES WSM INDUSTRIES PROFIT SHARING 401(K) PLAN | WICHITA KS | 214 | $18.0M | $105K |
| 6 | WSM INDUSTRIES WSM INDUSTRIES PROFIT SHARING 401(K) PLAN | WICHITA KS | 199 | $17.4M | $80K |
