Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Columbia High Yield Bond Adv Mutual Fund in their Schedule of Assets, totaling $516K 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 | SCHLUTER SYSTEMS L.P. SCHLUTER SYSTEMS L.P. 401(K) PROFIT SHARING PLAN | PLATTSBURGH NY | 1,139 | $70.0M | $374K |
| 2 | NORTHWEST FIREFIGHTERS RELIEF ASSOCIATION NORTHWEST FIREFIGHTERS RELIEF ASSOCIATION WELFARE BENEFIT PLAN | LAKE OSWEGO OR | 756 | $21.0M | $56K |
| 3 | MENDEZ & CO., INC. |
SAN JUAN PR |
| 511 |
| $21.5M |
| $49K |
| 4 | THE CHAUTAUQUA CENTER INC. THE CHAUTAUQUA CENTER INC. 403(B) RETIREMENT PLAN | DUNKIRK NY | 296 | $5.8M | $37K |