Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia High Yield Bond Instl 3 # in their Schedule of Assets, totaling $220K 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 | PHIL SMITH MANAGEMENT, INC. DBA PHIL SMITH AUTOMOTIVE GROUP PHIL SMITH AUTOMOTIVE GROUP 401(K) PLAN | LIGHTHOUSE POINT FL | 894 | $20.0M | $133K |
| 2 | DARWIN CX, LLC DARWIN CX, LLC 401(K) PLAN | BUNNELL FL | 122 | $17.5M | $46K |
| 3 | PALM COAST DATA LLC PALM COAST DATA LLC 401(K) PLAN |
BUNNELL FL |
| 67 |
| $17.9M |
| $41K |
