Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Large Cap Enhanced Core Fund Mutual Fund in their Schedule of Assets, totaling $683K 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 | SIMON KUCHER & PARTNERS LLC SIMON KUCHER & PARTNERS 401(K) PLAN | BOSTON MA | 339 | $51.3M | $511K |
| 2 | UNITED STEEL, INC. UNITED STEEL, INC. 401(K) RETIREMENT PLAN | EAST HARTFORD CT | 173 | $13.4M | $144K |
| 3 | MARE ISLAND DRY DOCK LLC MIDD 401(K) PLAN |
VALLEJO CA |
| 58 |
| $6.2M |
| $28K |
