Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Management Advisors in their Schedule of Assets, totaling $3.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | APEX FUND SERVICES (CHARLOTTE) LLC APEX FUND SERVICES 401(K) PLAN | NEW YORK NY | 655 | $49.2M | $1.9M |
| 2 | RUEKERT & MIELKE, INC. RUEKERT & MIELKE, INC. PROFIT SHARING/401(K) TRUST | WAUKESHA WI | 100 | $38.4M | $1.3M |
| 3 | ELLIOTT OIL COMPANY ELLIOTT OIL COMPANY 401(K) PROFIT SHARING PLAN |
OTTUMWA IA |
| 134 |
| $9.9M |
| $76K |
