Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Columbia Management Advisors Columbia Strategic Income I3 Fund in their Schedule of Assets, totaling $149K 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 | CONCORA CREDIT INC. CONCORA CREDIT INC 401(K) PLAN | BEAVERTON OR | 727 | $43.0M | $149K |
