Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Columbia Mgmt Investment Advisors, LLC Columbia Diversified Equity Income Mutual Funds in their Schedule of Assets, totaling $429K 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 | GENESIS HEALTHCARE SYSTEM GENESIS HEALTHCARE SYSTEM TDA THRIFT PLAN | ZANESVILLE OH | 2,557 | $158.3M | $429K |
