Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Columbia Strat Income I3 Fund 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 | TRI-COUNTIES BANK TRI-COUNTIES BANK 401(K) PLAN | CHICO CA | 1,163 | $83.1M | $1.9M |
| 2 | GERTRUDE HAWK BRANDS, INC. GERTRUDE HAWK CHOCOLATES 401(K) PLAN | DUNMORE PA | 420 | $23.9M | $622K |
| 3 | THE SECANT GROUP, LLC THE SECANT GROUP, LLC 401(K) PLAN |
TELFORD PA |
| 205 |
| $35.3M |
| $515K |
| 4 | SOLESIS, LLC SOLESIS, LLC 401(K) PLAN | TELFORD PA | 240 | $11.5M | $81K |
| 5 | VENTURA SERVICES FL LLC VENTURA SERVICES FL LLC 401(K) PLAN | FORT LAUDERDALE FL | 3,411 | $4.5M | $55K |
| 6 | TECH MAHINDRA (AMERICAS) INC. TECH MAHINDRA AMERICAS 401(K) PLAN | PLANO TX | 7,872 | $136.8M | $53K |
