Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Columbia Strategic Income Fund Mutual fund - in their Schedule of Assets, totaling $2.7M 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 | NEW ENGLAND BUSINESS TRUST NEW ENGLAND BUSINESS TRUST SECTION 401(K) PLAN | BOSTON MA | 130 | $45.8M | $1.2M |
| 2 | AXIOM GLOBAL INC. AXIOM GLOBAL INC. 401(K) PLAN | CHICAGO IL | 2,550 | $114.4M | $680K |
| 3 | NANTUCKET ISLAND MANAGEMENT NANTUCKET ISLAND MANAGEMENT 401(K) PLAN |
BOSTON MA |
| 83 |
| $12.6M |
| $286K |
| 4 | GLOBAL INFORMATION SYSTEMS, LLC GLOBAL INFORMATION SYSTEMS, LLC 401(K) PROFIT SHARING PLAN | LEXINGTON KY | 109 | $8.3M | $143K |
| 5 | THE WILLISTON NORTHAMPTON SCHOOL THE WILLISTON NORTHAMPTON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | EASTHAMPTON MA | 201 | $56.0M | $130K |
| 6 | BLAUCH BROTHERS, INC. BLAUCH BROTHERS, INC. 401(K) PROFIT SHARING PLAN | HARRISONBURG VA | 137 | $11.5M | $120K |
| 7 | EDUCATION SUCCESS NETWORK, INC. EDUCATION SUCCESS NETWORK, INC. 403(B) DC PLAN | ROCHESTER NY | 133 | $13.2M | $52K |
| 8 | CIMARRON ENERGY, INC. CIMARRON ENERGY, INC. SAVINGS AND INVESTMENT PLAN | HOUSTON TX | 484 | $28.4M | $38K |
| 9 | CHECKMARX INC CHECKMARX INC 401 K PROFIT SHARING PLAN TRUST | PARAMUS NJ | 156 | $16.3M | $19K |
