Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Strategic Income Fund Registered Investment Company in their Schedule of Assets, totaling $683K 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 | THE BURKHART DENTAL SUPPLY CO. THE BURKHART DENTAL SUPPLY CO. PROFIT SHARING AND 401(K) PLAN AND TRUST | TACOMA WA | 279 | $49.9M | $668K |
| 2 | PLANNED PARENTHOOD OF THE COLUMBIA WILLAMETTE INC PLANNED PARENTHOOD COLUMBIA WILLAMETTE 403(B) PLAN | PORTLAND OR | 268 | $13.3M | $11K |
| 3 | CERTUS PEST, INC. |
TAMPA FL |
| 508 |
| $11.2M |
| $4K |
