Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Strategic Income Inst in their Schedule of Assets, totaling $6.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PLUMBERS & STEAMFITTERS LOCAL 146 PENSION PLAN PLUMBERS & STEAMFITTERS LOCAL 146 PENSION PLAN | HOUSTON TX | 289 | $48.3M | $2.7M |
| 2 | NECA-IBEW LOCAL 584 PENSION PLAN NECA-IBEW LOCAL 584 PENSION PLAN | RICHARDSON TX | 323 | $42.3M | $2.5M |
| 3 | PLUMBERS AND PIPEFITTERS LOCAL UNION 344 |
OKLAHOMA CITY OK |
| 1,315 |
| $15.4M |
| $1.3M |