Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Columbia Strategic Income Instl 3 Mutual Fund in their Schedule of Assets, totaling $517K 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 | SUNRISE SENIOR LIVING, LLC SUNRISE SENIOR LIVING 401(K) PLAN | MCLEAN VA | 18,934 | $360.1M | $353K |
| 2 | HAWK RIDGE SYSTEMS HAWK RIDGE SYSTEMS LLC 401(K) PROFIT SHARING PLAN & TRUST | MOUNTAIN VIEW CA | 372 | $22.8M | $113K |
| 3 | COOPER HOLDINGS, INC. COOPER HOLDINGS, INC. 401(K) PLAN |
ATLANTA GA |
| 101 |
| $14.8M |
| $32K |
| 4 | NORTH STATE GROCERY, INC. NORTH STATE GROCERY, INC. 401(K) PLAN | COTTONWOOD CA | 586 | $16.0M | $20K |
