Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Columbia Threadneedle Investments in their Schedule of Assets, totaling $9.2M 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 | BOARD OF TRUSTEES OF THE EASTERN EASTERN SHORE TEAMSTERS PENSION FUND | BALTIMORE MD | 300 | $166.2M | $7.5M |
| 2 | SHAMIR INSIGHT, INC. SHAMIR INSIGHT, INC. 401(K) PLAN | SAN DIEGO CA | 74 | $8.8M | $626K |
| 3 | BROTHERS OF MERCY NURSING HOME COMPANY, INC. DBA BROTHERS OF MERCY NUR |
CLARENCE NY |
| 541 |
| $12.5M |
| $405K |
| 4 | ORBIS HOLDINGS GROUP, LLC ORBIS HOLDINGS GROUP, LLC 401(K) SAVINGS & INVESTMENT PLAN | ST. CLAIR MI | 703 | $7.8M | $262K |
| 5 | THE BAUPOST GROUP, L.L.C. BAUPOST GROUP SAVINGS RETIREMENT PLAN | BOSTON MA | 240 | $156.2M | $254K |
| 6 | HEMENWAY & BARNES LLP HEMENWAY & BARNES 401(K) PLAN | BOSTON MA | 131 | $68.3M | $91K |
| 7 | KUTOL PRODUCTS COMPANY, INC. KUTOL PRODUCTS COMPANY, INC. 401(K) PLAN | SHARONVILLE OH | 218 | $17.8M | $39K |
