Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Total Return Bond Fund Institutional 3 Class in their Schedule of Assets, totaling $5.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA, N.A. BANK OF AMERICA RETIREMENT PLAN FOR DOLLAR PAID EMPLOYEES OF MILITARY BANKING DIVISION | RIVERSIDE RI | 66 | $13.2M | $4.9M |
| 2 | NATIONAL OAK DISTRIBUTORS, INC. NATIONAL OAK DISTRIBUTORS, INC. 401(K) PLAN | WEST PALM BEACH FL | 373 | $19.3M | $456K |
