Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Columbia Total Return Bond Fund in their Schedule of Assets, totaling $20.2M 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 | SMITHGROUP COMPANIES, INC. THE SMITHGROUP RETIREMENT ACCUMULATION PLAN | DETROIT MI | 1,547 | $335.3M | $8.8M |
| 2 | SHAPE CORP BIOSOLUTIONS, LLC THE SHAPE FAMILY OF COMPANIES RETIREMENT PLAN | GRAND HAVEN MI | 2,279 | $180.3M | $3.9M |
| 3 | KEYSTONE CONSOLIDATED INDUSTRIES |
PEORIA IL |
| 610 |
| $102.4M |
| $3.7M |
| 4 | MUELLER INDUSTRIES, INC. MUELLER INDUSTRIES, INC. 401(K) PLAN | COLLIERVILLE TN | 2,360 | $180.0M | $2.8M |
| 5 | ANCHOR PARTNERS, LLC ANCHOR PARTNERS 401(K) PROFIT SHARING PLAN | SOUTHLAKE TX | 949 | $22.8M | $571K |
| 6 | SAMSON TUG AND BARGE, INC. SAMSON TUG AND BARGE, INC. 401(K) PLAN | SITKA AK | 104 | $8.4M | $354K |
| 7 | BEACON PROMOTIONS BEACON PROMOTIONS 401(K) PLAN | NEW ULM MN | 134 | $4.6M | $35K |
| 8 | SPUNCAST INC. SPUNCAST INC. 401(K) PROFIT SHARING PLAN AND TRUST | WATERTOWN WI | 126 | $6.9M | $14K |
