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 I in their Schedule of Assets, totaling $794K 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 | THOMPSON & JOHNSON EQUIPMENT CO. THOMPSON & JOHNSON EQUIPMENT CO., INC. PROFIT SHARING AND RET | EAST SYRACUSE NY | 151 | $11.8M | $532K |
| 2 | BANDWIDTH INC. BANDWIDTH INC. 401(K) PROFIT SHARING AND TRUST | RALEIGH NC | 871 | $107.9M | $262K |
