Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Columbia Total Return Bond in their Schedule of Assets, totaling $19.6M 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 | BOWMAN AND BROOKE LLP BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 407 | $194.3M | $15.8M |
| 2 | TRADITION AMERICA HOLDINGS, INC. TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN | NEW YORK NY | 455 | $207.5M | $1.7M |
| 3 | RATIONAL COOKING SYSTEMS, INC. |
ROLLING MEADOWS IL |
| 160 |
| $15.6M |
| $1.2M |
| 4 | W&P MANAGEMENT, LLC W&P MANAGEMENT PROFIT SHARING AND 401(K) PLAN | UTICA MI | 486 | $29.0M | $867K |
