Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Trust in their Schedule of Assets, totaling $95.2M 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 | SOUTHERN FARM BUREAU CASUALTY INSURANCE COMPANY SOUTHERN FARM BUREAU AND ADOPTING COMPANIES 401(K) PLAN | RIDGELAND MS | 2,710 | $528.3M | $62.4M |
| 2 | VENTUREDYNE LTD VENTUREDYNE LTD SALARIED DEFFERRAL INVESTMENT PLAN | PEWAUKEE WI | 402 | $27.8M | $27.7M |
| 3 | COASTAL FEDERAL CREDIT UNION |
RALEIGH NC |
| 613 |
| $89.3M |
| $5.1M |
