Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 63 U.S. retirement plans report holding Columbia in their Schedule of Assets, totaling $117.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KOHLBERG KRAVIS ROBERTS & CO. L.P. KOHLBERG KRAVIS ROBERTS AND CO. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 1,627 | $666.2M | $35.3M |
| 2 | AFFINITY FEDERAL CREDIT UNION AFFINITY FEDERAL CREDIT UNION 401(K) PLAN | BASKING RIDGE NJ | 513 | $109.1M | $9.7M |
| 3 | EISNER ADVISORY GROUP, LLC |
NEW YORK NY |
| 3,807 |
| $699.3M |
| $8.4M |
| 4 | UNIVERSITY PHYSICIANS & SURGEONS, INC. UNIVERSITY PHYSICIANS & SURGEONS, INC. 401(A) TIAA-CREF RETIREMENT PLAN | HUNTINGTON WV | 1,754 | $106.9M | $6.7M |
| 5 | GENESIS HEALTH SYSTEM GENESIS HEALTH SYSTEM RETIREMENT SAVINGS PLAN | DAVENPORT IA | 4,680 | $344.6M | $4.7M |
| 6 | BROOKLYN LAW SCHOOL BROOKLYN LAW SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN | BROOKLYN NY | 207 | $191.6M | $3.5M |
| 7 | PRESBYTERIAN HOMES AND SERVICES PRESBYTERIAN HOMES AND SERVICES EMPLOYEES RETIREMENT SAVINGS AND INVESTMENT PLAN | ROSEVILLE MN | 4,859 | $91.5M | $3.3M |
| 8 | HARMONIC INC. HARMONIC INC. 401(K) PLAN | SAN JOSE CA | 345 | $154.3M | $3.3M |
| 9 | BOECORE, LLC DBA AURIA AURIA.SPACE, LLC 401(K) PROFIT SHARING PLAN | COLORADO SPRINGS CO | 354 | $44.6M | $3.1M |
| 10 | HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN | NEW YORK NY | 234 | $35.9M | $3.0M |
