Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Life Anchor Fund * Columbia Management Investment Columbia Trust Dividend in their Schedule of Assets, totaling $988K 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 | PFG VENTURES L.P. DBA PROFORMA PROFORMA 401(K) PLAN | INDEPENDENCE OH | 164 | $13.9M | $988K |
