Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 55 retirement plans report an interest in this investment, totaling $2.6M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 6 name variants: Columbia Overseas Value Fund, Columbia Overseas Value, Columbia Overseas Value ADV, Columbia Overseas Value Class R, Columbia Overseas Value Inst, Columbia Overseas Value A. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | WORKSMART SYSTEMS, INC. WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST | INDIANAPOLIS IN | 6,062 | $327.7M | $451K |
| 2 | CREW, INC. CREW, INC. 401(K) RETIREMENT PLAN | RANCHO DOMINGUEZ CA | 71 | $13.6M | $416K |
| 3 | SOUTH JERSEY GLASS CO, INC. SOUTH JERSEY GLASS CO, INC. 401(K) PLAN | VINELAND NJ | 162 | $12.6M | $325K |
| 4 | ORACLE FINANCIAL SERVICES SOFTWARE, INC. ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN | BRIDGEWATER NJ | 295 | $91.4M | $297K |
| 5 | STURGIS BANK & TRUST COMPANY STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST | STURGIS MI | 211 | $13.7M | $233K |
| 6 | BURTON LUMBER & HARDWARE CO. BURTON LUMBER 401(K) PLAN | SALT LAKE CITY UT | 269 | $21.5M | $225K |
| 7 | BURTON LUMBER & HARDWARE CO. BURTON LUMBER 401(K) PLAN | SALT LAKE CITY UT | 286 | $18.8M | $211K |
| 8 | TEMEG HOLDINGS, INC. TEMEG HOLDINGS, INC. RETIREMENT SAVINGS PLAN | HUDSON OH | 342 | $12.1M | $141K |
| 9 | MIDAS HOSPITALITY, LLC MIDAS HOSPITALITY, LLC 401(K) PLAN | ST. LOUIS MO | 1,062 | $10.2M | $131K |
| 10 | THOMAS J. HENRY LAW FIRM THOMAS J. HENRY RETIREMENT PLAN | SAN ANTONIO TX | 456 | $20.4M | $111K |
