Columbia Overseas Value Fund
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 54 retirement plans report an interest in this investment, totaling $2.7M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
54
Reported interest (EOY)
$2.7M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 6 name variants: Columbia Overseas Value Fund, Columbia Overseas Value, Columbia Overseas Value ADV, Columbia Overseas Value A, Columbia Overseas Value Inst, Columbia Overseas Value Class R. Counts combine all variants of the same investment.
Plans holding Columbia Overseas Value Fundranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | CREW, INC. CREW, INC. 401(K) RETIREMENT PLAN | RANCHO DOMINGUEZ CA | 71 | $14.4M | $521K |
| 2 | WORKSMART SYSTEMS, INC. WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST | INDIANAPOLIS IN | 6,062 | $327.7M | $451K |
| 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 |
See all 54 plans holding Columbia Overseas Value Fund
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