Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding COL SEL MID CAP VALUE I3 in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MOLD-RITE PLASTICS, LLC MOLD-RITE PLASTICS 401(K) PLAN | PLATTSBURGH NY | 696 | $48.1M | $313K |
| 2 | FRESNO TRUCK CENTER FRESNO TRUCK CENTER 401(K) PLAN | FRESNO CA | 675 | $27.3M | $293K |
| 3 | HICKS NURSERIES, INC. HICKS 401K PLAN | WESTBURY |
| 153 |
| $10.1M |
| $274K |
| 4 | BLUE LABEL PACKAGING CO. BLUE LABEL PACKAGING CO. SAFE HARBOR 401K PROFIT SHARING PLAN | LANCASTER OH | 134 | $8.8M | $206K |
| 5 | FRANCONIA-SPRINGFIELD SURGERY INOVA SURGERY CENTERS 401(K) PLAN | ALEXANDRIA VA | 378 | $26.6M | $114K |
| 6 | CRIMSON MIDSTREAM SERVICES, LLC CRIMSON MIDSTREAM SERVICES, LLC 401(K) PROFIT SHARING PLAN | IRVINE CA | 124 | $14.0M | $92K |
| 7 | AVENUE ONE SERVICES, INC AVENUE ONE SERVICES, INC. 401(K) PLAN | NEW YORK NY | 101 | $4.1M | $48K |
| 8 | W.E. BOWERS AND ASSOCIATES, INC. W.E. BOWERS & ASSOCIATES UNION RETIREMENT PLAN | BELTSVILLE MD | 904 | $21.8M | $16K |
| 9 | SPARTAN EDUCATION GROUP, LLC SPARTAN EDUCATION GROUP, LLC RETIREMENT SAVINGS PLAN | CHICAGO IL | 295 | $6.5M | $10K |
