Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding COL SEL MID CAP VALUE I in their Schedule of Assets, totaling $1.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AFFINIUS CAPITAL LLC AFFINIUS CAPITAL 401K PLAN | SAN ANTONIO TX | 141 | $120.6M | $1.0M |
| 2 | WOODS HOLE GROUP WOODS HOLE GROUP 401(K) PROFIT SHARING PLAN | BOURNE MA | 90 | $15.2M | $361K |
| 3 | SERES ENGINEERING & SERVICES LLC SERES ENGINEERING 401(K) PLAN |
CHARLESTON SC |
| 149 |
| $5.0M |
| $127K |
