Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding COL SEL MIDCAP VALUE R in their Schedule of Assets, totaling $93K 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 | STEVENSON-WEIR/SOUTHERN LLC STEVENSON-WEIR/SOUTHERN LLC RETIREMENT SAVINGS PLAN | ROCK HILL SC | 174 | $4.8M | $39K |
| 2 | HEGG COMPANIES, INC HEGG COMPANIES, INC 401K PROFIT | SIOUX FALLS SD | 261 | $1.5M | $30K |
| 3 | JULIA O FAIGEL DMD, PC DR. DENTAL 401(K) PLAN |
EAST BOSTON MA |
| 288 |
| $7.4M |
| $24K |