Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding COL SM CAP V FUND II I3 in their Schedule of Assets, totaling $3.6M 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 | MEDIX STAFFING SOLUTIONS, INC. MEDIX STAFFING SOLUTIONS, INC. 401(K) PLAN | OAK BROOK IL | 2,320 | $59.7M | $1.0M |
| 2 | MAJESCO MAJESCO 401(K) PLAN | MORRISTOWN NJ | 526 | $65.0M | $922K |
| 3 | STAR AND CRESCENT BOAT COMPANY STAR AND CRESCENT BOAT COMPANY 401(K) SAVINGS PLAN |
CORONADO CA |
| 287 |
| $14.6M |
| $831K |
| 4 | MASTECH DIGITAL, INC. MASTECH DIGITAL, INC. 401(K) PLAN | MOON TOWNSHIP PA | 806 | $32.4M | $472K |
| 5 | SOH DENTAL LLC SOH DENTAL 401(K) PLAN | CHESTERFIELD MO | 421 | $10.3M | $108K |
| 6 | AMYX, INC. AMYX, INC. 401(K) PLAN | RESTON VA | 532 | $42.8M | $95K |
| 7 | FIDDLERS CREEK MANAGEMENT, INC FIDDLER'S CREEK MANAGEMENT, INC 401(K) PLAN | NAPLES FL | 322 | $3.5M | $55K |
| 8 | COP, HOMETOWN SERVICES, INC. COP, HOMETOWN SERVICES, INC. EMPLOYEE RETIREMENT 401(K) PLAN | TULSA OK | 1,501 | $25.2M | $46K |
| 9 | GRASS VALLEY USA, LLC GRASS VALLEY 401K PLAN | NEVADA CITY CA | 89 | $36.0M | $11K |
| 10 | HDNET, LLC HDNET, LLC 401(K) PROFIT SHARING PLAN | AURORA CO | 111 | $6.5M | $10K |
