Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Col Sm Cap Val I I3 in their Schedule of Assets, totaling $820K 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 | SOUTHERN IONICS INCORPORATED SOUTHERN IONICS INCORPORATED 401(K) PROFIT SHARING PLAN | WEST POINT MS | 346 | $78.1M | $499K |
| 2 | AVENUES WORLD HOLDINGS, LLC AVENUES SCHOOLS 401(K) PLAN | NEW YORK NY | 542 | $44.9M | $203K |
| 3 | TGF MANAGEMENT GROUP HOLDCO INC. TGF MANAGEMENT GROUP 401(K) PLAN |
LONG BEACH CA |
| 143 |
| $21.1M |
| $66K |
| 4 | TGF MANAGEMENT GROUP HOLDCO INC. TGF MANAGEMENT GROUP 401(K) PLAN | LONG BEACH CA | 134 | $19.0M | $51K |
