Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding COL SM CAP VAL II I3 Mutual Fund in their Schedule of Assets, totaling $994K 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 | DATASCAN TECHNOLOGIES, LLC DATASCAN RETIREMENT PLAN | ALPHARETTA GA | 424 | $88.9M | $791K |
| 2 | AVEDIS ZILDJIAN CO. AVEDIS ZILDJIAN CO. RETIREMENT PLAN | NORWELL MA | 257 | $27.8M | $185K |
| 3 | RAD SOURCE TECHNOLOGIES, INC. RAD SOURCE TECHNOLOGIES, INC. 401K PLAN |
BUFORD GA |
| 157 |
| $8.1M |
| $17K |
