Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Columbia COL SM CAP VAL II I3 in their Schedule of Assets, totaling $2.4M 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 | ALTAMED HEALTH SERVICES CORPORATION ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN | LOS ANGELES CA | 5,614 | $266.5M | $1.5M |
| 2 | CITADEL FEDERAL CREDIT UNION CITADEL RETIREMENT PLAN | EXTON PA | 554 | $84.1M | $635K |
| 3 | HIGHLANDS RANCH COMMUNITY ASSOCIATION, INC. |
HIGHLANDS RANCH CO |
| 227 |
| $13.7M |
| $284K |
| 4 | JUPITERONE, INC. JUPITERONE RETIREMENT PLAN | DURHAM NC | 46 | $5.3M | $4K |
