Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Columbia Overseas Value Inst3 in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CHELSEA MILLING COMPANY CHELSEA MILLING COMPANY, CHELSEA MILLING DIVISION, DEFINED CONTRIBUTION PLAN | CHELSEA MI | 342 | $49.8M | $1.1M |
| 2 | HOOSIER UPLANDS ECONOMIC DEVELOPMENT CORPORATION HOOSIER UPLANDS ECONOMIC DEVELOPMENT CORPORATION 403(B) PLAN | MITCHELL IN | 221 | $6.9M | $16K |
| 3 | INPERIUM, INC. |
READING PA |
| 4,115 |
| $37.4M |
| $14K |
