Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Columbia Select Global Equity Inst3 in their Schedule of Assets, totaling $417K 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 | WILLOW BROOK CHRISTIAN SERVICES WILLOW BROOK 403(B) RETIREMENT PLAN | DELAWARE OH | 554 | $11.9M | $328K |
| 2 | HUPP ELECTRIC MOTORS, INC. HUPP 401(K) PLAN | MARION IA | 257 | $25.0M | $89K |