Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Columbia Columbia Select Large Cap Value Fund in their Schedule of Assets, totaling $3.0M 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 | THE BOYD GROUP (U.S.) INC. GERBER COLLISION & GLASS 401(K) PLAN | ELMHURST IL | 11,273 | $197.8M | $2.4M |
| 2 | WINESHIPPING.COM, LLC WINESHIPPING.COM, LLC 401(K) PLAN | NAPA CA | 507 | $11.4M | $485K |
| 3 | PEQUOT TOOL & MFG. PEQUOT TOOL & MFG., INC. EMPLOYEES SAVINGS TRUST |
PEQUOT LAKES MN |
| 238 |
| $23.6M |
| $33K |
| 4 | ORION REAL ESTATE SERVICES, INC. ORION REAL ESTATE SERVICES, INC. 401K PLAN | HOUSTON TX | 1,004 | $11.1M | $24K |