Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Columbia Columbia Small Cap Value Fund I Institutional 3 Class (1) in their Schedule of Assets, totaling $921K 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 | UPL NA INC. UPL NA INC. 401(K) PLAN | DURHAM NC | 412 | $95.3M | $921K |
