Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Columbia Small-Cap Value II Fund in their Schedule of Assets, totaling $6.5M 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 | BOARD OF TRUSTEES - STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN SAVINGS PLAN | CAPITOL HEIGHTS MD | 5,806 | $522.0M | $5.7M |
| 2 | BIG ROCK SPORTS LLC BIG ROCK 401(K) SAVINGS PLAN | MOREHEAD CITY NC | 468 | $40.4M | $467K |
| 3 | HIROTEC AMERICA, INC. |
AUBURN HILLS MI |
| 608 |
| $67.9M |
| $373K |