Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Columbia Columbia Small Cap Value II I3 in their Schedule of Assets, totaling $9.2M 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 | HARVARD MED. FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MED. CTR. INC HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. RETIREMENT PLAN | BOSTON MA | 2,182 | $1.3B | $5.6M |
| 2 | HARVARD MED. FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MED. CTR. INC HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. 401(K) SAVINGS AND INVESTMENT PLAN | BOSTON MA | 2,311 | $848.4M | $3.6M |
| 3 |
| HIRSCH ELECTRIC, LLC. HIRSCH ELECTRIC, LLC. 401 K PROFIT SHARING PLAN |
BALTIMORE MD |
| 120 |
| $8.8M |
| $42K |
| 4 | ORANGE COUNTY CREDIT UNION ORANGE COUNTY'S CREDIT UNION 401(K) PLAN | SANTA ANA CA | 359 | $64.2M | $21K |
