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 II Instl 2 N/R in their Schedule of Assets, totaling $662K 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 | CULVER FRANCHISING SYSTEM, LLC CULVER FRANCHISING SYSTEM, LLC 401(K) RETIREMENT PLAN | PRAIRIE DU SAC WI | 350 | $40.2M | $662K |