Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Columbia Small Cap Value II Instl3 in their Schedule of Assets, totaling $1.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRINITY HEALTH CORPORATION GENESIS EMPLOYER CONTRIBUTION PLAN | LIVONIA MI | 4,699 | $144.6M | $1.2M |
| 2 | SERVICES FOR THE UNDERSERVED SERVICES FOR THE UNDERSERVED 403(B) PLAN | NEW YORK NY | 1,779 | $32.4M | $118K |
