Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Columbia Columbia Small Cap Value II S in their Schedule of Assets, totaling $20.8M 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 | SPARROW HEALTH SYSTEM SPARROW HEALTH SYSTEM ASSOCIATE RETIREMENT SAVINGS PLAN | LANSING MI | 8,310 | $806.5M | $11.3M |
| 2 | PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLAN PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLAN | KANSAS CITY MO | 1,509 | $301.8M | $8.9M |
| 3 | SPARROW HEALTH SYSTEM |
LANSING MI |
| 405 |
| $26.7M |
| $243K |
| 4 | MEDCARE SOUTH, LLC MEDCARE SOUTH 401(K) PLAN | ATLANTA GA | 166 | $15.4M | $169K |
| 5 | KAMCO INDUSTRIES, INC. KAMCO INDUSTRIES, INC. 401(K) PLAN & TRUST | WEST UNITY OH | 448 | $24.1M | $66K |
| 6 | SPARROW DEVELOPMENT, INC. SPARROW HEALTH SYSTEM AFFILIATE 401(K) PLAN | LANSING MI | 324 | $6.1M | $43K |
