Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Funds Columbia Small Cap Value Fund - in their Schedule of Assets, totaling $1.6M 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 | ABB/CON-CISE OPTICAL GROUP LLC ABB OPTICAL GROUP | CORAL SPRINGS FL | 1,549 | $68.2M | $1.3M |
| 2 | HEIMARK DISTRIBUTING, LLC HEIMARK DISTRIBUTING, LLC 401 (K) PLAN | SANTA FE SPRINGS CA | 194 | $41.1M | $325K |
| 3 | NPX ONE, LLC NPX ONE, LLC 401(K) PLAN |
| 691 |
| $18.2M |
| $13K |
