Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Funds Select Mid Capital Value I3 Fund in their Schedule of Assets, totaling $575K 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 | PKL SERVICES, INC. PKL SERVICES, INC. CFT 401(K) PLAN | POWAY CA | 370 | $16.4M | $351K |
| 2 | PKL SERVICES, INC. PKL SERVICES, INC. 401(K) PLAN | POWAY CA | 59 | $7.5M | $224K |
