Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding COLUMBIA GLOBAL VALUE R in their Schedule of Assets, totaling $39K 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 | 127 GROUP, LLC 127 GROUP 401K PLAN | PALM BEACH GARDENS FL | 273 | $3.8M | $20K |
| 2 | FREEALLIANCE.COM LLC FREEALLIANCE.COM LLC 401(K) PROFIT SHARING PLAN & TRUST | RESTON VA | 413 | $5.2M | $8K |
| 3 | AMERICAS FLOOR SOURCE AMERICA'S FLOOR SOURCE PROFIT SHARING PLAN |
COLUMBUS OH |
| 466 |
| $15.6M |
| $5K |
| 4 | MI FAMILIA VOTA MI FAMILIA VOTA 401(K) PLAN | PHOENIX AZ | 35 | $851K | $3K |
| 5 | CHERRY HILL CONSTRUCTION, INC. CHERRY HILL CONSTRUCTION 401(K) PLAN | NORTH BRANFORD CT | 231 | $2.6M | $2K |
| 6 | WALKERHEALTHCAREIT, LLC WALKERHEALTHCAREIT, LLC | BLOOMFIELD HILLS MI | 152 | $886K | $2K |
