Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Mid Cap Value in their Schedule of Assets, totaling $385K 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 | ROBINSON SCHOOL, INC. ROBINSON SCHOOL , INC. RETIREMENT PLAN | SAN JUAN PR | 160 | $7.0M | $375K |
| 2 | GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN, INC. GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN, INC. SAVINGS PLAN | KALAMAZOO MI | 250 | $2.1M | $10K |
