Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Overseas Value in their Schedule of Assets, totaling $362K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | J.S. WEST MILLING COMPANY J.S. WEST MILLING COMPANY PROFIT SHARING PLAN | MODESTO CA | 320 | $15.7M | $329K |
| 2 | XCEL BRANDS, INC. XCEL BRANDS, INC. 401(K) SAVINGS PLAN | NEW YORK NY | 23 | $3.8M | $32K |
| 3 | ALVARADO CONSTRUCTION, INC. CAMPOS DE SUENOS (FIELD OF DREAMS) 401(K) PLAN AND TRUST |
GREENWOOD VILLAGE CO |
| 1,060 |
| $8.0M |
| $957 |
