Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Overseas Value 13 in their Schedule of Assets, totaling $84K 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 | GOLDBERG & OSBORNE LLP GOLDBERG & OSBORNE 401(K) PLAN | PHOENIX AZ | 88 | $9.4M | $58K |
| 2 | BUTTON MOTORS INC. CHARIOT AUTO RETIREMENT READINESS 401(K)PLAN | KOKOMO IN | 231 | $12.6M | $26K |