Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Columbia Overseas Value A in their Schedule of Assets, totaling $1.2M 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 | THE POCA VALLEY BANKSHARES, INC. THE POCA VALLEY BANK KSOP | WALTON WV | 130 | $15.2M | $300K |
| 2 | HORN USA INC HORN USA INC 401K PROFIT SHARING PLAN AND TRUST | DALLAS TX | 115 | $12.4M | $238K |
| 3 | FRONTIER DENTAL HOLDINGS, LLC FRONTIER DENTAL 401(K) PLAN |
EL DORADO HILLS CA |
| 683 |
| $33.7M |
| $191K |
| 4 | DATUM SOFTWARE DATUM SOFTWARE 401(K) PLAN | JOHNS CREEK GA | 107 | $11.1M | $176K |
| 5 | UMC PHYSICIANS UMC PHYSICIANS 401(K) PLAN | LUBBOCK TX | 457 | $35.9M | $105K |
| 6 | MCNAMARA/SALVIA, INC. MCNAMARA/SALVIA, INC. 401(K) PLAN AND TRUST | BOSTON MA | 114 | $31.6M | $81K |
| 7 | WEST POINT OPTICAL, LLC WEST POINT OPTICAL, LLC RETIREMENT SAVINGS PLAN | MASON OH | 398 | $3.7M | $54K |
| 8 | NUTRITION FUNDAMENTAL, INC NUTRITION FUNDAMENTAL INC 401(K) PLAN | INDUSTRY CA | 307 | $3.6M | $36K |
| 9 | PRINTMAIL SOLUTIONS, INC. PRINTMAIL SOLUTIONS, INC. 401(K) PLAN | NEWTOWN PA | 134 | $10.9M | $15K |
| 10 | SPENCER OGDEN SPENCER OGDEN 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 325 | $6.7M | $9K |
