Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Overseas Value Fund Class I3 Mutual Fund in their Schedule of Assets, totaling $934K 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 | XL INDUSTRIES XL INDUSTRIES 401(K) PLAN | MILPITAS CA | 255 | $65.7M | $824K |
| 2 | ANAQUA, INC. ANAQUA, INC. 401(K) PLAN | BOSTON MA | 293 | $21.4M | $110K |
