Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Columbia Overseas Value Fund;I3 Mutual Fund in their Schedule of Assets, totaling $469K 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 | HAGERMAN CONSTRUCTION CORPORATION THE HAGERMAN GROUP 401(K) PLAN | FORT WAYNE IN | 201 | $17.7M | $363K |
| 2 | MERSINO DEWATERING, LLC MERSINO DEWATERING, LLC 401(K) PLAN | DAVISON MI | 510 | $16.6M | $93K |
| 3 | HELIX TRAFFIC SOLUTIONS, LLC HELIX TRAFFIC SOLUTIONS 401(K) PLAN |
MURFREESBORO TN |
| 2,386 |
| $16.5M |
| $9K |
| 4 | BACKYARD FARMS, LLC BACKYARD FARMS, LLC 401(K) PLAN | MADISON ME | 86 | $4.4M | $5K |
