Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Columbia Overseas Value Fund I3 Registered Investment Company in their Schedule of Assets, totaling $197K 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 | SHIFAMED, LLC SHIFAMED LLC 401(K) PROFIT SHARING PLAN | CAMPBELL CA | 371 | $20.7M | $197K |
