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 Institutional 2 Class Mutual Fund in their Schedule of Assets, totaling $7.5M 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 | TEAM, INC. TEAM, INC. SALARY DEFERRAL PLAN AND TRUST | SUGAR LAND TX | 3,219 | $357.2M | $7.5M |
