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 3 Class Fund Registered investment company in their Schedule of Assets, totaling $59K 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 | KERSHAW FRUIT AND COLD STORAGE, INC. KERSHAW COMPANY/DOMEX SUPERFRESH GROWERS 401(K) PLAN | YAKIMA WA | 230 | $19.5M | $59K |
