Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Overseas Value Fund; Institutional 3 Class Mutual Fund in their Schedule of Assets, totaling $1.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DELTA ELECTRONICS (AMERICAS) LTD. DELTA AMERICA LTD. 401(K) SALARY SAVINGS PLAN AND TRUST | FREMONT CA | 429 | $170.3M | $966K |
| 2 | PENNANT SERVICES, INC. PENNANT 401(K) RETIREMENT SAVINGS PLAN | EAGLE ID | 6,390 | $75.1M | $452K |
| 3 | ASIAN AMERICANS FOR COMMUNITY INVOLVEMENT OF SANTA CLARA COUNTY, |
SAN JOSE CA |
| 255 |
| $17.5M |
| $37K |
