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 Registered Investment Company in their Schedule of Assets, totaling $7K 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 | MID VALLEY IPA, INC. MID VALLEY IPA, INC. 401(K) PLAN | SALEM OR | 50 | $9.3M | $7K |
