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 in their Schedule of Assets, totaling $746K 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 | TUV SUD AMERICA, INC. TUV SUD AMERICA, INC. 401K SAVINGS PLAN | WAKEFIELD MA | 892 | $131.3M | $678K |
| 2 | ROLLER DIE & FORMING CO., INC. ROLLER DIE & FORMING CO., INC. PROFIT SHARING PLAN | LOUISVILLE KY | 251 | $8.2M | $61K |
| 3 | CARLEY FOUNDRY, INC CARLEY FOUNDRY, INC. 401(K) RETIREMENT PLAN |
MINNEAPOLIS MN |
| 205 |
| $19.9M |
| $6K |
