Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Columbia Overseas Value Fund Mutual fund in their Schedule of Assets, totaling $12.1M 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 | CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORPORATION CALIFORNIA ISO RETIREMENT SAVINGS BENEFITS PLAN | FOLSOM CA | 731 | $443.3M | $10.6M |
| 2 | GAVIN DE BECKER & ASSOCIATES, L.P GAVIN DE BECKER & ASSOCIATES, L.P 401(K) PLAN | SAN ANTONIO TX | 622 | $35.3M | $642K |
| 3 | BURTON LUMBER & HARDWARE CO. |
SALT LAKE CITY UT |
| 269 |
| $21.5M |
| $225K |
| 4 | BURTON LUMBER & HARDWARE CO. BURTON LUMBER 401(K) PLAN | SALT LAKE CITY UT | 286 | $18.8M | $214K |
| 5 | MEDALLIA, INC. MEDALLIA, INC. 401(K) PLAN | PLEASANTON CA | 1,030 | $212.7M | $198K |
| 6 | CORIUM INNOVATIONS, INC. CORIUM INNOVATIONS, INC. 401(K) PLAN | GRAND RAPIDS MI | 169 | $19.0M | $151K |
| 7 | BARCO UNIFORMS, INC. BARCO UNIFORMS, INC. 401(K) PLAN | GARDENA CA | 189 | $10.1M | $59K |
| 8 | ELWOOD STAFFING SERVICES, INC. ELWOOD STAFFING SERVICES, INC. 401(K) RETIREMENT PLAN | COLUMBUS IN | 13,000 | $35.0M | $41K |
| 9 | CARRIS FINANCIAL CORP. CFC RETIREMENT PLAN | PROCTOR VT | 463 | $25.7M | $18K |
| 10 | KEYSTONE SPORTS AND ENTERTAINMENT LLC KEYSTONE SPORTS AND ENTERTAINMENT LLC EMPLOYEES SAVINGS TRUST | CHESTER PA | 335 | $8.3M | $15K |
