Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Columbia Overseas Value Fund Pooled separate account in their Schedule of Assets, totaling $454K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HOTWIRE PUBLIC RELATIONS GROUP, LLC THE HOTWIRE US 401(K) PLAN | SAN FRANCISCO CA | 92 | $8.0M | $223K |
| 2 | WESTERN BAGEL BAKING CORPORATION WESTERN BAGEL 401(K) PLAN | VAN NUYS CA | 315 | $1.6M | $168K |
| 3 | SAZAN GROUP, INC. SAZAN GROUP 401(K) PLAN AND TRUST |
SEATTLE WA |
| 132 |
| $11.0M |
| $31K |
| 4 | HALDEMAN-HOMME HOLDINGS, INC. HALDEMAN-HOMME 401(K) PLAN | MINNEAPOLIS MN | 299 | $2.6M | $19K |
| 5 | AJAX TURNER CO., INC. AJAX TURNER CO., INC. 401K PROFIT SHARING PLAN | LAVERGNE TN | 250 | $28.2M | $12K |
| 6 | GEE WHIZ II, LLC. AUVIL FRUIT 401(K) PLAN | ORONDO WA | 1,274 | $8.3M | $1K |