Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Columbia Overseas Value Fund " in their Schedule of Assets, totaling $3.2M 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 | U.S. TELEPACIFIC CORP. TPX 401(K) PLAN | AUSTIN TX | 764 | $85.9M | $2.5M |
| 2 | EPISCOPAL DAY PRIVATE SCHOOL OF MANATEE COUNTY, INC. ST. STEPHEN'S EPISCOPAL SCHOOL RETIREMENT PLAN | BRADENTON FL | 112 | $16.9M | $241K |
| 3 | HILLSIDE MANOR REHABILITATION AND EXTENDED CARE CENTER, LLC |
JAMAICA NY |
| 65 |
| $4.8M |
| $220K |
| 4 | I. RICE & CO., INC. I. RICE & CO., INC. EMPLOYEE PROFIT SHARING PLAN | PHILADELPHIA PA | 99 | $15.0M | $120K |
| 5 | ROBINSON, INC. ROBINSON 401(K) PROFIT SHARING PLAN | DEPERE WI | 562 | $37.7M | $108K |
| 6 | PROVIDER PARTNERS MANAGEMENT SERVICES, LLC PROVIDER PARTNERS MANAGEMENT SERVICES, LLC 401(K) PLAN | LINTHICUM HEIGHTS MD | 345 | $6.9M | $35K |
| 7 | MOORE CENTER SERVICES, INC. MOORE CENTER SERVICES, INC 403(B) RETIREMENT PLAN | MANCHESTER NH | 316 | $6.3M | $16K |
| 8 | TRIALON CORPORATION TRIALON CORPORATION 401(K) RETIREMENT SAVINGS PLAN | BURTON MI | 0 | $0 | $13K |
| 9 | SPUNCAST INC. SPUNCAST INC. 401(K) PROFIT SHARING PLAN AND TRUST | WATERTOWN WI | 126 | $6.9M | $2K |
