Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Columbia Overseas Value Fund - in their Schedule of Assets, totaling $72.7M 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 | MANUFACTURERS AND TRADERS TRUST CO M&T BANK CORPORATION PENSION PLAN | BUFFALO NY | 3,459 | $3.2B | $65.0M |
| 2 | U.S. TELEPACIFIC CORP. TPX 401(K) PLAN | AUSTIN TX | 764 | $85.9M | $2.5M |
| 3 | ADVANCE TRADING, INC. ADVANCE TRADING, INC. 401(K) PLAN AND ESOP |
BLOOMINGTON IL |
| 78 |
| $98.3M |
| $1.7M |
| 4 | MPHASIS CORPORATION MPHASIS CORPORATION 401(K) PLAN | MAITLAND FL | 3,748 | $85.0M | $1.0M |
| 5 | DYNATRACE LLC DYNATRACE INC 401(K) PLAN | WALTHAM MA | 1,610 | $252.1M | $530K |
| 6 | ARCHEM AMERICA, INC. ARCHEM AMERICA, INC. 401(K) PLAN | UPPER SANDSKY OH | 526 | $26.1M | $325K |
| 7 | GONSALVES & SANTUCCI, INC. GONSALVES & SANTUCCI, INC. 401(K) PLAN | CONCORD CA | 203 | $72.6M | $280K |
| 8 | EPISCOPAL DAY PRIVATE SCHOOL OF MANATEE COUNTY, INC. ST. STEPHEN'S EPISCOPAL SCHOOL RETIREMENT PLAN | BRADENTON FL | 112 | $16.9M | $241K |
| 9 | HILLSIDE MANOR REHABILITATION AND EXTENDED CARE CENTER, LLC HILLSIDE-HUDSON CASH BALANCE PLAN | JAMAICA NY | 65 | $4.8M | $220K |
| 10 | SERES THERAPEUTICS, INC. SERES THERAPEUTICS, INC. 401(K) PLAN | CAMBRIDGE MA | 106 | $39.1M | $158K |
