Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Columbia Overseas Value I in their Schedule of Assets, totaling $3.5M 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 | THE MIL CORPORATION THE MIL CORPORATION 401(K) PLAN | BOWIE MD | 796 | $90.8M | $1.5M |
| 2 | AFFINIUS CAPITAL LLC AFFINIUS CAPITAL 401K PLAN | SAN ANTONIO TX | 141 | $120.6M | $1.0M |
| 3 | MYGRANT GLASS COMPANY, INC. MYGRANT GLASS COMPANY 401K PLAN |
HAYWARD CA |
| 1,482 |
| $43.0M |
| $455K |
| 4 | ALLEGIS CORPORATION ALLEGIS CORPORATION RETIREMENT PLAN | SPRING LAKE PARK MN | 134 | $19.9M | $241K |
| 5 | TRAVEL INCORPORATED TRAVEL INCORPORATED RETIREMENT PLAN | DULUTH GA | 252 | $28.7M | $183K |
| 6 | WORLDVU DEVELOPMENT LLC WORLDVU DEVELOPMENT LLC 401(K) SAVINGS PLAN | MCLEAN VA | 82 | $15.7M | $85K |
| 7 | TWIN MED, LLC TWIN MED 401(K) PLAN | SANTA FE SPRINGS CA | 476 | $15.5M | $36K |
| 8 | R & B WHOLESALE DISTRIBUTORS INC R & B WHOLESALE DIST INC. 401(K) PROFIT SHARING PLAN | ONTARIO CA | 190 | $15.4M | $27K |
| 9 | OSTERKAMP TRUCKING INC. CONSOLIDATED TRUCKING SERVICES RETIREMENT PLAN | POMONA CA | 221 | $17.0M | $7K |
