Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Columbia Overseas Value I3 Columbia 0 in their Schedule of Assets, totaling $4.9M 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 | HOLDEN CONNER CONMAC, LLC CONMAC INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN | WEINER AR | 1,127 | $54.8M | $3.1M |
| 2 | MONTI, INC. MONTI, INC. SAVINGS AND INCENTIVE PLAN & TRUST | CINCINNATI OH | 400 | $27.2M | $585K |
| 3 | ACCESS GROUP, INC. ACCESS GROUP, INC. 401(K) PLAN |
LITTLE ROCK AR |
| 346 |
| $6.8M |
| $342K |
| 4 | CHANDLER INDUSTRIES, LLC CHANDLER INDUSTRIES, INC. 401(K) SAVINGS PLAN | MONTEVIDEO MN | 264 | $15.4M | $208K |
| 5 | CENTRAL ARKANSAS AREA AGENCY ON AGING, INC. CARELINK 401(K) PLAN | NORTH LITTLE ROCK AR | 258 | $4.6M | $198K |
| 6 | WAKE INTERNAL MEDICINE CONSULTANTS, INC. WAKE INTERNAL MEDICINE CONSULTANTS INC. 401K PROFIT SHARING PLAN | RALEIGH NC | 152 | $45.9M | $144K |
| 7 | CANADIAN SOLAR USA INC. CANADIAN SOLAR (USA) 401(K) PLAN | WALNUT CREEK CA | 2,009 | $50.0M | $137K |
| 8 | SAVIDA MANAGEMENT, INC. BEHAVIORAL HEALTH SERVICES RETIREMENT READINESS 401(K) PLAN | NASHVILLE TN | 196 | $6.2M | $83K |
| 9 | KSQ THERAPEUTICS INC KSQ THERAPEUTICS 401(K) PLAN | LEXINGTON MA | 67 | $8.4M | $39K |
| 10 | WILLMAR ELECTRIC SERVICE CORP. WILLMAR ELECTRIC 401(K) PLAN | WILLMAR MN | 154 | $17.6M | $24K |
