Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Overseas Value I3 Mutual fund in their Schedule of Assets, totaling $2.1M 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 | CLIF BAR & COMPANY CLIF BAR & COMPANY RETIREMENT SAVINGS PLAN | EMERYVILLE CA | 1,186 | $194.7M | $1.2M |
| 2 | GALLIKER DAIRY COMPANY RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF GALLIKER DAIRY COMPANY | JOHNSTOWN PA | 77 | $18.2M | $933K |
