Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Columbia Overseas Value I3 Mutual fund in their Schedule of Assets, totaling $1.5M 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 | ALBAUGH, LLC ALBAUGH, LLC 401(K) PROFIT SHARING PLAN | ANKENY IA | 322 | $72.0M | $250K |
| 3 | BAYWOOD HOTELS, INC. BAYWOOD HOTELS, INC. 401(K) PLAN |
COLUMBIA MD |
| 171 |
| $10.1M |
| $69K |
| 4 | ANALYGENCE, INC. ANALYGENCE, INC. 401(K) PLAN | FULTON MD | 316 | $10.1M | $11K |
| 5 | BEAR PROPERTY MANAGEMENT, INC. BEAR REAL ESTATE GROUP 401(K) PLAN | KENOSHA WI | 159 | $7.6M | $5K |
| 6 | NAIK CONSULTING GROUP, P.C. NAIK CONSULTING GROUP, P.C. 401(K) PLAN | EDISON NJ | 200 | $18.4M | $1K |
