Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Overseas Value I3 Registered investment company in their Schedule of Assets, totaling $251K 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 | HAAS DOOR COMPANY NOFZIGER COMPANIES 401(K) RETIREMENT SAVINGS PLAN | WAUSEON OH | 430 | $25.1M | $234K |
| 2 | LIBERTY MANAGEMENT SERVICES, INC. LIBERTY RESOURCES RETIREMENT PLAN | EAST SYRACUSE NY | 1,405 | $21.0M | $16K |
| 3 | DEXCARE, INC. DEXCARE 401(K) PLAN |
SEATTLE WA |
| 168 |
| $8.0M |
| $1K |
