Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding COLUMBIA OVERSEAS VALUE INST3 Registered Investment Company in their Schedule of Assets, totaling $64K 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 | LA TERRA FINA USA, LLC LA TERRA FINA USA 401(K) PLAN | UNION CITY CA | 266 | $14.5M | $61K |
| 2 | ELEVATE OUTDOOR COLLECTIVE, LLC ELEVATE OUTDOOR COLLECTIVE 401(K) PLAN | BELLEVUE WA | 218 | $21.1M | $3K |
