Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Overseas Value Institutional 3 Mutual Fund in their Schedule of Assets, totaling $466K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MASTRONARDI PRODUCE - USA INC. MASTRONARDI PRODUCE - USA 401(K) PLAN | LIVONIA MI | 2,786 | $17.4M | $276K |
| 2 | CHRISTIAN RETIREMENT SERVICES INC CHRISTIAN RETIREMENT SERVICES INC TAX DEFERRED SAVINGS & RETIREMENT PLAN | IOWA CITY IA | 351 | $12.1M | $188K |
| 3 | ASCENDTEK, LLC |
CHARLOTTE NC |
| 231 |
| $5.3M |
| $2K |
