Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Overseas Value Instl 3 Mutual Fund in their Schedule of Assets, totaling $789K 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 | CAMELOT COMMUNICATIONS, LTD. CAMELOT COMMUNICATIONS 401(K) SAVINGS PLAN | DALLAS TX | 155 | $18.6M | $533K |
| 2 | FIRSTLIGHT POWER SERVICES, LLC FIRSTLIGHT POWER 401(K) PLAN | BURLINGTON MA | 138 | $46.3M | $254K |
| 3 | NORTHWEST COLORADO VISTING NURSE ASSOCIATION |
STEAMBOAT SPRINGS CO |
| 167 |
| $7.7M |
| $2K |
