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 Funds in their Schedule of Assets, totaling $574K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SOUTHWEST COLORADO MENTAL HEALTH CENTER, INC. DBA AXIS HEALTH SYSTEM AXIS HEALTH SYSTEM 401(K) PLAN | DURANGO CO | 429 | $21.3M | $239K |
| 2 | RYAN FIREPROTECTION, INC. R.F.I. 401(K) PLAN | NOBLESVILLE IN | 213 | $24.4M | $222K |
| 3 | MALVERN PREPARATORY SCHOOL MALVERN PREPARATORY SCHOOL 403(B)(7) PLAN |
MALVERN PA |
| 261 |
| $26.4M |
| $113K |
