Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Columbia Overseas Value R in their Schedule of Assets, totaling $1.0M 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 | CLEARCAPITAL.COM, INC. CLEARCAPITAL 401(K) PLAN | RENO NV | 288 | $33.2M | $354K |
| 2 | WINCORP INTERNATIONAL, INC. WINCORP INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN AND | MEDLEY FL | 253 | $14.2M | $234K |
| 3 | BPA INTERNATIONAL, INC BPA INTERNATIONAL, INC 401(K) PLAN |
HUNTINGTON STATION NY |
| 116 |
| $3.6M |
| $100K |
| 4 | J.R. VINAGRO CORPORATION J.R. VINAGRO CORPORATION 401 (K) PROFIT SHARING PLAN & TRUST | JOHNSTON RI | 382 | $5.9M | $100K |
| 5 | THE LEARNING EXPERIENCE CORPORAT THE LEARNING EXPERIENCE 401K PLAN | DEERFIELD BEACH FL | 542 | $6.9M | $65K |
| 6 | SIOUX FALLS CHRISTIAN SCHOOLS ASSOCIATION SIOUX FALLS CHRISTIAN SCHOOLS ASSOCIATION 401(K) PLAN | SIOUX FALLS SD | 148 | $4.8M | $64K |
| 7 | SBK CAPITAL, LLC SBK CAPITAL, LLC 401(K) PLAN | PALM SHORES FL | 1,667 | $11.8M | $52K |
| 8 | AMERICAS FLOOR SOURCE AMERICA'S FLOOR SOURCE PROFIT SHARING PLAN | COLUMBUS OH | 466 | $15.6M | $24K |
| 9 | ZIFT SOLUTIONS, INC. ZIFT SOLUTIONS 401(K) PLAN | CARY NC | 51 | $5.3M | $4K |
| 10 | K-1 SPEED INC K-1 SPEED INC 401K PLAN | IRVINE CA | 1,315 | $872K | $3K |
