Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Columbia Overseas Value # in their Schedule of Assets, totaling $963K 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 | SHIMANO NORTH AMERICA HOLDING, INC. SHIMANO NORTH AMERICA 401(K) PROFIT SHARING PLAN | IRVINE CA | 474 | $47.2M | $482K |
| 2 | J.S. WEST MILLING COMPANY J.S. WEST MILLING COMPANY PROFIT SHARING PLAN | MODESTO CA | 320 | $15.7M | $329K |
| 3 | CULVER TOOL & ENGINEERING, LLC |
PLYMOUTH IN |
| 202 |
| $7.7M |
| $73K |
| 4 | HARROGATE INCORPORATED HARROGATE EMPLOYEES ANNUITY PLAN | LAKEWOOD NJ | 208 | $6.2M | $43K |
| 5 | XCEL BRANDS, INC. XCEL BRANDS, INC. 401(K) SAVINGS PLAN | NEW YORK NY | 23 | $3.8M | $32K |
| 6 | PENINSULA COMMUNITY HEALTH SERVICES PENINSULA COMMUNITY HEALTH SERVICES 403(B) PLAN | BREMERTON WA | 278 | $12.3M | $3K |
| 7 | ALVARADO CONSTRUCTION, INC. CAMPOS DE SUENOS (FIELD OF DREAMS) 401(K) PLAN AND TRUST | GREENWOOD VILLAGE CO | 1,060 | $8.0M | $957 |
