Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Columbia Sel Mid Cap Value Fund I3 Mutual Fund in their Schedule of Assets, totaling $20K 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 | TRADE TRAINING COMPANY, LLC SONORAN DESERT INSTITUTE 401(K) PLAN | TEMPE AZ | 434 | $4.2M | $20K |
