Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Columbia Sel Mid Cap Value I3 Registered Investment Company in their Schedule of Assets, totaling $6.2M 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 | TOOTSIE ROLL INDUSTRIES, LLC TOOTSIE ROLL INDUSTRIES, LLC EMPLOYEES PENSION | CHICAGO IL | 206 | $57.8M | $3.0M |
| 2 | TOOTSIE ROLL INDUSTRIES, LLC TOOTSIE ROLL INDUSTRIES LLC PROFIT SHARING PLAN | CHICAGO IL | 217 | $88.2M | $2.1M |
| 3 | CHARMS LLC CHARMS EMPLOYEES RETIREMENT AND SAVINGS PLAN |
CHICAGO IL |
| 404 |
| $35.6M |
| $563K |
| 4 | ANDES CANDIES LP ANDES CANDIES EMPLOYEES RETIREMENT & SAVINGS PLAN | CHICAGO IL | 139 | $21.9M | $341K |
| 5 | CAMBRIDGE BRANDS, INC. CAMBRIDGE BRANDS INC. RETIREMENT AND SAVINGS PLAN | CHICAGO IL | 176 | $25.3M | $112K |
| 6 | CALIFORNIA NURSES ASSOCIATION CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN | OAKLAND CA | 400 | $30.3M | $90K |
| 7 | ROGERS JEWELRY COMPANY ROGERS JEWELRY 401K PLAN | MODESTO CA | 95 | $11.4M | $43K |
| 8 | TOOTSIE ROLL INDUSTRIES, LLC TOOTSIE ROLL INDUSTRIES, LLC 401(K) PLAN | CHICAGO IL | 99 | $5.4M | $3K |
