Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Select Mid Cap Value Fund Inst 3 Class in their Schedule of Assets, totaling $1.7M 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 | ROAD MACHINERY THE ROAD MACHINERY LLC EMPLOYEE THRIFT PENSION PLAN | PHOENIX AZ | 185 | $16.4M | $956K |
| 2 | CORE MACHINERY CORE MACHINERY RETIREMENT SAVINGS PLAN | PHOENIX AZ | 167 | $16.7M | $757K |
