Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Select Mid Cap Value Fund Institutional 3 Class in their Schedule of Assets, totaling $1.5M 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 | P. KAUFMANN, INC. P. KAUFMANN EMPLOYEES' 401(K) PROFIT-SHARING TRUST | NEW YORK NY | 149 | $76.1M | $1.3M |
| 2 | THE SHIPYARD, LLC THE SHIPYARD, LLC 401(K) PLAN | COLUMBUS OH | 290 | $18.1M | $97K |
| 3 | ADAPTEC SOLUTIONS, LLC ADAPTEC SOLUTIONS 401(K) PLAN |
ROCHESTER NY |
| 305 |
| $16.7M |
| $79K |
