Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Columbia Select Mid Cap Value Fund; Institutional 3 Class (6108) Mutual fund in their Schedule of Assets, totaling $120K 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 | SELTZER CAPLAN MCMAHON VITEK, A LAW CORPORATION SELTZER CAPLAN MCMAHON VITEK INCENTIVE PLAN | SAN DIEGO CA | 69 | $37.1M | $120K |
