Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Columbia Select Mid-Cap Value Fund Mutual fund in their Schedule of Assets, totaling $7.5M 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 | BURKE, INC. BURKE, INC. PROFIT SHARING AND PAY DEFERRAL SAVINGS PLAN | CINCINNATI OH | 323 | $111.0M | $2.1M |
| 2 | FACEY MEDICAL GROUP, A MEDICAL CORPORATION FACEY MEDICAL GROUP, A MEDICAL CORPORATION RETIREMENT SAVINGS PLAN | MISSION HILLS CA | 239 | $253.8M | $1.7M |
| 3 | ANESTHESIOLOGISTS ASSOCIATED, PC |
BIRMINGHAM AL |
| 411 |
| $95.5M |
| $1.5M |
| 4 | GSE SYSTEMS, LLC GSE SYSTEMS 401(K) PLAN | COLUMBIA MD | 192 | $49.0M | $409K |
| 5 | COLQUITT ELECTRIC MEMBERSHIP CORPORATION COLQUITT EMC RETIREMENT PLAN | MOULTRIE GA | 170 | $62.5M | $370K |
| 6 | MICHELMAN & ROBINSON, LLP MICHELMAN & ROBINSON, LLP 401(K) PLAN | LOS ANGELES CA | 126 | $24.3M | $327K |
| 7 | UNITED REGIONAL HEALTH CARE SYSTEM UNITED REGIONAL HEALTH CARE SYSTEM RETIREMENT SAVINGS PLAN | WICHITA FALLS TX | 2,331 | $138.1M | $323K |
| 8 | BOEING ENCORE INTERIORS, LLC BOEING ENCORE INTERIORS, LLC 401(K) PLAN | HUNTINGTON BEACH CA | 555 | $35.6M | $230K |
| 9 | UNITED REGIONAL HEALTH CARE SYSTEM UNITED REGIONAL HEALTH CARE SYSTEM 401(A) RETIREMENT SAVINGS PLAN | WICHITA FALLS TX | 2,338 | $80.2M | $140K |
| 10 | EIS GROUP INC. EIS GROUP 401(K) PLAN | SAN FRANCISCO CA | 141 | $22.6M | $104K |
