Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Columbia Select Mid Cap Value Fund " in their Schedule of Assets, totaling $10.8M 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 | STANDARDAERO BUSINESS AVIATION SERVICES, INC. STANDARDAERO 401K SAVINGS PLAN | SCOTTSDALE AZ | 4,335 | $364.0M | $7.7M |
| 2 | TANDEM HR, LLC TANDEM HR, LLC 401(K) PLAN | WESTCHESTER IL | 9,692 | $285.3M | $1.8M |
| 3 | GRANITE GROUP WHOLESALERS, LLC GRANITE GROUP WHOLESALERS PROFIT SHARING PLAN & TRUST |
CONCORD NH |
| 710 |
| $65.0M |
| $665K |
| 4 | SOUTH CAROLINA LEGAL SERVICES SOUTH CAROLINA LEGAL SERVICES 401(K) PROFIT SHARING PLAN | COLUMBIA SC | 119 | $17.5M | $228K |
| 5 | COUNSELING SERVICE OF ADDISON COUNTY, INC. CSAC 403(B) RETIREMENT PLAN | MIDDLEBURY VT | 279 | $17.9M | $139K |
| 6 | JACOB STERN & SONS, INC. JACOB STERN & SONS, INC. 401(K) PROFIT SHARING PLAN | CARLSBAD CA | 96 | $27.5M | $134K |
| 7 | CYMSTAR, LLC CYMSTAR COLLECTIVE BARGAINING EMPLOYEES' | BROKEN ARROW OK | 64 | $16.9M | $100K |
| 8 | CONSTRUCTION INDUSTRY SOLUTIONS COINS USA RETIREMENT PLAN | LATHAM NY | 211 | $21.7M | $71K |
| 9 | CYMSTAR, LLC CYMSTAR RETIREMENT PLAN | BROKEN ARROW OK | 168 | $29.4M | $11K |
| 10 | PLANET NINE PRIVATE AIR, LLC PLANET NINE PRIVATE AIR, LLC 401(K) PLAN | VAN NUYS CA | 100 | $7.0M | $10K |
