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 Instl 3 Mutual funds in their Schedule of Assets, totaling $1.9M 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 | APPLIED MEDICAL RESOURCES CORP. APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN | RSM CA | 3,683 | $226.7M | $1.8M |
| 2 | ZIFFREN BRITTENHAM LLP ZIFFREN BRITTENHAM LLP 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 64 | $68.3M | $139K |
| 3 | BOB JOHNSON CHEVROLET |
ROCHESTER NY |
| 1,211 |
| $50.9M |
| $9K |
