Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Select Mid Cap Value Instl Mutual Fund in their Schedule of Assets, totaling $3.8M 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 | LAKESHORE BONE & JOINT INSTITUTE, P.C. LAKESHORE BONE & JOINT INSTITUTE RETIREMENT PLAN | CHESTERTON IN | 287 | $57.7M | $2.2M |
| 2 | J.F. AHERN CO. J.F. AHERN CO. PROFIT SHARING AND 401(K) PLAN | FOND DU LAC WI | 738 | $120.3M | $1.6M |
