Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Small Cap Val I A Fd in their Schedule of Assets, totaling $449K 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 | CASK NX LLC CASK NX LLC 401(K) PLAN | SAN DIEGO CA | 262 | $24.9M | $434K |
| 2 | OPTIMAE LIEFSERVICES INC OPTIMAE LIFESERVICES, INC. SAVINGS AND INVESTMENT PLAN | FAIRFIELD IA | 1,181 | $5.3M | $15K |
