Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding COLUMBIA SMALL CAP VAL II INST 3 MUTUAL FUND- COLUMBIA SMALL CAP VALUE II INST 3 in their Schedule of Assets, totaling $182K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CHARLES E. SMITH LIFE COMMUNITIES CHARLES E. SMITH LIFE COMMUNITIES 403(B) PLAN | ROCKVILLE MD | 809 | $15.4M | $182K |
