Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Columbia Small Cap Value Fund I Instl 2 Mutual Fund Participant Directed in their Schedule of Assets, totaling $1.0M 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 | SELECT SIRES, INC. SELECT SIRES, INC. 401(K) PLAN | PLAIN CITY OH | 326 | $32.9M | $1.0M |
