Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Small Cap Value Fund II Class S Mutual fund in their Schedule of Assets, totaling $487K 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 | ADVISORS ASSET MANAGEMENT, INC. ADVISORS ASSET MANAGEMENT, INC. 401K PLAN | MONUMENT CO | 274 | $57.3M | $433K |
| 2 | FOREST PROPERTIES CO., INC. FOREST PROPERTIES CO., INC. 401K PLAN | CAMBRIDGE MA | 158 | $8.8M | $54K |
