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 I3 in their Schedule of Assets, totaling $30K 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 | URBY, LLC URBY 401(K) PLAN | HOBOKEN NJ | 180 | $10.1M | $21K |
| 2 | DRT HOLDINGS, LLC DRT HOLDINGS, LLC RETIREMENT PLAN | WEST CHESTER OH | 526 | $55.1M | $8K |
