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 Mutual Fund in their Schedule of Assets, totaling $2.4M 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 | KBS, INC. KBS, INC. PROFIT SHARING PLAN AND TRUST | RICHMOND VA | 108 | $31.1M | $1.7M |
| 2 | AGERO, INC. AGERO, INC. RETIREMENT PLAN | MEDFORD MA | 2,030 | $190.9M | $774K |
