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 II Institutional 2 Class in their Schedule of Assets, totaling $46K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PATTERSON POPE, INC. PATTERSON POPE, INC. 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 203 | $21.0M | $46K |
