Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Columbia Small Cap Value Fund II Institutional 3 Class Mutual fund in their Schedule of Assets, totaling $1.5M 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 | MIDWAY FORD TRUCK CENTER, INC. MIDWAY FORD TRUCK CENTER, INC. 401(K) PLAN | KANSAS CITY MO | 196 | $27.3M | $783K |
| 2 | NEXUS ENGINEERING GROUP, INC. NEXUS ENGINEERING GROUP, INC. 401(K) RETIREMENT PLAN | CLEVELAND OH | 246 | $31.2M | $471K |
| 3 | BANDAI NAMCO ENTERTAINMENT AMERICA INC. |
IRVINE CA |
| 224 |
| $50.4M |
| $138K |
| 4 | MISSION TECHNOLOGY GROUP (MTG) MTG 401(K) PROFIT SHARING PLAN AND TRUST | RESTON VA | 250 | $78.1M | $116K |
