Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Columbia Small Cap Value Fund II Institutional 3 Class in their Schedule of Assets, totaling $20.7M 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 | VILLAGE PRACTICE MANAGEMENT COMPANY, LLC VILLAGEMD 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 17,015 | $1.4B | $10.4M |
| 2 | WP CITYMD BIDCO, LLC SUMMIT CITY MD 401(K) PLAN | NEW YORK NY | 11,509 | $973.2M | $8.3M |
| 3 | PRESIDENT AND TRUSTEES OF BATES COLLEGE BATES COLLEGE MONEY PURCHASE PENSION PLAN |
LEWISTON ME |
| 750 |
| $173.0M |
| $1.1M |
| 4 | MERCALIS INC MERCALIS INC. 401(K) PROFIT PLAN AND TRUST | MORRISVILLE NC | 1,309 | $69.2M | $629K |
| 5 | PLAN EMPLOYER CINCH HOME SERVICES INC. CINCH HOME SERVICES, INC. AND AFFILIATES 401(K) RETIREMENT PLAN | BOCA RATON FL | 713 | $47.8M | $146K |
| 6 | WOONSOCKET URGENT CARE PC WOONSOCKET URGENT CARE PC 401(K) PROFIT SHARING PLAN & TRUST | EAST WALPOLE MA | 90 | $1.7M | $40K |
