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 Instl 3 Mutual Fund in their Schedule of Assets, totaling $725K 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 | PCTEL, INC. PCTEL, INC. 401(K) PLAN | BLOOMINGDALE IL | 135 | $38.1M | $632K |
| 2 | STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 401(K) PLAN STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 401(K) PLAN | OMAHA NE | 1,525 | $110.3M | $93K |
