Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Small Cap Value Fund II Instl 3 Registered Investment Company in their Schedule of Assets, totaling $699K 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 | THE LANDINGS CLUB, INC. THE LANDINGS CLUB, INC. 401(K) RETIREMENT PLAN | SAVANNAH GA | 253 | $10.8M | $658K |
| 2 | PALLADYNE AI CORP. PALLADYNE AI CORP. 401(K) RETIREMENT PLAN | SALT LAKE CITY UT | 81 | $14.8M | $34K |
| 3 | EVERTREE INSURANCE LLC EVERTREE INSURANCE 401(K) PLAN |
VIRGINIA BEACH VA |
| 213 |
| $5.1M |
| $7K |
