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 Mutual funds in their Schedule of Assets, totaling $1.2M 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 | ROQUETTE AMERICA, INC. ROQUETTE AMERICA, INC. RETIREMENT SYSTEM | KEOKUK IA | 449 | $140.2M | $921K |
| 2 | ROQUETTE AMERICA, INC. ROQUETTE AMERICA, INC. BARGAINING UNIT SAVINGS PLAN | KEOKUK IA | 224 | $31.3M | $322K |
