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 Registered investment company in their Schedule of Assets, totaling $824K 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 | BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 2 SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN | KANSAS CITY MO | 3,023 | $108.2M | $490K |
| 2 | CONCORD OPHTHALMOLOGIC ASSOCIATES PA CONCORD EYE CENTER EMPLOYEE PROFIT SHARING PLAN | CONCORD NH | 158 | $31.6M | $334K |
