Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Columbia Small Cap Value Fund II in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SILVER CROSS HOSPITAL & MEDICAL CENTERS SILVER CROSS HOSPITAL & MEDICAL CENTERS EMPLOYEES' 401(K) RETIREMENT SAVINGS PLAN | NEW LENOX IL | 3,336 | $294.9M | $616K |
| 2 | AIR LEASE CORPORATION AIR LEASE CORPORATION 401(K) PLAN | LOS ANGELES CA | 139 | $55.5M | $201K |
| 3 | CYMSTAR, LLC |
BROKEN ARROW OK |
| 64 |
| $16.9M |
| $103K |
| 4 | LITANIA SPORTS GROUP, INC. LITANIA SPORTS GROUP, INC. 401(K) PLAN | CHAMPAIGN IL | 166 | $12.6M | $44K |
| 5 | ZOO DIGITAL PRODUCTION THE ZOO DIGITAL PRODUCTION 401(K) PLAN | EL SEGUNDO CA | 103 | $5.4M | $39K |
| 6 | ACR HOMES, INC. ACR HOMES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAINT PAUL MN | 816 | $14.9M | $38K |
| 7 | CYMSTAR, LLC CYMSTAR RETIREMENT PLAN | BROKEN ARROW OK | 168 | $29.4M | $14K |