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 Mutual Fund NR in their Schedule of Assets, totaling $2.9M 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 | MHM SERVICES, INC. CENTURION 401(K) SAVINGS PLAN | VIENNA VA | 8,779 | $188.9M | $1.4M |
| 2 | G+D MOBILE SECURITY AMERICA INC. G+D 401(K) PLAN | DULLES VA | 1,152 | $130.7M | $894K |
| 3 | INOVEX INFORMATION SYSTEMS INOVEX INFORMATION SYSTEMS 401(K) PLAN |
COLUMBIA MD |
| 585 |
| $89.6M |
| $361K |
| 4 | NEWWAVE TELECOM & TECHNOLOGIES, INC. NWT 401(K) PROFIT SHARING PLAN | COLUMBIA MD | 104 | $22.4M | $176K |
| 5 | SEALING TECHNOLOGIES SEALING TECHNOLOGIES INC 401K PROFIT SHARING PLAN | COLUMBIA MD | 125 | $12.0M | $70K |
| 6 | CTL GLOBAL, INC. CTL GLOBAL, INC. 401(K) PLAN | ELK GROVE VILLAGE IL | 111 | $6.7M | $53K |
| 7 | INDEX ANALYTICS LLC INDEX ANALYTICS LLC 401(K) PLAN | BALTIMORE MD | 294 | $13.8M | $7K |
