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 I I in their Schedule of Assets, totaling $2.8M 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 | EXETER PROPERTY GROUP, LLC EQT EXETER PROPERTY GROUP, LLC 401(K) PLAN | RADNOR PA | 223 | $42.0M | $1.2M |
| 2 | KEYMARK-KASSON & KELLER, INC. KEYMARK-KASSON & KELLER INC. 401K PLAN | FONDA NY | 808 | $16.9M | $730K |
| 3 | DIESEL DIRECT FUELLOC 401(K) |
STOUGHTON MA |
| 1,146 |
| $33.9M |
| $535K |
| 4 | MNR INDUSTRIES, LLC MNR INDUSTRIES, LLC 401(K) RETIREMENT PLAN | BEL AIR MD | 209 | $7.8M | $195K |
| 5 | ARLO SOLUTIONS LLC ARLO SOLUTIONS LLC | WASHINGTON DC | 112 | $3.9M | $68K |
| 6 | WORLDWISE HOLDINGS, INC. PETWISE 401K PLAN | NOVATO CA | 402 | $9.1M | $21K |
| 7 | WOBURN FOREIGN MOTORS, INC. WOBURN FOREIGN MOTORS, INC. 401(K) PLAN | WOBURN MA | 373 | $24.7M | $8K |
