Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding COLUMBIA SMALL CAP VALUE I I2 in their Schedule of Assets, totaling $2.2M 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 | OREMOR MGMT. AND INVESTMENT CO. OREMOR MGMT. AND INVESTMENT CO. 401(K) RETIREMENT SAVINGS PLAN | ONTARIO CA | 1,869 | $93.3M | $1.7M |
| 2 | MARTIN BAUER, INC. MARTIN BAUER, INC. 401(K) PROFIT SHARING PLAN | SECAUCUS NJ | 153 | $14.1M | $461K |
| 3 | COBA/SELECT SIRES INC. |
COLOMBUS OH |
| 121 |
| $15.9M |
| $66K |
| 4 | SELECT SIRES MIDAMERICA, INC. SELECT SIRES MIDAMERICA, INC. 401(K) PLAN | LOGAN UT | 104 | $14.6M | $9K |
