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 I I3 Mutual Fund in their Schedule of Assets, totaling $326K 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 | FLAVOR PRODUCERS, LLC FLAVOR PRODUCERS, LLC 401K PLAN | VALENCIA CA | 174 | $10.3M | $205K |
| 2 | BALT USA, LLC BALT USA, LLC 401(K) PROFIT SHARING PLAN AND TRUST | IRVINE CA | 327 | $15.5M | $121K |