Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding COLUMBIA SMALL CAP VALUE I I3 in their Schedule of Assets, totaling $2.1M 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 | EARTH RESOURCES TECHNOLOGY, LLC EARTH RESOURCES TECHNOLOGY, LLC 401(K) PLAN | GREENBELT MD | 538 | $61.6M | $358K |
| 2 | JSSI MANAGEMENT ENTERPRISES, LLC JSSI MANAGEMENT ENTERPRISES, LLC 401(K) PLAN | CHICAGO IL | 269 | $38.0M | $323K |
| 3 | MOUNT LAUREL VETERINARY SERVICES |
MT LAUREL NJ |
| 356 |
| $15.8M |
| $265K |
| 4 | THREE LOWER COUNTIES COMMUNITY TLC, INC. 401K PLAN | SALISBURY MD | 557 | $35.6M | $220K |
| 5 | PACIFIC STATES PETROLEUM PACIFIC STATES PETROLEUM, INC 401(K) PROFIT SHARING PLAN & TRU | CONCORD CA | 196 | $12.3M | $191K |
| 6 | WEST SIDE TRACTOR SALES CO. WEST SIDE TRACTOR SALES CO. PROFIT SHARING PLAN | LISLE IL | 276 | $40.4M | $159K |
| 7 | PARAMOUNT DIE COMPANY, INC. PARAMOUNT DIE COMPANY, INC. RETIREMENT SAVINGS PLAN | ABINGDON MD | 107 | $7.8M | $141K |
| 8 | HMR ACQUISITION COMPANY, INC. HMR ACQUISITION COMPANY, INC. FINANCIAL FREEDOM 401(K) PLAN | SOUTH BEND IN | 831 | $8.8M | $127K |
| 9 | AMERICAN BEVERAGE CRAFTS, LLC TILRAY BRANDS USA RETIREMENT PLAN | NEW YORK NY | 1,264 | $33.1M | $97K |
| 10 | PREMIER SELECT SIRES, INC. PREMIER SELECT SIRES 401(K) PLAN | TUNKHANNOCK PA | 130 | $21.0M | $71K |
