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 Inst3 in their Schedule of Assets, totaling $3.2M 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 | COMMVAULT SYSTEMS, INC. COMMVAULT SYSTEMS, INC. 401K PLAN | TINTON FALLS NJ | 1,241 | $290.1M | $2.7M |
| 2 | ARCWOOD ENVIRONMENTAL, LLC HERITAGE ENVIRONMENTAL SERVICES, LLC RETIREMENT SAVINGS PLAN | INDIANAPOLIS IN | 1,794 | $222.9M | $422K |
| 3 | LEMEK, LLC DBA PANERA BREAD |
ELKRIDGE MD |
| 934 |
| $11.7M |
| $66K |
| 4 | CHEMGLASS, INC CHEMGLASS 401(K) SAVINGS & INVESTMENT PLAN | VINELAND NJ | 207 | $21.9M | $18K |
