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 Institutional 3 Class in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OPEX CORPORATION OPEX CORPORATION 401K PROFIT SHARING PLAN | MOORESTOWN NJ | 1,418 | $194.2M | $1.4M |
| 2 | PENDLETON COMMUNITY BANK PENDLETON COMMUNITY BANK RETIREMENT PLAN | FRANKLIN WV | 142 | $14.3M | $35K |
