Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Columbia Small Cap Value I Institutional 3 Mutual Fund in their Schedule of Assets, totaling $222K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GLEN-GERY CORPORATION GLEN-GERY CORPORATION 401(K) PLAN | WYOMISSING PA | 860 | $52.0M | $222K |
