Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Columbia Small Cap Value I Instl 3 in their Schedule of Assets, totaling $357K 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 | SANGOMA US INC. SANGOMA US INC. 401K PLAN | SARASOTA FL | 399 | $40.0M | $110K |
| 2 | JOHN J JERUE TRUCK BROKER, INC. JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN | LAKELAND FL | 170 | $25.2M | $95K |
| 3 | BARFIELD, INC. BARFIELD, INC. 401(K) SAVINGS PLAN |
MIAMI FL |
| 421 |
| $20.0M |
| $89K |
| 4 | WE ARE SHARING HOPE SC WE ARE SHARING HOPE SC RETIREMENT PLAN | CHARLESTON SC | 115 | $8.7M | $47K |
| 5 | TRAJECTOR MEDICAL, LLC TRAJECTOR HOLDINGS SAVINGS PLAN | GAINESVILLE FL | 773 | $14.9M | $13K |
| 6 | PEPPER SOURCE, LTD. PEPPER SOURCE, LTD. & SUBSIDIARIES 401(K) PLAN | METAIRIE LA | 295 | $15.1M | $3K |
