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 Instl 3 Mutual Fund in their Schedule of Assets, totaling $134K 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 | PLEX SOLUTIONS, LLC PLEX SOLUTIONS, LLC 401(K) PLAN | BETHESDA MD | 139 | $15.5M | $80K |
| 2 | STRATEGIC BUSINESS SYSTEMS, INC. STRATEGIC BUSINESS SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | CHANTILLY VA | 100 | $10.5M | $54K |
