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 Funds in their Schedule of Assets, totaling $320K 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 | STIRLING PROPERTIES, LLC STIRLING PROPERTIES, LLC PROFIT SHARING PLAN | COVINGTON LA | 127 | $10.6M | $172K |
| 2 | INTEGRATED PROCUREMENT TECHNOLOGIES , INC. IPT 401(K) RETIREMENT PLAN | GOLETA CA | 106 | $13.5M | $148K |
