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 Mutual Fund in their Schedule of Assets, totaling $2.0M 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 | THE FORT MILLER GROUP, INC. THE FORT MILLER GROUP INCENTIVE SAVINGS PLAN | SCHUYLERVILLE NY | 505 | $81.4M | $1.7M |
| 2 | LAKES GAS CO. LAKES GAS CO. 401(K) PROFIT SHARING PLAN & TRUST | WYOMING MN | 262 | $13.5M | $230K |
