Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Columbia Small Cap Value II A in their Schedule of Assets, totaling $4.4M 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 | E. E. REED CO., LTD REED COMPANIES PROFIT SHARING PLAN AND TRUST | SUGARLAND TX | 696 | $89.5M | $3.2M |
| 2 | WELCH BROS., INC. WELCH BROS., INC. PROFIT SHARING PLAN | ELGIN IL | 205 | $55.5M | $960K |
| 3 | MCNC MCNC RETIREMENT PLAN | RESEARCH TRIANGLE PA |
| 129 |
| $27.6M |
| $235K |
| 4 | CENTRAL DYNAMICS LLC CENDYN 401(K) PLAN | BOCA RATON FL | 220 | $14.7M | $2K |
