Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Columbia Small Cap Value II Class I3 Shares in their Schedule of Assets, totaling $14K 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 | AC&A ENTERPRISES, LLC APPLIED COMPOSITES RETIREMENT PLAN | LAKE FOREST CA | 786 | $40.0M | $14K |
