Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Columbia Small Cap Value II Fund in their Schedule of Assets, totaling $13.0M 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 | RIVERSIDE MANAGEMENT SERVICES, INC. RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN | NEWPORT NEWS VA | 10,238 | $463.2M | $6.1M |
| 2 | GENESCO INC. GENESCO SALARY DEFERRAL PLAN | NASHVILLE TN | 10,894 | $190.2M | $5.0M |
| 3 | BRANDYWINE REALTY TRUST BRANDYWINE REALTY TRUST 401K PROFIT SHARING PLAN |
PHILADELPHIA PA |
| 281 |
| $71.1M |
| $1.6M |
| 4 | SMS DATA PRODUCTS GROUP, INC. SMS DATA PRODUCTS GROUP, INC. 401(K) RETIREMENT PLAN | MC LEAN VA | 627 | $84.3M | $179K |
| 5 | BOARD OF TRUSTEES OF PLUMBERS LOCAL 55 DEFINED CONTRIBUTION RETIREMENT PLUMBERS LOCAL 55 DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLYN HEIGHTS OH | 914 | $41.1M | $134K |
