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 I3 in their Schedule of Assets, totaling $6.6M 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 | NEW LEXINGTON CLINIC, P.S.C. NEW LEXINGTON CLINIC, P.S.C. SAVINGS AND PROFIT SHARING PLAN | LEXINGTON KY | 1,491 | $295.5M | $5.9M |
| 2 | THE MCCALLIE SCHOOL THE MCCALLIE SCHOOL 401(K) PLAN | CHATTANOOGA TN | 336 | $57.7M | $348K |
| 3 | N & P ENGINEERS & LAND SURVEYOR, PLLC |
MELVILLE NY |
| 118 |
| $23.2M |
| $311K |
| 4 | DENOOYER/METRO AUTO DENOOYER/METRO AUTOMOTIVE GROUP PROFIT SHARING 401(K) PLAN | ALBANY NY | 318 | $10.9M | $72K |
