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 Instl in their Schedule of Assets, totaling $2.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RESEARCH PRODUCTS CORPORATION RESEARCH PRODUCTS CORPORATION INCENTIVE SAVINGS PLAN | MADISON WI | 362 | $90.5M | $1.6M |
| 2 | RESEARCH PRODUCTS CORPORATION RESEARCH PRODUCTS CORPORATION PRODUCTION STAFF 401(K) SAVINGS PLAN | MADISON WI | 401 | $28.3M | $442K |
| 3 | 931173 |
ALTOONA WI |
| 107 |
| $15.9M |
| $235K |
| 4 | OPERATIVE PLASTERERS & CEMENT MASONS LOCAL 599 AREA 204 SUPP RET PLAN OPERATIVE PLASTERERS & CEMENT MASONS LOC 599 RT PL | MADISON WI | 149 | $2.3M | $14K |